Companies /Consumer Cyclical

Amcor Plc

NYSE: AMCR Packaging & Containers
$45.15
▼ $0.09 (−0.20%) today
Markets closed · 7:25pm ET

Q4 2026 Earnings

Reported Aug 12, 2026, 6:09am ET · SEC source
$1.23
Miss +0.00%
EPS · est. $0.00 Adjusted
$6.4B
Miss +0.00%
Revenue · est. $0
3 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−2%0Aug 12Aug 13report 6:09am ETearnings+0.4%−2.2%
−2%0Aug 12Aug 13earnings+0.4%−2.2%
AMCR −2.2%S&P 500 +0.4%
−2%0+2%Aug 12Aug 13report 6:09am ETearnings+1.1%−1.0%
−2%0+2%Aug 12Aug 13earnings+1.1%−1.0%
AMCR −1.0%NASDAQ +1.1%
−4%−2%0+2%Aug 11Aug 19report 6:09am ETearnings−0.4%+1.7%
−4%−2%0+2%Aug 11Aug 19earnings−0.4%+1.7%
AMCR +1.7%S&P 500 −0.4%
−4%−2%0+2%Aug 11Aug 19report 6:09am ETearnings−0.8%+1.7%
−4%−2%0+2%Aug 11Aug 19earnings−0.8%+1.7%
AMCR +1.7%NASDAQ −0.8%
−1.77%
Day of report
−0.39%
Next session
+1.91%
One week

Did AMCR Beat Earnings? Q4 2026 Results

Amcor plc delivered a strong finish to fiscal 2026, with fourth-quarter adjusted EPS of $1.23 beating analyst expectations of $1.20 per share, as the packaging giant's transformative Berry Global acquisition powered revenue to $6.40 billion, a 25.9% year-over-year gain. The Berry combination, completed in April 2025, was the unmistakable engine behind the quarter's performance, contributing roughly $962.00 million in acquired net sales and driving adjusted EBIT up 37% to $836.00 million, with synergy benefits alone accounting for approximately $100.00 million in the period. Margins expanded meaningfully, with adjusted EBIT reaching 13.1% from 12.0% a year earlier, and GAAP net income swung to $389.00 million compared to a loss of $39.00 million in the prior year. Ahead, Amcor is navigating a fiscal year-end transition to December 31, guiding for adjusted EPS of $1.80 to $1.90 for the six-month transition period, while targeting leverage of 3.5x to 3.6x, even as geopolitical uncertainty clouds the broader demand outlook.

Key Takeaways
  • Berry Global acquisition contributing approximately $962 million of acquired sales net of divestitures in Q4
  • Synergy realization from Berry acquisition of approximately $100 million in Q4, ahead of plan
  • Pass through of higher raw material costs adding approximately $280 million to Q4 sales
  • Broad-based volume growth of approximately 0.5% on a combined legacy basis excluding non-core businesses
  • Strong execution on cost and productivity initiatives including in non-core businesses
  • Favorable foreign exchange rate impact of approximately 2% on Q4 reported sales

“We delivered strong operating performance in the fourth quarter despite a challenging macro environment. We drove broad-based volume growth, while effectively managing unprecedented input cost inflation. Synergy realization came in ahead of plan, while performance in our non-core businesses improved substantially.”

Amcor CEO, on the earnings call

Forward Guidance & Outlook

For the six-month transition period ending December 31, 2026, Amcor expects Adjusted EPS of approximately $1.80 to $1.90, and leverage of 3.5x to 3.6x. Outlook does not account for potential unannounced portfolio optimization actions and contemplates a range of factors including ongoing geopolitical developments which create a higher degree of uncertainty.

AMCR YoY Financials

Q4 2026 vs Q4 2025 · SEC filings Q4 2025 Q4 2026
$0$2.0B$4.0B$6.0B$5.1B$6.4BRevenue$895.0M$1.3BGross Profit$87.0M$646.0MOperating Income$32.5M$389.0MNet Income
$0$2.0B$4.0B$6.0BRevenueGross ProfitOperating IncomeNet Income

AMCR Revenue by Segment

Global Flexible Packaging Solutions$3.5B+18.0%
Global Rigid Packaging Solutions$2.9B+38.0%

Figures from SEC filings and company reports. Not investment advice.