Amcor plc (AMCR) Earnings Call Transcripts

Amcor plc's Latest Earnings Call - Q1 FY2027

In Amcor's earnings call for the quarter ended September 30, 2026, the company reported quarterly revenue of $6.1 billion, reflecting a 7% increase year-over-year, driven by 1% organic volume growth and the pass-through of raw material costs. Adjusted EPS was $0.95, flat compared to the prior year, and the company lowered its adjusted EPS guidance for the transition period to a range of $1.70 to $1.80 per share from $1.80 to $1.90. Management remains confident in achieving long-term growth targets despite ongoing inflationary pressures, signaling a commitment to double-digit adjusted EPS growth in 2027.

Reported metrics

Guidance from management

Management expects to deliver double-digit adjusted EPS growth in 2027 and aims to achieve leverage of approximately 3x by year-end, while continuing to modestly increase the dividend.

What management said

Yes. John, it's Steve. Thanks for the call and the question. Just the only thing to add to PK's thoughtful response there is that we saw the inflation kind of starting to come in pretty late in the September quarter and then started to immediately take price action. Some of it contractual, as PK said, and then some of it through incremental price actions that we're taking with customers starting in the quarter, the D...

No. I think, Nikola, you're asking a really good question. I mean given the current environment, as I said beforehand, we need to stay focused on cost. And we're making some good progress here in terms of the combination of synergy opportunities, particularly on G&A, which are coming together well, but that will continue to be an area of focus as we move forward given the operating environment -- thank you. .

What analysts pressed on

Analysts expressed concerns regarding the impact of rising energy and distribution costs on future earnings and the timing of the recovery of working capital. There were also questions about the sustainability of volume growth and how inflation might affect pricing strategies moving into 2027.

Main topics on the call

• Revenue Growth — Amcor reported quarterly revenue of $6.1 billion, which increased 7% over the prior year, driven by volume growth and the pass-through of raw material costs. Management noted, "We delivered solid operating results as we ...
• Adjusted EPS Guidance — The company updated its adjusted EPS outlook for the transition period to a range of $1.70 to $1.80 per share, lowered from the previous range of $1.80 to $1.90. This adjustment reflects the impact of rising energy and d...
• Organic Volume Growth — Amcor achieved 1% organic volume growth in the quarter, marking the fourth consecutive quarter of sequential improvement. Management highlighted, "We continue to see particularly good momentum in the areas we have identi...
• Synergy Capture — The company reported synergies of $60 million in the quarter, in line with expectations, and remains confident in achieving the $650 million target over the next three years. Management stated, "We remain committed to ac...

Read the full Amcor plc transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 36 Amcor plc earnings call transcripts on record, spanning February 11, 2020 to November 4, 2026. Based on this history, Amcor plc reports quarterly. The most recent call on file is dated November 4, 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

36

First call

February 11, 2020

Most recent

November 4, 2026

Reporting cadence

quarterly