Amcor Q2 Earnings Beat Expectations with Strong Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Should l Buy AMCR?
Source: seekingalpha
- Earnings Beat Expectations: Amcor reported Q2 non-GAAP EPS of $0.86, exceeding estimates by $0.02, indicating ongoing improvement in profitability, although revenue of $5.44 billion, up 67.9% year-over-year, fell short of expectations by $70 million.
- Significant Acquisition Synergies: GAAP net income stood at $177 million, including acquisition-related costs, with GAAP diluted EPS at $0.38, while acquisition synergies reached $55 million, demonstrating the strategic success of the Berry acquisition.
- Adjusted EBITDA Growth: Adjusted EBITDA rose to $826 million, an 83% increase, with adjusted EBIT at $603 million, up 66%, reflecting significant improvements in cost control and operational efficiency, as adjusted EBITDA margin reached 15.2%, up from 14% last year.
- Optimistic Future Outlook: Amcor reaffirmed its fiscal 2026 guidance with adjusted EPS expected between $4.00 and $4.15, representing 12% to 17% constant currency growth, alongside projected free cash flow of $1.8 to $1.9 billion, highlighting strong cash generation capabilities.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMCR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AMCR
Wall Street analysts forecast AMCR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMCR is 10.72 USD with a low forecast of 9.00 USD and a high forecast of 13.60 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 43.750
Low
9.00
Averages
10.72
High
13.60
Current: 43.750
Low
9.00
Averages
10.72
High
13.60
About AMCR
Amcor plc is engaged in packaging solutions for consumer and healthcare products. The Company develops sustainable packaging in flexible and rigid formats across multiple materials. The Company operates through two segments: Flexibles and Rigid Packaging. The Flexibles segment consists of operations that manufacture flexible and film packaging in the food and beverage, medical and pharmaceutical, fresh produce, snack food, personal care, and other industries. The Rigid Packaging segment consists of operations that manufacture rigid containers for a broad range of predominantly beverage and food products, including carbonated soft drinks, water, juices, sports drinks, milk-based beverages, spirits and wine, sauces, dressings, spreads and personal care items, and plastic caps for a wide variety of applications. The Company's subsidiaries include Berry Global Group Inc., Amcor Flexibles North America, Inc., Amcor UK Finance plc, Amcor Finance (USA), Inc., and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amcor Set to Announce Q2 Earnings with Strong Market Expectations
- Earnings Announcement: Amcor is set to release its Q2 earnings on February 3rd after market close, with consensus EPS estimates at $0.84 and revenue at $5.52 billion, reflecting a robust year-over-year growth of 70.3%, indicating strong revenue momentum for the company.
- Historical Performance Review: Over the past two years, Amcor has beaten EPS estimates 75% of the time, although it has not surpassed revenue estimates, suggesting stability in profitability but a need for improvement in revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 5 downward adjustments, while revenue estimates have experienced 3 upward revisions and 6 downward adjustments, reflecting market divergence regarding Amcor's future performance, which may impact investor confidence.
- Reverse Stock Split Plan: Amcor plans to implement a 1-for-5 reverse stock split, which is expected to elevate the stock price per share, enhancing market attractiveness, while the company anticipates achieving at least $260 million in synergy benefits by FY26, signaling positive integration momentum.
See More
Amcor Q2 Earnings Beat Expectations with Strong Growth
- Earnings Beat Expectations: Amcor reported Q2 non-GAAP EPS of $0.86, exceeding estimates by $0.02, indicating ongoing improvement in profitability, although revenue of $5.44 billion, up 67.9% year-over-year, fell short of expectations by $70 million.
- Significant Acquisition Synergies: GAAP net income stood at $177 million, including acquisition-related costs, with GAAP diluted EPS at $0.38, while acquisition synergies reached $55 million, demonstrating the strategic success of the Berry acquisition.
- Adjusted EBITDA Growth: Adjusted EBITDA rose to $826 million, an 83% increase, with adjusted EBIT at $603 million, up 66%, reflecting significant improvements in cost control and operational efficiency, as adjusted EBITDA margin reached 15.2%, up from 14% last year.
- Optimistic Future Outlook: Amcor reaffirmed its fiscal 2026 guidance with adjusted EPS expected between $4.00 and $4.15, representing 12% to 17% constant currency growth, alongside projected free cash flow of $1.8 to $1.9 billion, highlighting strong cash generation capabilities.
