AMCR · Amcor plc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q4 FY26 earnings call · Aug 12, 2026TL;DR. AMCR delivered strong FY26 results with adjusted EPS up 13% to $4.02 and Q4 adjusted EPS up 23% to $1.23, driven by Berry synergies that beat plan. For the six-month transition period, the company guided adjusted EPS of $1.80–$1.90, and signaled double-digit adjusted EPS growth and ~3x leverage by year-end 2027.
- + FY26 adjusted EPS rose 13% to $4.02, meeting double-digit growth target.
- + Berry synergies reached $285M in FY26, ~$10M ahead of initial year-one target.
- + Volumes inflected to modestly positive in Q4 with ~200bps sequential improvement across categories.
- + Company guided to double-digit adjusted EPS growth in calendar 2027 with leverage to ~3x.
- + Quarterly dividend raised modestly to $0.65/share, continuing annual dividend growth.
- − FY26 free cash flow of $1.3B was $200M below the outlook range due to Middle East conflict working capital impacts.
- − Higher interest and tax represent a $0.10–$0.12 unfavorable drag to EPS in the transition period.
- − Healthcare volumes remain weak due to softness in lower-margin subcategories.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted net income non-GAAP | $1.86B | fiscal year 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Adjusted EBIT $2.81B
-$676M Interest expense
+$29M Adjustments to interest expense
-$181M Income tax expense
-$188M Adjustments to income tax expense
+$66M Interest income
+$0M Net income attributable to non-controlling interests
= Adjusted net income $1.86B
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| Adjusted Segment EBIT non-GAAP | $2.97B | fiscal 2026 filing | — |
| Effective tax rate | 14.1% | fiscal year 2026 filing | -32.2% |
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| Share options outstanding | 8.6M | fiscal year 2026 filing | — |
| Adjusted Diluted EPS non-GAAP | $4.02 | Fiscal Year Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $3.67B | Fiscal Year Ended June 30, 2026 | — |
| Adjusted Free Cash Flow non-GAAP | $1.59B | Twelve Months Ended June 30, 2026 | — |
| approximately 400 locations | 400 | Fiscal Year Ended June 30, 2026 | — |
| approximately 75,000 Amcor people | 75,000 | Fiscal Year Ended June 30, 2026 | — |
| Free Cash Flow non-GAAP | $1.3B | Twelve Months Ended June 30, 2026 | — |
| Net debt non-GAAP | $12.9B | June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Packaging & Containers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AMCR
this stock
Amcor plc
|
$19.55B | — | +56.6% | 17.8 | 4.2% |
|
SW
Smurfit Westrock plc
|
$23.25B | +14.6% | +47.7% | 47.2 | 4.3% |
|
PKG
Packaging Corp Of America
|
$20.74B | +12.9% | +7.2% | 30.2 | 3.0% |
|
IP
International Paper Co /New/
|
$18.83B | -12.3% | +49.3% | — | 8.5% |
|
BALL
BALL Corp
|
$16.15B | +13.6% | +11.6% | 17.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AMCR | -1.0% | -12.4% | +8.5% | -8.7% | +0.5% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -0.7% | -12.2% | -11.6% | -8.0% | -11.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.