Jun 2026 (Q4 FY26) — Aug 12, 2026
Amcor Q4 FY26 — Strong Operating Performance and Ahead of Synergy Targets
Read the full callAmcor (AMCR) earnings
- Jun 2026
- Jun 2026 (Q4 FY26)
- Jun 2026
Amcor earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 6,398 | +25.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 10.1 | +8.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 389 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
20 of 33 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $0.80 to $0.83 per share | Jun 2025 | full year fiscal 2026 adjusted EPS of $4.02 per share, up 13% compared to the prior year. | Achieved |
| Capital spending | $850 million to $900 million | Jun 2025 | Ghosted | |
| Adjusted EPS | $1.80 to $1.90 per share | Jun 2026 | we are providing expectations for the 6 months ending December 31, 2026. We expect adjusted EPS to be in the range of $1.80 to $1.90 per share | New |
13 of Amcor plc's 41 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 38 more targets are in the full ledger.
Claimed
- Q4 adjusted EPS increased 23% year-over-year to $1.23 per share, with full-year FY26 adjusted EPS reaching $4.02, up 13%.
- Synergy capture exceeded expectations, realizing $115 million in Q4 and $285 million for FY26, approximately 10% ahead of initial year 1 targets.
- Achieved modestly positive volume growth in Q4, inflecting sequentially by approximately 200 basis points, with broad-based improvement across categories and regions.
- Successfully mitigated inflationary pressures through coordinated efforts and responsible pricing actions, with $280 million of price realization in Q4.
- Declared a quarterly dividend of $0.65 per share, representing a modest increase and reflecting commitment to annual dividend growth.
Qualified
- Free cash flow for FY26 was $1.3 billion, $200 million below outlook, primarily due to working capital impacts from the Middle East conflict and accelerated integration spending.
- Higher interest and tax expenses are expected to unfavorably impact adjusted EPS by $0.10 to $0.12 during the 6-month transition period.
- Overall volumes in the healthcare segment were down due to softness in lower-margin subcategories, despite underlying growth trends in higher-margin areas.
Price
$43.95 +0.23% · +$0.1
Performance +7.9% 1Y
1Y: $40.75 on 17 Oct 2025 → $43.95. High $50.58 (23 Feb 2026), low $36.69 (15 May 2026).
- Previous close
- $43.85
- 52-week range
- $36.69 – $50.58
- One year
- +7.85%
Overview
- Symbol
- AMCR
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
20 of 33 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $0.80 to $0.83 per share | Jun 2025 | full year fiscal 2026 adjusted EPS of $4.02 per share, up 13% compared to the prior year. | Achieved |
| Capital spending | $850 million to $900 million | Jun 2025 | Ghosted | |
| Adjusted EPS | $1.80 to $1.90 per share | Jun 2026 | we are providing expectations for the 6 months ending December 31, 2026. We expect adjusted EPS to be in the range of $1.80 to $1.90 per share | New |
Claimed
- Q4 adjusted EPS increased 23% year-over-year to $1.23 per share, with full-year FY26 adjusted EPS reaching $4.02, up 13%.
- Synergy capture exceeded expectations, realizing $115 million in Q4 and $285 million for FY26, approximately 10% ahead of initial year 1 targets.
- Achieved modestly positive volume growth in Q4, inflecting sequentially by approximately 200 basis points, with broad-based improvement across categories and regions.
- Successfully mitigated inflationary pressures through coordinated efforts and responsible pricing actions, with $280 million of price realization in Q4.
- Declared a quarterly dividend of $0.65 per share, representing a modest increase and reflecting commitment to annual dividend growth.
Qualified
- Free cash flow for FY26 was $1.3 billion, $200 million below outlook, primarily due to working capital impacts from the Middle East conflict and accelerated integration spending.
- Higher interest and tax expenses are expected to unfavorably impact adjusted EPS by $0.10 to $0.12 during the 6-month transition period.
- Overall volumes in the healthcare segment were down due to softness in lower-margin subcategories, despite underlying growth trends in higher-margin areas.
