Tariffs and trade retaliation
The company sources and sells across borders, so tariff changes can raise input costs and disrupt customer pricing.
- Scope
- Global trade flows, including China-related exposure
- Materiality
- high
Mativ Holdings, Inc.
Mativ Holdings, Inc. is a U.S.-based specialty materials manufacturer that turns fibers, resins, chemicals and polymers into engineered media used to connect, protect and purify products and processes. It serves both business-to-business and consumer channels through global brands, with products spanning filtration, healthcare, advanced films, specialty papers, packaging and netting.
−12,2 %
18,3 %
−17,0 %
+0,3 %
2.24
1.08
| % | |
|---|---|
| Filtration & Netting | 34% Specialty filtration media, components and extruded mesh used in air, liquid, industrial and agricultural applications. |
| Advanced Films | 17% Thermoplastic polyurethane films and related materials used in protection, medical and security applications. |
| Tape, Labels & Liners | 29% Engineered substrates and liners used in tapes, labels and other converting applications. |
| Paper & Packaging | 20% Premium specialty papers and packaging materials for print, mail, retail and consumer uses. |
Mativ sells to industrial, healthcare, packaging, converting and consumer-oriented customers that need highly...
- Industrial filtration and purification customersprimary
Buy filtration media and netting for air, water, industrial and life science applications because performance and qualification matter.
- Healthcare and medical device customersprimary
Buy wound care, fixation, medical packaging and medical film materials that must meet strict performance standards.
- Tape, label and converting customersprimary
Buy liners and engineered substrates used in adhesive systems, labels and other converting applications.
- Paper and packaging customerssecondary
Buy premium specialty papers and packaging materials for print, mail, graphics and sustainable packaging uses.
- Consumer and retail channelssecondary
Buy office, stationery and craft papers for resale to small business, personal and educational users.
Mativ manufactures on three continents and sells in more than 100 countries, with the business most concentrated in...
- •Manufacturing footprint spans 34 production locations worldwide
- •Sales are most concentrated in North America and Europe
- •Asia-Pacific and rest of world are smaller but meaningful markets
- •Global supply chain supports local delivery and customer qualification
- •Cross-border trade exposure increases tariff and FX sensitivity
Mativ is repositioning its portfolio toward higher-growth, higher-value specialty materials where customer...
01
Portfolio shift to preferred categoriesmedium-term
Management wants more exposure to higher-growth end markets and less reliance on slower or more cyclical applications.
02
Innovation and product developmentmedium-term
Customized, high-performance products support pricing power and customer retention.
03
Global supply chain and local serviceshort-term
A broad manufacturing footprint helps meet customer qualification, delivery and regulatory needs.
Mativ faces cyclical demand, customer destocking, tariff and trade uncertainty, and foreign exchange exposure because...
Cyclical end-market demand
Many products serve markets affected by economic cycles, inventory destocking and customer downtime.
- Scope
- Industrial, automotive, construction and consumer-related demand
- Materiality
- high
Debt and covenant pressure
High leverage reduces flexibility and creates refinancing and covenant compliance risk.
- Scope
- Revolving and term loan facilities
- Materiality
- high
Goodwill impairment
Weak share price, lower cash flow expectations or higher discount rates can trigger non-cash charges.
- Scope
- FAM reporting unit and other reporting units
- Materiality
- high
Integration and restructuring execution
Acquisitions and restructuring can disrupt operations and fail to deliver expected synergies.
- Scope
- Systems, personnel, facilities and customer relationships
- Materiality
- medium
Goodwill impairment testing
2025 FAM impairment of $411.9 million
Seasonality and downtime
Quarterly revenue and margin volatility
Restructuring and integration costs
Comparability of adjusted and reported earnings
Debt and covenant accounting
Liquidity and going-concern style monitoring
: 28.4.2026