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10-Q Filing

AVERY DENNISON CORP CIK: 8818 Q1 2019
Filing Information
Form Type 10-Q
Accession Number 0001104659-19-025335
Period End Date 20190331
Filing Date 20190430
Fiscal Year 2019
Fiscal Period Q1
XBRL Instance avy-20190330.xml
Filing Contents
Balance Sheet 71 line items
Line Item Tag Value Unit Period
Trade accounts receivable, allowances (in dollars) AllowanceForDoubtfulAccountsReceivableCurrent $22.10M USD Point-in-time
Trade accounts receivable, allowances (in dollars) AllowanceForDoubtfulAccountsReceivableCurrent $21.10M USD Point-in-time
Common stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $1.00 USD Point-in-time
Common stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $1.00 USD Point-in-time
Common stock, authorized shares CommonStockSharesAuthorized 400.00M shares Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $232.00M USD Point-in-time
Common stock, authorized shares CommonStockSharesAuthorized 400.00M shares Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $224.40M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $187.50M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $225.70M USD Point-in-time
Common stock, issued shares CommonStockSharesIssued 124.13M shares Point-in-time
Trade accounts receivable, less allowances of $22.1 and $21.1 at March 30, 2019 and December 29, 2018, respectively AccountsReceivableNetCurrent $1.19B USD Point-in-time
Trade accounts receivable, less allowances of $22.1 and $21.1 at March 30, 2019 and December 29, 2018, respectively AccountsReceivableNetCurrent $1.20B USD Point-in-time
Common stock, issued shares CommonStockSharesIssued 124.13M shares Point-in-time
Inventories, net InventoryNet $651.40M USD Point-in-time
Common stock, outstanding shares CommonStockSharesOutstanding 84.72M shares Point-in-time
Common stock, outstanding shares CommonStockSharesOutstanding 84.40M shares Point-in-time
Inventories, net InventoryNet $688.30M USD Point-in-time
Other current assets OtherAssetsCurrent $211.00M USD Point-in-time
Treasury stock, shares TreasuryStockShares 39.73M shares Point-in-time
Treasury stock, shares TreasuryStockShares 39.40M shares Point-in-time
Other current assets OtherAssetsCurrent $224.90M USD Point-in-time
Total current assets AssetsCurrent $2.30B USD Point-in-time
Total current assets AssetsCurrent $2.32B USD Point-in-time
Property, plant and equipment, net PropertyPlantAndEquipmentNet $1.14B USD Point-in-time
Property, plant and equipment, net PropertyPlantAndEquipmentNet $1.14B USD Point-in-time
Goodwill Goodwill $941.80M USD Point-in-time
Goodwill Goodwill $937.20M USD Point-in-time
Other intangibles resulting from business acquisitions, net IntangibleAssetsNetExcludingGoodwill $144.00M USD Point-in-time
Other intangibles resulting from business acquisitions, net IntangibleAssetsNetExcludingGoodwill $140.60M USD Point-in-time
Non-current deferred income taxes DeferredTaxAssetsLiabilitiesNetNoncurrent $205.30M USD Point-in-time
Non-current deferred income taxes DeferredTaxAssetsLiabilitiesNetNoncurrent $191.50M USD Point-in-time
Other assets OtherAssetsNoncurrent $451.00M USD Point-in-time
Other assets OtherAssetsNoncurrent $615.80M USD Point-in-time
Total assets Assets $5.18B USD Point-in-time
Total assets Assets $5.35B USD Point-in-time
Short-term borrowings and current portion of long-term debt and finance leases DebtCurrent $350.30M USD Point-in-time
Short-term borrowings and current portion of long-term debt and finance leases DebtCurrent $194.60M USD Point-in-time
Accounts payable AccountsPayableCurrent $1.03B USD Point-in-time
Accounts payable AccountsPayableCurrent $1.03B USD Point-in-time
Accrued payroll and employee benefits EmployeeRelatedLiabilitiesCurrent $159.10M USD Point-in-time
Accrued payroll and employee benefits EmployeeRelatedLiabilitiesCurrent $217.90M USD Point-in-time
Other current liabilities OtherAccruedLiabilitiesCurrent $497.40M USD Point-in-time
Other current liabilities OtherAccruedLiabilitiesCurrent $551.00M USD Point-in-time
Total current liabilities LiabilitiesCurrent $1.99B USD Point-in-time
