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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| George Staphos | Bank of America | 9 questions · 22% challenging |
| John Purtell | Macquarie | 8 questions · 0% challenging |
| Anthony Pettinari | Citigroup | 7 questions · 0% challenging |
| Mike Roxland | Truist Securities | 7 questions · 0% challenging |
| Nathan Reilly | UBS | 7 questions · 0% challenging |
| Keith Chau | MST Marquee | 7 questions · 0% challenging |
| Ghansham Panjabi | Robert W. Baird | 6 questions · 0% challenging |
| Matt Roberts | Raymond James | 6 questions · 0% challenging |
| Brook Campbell-Crawford | Barrenjoey | 6 questions · 33% challenging |
| Jakob Cakarnis | Jarden | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 2 analysts | 9 questions · 11% challenging |
| Bank of America | 1 analyst | 9 questions · 22% challenging |
| Macquarie | 1 analyst | 8 questions · 0% challenging |
| UBS | 1 analyst | 7 questions · 0% challenging |
| Robert W. Baird | 2 analysts | 7 questions · 0% challenging |
| MST Marquee | 1 analyst | 7 questions · 0% challenging |
| Truist Securities | 1 analyst | 7 questions · 0% challenging |
| Jarden | 2 analysts | 6 questions · 0% challenging |
No 8-K events recorded for this window.
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.
M&A | Demand | Cost Pressure | Capital Allocation | Competitive Dynamics | Margin | Revenue Growth | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 1 | 3 | 2 | 2 | 2 | 1 | 4 | |
| 2025Q2 | 5 | 2 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q3 | 10 | 5 | 5 | 3 | 2 | 1 | 1 | |
| 2025Q4 | 5 | 3 | 3 | 3 | 2 | 2 | 2 | |
| 2026Q1 | 2 | 7 | 2 | 2 | 2 | 2 | 2 | 1 |
| 2026Q2 | 4 | 7 | 2 | 3 | 3 | 4 | 1 | 1 |
| 2026Q3 | 3 | 3 | 4 | 4 | 1 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| M&A | 1 | 5 | 10 | 5 | 2 | 4 | 3 |
| Demand | 3 | 2 | 5 | 3 | 7 | 7 | 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 |
Calendar quarter Q1 2026Earnings call May 6, 2026
FY2026 Q3 in brief
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.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
GAAP revenue YoY +77.4% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Amcor (AMCR), FY2026 Q3: 6/10. Scores: Amcor’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AMCR daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What AMCR and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“reached the first anniversary of the combination between legacy Amcor and Berry”
Amcor marked the first anniversary of its acquisition of Berry Global, citing smooth integration and synergy capture ahead of the year-one target.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $3.35B | -2.6% | $0.66 | +20.0% | 19.7% | 9.3% | 5.7% | $-414M |
| FY2025 Q2 | $3.24B | -0.3% | $0.56 | +21.7% | 19.3% | 9.2% | 5.0% | $330M |
| FY2025 Q3 | $3.33B | -2.3% | $0.68 | +4.6% | 19.6% | 9.4% | 5.9% | $360M |
| FY2025 Q4 | $5.08B | +43.8% | $-0.12 | -113.5% | 17.6% | 1.7% | -0.8% | $894M |
| FY2026 Q1 | $5.75B | +71.3% | $0.57 | -13.6% | 19.6% | 8.0% | 4.6% | $-45M |
| FY2026 Q2 | $5.45B | +68.1% | $0.38 | -32.1% | 16.4% | 7.7% | 3.2% | $415M |
| FY2026 Q3Selected | $5.91B | +77.4% | $0.60 | -11.8% | 17.9% | 8.9% | 4.7% | $-47M |
| FY2026 Q4 | $6.40B | +25.9% | $0.83 | +791.7% | 25.2% | 7.8% | 6.1% | $-468M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AMCR Amcor | 6 | +77.4% | |
| BALL Ball Corporation | 7 | +16.1% | |
| IP International Paper | 4 | +13.4% | |
| PKG Packaging Corporation of America | 6 | +10.6% | |
| SW Smurfit WestRock | 3 | -12.5% |