Amcor plc (AMCR) Earnings Call Transcripts

Amcor plc's Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal 2026, Amcor plc reported a strong performance with adjusted EPS of $1.23, up 23% year-over-year, and full-year adjusted EPS of $4.02, reflecting a 13% increase. Revenue for the quarter was $6.4 billion, driven by synergy realization and modest volume growth, despite a challenging macroeconomic environment. Management provided guidance for the transition period ending December 31, 2026, expecting adjusted EPS in the range of $1.80 to $1.90, partially offset by higher interest and tax expenses.

Reported metrics

Guidance from management

Management expects adjusted EPS to be in the range of $1.80 to $1.90 for the transition period, reflecting continued operational improvement but offset by higher interest and tax expenses. They also anticipate double-digit adjusted EPS growth in calendar year 2027.

What management said

Ghansham, it's Steve. I'll take that on. In our fourth quarter, the quarter that we just completed here with our fiscal year, we had about $280 million of price realization, which was the pass-through of the vast majority of our inflation. So as we anticipated, the price pass-through was in line with the overall inflation that we experienced and we would expect that to continue to be the case as we manage through the...

Ramoun, it's Steve. Just to add to PK's comments, one of the -- we do have, of course, the view into July. And on a positive front, July continued consistent with Q4. And so in terms of kind of net pull forward and the like, we just didn't observe anything, and July is a good indicator that some of the positive momentum that we've seen from a volume perspective has continued here into the first quarter with our July ...

What analysts pressed on

Analysts expressed concerns regarding the impact of working capital dynamics related to the Middle East conflict and the potential for continued softness in the healthcare segment. There were inquiries about how these factors could affect future cash flow and overall performance.

Main topics on the call

• Strong Synergy Capture — Amcor realized $115 million in synergies during Q4, totaling $285 million for fiscal 2026, which exceeded initial expectations by approximately 10%. Management stated, "The successful integration of the legacy businesses...
• Volume Growth Inflection — The company experienced a sequential volume increase of approximately 200 basis points, marking a shift to modestly positive growth across several market categories. Management noted, "We were pleased to see an inflectio...
• Portfolio Optimization — Amcor closed five divestitures in the second half of fiscal 2026 to focus on higher return opportunities. This strategic move is expected to drive more sustainable growth in attractive categories and markets.
• Free Cash Flow Dynamics — Free cash flow for fiscal 2026 was $1.3 billion, impacted by working capital issues related to the Middle East conflict. Management expects to recover over $500 million in cash over the next 12 months, primarily from wor...

Read the full Amcor plc transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 34 Amcor plc earnings call transcripts on record, spanning February 11, 2020 to August 12, 2026. Based on this history, Amcor plc reports quarterly. The most recent call on file is dated August 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AMCR

Exchange

NYSE

Country

US

Sector

Materials

Industry

Containers and Packaging

Calls on record

34

First call

February 11, 2020

Most recent

August 12, 2026

Reporting cadence

quarterly