Amcor plc is an Australian-American, UK-domiciled packaging company. It develops and produces flexible packaging, rigid containers, specialty cartons, closures and services for food, beverage, pharmaceutical, medical-device, home and personal-care, and other products.
| Revenue (TTM) | $23.51B |
| Gross Profit (TTM) | $4.69B |
| EBITDA | $3.54B |
| Operating Margin | 9.69% |
| Return on Equity | 9.40% |
| Return on Assets | 3.57% |
| Revenue/Share (TTM) | $50.75 |
| Book Value | $25.52 |
| Price-to-Book | 1.68 |
| Price-to-Sales (TTM) | 0.84 |
| EV/Revenue | 1.427 |
| EV/EBITDA | 9.76 |
| Quarterly Earnings Growth (YoY) | -11.70% |
| Quarterly Revenue Growth (YoY) | 25.90% |
| Shares Outstanding | $462.35M |
| Float | $459.74M |
| % Insiders | 0.27% |
| % Institutions | 79.74% |
Volatility is currently contracting
Amcor offers a compelling entry point after a recent pullback, trading at 10.5x forward P/E and yielding 6.1%. Berry acquisition synergies are driving margin expansion, with adjusted EBITDA up 32% YoY and double-digit EPS growth expected in calendar 2027. Management targets deleveraging to 3x net debt/EBITDA by end-2027 while maintaining a covered dividend and passing through higher input costs.
Amcor is rated a buy, trading at a 30% sector discount despite strong post-merger sequential growth and robust margin expansion. AMCR's merger with Berry delivers significant synergies, driving EBIT margins to 9.6% in Q4 FY2026, up from 7.2% YoY, and targets $650M in annual-run-rate synergies. Resilient gross margins and effective cost pass-through shield AMCR from volatile resin input costs, supporting stable cash flows and a 6.12% forward dividend yield.
Amcor retains its Strong Buy rating, supported by robust fundamentals, attractive valuation, and significant re-rating potential post-Berry deal. AMCR delivered another strong quarter, beating EPS and revenue estimates, with targeted double-digit EPS growth and >$500 million working capital recovery ahead. Portfolio optimization, divestitures, and synergies are expected to help Amcor in its target to reduce leverage to ~3x by end-2027, supporting a solid ~5.5% dividend yield and continued reinvestment.
Amcor plc remains a Strong Buy, with a 19% stock increase since prior coverage and continued undervaluation at 12x forward P/E versus peers' 16x. AMCR's 5.5% forward dividend yield provides attractive income, complementing its defensive portfolio diversification amid AI-related market risks. Synergy execution from the Berry Global acquisition is progressing 10% ahead of guidance, reducing a key risk and supporting the bullish thesis.
Amcor NYSE: AMCR reported fiscal 2026 fourth-quarter adjusted earnings per share of $1.23, up 23% from a year earlier, as synergy gains from its acquisition of Berry Global, cost management and modest volume growth supported results amid elevated input-cost inflation.
Amcor plc (AMCR) Q4 2026 Earnings Call Transcript
The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate.
U.S. Stock Futures Rise After In-Line Key Inflation Data.
Although the revenue and EPS for Amcor (AMCR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
AMCR beats Q4 earnings estimates as the Berry Global acquisition, synergies, volume growth and productivity lift earnings and margins.
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