Amcor's transformative acquisition has nearly doubled its asset base to $37.6B and driven revenue growth of 56.6% YoY in 2026Q1, but integration costs and working capital swings have kept operating margins at 7.8% versus 11.2% pre-acquisition. The company's le...
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Revenue surged 56.6% YoY in 2026Q1, but gross margins fluctuated between 16.4% and 25.2% over the past year, with operating margin at 7.8% in 2026Q4 versus 11.2% in 2024Q4, indicating margin convergence remains elusive.
Amcor's acquisition of Berry Global has driven significant YoY sales growth and EBITDA margin expansion, with management targeting $260M in synergies by FY26 and $650M fully realized by FY28.
Amcor is accelerating global packaging innovation with a focus on sustainability, elevating brands and protecting the environment through responsible solutions.
Amcor reported solid Q3 2026 results with $5,914 million in sales and $278 million in net income, showcasing robust financial health and integration progress.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $1.23+3.4% vs $1.19 | $6.4B+5.7% vs $6.1B |
Q2 2026 May 6, 2026 | $0.96+0.3% vs $0.96 | $5.9B+3.5% vs $5.7B |
Q1 2026 Feb 3, 2026 | $0.86+3.6% vs $0.83 | $5.4B-1.1% vs $5.5B |
Q4 2025 Nov 5, 2025 | $0.95+2.7% vs $0.93 | $5.7B-0.1% vs $5.8B |
Amcor offers a compelling entry point after a recent pullback, trading at 10.5x forward P/E and yielding 6.1%. Berry acquisition synergies are driving margin expansion, with adjusted EBITDA up 32% YoY and double-digit EPS growth expected in calendar 2027. Management targets deleveraging to 3x net debt/EBITDA by end-2027 while maintaining a covered dividend and passing through higher input costs.
Amcor is rated a buy, trading at a 30% sector discount despite strong post-merger sequential growth and robust margin expansion. AMCR's merger with Berry delivers significant synergies, driving EBIT margins to 9.6% in Q4 FY2026, up from 7.2% YoY, and targets $650M in annual-run-rate synergies. Resilient gross margins and effective cost pass-through shield AMCR from volatile resin input costs, supporting stable cash flows and a 6.12% forward dividend yield.
The recent Berry Global merger significantly expands the global footprint and scale of the business. Elevated debt levels and a high dividend payout ratio create short-term financial pressure for investors.
California State Teachers Retirement System bought a new position in shares of Amcor PLC (NYSE: AMCR) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 36,686,845 shares of the company's stock, valued at approximately $1,590,375,000. California State
Benchmark AMCR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Amcor plc (AMCR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $43.24 | $19.99B | 18.17 | 56.61% | 4.71% | 9.4% | 5.96% | |
| $42.15 | $6.21B | 12.29 | -0.61% | 9.43% | 48.39% | — | |
| $37.45 | $3.96B | 13.87 | 10.73% | 4.05% | 11.69% | — | |
| $50.69 | $5.01B | 12.74 | 41.72% | 8.67% | 18.3% | — | |
| $238.23 | $21.23B | 27.77 | 7.23% | 7.25% | 14.86% | — | |
| $35.71 | $18.91B | -5.32 | 33.71% | -14.2% | -22.39% | — |
Amcor plc (AMCR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Amcor plc (AMCR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 14, 2026·SEC
Aug 12, 2026·SEC
Jun 15, 2026·SEC
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Amcor plc (AMCR) stock FAQ — growth, dividends, profitability & financials explained
Amcor plc (AMCR) reported $23.51B in revenue for fiscal year 2026.
Amcor plc (AMCR) grew revenue by 56.6% over the past year. This is strong growth.
Yes, Amcor plc (AMCR) is profitable, generating $1.11B in net income for fiscal year 2026 (4.7% net margin).
Yes, Amcor plc (AMCR) pays a dividend with a yield of 5.96%. This makes it attractive for income-focused investors.
Amcor plc (AMCR) has a return on equity (ROE) of 9.4%. This is below average, suggesting room for improvement.
Amcor plc (AMCR) generated $1.75B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
