Amcor plc (AMCR) Earnings Call Transcripts

Amcor plc's Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal 2026, Amcor plc reported revenue of $5.9 billion and adjusted EPS of $0.96, reflecting a 6% year-over-year increase. The company maintained its full-year adjusted EPS guidance of $3.98 to $4.03, indicating a robust growth outlook driven by synergy realization from the Berry acquisition. Management expressed confidence in navigating current market challenges, including inflation and supply chain disruptions, without expecting material impacts from geopolitical tensions in the Middle East.

Reported metrics

Guidance from management

Management maintained full-year adjusted EPS guidance of $3.98 to $4.03, reflecting strong growth expectations driven by synergy realization. Free cash flow guidance was lowered to $1.5 billion to $1.6 billion due to increased inventory and inflation impacts.

What management said

And Ghansham, it's Steve. Just to kind of follow on with PK. In terms of beyond Q4, our planning assumption is that our pass-through mechanisms and the relationships we have with our customers will continue to offset the cost environment. So on a Q4 basis, as we talked, no material impact, and that would be the same assumption as we look beyond Q4, given the mechanisms that are in place to offset either in an inflati...

Yes. Nathan, just to add to PK's comments briefly. I think we certainly remain committed to the year 2 synergies, which are $260 million in year 2 coming off of the $270 million that we're committed to here in year 1. And so our line of sight to that remains positive and consistent. And then if you just kind of take it to what will be the stub year as was referenced earlier, we don't see anything that would change ha...

What analysts pressed on

Analysts expressed concerns regarding the potential impact of rising resin costs and inflation on future cash flows. There were questions about the sustainability of free cash flow given the elevated inventory levels and the broader economic environment affecting consumer demand.

Main topics on the call

• Synergy Delivery Acceleration — Amcor achieved $77 million in synergies during Q3, bringing the total for the first nine months to $170 million. Management stated, "We are confident we will deliver $270 million of synergies in fiscal 2026, ahead of our...
• Portfolio Optimization Progress — The company has reached agreements for the divestiture of six noncore businesses, totaling approximately $500 million in transaction value. This aligns with Amcor's strategy to focus on higher return opportunities within...
• Free Cash Flow Guidance Adjustment — Amcor revised its free cash flow guidance to $1.5 billion to $1.6 billion, down from $1.8 billion to $1.9 billion, due to increased inventory levels and inflation impacts. Management noted, "This will impact the timing o...
• Resilience Amid Market Challenges — Management emphasized their ability to manage costs and pricing effectively in response to inflation, stating, "We do not expect the current conflict in the Middle East to have a material impact on Q4 earnings."

Read the full Amcor plc transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 32 Amcor plc earnings call transcripts on record, spanning February 11, 2020 to May 6, 2026. Based on this history, Amcor plc reports quarterly. The most recent call on file is dated May 6, 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

32

First call

February 11, 2020

Most recent

May 6, 2026

Reporting cadence

quarterly