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Amcor PLC (AMCR)
NYSE:AMCR
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.96Last Year’s EPS
0.9Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong integration execution and accelerating synergies, delivered results in line with expectations, reaffirmed full-year EPS and free cash flow guidance, and highlighted meaningful commercial wins and balance sheet discipline. Offsetting these positives were persistent modest volume declines, short-term weak performance in a $2.5B non-core portfolio (notably North American beverage), some near-term margin and operating-leverage headwinds, and one-time integration costs. Overall, management presented confidence in mid-to-long-term value creation while acknowledging short-term market softness and non-core volatility.Company Guidance
Revenue and Profitability in Line with Expectations
Q2 revenue $5.4B, EBITDA $826M, EBIT $603M; adjusted EPS $0.86 for the quarter (adjusted EPS up 7% in Q2 and up 14% for the first half versus prior year).
Free Cash Flow and Dividend
Free cash flow of $289M in Q2 (first half cash outflow $53M, in line with expectations); Board declared quarterly dividend of $0.65 per share, up year-over-year; reaffirmed full-year free cash flow guidance of $1.8B–$1.9B.
Synergy Capture Accelerating
Synergy benefits accelerated to $55M in Q2 and totaled $93M in the first half; management reaffirmed at least $260M of synergies for fiscal 2026 and $650M through fiscal 2028; procurement target $325M by 2028.
Core Portfolio Resilience
Core portfolio (~$20B) outperformed the combined company: core volumes down ~1.5% (≈100 bps better than total portfolio) and adjusted EBIT dollars up ~7% for the core (excluding synergies, earnings broadly flat vs prior year).
Segment Performance — Rigid and Flexible
Flexible packaging sales +23% constant currency (driven by acquisition); flexible adjusted EBIT +22% cc to $402M (comparable EBIT up ~1%). Rigid adjusted EBIT $228M; on a comparable constant currency basis excluding non-core, rigid adjusted EBIT up ~15% and adjusted EBIT margin excluding non-core improved ~200 bps to ~12%.
Balance Sheet and Capital Allocation
Adjusted leverage exiting Q2 was 3.6x with expectation to end the year ~3.1–3.2x; FY capex expected $850M–$900M; commitment to maintain investment-grade rating and modestly growing dividend; first-half capex $459M.
Commercial Wins and Growth Synergies
Annualized sales from wins linked to the Berry combination now exceed $100M toward a three-year target of $280M; example win supplying blister packaging and rigid containers for a major pharmaceutical GLP-1 therapy.
Integration and Operational Progress
Over 600 headcount reductions executed consistent with integration roadmap; ~20 site closures/restructures approved/announced; early realization of G&A, procurement and financial synergies.
AMCR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AMCR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $44.34 | $47.93 | +8.10% |
Nov 05, 2025 | $39.23 | $39.95 | +1.86% |
Aug 14, 2025 | $47.58 | $41.93 | -11.87% |
Apr 30, 2025 | $43.42 | $42.86 | -1.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Amcor PLC (AMCR) report earnings?
Amcor PLC (AMCR) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Amcor PLC (AMCR) earnings time?
Amcor PLC (AMCR) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMCR EPS forecast?
AMCR EPS forecast for the fiscal quarter 2026 (Q3) is 0.96.