Amcor PLC Shs Chess Depository Interests (AU:AMC)
ASX:AMC
Want to see AU:AMC full AI Analyst Report?
Earnings Data
Report Date
Aug 19, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.65Last Year’s EPS
1.54Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong execution on integration and synergies, accelerating synergy capture (ahead of Year 1 targets), EPS growth (Q3 +6% and YTD +11%), portfolio optimization progress (six divestitures, ~$500M transaction value) and resilient segment margins. Offsetting these positives are near-term cash-flow and working-capital headwinds driven by an intentional inventory build (reducing FY26 free cash flow guidance by ~ $300M versus prior plan), modest volume declines (~1.5%), a ~$25M winter-storm hit, resin inflation and temporary elevation in leverage (3.8x, projected year-end ~3.4–3.5x). Management framed most negatives as transitory and controllable via pricing, procurement and divestiture progress, presenting a view that operational and financial momentum outweighs short-term challenges.Company Guidance
Revenue and Profitability
Q3 revenue of $5.9 billion; EBITDA $892 million; EBIT $687 million. Adjusted EPS of $0.96, up 6% year-over-year; first 9 months adjusted EPS $2.79, up 11% year-over-year. Management notes Q3 financial performance was in line with expectations.
Synergy Delivery Ahead of Plan
Q3 synergies of ~$77 million and $170 million for the first 9 months; management now expects $270 million of synergies in fiscal 2026 (above the initial $260 million Year 1 target) and $650 million cumulatively over 3 years. G&A/procurement and growth synergies are ramping with annualized growth synergies now exceeding ~$110 million.
Successful Integration and Safety
First anniversary of the Amcor-Berry combination; integration described as smooth with strong leadership and rapid execution on synergy commitments. Safety: 71% of sites injury-free in Q3; total recordable incident rate (TRIR) 0.49, improving for the third consecutive quarter post-acquisition.
Portfolio Optimization Progress
Agreements closed or reached for 6 noncore divestitures with combined transaction value of approximately $500 million (average multiple ~6x) covering roughly $500 million of annual revenue. All cash proceeds to be used to reduce debt; management does not expect material EPS impact.
Core Portfolio Resilience
Core $20 billion portfolio outperformed company average: core volumes down ~1.5% in Q3 (company-wide -1.5%) but core EBIT dollars up ~4% year-to-date; core EBIT margins ~12.3% driven by favorable mix, advanced solutions and Year 1 synergies.
Segment Margin Expansion
Global Flexible Packaging Solutions: sales +29% on a constant currency basis driven by acquisition; adjusted EBIT $452 million, up 28% CC, with comparable adjusted EBIT up ~3% and margin 13.9% (synergy benefits). Global Rigid Packaging Solutions: adjusted EBIT $276 million; adjusted EBIT margin excluding winter storm impact ~13%, +100 bps sequentially versus Q2.
Updated Guidance and Dividend
Fiscal 2026 adjusted EPS guidance raised to $3.98–$4.03 (midpoint implies ~12% FY growth, Q4 midpoint implies >20% YoY growth). Board declared quarterly dividend of $0.65 per share, modestly higher than prior year and consistent with capital allocation framework.
Balance Sheet Discipline and Capital Allocation
Management reaffirmed commitment to deleveraging and investment-grade rating. Adjusted leverage at quarter end 3.8x; expected year-end leverage ~3.4–3.5x and a clear pathway toward a 2.5–3x target range. FY26 capex guidance $850–$900 million; capex YTD $687 million.
Amcor PLC Shs Chess Depository Interests (AU:AMC) Earnings, Revenues Date & History
AU:AMC 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
AU:AMC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | AU$52.19 | AU$52.70 | +0.98% |
Feb 03, 2026 | AU$62.25 | AU$64.45 | +3.54% |
Nov 05, 2025 | AU$59.15 | AU$62.11 | +5.01% |
Aug 14, 2025 | AU$71.35 | AU$72.07 | +1.01% |
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 Shs Chess Depository Interests (AU:AMC) report earnings?
Amcor PLC Shs Chess Depository Interests (AU:AMC) is schdueled to report earning on Aug 19, 2026, After Close (Confirmed).
What is Amcor PLC Shs Chess Depository Interests (AU:AMC) earnings time?
Amcor PLC Shs Chess Depository Interests (AU:AMC) 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 the P/E ratio of Amcor PLC Shs Chess Depository Interests stock?
The P/E ratio of Amcor PLC Shs Chess Depository Interests is N/A.
What is AU:AMC EPS forecast?
AU:AMC EPS forecast for the fiscal quarter 2026 (Q4) is 1.65.