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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| George Staphos | Bank of America | 8 | 13% |
| John Purtell | Macquarie | 7 | 0% |
| Nathan Reilly | UBS | 6 | 0% |
| Tony Pettinari | Citigroup | 6 | 0% |
| Keith Chau | MST Marquee | 6 | 0% |
| Mike Roxland | Truist Securities | 6 | 0% |
| Matt Roberts | Raymond James | 5 | 0% |
| Ghansham Panjabi | Robert W. Baird | 5 | 0% |
| Brook Campbell-Crawford | Barrenjoey | 5 | 40% |
| Cameron McDonald | Evans & Partners | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 2 | 8 | 13% |
| Bank of America | 1 | 8 | 13% |
| Macquarie | 1 | 7 | 0% |
| Robert W. Baird | 2 |
| 6 |
| 0% |
| Truist Securities | 1 | 6 | 0% |
| MST Marquee | 1 | 6 | 0% |
| UBS | 1 | 6 | 0% |
| Barrenjoey | 1 | 5 | 40% |
Amcor reported adjusted EPS of $0.96 up 6% year-over-year with year-to-date EPS of $2.79 growing 11% as synergies from the Berry combination exceeded the initial first-year target ahead of the first anniversary. Six non-core divestitures totaling approximately $500 million in combined value were agreed, advancing the portfolio simplification program. Middle East conflict drove resin inflation and supply chain disruptions, prompting management to narrow FY2026 EPS to $3.98-$4.03 and reduce free cash flow guidance to $1.5-$1.6 billion.
Demand | M&A | Cost Pressure | Capital Allocation | Competitive Dynamics | Margin | Revenue Growth | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 3 | 1 | 2 | 2 | 2 | 1 | 4 | |
| 2025Q2 | 2 | 5 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q3 | 5 | 10 | 5 | 3 | 2 | 1 | 1 | |
| 2025Q4 | 3 | 5 | 3 | 3 | 2 | 2 | 2 | |
| 2026Q1 | 7 | 2 | 2 | 2 | 2 | 2 | 2 | 1 |
| 2026Q2 | 7 | 4 | 2 | 3 | 3 | 4 | 1 | 1 |
| 2026Q3 | 3 | 3 | 4 | 4 | 1 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 3 | 2 | 5 | 3 | 7 | 7 | 3 |
| M&A | 1 | 5 | 10 | 5 | 2 | 4 | 3 |
| Cost Pressure | 2 | 2 | 5 | 3 | 2 | 2 | 4 |
| Capital Allocation | 2 | 1 | 3 | 3 | 2 | 3 | 4 |
| Competitive Dynamics | 2 | 2 | 2 | 2 | 3 | 1 | |
| Margin | 1 | 1 | 2 | 2 | 4 | 1 | |
| Revenue Growth | 4 | 1 | 1 | 2 | 1 | 1 | |
| Guidance Reliability | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AMCR Amcor | 6 | +77.4% | |
| BALL Ball Corporation | 7 | +16.1% | |
| IP International Paper | 4 | +1.2% | |
| PKG Packaging Corporation of America | 6 | +10.6% | |
| SW Smurfit WestRock | 3 | -12.5% |