Amcor Plc

Amcor Plc

AMCR

Get informed when a big investor buys or sells

+ Follow
Market Cap$19.96B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Amcor PlcAmcor Plc30.25.99%6%0.91.4

Earnings Call Q3 2026

May 6, 2026 - AI Summary

Q3 results were solid and in-line; EPS growth + synergies accelerating - Adjusted EPS $0.96 in Q3, +6% YoY (in line with expectations). - Company delivered $5.9bn revenue, $892m EBITDA, $687m EBIT (higher vs prior year largely due to the Berry acquisition and synergy/cost execution). - Synergy momentum is strong: $77m delivered in Q3, $170m in first 9 months (now tracking ahead of the original plan).
Guidance: FY26 adjusted EPS growth ~12% at midpoint; Q4 expected strong YoY - Full-year adjusted EPS forecast: $3.98–$4.03 (≈+12% at the midpoint). - Implies ~20% YoY adjusted EPS growth in Q4, reflecting near full lap of the Berry acquisition (Berry acquisition anniversary on May 1). - Key driver: synergy realization + disciplined execution + productivity/cost actions + responsible pricing.
Cash flow outlook worsened temporarily due to inventory/inflation; FCF now $1.5–$1.6bn - Free cash flow expectation reduced to $1.5bn–$1.6bn for FY26 (from prior $1.8–$1.9bn range). - Cause: management chose to hold more inventory through Q4 to protect continuity of supply under volatility/inflation. - Investor impact: this is expected to be largely a timing issue—they believe working capital improvements will reverse later as supply normalizes (but they explicitly called this a “temporary impact”).

Exclusive for Stockcircle Pro members

Sign upSign Up
$45.50

Target Price by Analysts

6.4% upsideAmcor Plc Target Price DetailsTarget Price
$58.75

Current Fair Value

37.3% upside

Undervalued by 37.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$19.96 Billion
Enterprise Value$35.08 Billion
Dividend Yield$2.59 (5.99%)
Earnings per Share$1.61
Beta0.61
Outstanding Shares463,400,000

Return

Return on Equity5.82%ROE
Return on Assets1.80%
Return on Invested Capital4.60%

Valuation & Multiples

P/E Ratio30.2P/E Ratio
PEG-12.3PEG
Price to Sales0.91Price to Sales
Price to Book Ratio1.71Price to Book Ratio
Enterprise Value to Revenue1.58
Enterprise Value to EBIT24.79
Enterprise Value to Net Income51
Total Debt to Enterprise0.48
Debt to Equity1.43Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$0.96
Average shareholder expectation
Revenue Estimate
$5.71 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 13, 2026
EPS Estimate
$1.20
Average shareholder expectation
Revenue Estimate
$6.00 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 104.09%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.21% 73.66%
Total Invested$41.30M 99.70%
Investors Holding33 637.00%

ESG Score

No data

About Amcor Plc

CEO: Ronald Delia

Relevant Senate Committees

Joint Committee on Taxation

This committee's technical expertise and official 'revenue estimates' are crucial for shaping tax legislation. Its influence directly impacts corporate tax structures, capital investment incentives, and the overall tax burden on Amcor Plc.

Finance

This powerful committee controls taxation and trade policy, which are critically important for a global manufacturing company like Amcor. Tax rates directly impact profitability, and tariffs or trade agreements influence raw material costs and international market access.

Environment and Public Works

The packaging industry, particularly involving plastics, is heavily impacted by environmental regulations concerning waste management, recycling, and materials. This committee's oversight of the EPA directly influences Amcor's operational costs and product development strategies for sustainable packaging.

Foreign Relations

As a global packaging company, Amcor Plc's international supply chains, markets, and raw material sourcing are highly sensitive to U.S. foreign policy, trade agreements, and sanctions legislation, all of which fall under this committee's purview.