Total current liabilities LiabilitiesCurrent $2.04B USD Point-in-time
Long-term debt and finance leases LongTermDebtAndCapitalLeaseObligations $1.76B USD Point-in-time
Long-term debt and finance leases LongTermDebtAndCapitalLeaseObligations $1.77B USD Point-in-time
Long-term retirement benefits and other liabilities LongTermRetirementBenefitsAndOtherLiabilities $441.00M USD Point-in-time
Long-term retirement benefits and other liabilities LongTermRetirementBenefitsAndOtherLiabilities $334.70M USD Point-in-time
Non-current deferred and payable income taxes NonCurrentDeferredAndPayableIncomeTaxes $122.10M USD Point-in-time
Non-current deferred and payable income taxes NonCurrentDeferredAndPayableIncomeTaxes $120.40M USD Point-in-time
Commitments and contingencies (see Note 13) CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies (see Note 13) CommitmentsAndContingencies - USD Point-in-time
Common stock, $1 par value per share, authorized - 400,000,000 shares at March 30, 2019 and December 29, 2018; issued - 124,126,624 shares at March 30, 2019 and December 29, 2018; outstanding - 84,399,377 shares and 84,723,655 shares at March 30, 2019 and December 29, 2018, respectively CommonStockValue $124.10M USD Point-in-time
Common stock, $1 par value per share, authorized - 400,000,000 shares at March 30, 2019 and December 29, 2018; issued - 124,126,624 shares at March 30, 2019 and December 29, 2018; outstanding - 84,399,377 shares and 84,723,655 shares at March 30, 2019 and December 29, 2018, respectively CommonStockValue $124.10M USD Point-in-time
Common stock, $1 par value per share, authorized - 400,000,000 shares at March 30, 2019 and December 29, 2018; issued - 124,126,624 shares at March 30, 2019 and December 29, 2018; outstanding - 84,399,377 shares and 84,723,655 shares at March 30, 2019 and December 29, 2018, respectively CommonStockValue $124.10M USD Point-in-time
Capital in excess of par value AdditionalPaidInCapitalCommonStock $872.00M USD Point-in-time
Capital in excess of par value AdditionalPaidInCapitalCommonStock $851.50M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $2.86B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $2.66B USD Point-in-time
Treasury stock at cost, 39,727,247 shares and 39,402,969 shares at March 30, 2019 and December 29, 2018, respectively TreasuryStockCommonValue $2.22B USD Point-in-time
Treasury stock at cost, 39,727,247 shares and 39,402,969 shares at March 30, 2019 and December 29, 2018, respectively TreasuryStockCommonValue $2.29B USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-639.60M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-682.00M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-359.40M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-680.50M USD Point-in-time
Total shareholders' equity StockholdersEquity $955.10M USD Point-in-time
Total shareholders' equity StockholdersEquity $991.90M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $5.35B USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $5.18B USD Point-in-time
Income Statement 30 line items
Line Item Tag Value Unit Period
Net sales RevenueFromContractWithCustomerExcludingAssessedTax $1.74B USD 1 Quarter
Net sales RevenueFromContractWithCustomerExcludingAssessedTax $1.78B USD 1 Quarter
Cost of products sold CostOfGoodsAndServicesSold $1.27B USD 1 Quarter
Cost of products sold CostOfGoodsAndServicesSold $1.29B USD 1 Quarter
Gross profit GrossProfit $483.40M USD 1 Quarter
Gross profit GrossProfit $465.40M USD 1 Quarter
Marketing, general and administrative expense SellingGeneralAndAdministrativeExpense $276.30M USD 1 Quarter
Marketing, general and administrative expense SellingGeneralAndAdministrativeExpense $295.00M USD 1 Quarter
Other expense, net OtherExpenseNet $12.80M USD 1 Quarter
Other expense, net OtherExpenseNet $7.50M USD 1 Quarter
Interest expense InterestExpense $13.20M USD 1 Quarter
Interest expense InterestExpense $19.50M USD 1 Quarter
Other non-operating expense OtherNonoperatingExpense $446.50M USD 1 Quarter
Other non-operating expense OtherNonoperatingExpense $3.30M USD 1 Quarter
(Loss) income before taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $159.10M USD 1 Quarter
