Amcor's revenue expansion from roughly $3.2B to $6.1B appears driven largely by the Berry integration rather than organic demand, with organic volume growth of only 1% suggesting limited underlying momentum.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue roughly doubled to $6.1B on acquisition-driven growth, but operating margin fell from 11.2% in 2024Q4 to 7.3% in 2027Q1 and diluted EPS of $0.52 versus consensus of $1.29 signals earnings quality pressure.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.95-1.0% vs $0.96 | $6.1B+6.5% vs $5.8B |
Q3 2026 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 |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Amcor is reiterated as a Strong Buy, supported by attractive valuation, robust dividend yield, and advancing Berry integration synergies. Despite near-term margin pressure from higher input and energy costs, AMCR maintains solid fundamentals and expects normalization in working capital and leverage. Synergies from the Berry deal are on track, targeting $130M in H2 2026 and $650M over three years, with significant EPS accretion potential.
AMCR's September-quarter earnings miss estimates, prompting a cut to transition-period EPS guidance despite revenue growth and higher volumes.
Associated Banc Corp purchased a new stake in Amcor PLC (NYSE: AMCR) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 43,395 shares of the company's stock, valued at approximately $1,817,000. Several other institutional investors have also recently
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 |
|---|---|---|---|---|---|---|---|
| $44.87 | $20.75B | 19.20 | 56.61% | 4.55% | 9.27% | 5.74% | |
| $41.09 | $4.34B | 16.61 | 10.73% | 3.9% | 11.09% | 1.95% | |
| $50.43 | $4.99B | -24.10 | 41.72% | -2.82% | -6.11% | 4.14% | |
| $249.70 | $22.25B | 30.59 | 7.23% | 7.39% | 15.58% | 2.01% | |
| $34.53 | $18.28B | -5.28 | 33.71% | -14.32% | -24.19% | 5.36% | |
| $11.19 | $3.31B | 44.90 | -2.16% | 0.86% | 2.27% | 3.85% |
Amcor plc (AMCR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Amcor plc (AMCR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Aug 14, 2026·SEC
Aug 12, 2026·SEC
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Amcor plc (AMCR) stock FAQ — growth, dividends, profitability & financials explained
Amcor plc (AMCR) reported $23.89B in revenue over the trailing twelve months. Revenue was $23.51B in fiscal year 2026.
Amcor plc (AMCR) grew revenue by 37.3% over the trailing twelve months, compared with the twelve months before.
Yes. Amcor plc (AMCR) earned $1.09B in net income over the trailing twelve months (a 4.5% net margin).
Yes. Amcor plc (AMCR) pays a dividend that yields 5.74% at the current price, a high yield.
Amcor plc (AMCR) had a return on equity (ROE) of 9.3% over the trailing twelve months. That is below the market's typical 10-15%.
Amcor plc (AMCR) generated $1.34B in free cash flow over the trailing twelve months.