See More
Amcor Reports Q2 Fiscal 2025 Financial Results
- Significant Revenue Growth: Q2 fiscal 2025 net sales reached $5.449 billion, a 63% year-over-year increase, with approximately $2.2 billion from acquired sales, demonstrating the substantial synergy benefits from the Berry acquisition and enhancing market competitiveness.
- Adjusted EBIT Increase: Adjusted EBIT stood at $603 million, up 62% year-over-year, including about $210 million from acquired EBIT, indicating the company's ongoing efforts in cost control and productivity improvements, despite lower volumes in non-core businesses.
- Stable Free Cash Flow: Free cash flow was $289 million, in line with expectations, reflecting the company's ability to maintain strong cash flow after funding $69 million in acquisition-related cash costs, supporting future investments and shareholder returns.
- Dividend Increase: The Board declared a quarterly cash dividend of 65 cents per share, up from 63.75 cents in the same quarter last year, showcasing the company's confidence in future growth and its robust cash generation capabilities.
See More
Benzinga's Stock Whisper Index Highlights for the Week
- Redwire Contract: Redwire CEO Peter Cannito highlighted that the company's contract with the Department of Defense underscores its strength in space and defense technologies, which could yield strong returns for investors by 2026.
- Investor Events Preview: Redwire will participate in several investor events, including the Raymond James Institutional Investors Conference on March 2, the Morgan Stanley Technology, Media, and Telecom Conference on March 3, the DB Internet & Telecom Conference on March 10, and the New Street BCG Connectivity Conference on March 26, drawing investor attention.
- Lumen Watch: Lumen is positioned as a stock to watch due to its upcoming earnings report and multiple investor events, which could significantly impact its stock performance.
- Market Dynamics Tracking: Benzinga's weekly Stock Whisper Index provides investors with opportunities to identify undervalued and emerging stocks, assisting them in navigating information overload to uncover potential investment opportunities.
See More
Amcor plc to Announce Q2 FY2026 Results on February 3, 2026
- Earnings Announcement: Amcor plc will release its fiscal 2026 second quarter and half-year results on February 3, 2026, after US market close, which is expected to significantly impact investor sentiment.
- Conference Call Timing: The company will hold a conference call at 5:30 PM US Eastern Time on February 3, 2026, to discuss the results, enhancing communication with investors.
- Global Participation: Investors can join the call using dial-in numbers from various countries, including the USA, Australia, the UK, and Hong Kong, ensuring convenient access for global stakeholders.
- Webcast Availability: A replay of the webcast will be available after the call, and investors can access supporting materials via the Investors section of Amcor's website, improving information transparency.
See More
Amcor plc to Announce Fiscal 2026 Q2 Results on February 3, 2026
- Earnings Announcement: Amcor plc will release its fiscal 2026 second quarter and half-year results after US market close on February 3, 2026, which is expected to significantly impact investor sentiment.
- Conference Call Details: The company will hold a conference call at 5:30 PM EST on February 3, 2026, providing dial-in numbers for global investors to participate and discuss the results.
- Webcast Availability: Investors can access the webcast and supporting materials via the Investors section of Amcor's website, ensuring transparency and enhancing engagement with stakeholders.
- Global Business Overview: Amcor operates in over 400 locations worldwide, generating $23 billion in annual sales, highlighting its leadership position and ongoing growth potential in the packaging industry.
See More
Amcor Set to Announce Q2 Earnings with Strong Market Expectations
- Earnings Announcement: Amcor is set to release its Q2 earnings on February 3rd after market close, with consensus EPS estimates at $0.84 and revenue at $5.52 billion, reflecting a robust year-over-year growth of 70.3%, indicating strong revenue momentum for the company.
- Historical Performance Review: Over the past two years, Amcor has beaten EPS estimates 75% of the time, although it has not surpassed revenue estimates, suggesting stability in profitability but a need for improvement in revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 2 upward revisions and 5 downward adjustments, while revenue estimates have experienced 3 upward revisions and 6 downward adjustments, reflecting market divergence regarding Amcor's future performance, which may impact investor confidence.
- Reverse Stock Split Plan: Amcor plans to implement a 1-for-5 reverse stock split, which is expected to elevate the stock price per share, enhancing market attractiveness, while the company anticipates achieving at least $260 million in synergy benefits by FY26, signaling positive integration momentum.
