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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 |
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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 | +25.7% | 19.7% | 9.3% | 5.7% | $-414M |
| FY2025 Q2 | $3.24B | -0.3% | $0.56 | +22.8% | 19.3% | 9.2% | 5.0% | $330M |
| FY2025 Q3 | $3.33B | -2.3% | $0.68 | +5.4% | 19.6% | 9.4% | 5.9% | $0 |
| FY2025 Q4 | $5.08B | +43.8% | $-0.10 | -153.4% | 17.6% | 1.7% | -0.8% | $894M |
| FY2026 Q1 | $5.75B | +71.3% | $0.56 | -14.4% | 19.6% | 8.0% | 4.6% | $-371M |
| FY2026 Q2 | $5.45B | +68.1% | $0.38 | -32.1% | 19.1% | 6.1% | 3.2% | $282M |
| FY2026 Q3Selected | $5.91B | +77.4% | $0.60 | -11.8% | 20.1% | 7.8% | 4.7% | $-42M |
| FY2026 Q4 | $6.40B | +25.9% | $0.83 | +930.0% | 20.9% | 10.1% | 6.1% | $1.36B |
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).
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 said about other companies on its FY2026 Q3 call, and what other companies said about AMCR on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. 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 | Headline |
|---|---|---|---|---|
| AMCRAmcor | 6 | +77.4% | First anniversary of Berry combination with synergies exceeding initial target | |
| AVYAvery Dennison | 5 | +7.0% | Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A | |
| BALLBall Corporation | 7 | +16.1% | Comparable Operating Earnings Grow 10% Exceeding 2x Leverage | |
| IPInternational Paper | 4 | +13.4% | International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions | |
| PKGPackaging Corporation of America | 6 | +10.6% | Record per-day corrugated shipments with broad-based demand strength | |
| SWSmurfit WestRock | 3 | -12.5% | Weather and Downtime Severely Impacted Q1 Performance |
First anniversary of Berry combination with synergies exceeding initial target
Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A
Comparable Operating Earnings Grow 10% Exceeding 2x Leverage
International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| AMCR | 6 | 3 | 7 | 7 | 7 | 6 |
| AVY | 7 | 2 | 4 | 5 | 7 | 5 |
| BALL | 6 | 7 | 8 | 7 | 8 | 7 |
| IP | 5 | 7 | 5 | 3 | 7 | 4 |
| PKG | 7 | 8 | 7 | 6 | 6 | 6 |
| SW | 6 | 7 | 6 | 8 | 8 | 3 |
Record per-day corrugated shipments with broad-based demand strength