Amcor PLC (AMCR)
NYSE:AMCR
Want to see AMCR full AI Analyst Report?
Earnings Data
Report Date
Aug 19, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.19Last Year’s EPS
1Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced strong executional achievements — notably accelerated synergy capture, accretive acquisition benefits, EPS growth, progress on divestitures and maintained margins in the core portfolio — against near‑term operating headwinds including modest volume declines, a temporary free cash flow reduction driven by higher inventory, weather impacts and inflationary resin pressure. Management reiterated guidance, deleveraging commitment and a clear plan to convert synergies and divestiture proceeds into debt reduction, but short‑term cash and working capital timing risks temper the outlook.Company Guidance
Synergy Delivery Ahead of Plan
Delivered ~$77M of synergies in Q3 and ~$170M year-to-date; now expect $270M in fiscal 2026 (ahead of initial $260M year‑1 target) and $650M cumulatively over 3 years.
Earnings Growth and Guidance
Q3 adjusted EPS $0.96, up 6% year‑over‑year; 9M adjusted EPS $2.79, up 11%. Fiscal 2026 adjusted EPS guidance of $3.98–$4.03 (midpoint ~12% growth year‑over‑year) with Q4 implied >20% growth.
Top-Line and Profitability (Quarter)
Q3 revenue $5.9B, EBITDA $892M, EBIT $687M. Core portfolio maintained stronger EBIT margins (~12.3%) and year‑to‑date core EBIT dollars up ~4% despite modest volume declines.
Segment Performance and Acquisition Benefits
Global Flexible Packaging sales increased 29% on a constant currency basis (driven primarily by Berry acquisition); adjusted EBIT up 28% cc to $452M with comparable EBIT up ~3% and margin of 13.9% reflecting synergies.
Portfolio Optimization Progress
Closed or reached agreements for 6 noncore divestitures representing ~ $500M of combined annual revenue and ~ $500M combined transaction value (average multiple ~6x); proceeds to reduce debt.
Capital Allocation and Dividend
Board declared quarterly dividend of $0.65 per share (modestly up YoY). Capital spending YTD $687M with full-year capex guidance $850–$900M.
Balance Sheet Targets and Deleveraging Plan
Adjusted leverage 3.8x at quarter end; expect year‑end leverage ~3.4–3.5x and reiterated pathway to a 2.5–3.0x target through cash flow and divestitures.
Safety and Operational Wins
Industry‑leading safety: 71% of sites injury‑free in Q3 and TRIR of 0.49 (improving for the third consecutive quarter post-acquisition).
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 |
|---|---|---|---|
May 06, 2026 | $37.64 | $40.21 | +6.83% |
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% |
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 Aug 19, 2026, After Close (Confirmed).
What is Amcor PLC (AMCR) earnings time?
Amcor PLC (AMCR) earnings time is at Aug 19, 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 (Q4) is 1.19.