AVTR

• Net sales for Q2 2026 were $1,692.3 million, up 0.5% year-over-year, with organic decline of 0.4%.
• Adjusted EBITDA was $254.3 million (margin 15.0%); diluted GAAP EPS was $0.06, adjusted EPS was $0.21.
• Operating cash flow was $178.2 million and free cash flow was $142.8 million; $112.1 million of debt was repaid.
• FY2026 guidance raised: organic revenue growth now -0.5% to +0.5%, adjusted EPS $0.80-$0.83, adjusted EBITDA margin unchanged at 14.8%-15.3%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• On July 14, 2026, Avantor Funding, Inc., a wholly owned subsidiary of Avantor, Inc., entered into Amendment No. 15 to the existing Credit Agreement.
• The new loans refinance existing euro term loans that carried a higher interest rate of EURIBO Rate plus 2.50% and were scheduled to mature on October 9, 2032.
• The Incremental B-7 Euro Term Loans mature on October 9, 2032, and are guaranteed by the same subsidiaries and secured by the same collateral as existing credit facilities on a pari passu basis.
• A 1.00% prepayment premium applies if the loans are prepaid, replaced, or refinanced with similar term B loans at a lower effective yield within six months of the effective date.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits

• Avantor, Inc. held its 2026 Annual Meeting of Stockholders on May 7, 2026.
• The advisory vote on 2025 named executive officer compensation passed with 601,462,107 votes for.
• Stockholders selected one year as the frequency of future advisory votes on executive compensation; the Board will hold such votes annually until at least 2032.
• Stockholders ratified Deloitte & Touche LLP as independent auditor for fiscal year ending December 31, 2026.

5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Net income was $43.3 million (2.7% margin), down from $64.5 million in Q1 2025; adjusted net income was $114.0 million.
• Adjusted EBITDA was $219.4 million (13.9% margin), down from $269.5 million (17.0% margin) in the prior-year period.
• Diluted GAAP EPS was $0.06; adjusted EPS was $0.17.
• Operating cash flow was $58.7 million and free cash flow was $25.2 million; the company reaffirmed its fiscal 2026 guidance.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Ludovic Brellier will join Avantor on May 1, 2026 as Executive Vice President, Bioscience & Medtech Products (BMP) and Chief Transformation Officer.
• Brellier joins from Danaher, where he was President of Cytiva's Hardware Solutions business.
• In his new role, Brellier will lead the Revival Management Office and drive transformation initiatives across the enterprise.
• The appointment was announced via a press release on April 23, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Jones will leave on or before June 24, 2026, per the company's April 1, 2026 press release.
• Steve Eck, Senior Vice President and Chief Accounting Officer, will serve as interim CFO upon Jones' departure while a permanent CFO search is conducted.
• Eck will receive $45,000 per month as interim CFO and a one-time restricted stock unit award valued at $250,000 vesting ratably over three years.
• Avantor reaffirmed its fiscal 2026 financial guidance provided on February 11, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Full-year 2025 net sales were $6.55 billion, a decrease of 3.4% reported and 2.8% organic; net loss was $530 million, adjusted EBITDA was $1,069 million, diluted GAAP loss per share was $0.78, adjusted EPS was $0.90.
• The company announced a realignment of reportable segments effective Q1 2026 into VWR Distribution & Services and Bioscience & Medtech Products.
• The company is executing a 'Revival' program including relaunch of the VWR brand, manufacturing and supply chain improvements, and e-commerce upgrades.
• No specific financial guidance for 2026 was provided in the filing.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Simon Dingemans was elected as a director of Avantor, Inc., effective January 2, 2026, with an initial term expiring at the 2026 Annual Meeting.
• Dingemans, 62, previously served as Senior Advisor at The Carlyle Group (2022-2024) and as CFO of GSK plc (2011-2019).
• He will receive standard non-employee director compensation: a $95,000 annual cash retainer and restricted stock units with a grant date fair value of $210,000, prorated and vesting on May 6, 2026.
• The board determined Dingemans meets NYSE and Exchange Act independence standards.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits