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- **Record Q2 Performance**: Adjusted EBITDA of $75M (+12% YoY), free cash flow of $60M, and 14.1% margin highlight operational resilience.
- **Strategic Win in Aerospace**: Custom film partnership with space leader validates high-margin growth potential in defense sector.
- **Tornado Impact Mitigated**: Q3 sales down $20-25M, but recovery underway; insurance to cover most costs.
- **Financial Strength**: Net debt reduced to $908M (3.8x leverage), ahead of target range of 2.5x-3.5x by mid-2027.
- **Growth Drivers**: Films (+10% in FAM), tapes/labels (+10%), and healthcare recovery offset paper/packaging headwinds.
- **Margin Expansion**: 130bps YoY improvement driven by pricing, cost control, and footprint optimization.
- **AI & Productivity**: Pilot programs to enhance asset utilization and reduce waste, supporting long-term efficiency gains.

**【CEO Opening Remarks】**
- Q2 2026 marked Mativ's strongest quarterly performance since inception, with organic growth in a challenging macro environment.
- Key achievements: Adjusted EBITDA of $75M (12% YoY growth), free cash flow of $60M, and record SAS segment EBITDA.
- Strategic initiatives: Value-based pricing, cost management, and footprint optimization drove margin expansion to 14.1% (vs. 12.8% YoY).
- Highlighted healthcare recovery in SAS segment and double-digit growth in FAM's specialty films.
- New aerospace & defense partnership with a space exploration leader, validating Mativ's advanced manufacturing capabilities.
- Recent tornado damage in Wisconsin paper/packaging distribution center expected to impact Q3 sales by $20-25M, but recovery efforts underway.

**【CFO Financial Commentary】**
- Net sales: $532M (1% YoY growth), driven by price increases offsetting volume declines.
- Adjusted EBITDA: $75M (12% YoY growth), margin 14.1% (130bps YoY expansion).
- Free cash flow: $60M (22% YoY growth), net debt reduced to $908M (3.8x net leverage, down 700bps YoY).
- Q3 outlook: Modest volume growth in films (excluding tornado impact), but price-to-cost ratio expected to contract due to elevated raw material costs.
- Long-term inflation mitigation: Proactive pricing and productivity initiatives to offset $40-50M annualized cost increases.

**【Q&A Highlights】**
- **Aerospace & Defense Win**: Custom lightweight film for space exploration is scaling as planned, validating Mativ's technical expertise and opening new high-growth markets.
- **Tornado Recovery**: Insurance expected to cover most inventory and disruption costs; Q3 sales impact limited to $20-25M, with recovery beginning in Q4.
- **Margin Progression**: 18-month focus on cost-out ($15-20M target) and pricing strategy has built foundation for long-term margin expansion. Q3 EBITDA growth may be modest due to timing of cost recognition, but structural improvements remain intact.
- **Growth Strategy**: Leveraging three technology platforms (Coating/Saturation, Extrusion, Fiber Solutions) to deliver integrated solutions and unlock cross-segment opportunities.
- **AI & Data Analytics**: Pilot programs to optimize production scheduling and reduce waste, with potential for scalable cost savings and yield improvements.


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Mativ Holdings (MATV) Financials Overview

MATV Q2 2026 Earnings

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