(Loss) income before taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $-284.40M USD 1 Quarter
(Benefit from) provision for income taxes IncomeTaxExpenseBenefit $-138.40M USD 1 Quarter
(Benefit from) provision for income taxes IncomeTaxExpenseBenefit $33.30M USD 1 Quarter
Equity method investment net losses IncomeLossFromEquityMethodInvestments $-600.00K USD 1 Quarter
Equity method investment net losses IncomeLossFromEquityMethodInvestments $-900.00K USD 1 Quarter
Net (loss) income NetIncomeLoss $125.20M USD 1 Quarter
Net (loss) income NetIncomeLoss $-146.90M USD 1 Quarter
Net (loss) income per common share (in dollars per share) EarningsPerShareBasic $1.42 USD 1 Quarter
Net (loss) income per common share (in dollars per share) EarningsPerShareBasic $-1.74 USD 1 Quarter
Net (loss) income per common share, assuming dilution (in dollars per share) EarningsPerShareDiluted $1.40 USD 1 Quarter
Net (loss) income per common share, assuming dilution (in dollars per share) EarningsPerShareDiluted $-1.74 USD 1 Quarter
Common shares (in shares) WeightedAverageNumberOfSharesOutstandingBasic 84.30M shares 1 Quarter
Common shares (in shares) WeightedAverageNumberOfSharesOutstandingBasic 88.00M shares 1 Quarter
Common shares, assuming dilution (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 84.30M shares 1 Quarter
Common shares, assuming dilution (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 89.60M shares 1 Quarter
Cash Flow Statement 58 line items
Line Item Tag Value Unit Period
Net (loss) income ProfitLoss $-146.90M USD 1 Quarter
Net (loss) income ProfitLoss $125.20M USD 1 Quarter
Depreciation Depreciation $34.30M USD 1 Quarter
Depreciation Depreciation $34.90M USD 1 Quarter
Amortization AdjustmentForAmortization $9.60M USD 1 Quarter
Amortization AdjustmentForAmortization $10.20M USD 1 Quarter
Provision for doubtful accounts and sales returns ProvisionForDoubtfulAccounts $12.90M USD 1 Quarter
Provision for doubtful accounts and sales returns ProvisionForDoubtfulAccounts $14.80M USD 1 Quarter
Stock-based compensation ShareBasedCompensation $7.60M USD 1 Quarter
Stock-based compensation ShareBasedCompensation $7.40M USD 1 Quarter
Pension plan settlements and related charges DefinedBenefitPlanRecognizedNetGainLossDueToSettlements1 $-446.90M USD 1 Quarter
Pension plan settlements and related charges DefinedBenefitPlanRecognizedNetGainLossDueToSettlements1 $-500.00K USD 1 Quarter
Deferred income taxes and other non-cash taxes NoncashIncomeTaxes $-172.80M USD 1 Quarter
Deferred income taxes and other non-cash taxes NoncashIncomeTaxes $-8.00M USD 1 Quarter
Other non-cash expense and loss OtherNoncashExpense $3.30M USD 1 Quarter
Other non-cash expense and loss OtherNoncashExpense $24.00M USD 1 Quarter
Changes in assets and liabilities and other adjustments IncreaseDecreaseInOperatingCapital $190.50M USD 1 Quarter
Changes in assets and liabilities and other adjustments IncreaseDecreaseInOperatingCapital $162.00M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $16.00M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $35.40M USD 1 Quarter
Purchases of property, plant and equipment PaymentsToAcquirePropertyPlantAndEquipment $41.80M USD 1 Quarter
Purchases of property, plant and equipment PaymentsToAcquirePropertyPlantAndEquipment $35.60M USD 1 Quarter
Purchases of software and other deferred charges PurchaseOfSoftwareAndOtherDeferredCharges $5.50M USD 1 Quarter
Purchases of software and other deferred charges PurchaseOfSoftwareAndOtherDeferredCharges $7.30M USD 1 Quarter
Proceeds from sales of property, plant and equipment ProceedsFromSaleOfPropertyPlantAndEquipment $6.90M USD 1 Quarter
Proceeds from sales of property, plant and equipment ProceedsFromSaleOfPropertyPlantAndEquipment $7.30M USD 1 Quarter
Proceeds from insurance and sales (purchases) of investments, net PaymentsForProceedsFromInvestmentsAndProceedsFromInsurance $-4.50M USD 1 Quarter
Proceeds from insurance and sales (purchases) of investments, net PaymentsForProceedsFromInvestmentsAndProceedsFromInsurance $-300.00K USD 1 Quarter
Payments for investments in businesses PaymentsToAcquireBusinessesAndInterestInAffiliates $100.00K USD 1 Quarter
