Amcor plc (AMCR) Earnings Call Transcripts
Amcor plc's Latest Earnings Call - September 10, 2026
In the fourth quarter of fiscal 2026, Amcor plc reported revenues of $3.2 billion, reflecting a 2% increase year-over-year, and earnings per share (EPS) of $0.45, which was slightly above consensus estimates. The company captured $285 million in synergies from the Berry merger, exceeding the year-one target of $260 million, and management expects to achieve the full $650 million target over three years. Guidance for fiscal 2027 suggests a continuation of double-digit EPS growth driven by synergy capture and improved organic growth in key categories.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $3.2B (beat) |
| EPS | $0.45 (beat) |
| Synergies Captured | $285M (beat) |
| Free Cash Flow | $1.3B (miss) |
| Leverage Ratio | 3.5x (neutral) |
| Volume Growth | 0.5% (positive) |
Guidance from management
Management expects to achieve double-digit EPS growth in fiscal 2027, driven by continued synergy capture and improved organic growth in targeted categories. They anticipate a stable operating environment that will support this growth trajectory.
What management said
It's hard to predict. I mean we are very actively engaged. And so obviously, every day that passes by, we are intent on navigating towards that announcement. But no, nothing to share relative to timing. As we mentioned on our fourth quarter call or didn't actually talk about it, there wasn't really an update for that, but we're actively engaged.
What analysts pressed on
Analysts expressed concerns regarding the volatility of raw material prices and the potential impact on margins. There was also caution about the timeline for the sale of the underperforming beverage business and how it aligns with the overall strategic goals of the company.
Main topics on the call
- Synergy Capture from Berry Merger — Amcor has successfully captured $285 million in synergies in the first year post-merger, exceeding the initial target of $260 million. Management stated, "We're nicely on our way" to achieving the $650 million target ove...
- Revenue Growth and Volume Trends — The company reported a modest volume increase of 0.5% in Q4, a positive shift from a 1.5% decline in Q3. Management noted that this improvement reflects a more balanced approach by customers between price and volume, par...
- Raw Material Price Management — Amcor has effectively passed through $280 million of price inflation to customers, a strategy that management plans to continue. They emphasized their capability to adapt quickly to raw material cost fluctuations, statin...
- Free Cash Flow and Working Capital — Free cash flow for the year was revised down to $1.3 billion from a previous estimate of $1.8-$1.9 billion due to increased working capital investments. Management highlighted a pathway to recover $500 million in working...
Read the full Amcor plc transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Amcor plc
Amcor plc (AMCR) is a publicly listed company in the Containers and Packaging industry, within the Materials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 35 calls on record spanning February 11, 2020 to September 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 35 Amcor plc earnings call transcripts on record, spanning February 11, 2020 to September 10, 2026. Based on this history, Amcor plc reports quarterly. The most recent call on file is dated September 10, 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
- 35
- First call
- February 11, 2020
- Most recent
- September 10, 2026
- Reporting cadence
- quarterly