Loading
Sentiment · FY2026 Q4
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| George Staphos | Bank of America | 9 (22%) |
| John Purtell | Macquarie | 8 (0%) |
| Anthony Pettinari | Citigroup | 7 (0%) |
| Mike Roxland | Truist Securities | 7 (0%) |
| Nathan Reilly | UBS | 7 (0%) |
| Keith Chau | MST Marquee | 7 (0%) |
| Ghansham Panjabi | Robert W. Baird | 6 (0%) |
| Matt Roberts | Raymond James | 6 (0%) |
| Brook Campbell-Crawford | Barrenjoey | 6 (33%) |
| Jakob Cakarnis | Jarden Australia | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 2 | 9 (11%) |
| Bank of America | 1 | 9 (22%) |
| Macquarie | 1 | 8 (0%) |
| Robert W. Baird | 2 |
| 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 |
| 7 (0%) |
| Truist Securities | 1 | 7 (0%) |
| MST Marquee | 1 | 7 (0%) |
| UBS | 1 | 7 (0%) |
| Barrenjoey | 1 | 6 (33%) |
| +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 Q3 | $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).
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 |
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.
| 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% |