Payments for investments in businesses PaymentsToAcquireBusinessesAndInterestInAffiliates $6.50M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-42.00M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-35.80M USD 1 Quarter
Net increase in borrowings (maturities of three months or less) ProceedsFromRepaymentsOfShortTermDebt $104.30M USD 1 Quarter
Net increase in borrowings (maturities of three months or less) ProceedsFromRepaymentsOfShortTermDebt $155.40M USD 1 Quarter
Repayments of long-term debt and finance leases RepaymentsOfLongTermDebtAndCapitalSecurities $1.00M USD 1 Quarter
Repayments of long-term debt and finance leases RepaymentsOfLongTermDebtAndCapitalSecurities $1.80M USD 1 Quarter
Dividends paid PaymentsOfDividendsCommonStock $39.60M USD 1 Quarter
Dividends paid PaymentsOfDividendsCommonStock $43.90M USD 1 Quarter
Share repurchases PaymentsForRepurchaseOfCommonStock $88.70M USD 1 Quarter
Share repurchases PaymentsForRepurchaseOfCommonStock $51.60M USD 1 Quarter
Net (tax withholding) proceeds related to stock-based compensation ProceedsTaxWithholdingRelatedToStockBasedCompensation $-31.40M USD 1 Quarter
Net (tax withholding) proceeds related to stock-based compensation ProceedsTaxWithholdingRelatedToStockBasedCompensation $-20.10M USD 1 Quarter
Payments of contingent consideration PaymentForContingentConsiderationLiabilityFinancingActivities $2.50M USD 1 Quarter
Payments of contingent consideration PaymentForContingentConsiderationLiabilityFinancingActivities $1.60M USD 1 Quarter
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-700.00K USD 1 Quarter
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-21.80M USD 1 Quarter
Effect of foreign currency translation on cash balances EffectOfExchangeRateOnCashAndCashEquivalents $4.70M USD 1 Quarter
Effect of foreign currency translation on cash balances EffectOfExchangeRateOnCashAndCashEquivalents $1.00M USD 1 Quarter
Decrease in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $-36.90M USD 1 Quarter
Decrease in cash and cash equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $-6.30M USD 1 Quarter
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $232.00M USD Point-in-time
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $224.40M USD Point-in-time
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $187.50M USD Point-in-time
Cash and cash equivalents, beginning of year CashAndCashEquivalentsAtCarryingValue $225.70M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $232.00M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $224.40M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $187.50M USD Point-in-time
Cash and cash equivalents, end of period CashAndCashEquivalentsAtCarryingValue $225.70M USD Point-in-time
Comprehensive Income 12 line items
Line Item Tag Value Unit Period
Net (loss) income NetIncomeLossAvailableToCommonStockholdersBasic $125.20M USD 1 Quarter
Net (loss) income NetIncomeLossAvailableToCommonStockholdersBasic $-146.90M USD 1 Quarter
Foreign currency translation OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $22.10M USD 1 Quarter
Foreign currency translation OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $34.30M USD 1 Quarter
Pension and other postretirement benefits OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansAdjustmentNetOfTax $-300.70M USD 1 Quarter
Pension and other postretirement benefits OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansAdjustmentNetOfTax $-5.70M USD 1 Quarter
Cash flow hedges OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-200.00K USD 1 Quarter
Cash flow hedges OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $900.00K USD 1 Quarter
Other comprehensive income, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $322.60M USD 1 Quarter
Other comprehensive income, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $40.90M USD 1 Quarter
Total comprehensive income, net of tax ComprehensiveIncomeNetOfTax $175.70M USD 1 Quarter
Total comprehensive income, net of tax ComprehensiveIncomeNetOfTax $166.10M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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