See More
Amcor Q2 Earnings Beat Expectations with Strong Growth
- Earnings Beat Expectations: Amcor reported Q2 non-GAAP EPS of $0.86, exceeding estimates by $0.02, indicating ongoing improvement in profitability, although revenue of $5.44 billion, up 67.9% year-over-year, fell short of expectations by $70 million.
- Significant Acquisition Synergies: GAAP net income stood at $177 million, including acquisition-related costs, with GAAP diluted EPS at $0.38, while acquisition synergies reached $55 million, demonstrating the strategic success of the Berry acquisition.
- Adjusted EBITDA Growth: Adjusted EBITDA rose to $826 million, an 83% increase, with adjusted EBIT at $603 million, up 66%, reflecting significant improvements in cost control and operational efficiency, as adjusted EBITDA margin reached 15.2%, up from 14% last year.
- Optimistic Future Outlook: Amcor reaffirmed its fiscal 2026 guidance with adjusted EPS expected between $4.00 and $4.15, representing 12% to 17% constant currency growth, alongside projected free cash flow of $1.8 to $1.9 billion, highlighting strong cash generation capabilities.
See More
Amcor Reports Q2 Fiscal 2025 Financial Results
- Significant Revenue Growth: Q2 fiscal 2025 net sales reached $5.449 billion, a 63% year-over-year increase, with approximately $2.2 billion from acquired sales, demonstrating the substantial synergy benefits from the Berry acquisition and enhancing market competitiveness.
- Adjusted EBIT Increase: Adjusted EBIT stood at $603 million, up 62% year-over-year, including about $210 million from acquired EBIT, indicating the company's ongoing efforts in cost control and productivity improvements, despite lower volumes in non-core businesses.
- Stable Free Cash Flow: Free cash flow was $289 million, in line with expectations, reflecting the company's ability to maintain strong cash flow after funding $69 million in acquisition-related cash costs, supporting future investments and shareholder returns.
- Dividend Increase: The Board declared a quarterly cash dividend of 65 cents per share, up from 63.75 cents in the same quarter last year, showcasing the company's confidence in future growth and its robust cash generation capabilities.
See More
Benzinga's Stock Whisper Index Highlights for the Week
- Redwire Contract: Redwire CEO Peter Cannito highlighted that the company's contract with the Department of Defense underscores its strength in space and defense technologies, which could yield strong returns for investors by 2026.
- Investor Events Preview: Redwire will participate in several investor events, including the Raymond James Institutional Investors Conference on March 2, the Morgan Stanley Technology, Media, and Telecom Conference on March 3, the DB Internet & Telecom Conference on March 10, and the New Street BCG Connectivity Conference on March 26, drawing investor attention.
- Lumen Watch: Lumen is positioned as a stock to watch due to its upcoming earnings report and multiple investor events, which could significantly impact its stock performance.
- Market Dynamics Tracking: Benzinga's weekly Stock Whisper Index provides investors with opportunities to identify undervalued and emerging stocks, assisting them in navigating information overload to uncover potential investment opportunities.
See More
Amcor plc to Announce Q2 FY2026 Results on February 3, 2026
- Earnings Announcement: Amcor plc will release its fiscal 2026 second quarter and half-year results on February 3, 2026, after US market close, which is expected to significantly impact investor sentiment.
- Conference Call Timing: The company will hold a conference call at 5:30 PM US Eastern Time on February 3, 2026, to discuss the results, enhancing communication with investors.
- Global Participation: Investors can join the call using dial-in numbers from various countries, including the USA, Australia, the UK, and Hong Kong, ensuring convenient access for global stakeholders.
- Webcast Availability: A replay of the webcast will be available after the call, and investors can access supporting materials via the Investors section of Amcor's website, improving information transparency.
See More
Amcor plc to Announce Fiscal 2026 Q2 Results on February 3, 2026
- Earnings Announcement: Amcor plc will release its fiscal 2026 second quarter and half-year results after US market close on February 3, 2026, which is expected to significantly impact investor sentiment.
- Conference Call Details: The company will hold a conference call at 5:30 PM EST on February 3, 2026, providing dial-in numbers for global investors to participate and discuss the results.
- Webcast Availability: Investors can access the webcast and supporting materials via the Investors section of Amcor's website, ensuring transparency and enhancing engagement with stakeholders.
- Global Business Overview: Amcor operates in over 400 locations worldwide, generating $23 billion in annual sales, highlighting its leadership position and ongoing growth potential in the packaging industry.
See More
