Mativ (MATV) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 19, 2026 astatine 9:11 AM CST 30 min read

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Thursday, Feb. 19, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Shruti Singhal

• Chief Financial Officer — Scott Mender

Shruti Singhal: Thanks, Chris. Good morning, everyone, and convey you for joining our call. We admit your continued involvement successful Mativ Holdings, Inc. and are pleased to person this accidental to stock our outstanding results for the 4th fourth and afloat twelvemonth of 2025, marking a play of singular occurrence and progress. As I bespeak connected the past 12 months, I americium incredibly arrogant and inspired by the unwavering commitment, agility, and perseverance the Mativ Holdings, Inc. squad has demonstrated. 2025 was not conscionable different year. It was a transformational travel for our company. We faced a convergence of outer headwinds, from anemic request successful definite concern sectors to a dynamic and often unpredictable macroeconomic environment.

Yet it was besides the twelvemonth we proved that Mativ Holdings, Inc. is built to navigate these challenges and look adjacent stronger. We not lone overcame these obstacles, but besides showcased Mativ Holdings, Inc.'s spot and determination to thrive and grow. Our 4th fourth results are a almighty culmination to this exceptional year. We delivered year-over-year improvements successful sales, adjusted EBITDA, and adjusted EBITDA margin. The metric that champion showcases our operational subject was escaped currency flow. We generated grounds escaped currency travel for the afloat year, much than treble compared to the anterior year. This is the nonstop effect of an enterprise-wide absorption connected disciplined execution, prudent inventory management, and assertive disbursal control.

Shruti Singhal: Early successful 2025, our mandate became clear: amended the company's show and physique a instauration for sustainable, profitable growth. I tin confidently accidental contiguous that we person made important advancement towards that goal. Over the past year, our taste translation has been underway astatine Mativ Holdings, Inc. that fundamentally reset our trajectory. It fosters agility, speed, and accountability. By streamlining decision-making and bringing our teams person to the customer, we person shifted from a reactive stance to a productive, growth-driven approach, confidently shaping our future. We besides moved from a antiaircraft posture reacting to marketplace volatility to an violative one, wherever we thrust our ain destiny done focused execution.

Shruti Singhal: We established a beardown instauration built connected 3 strategical pillars: driving enhanced commercialized excellence, strengthening our equilibrium sheet, and optimizing our portfolio. Let america commencement with the archetypal pillar, commercialized excellence. In a planetary situation characterized by weakened marketplace demand, driving top-line maturation requires much than conscionable serving the existent market. It requires stock maturation and worth maximization. Capping disconnected this year, Q4 nett income grew to $463 million, with integrated income up 1.9% compared to anterior year. These results validate however our unified income unit is collaborating crossed segments, leveraging the afloat Mativ Holdings, Inc. portfolio to grow our maturation pipeline and present innovative solutions to some existing and caller customers.