The full ledger
Open Amcor plc’s full ledger
A free account opens 5 company ledgers a month. All 41 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q3 FY26) — May 6, 2026
Amcor Q3 FY26 — Strong Synergy Capture and Resilient Performance
Read the full callEvery analysed call
Amcor earnings calls (AMCR)
Financials
What the filings say
Net profit, year on year: +1097% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,353 | 3,241 | 3,333 | 5,082 | 5,745 | 5,449 | 5,914 | 6,398 |
| Operating profit | 312 | 297 | 313 | 87 | 461 | 331 | 461 | 646 |
| Operating margin | 9.3% | 9.2% | 9.4% | 1.7% | 8.0% | 6.1% | 7.8% | 10.1% |
| Interest | 86 | 81 | 85 | 144 | 168 | 169 | 170 | 169 |
| Profit before tax | 236 | 224 | 237 | -47 | 309 | 178 | 310 | 485 |
| Tax rate | 18.2% | 25.9% | 16.9% | 12.8% | 15.9% | 1.7% | 10.3% | 20.0% |
| Net profit | 191 | 163 | 196 | -39 | 262 | 177 | 278 | 389 |
| EPS ($ per share) | 0.13 | 0.57 | 0.68 | -0.02 | 0.11 | 0.38 | 0.60 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 16 | 16 | 15 | 15 | 14 | 14 | 23 | 23 |
| Reserves | 324 | 246 | 452 | 534 | 865 | 879 | 548 | 459 |
| Total liabilities | 11,490 | 11,755 | 12,367 | 13,285 | 12,913 | 12,571 | 25,326 | 25,294 |
| Fixed assets | 3,975 | 3,615 | 3,761 | 3,646 | 3,762 | 3,763 | 8,202 | 7,409 |
| Total assets | 17,165 | 16,442 | 17,188 | 17,426 | 17,003 | 16,524 | 37,066 | 37,095 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 776 | 1,384 | 1,461 | 1,526 | 1,261 | 1,321 | 1,390 | 2,151 |
| Cash from investing | 10 | 38 | -233 | -527 | -309 | -476 | -2,102 | -524 |
| Cash from financing | -765 | -1,236 | -1,179 | -891 | -1,025 | -857 | 910 | -1,343 |
| Net cash flow | -19 | 141 | 107 | -75 | -161 | -101 | 239 | 288 |
| Capital expenditure | -332 | -400 | -468 | -527 | -526 | -492 | -580 | -922 |
| Free cash flow | 444 | 984 | 993 | 999 | 735 | 829 | 810 | 1,229 |
AMCR revenue by segment
Rigid Packaging grew from 24% to 51% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Rigid Packaging | 24% | 23% | 22% | 37% | 43% | 42% | 45% | 51% | +73.7% |
| Flexibles | 76% | 77% | 78% | 63% | 57% | 58% | 55% | 49% | -2.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
AMCR operating KPIs by quarter
| KPI | Mar 2026 Q3 FY26 | Jun 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| Total recordable incident rate | 0.49 ratioOur total recordable incident rate at 0.49 is a modest increase compared with last year's performance.Source: earnings call transcript | 0.47 ratioThe total recordable incident rate improved this quarter to 0.47, marking the fourth consecutive quarter of improvement as we leverage our world-class safety program across the combined organization.Source: earnings call transcript | -4.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q4 FY2026 · share of revenue
- Europe 34% ↑ 9 pt
- Asia Pacific 9% ↓ 3 pt
- Latin America 8% ↓ 6 pt
As AMCR cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
69 filings between Nov 10, 2025 and Oct 6, 2026.
Open market
decisions to buy or sellPurchases
$2.76M
6 purchases by 5 insiders
Sales
$142.1K
3 sales by 2 insiders
Compensation
not trading decisions- 38
- Option exercise — converted options into shares
- 22
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Scherger Stephen R. | $1.01M | — | Dec 11, 2025 |
| Wilson Ian | $659.6K | — | Nov 10, 2025 |
| Konieczny Peter | $504.6K | — | Nov 10, 2025 |
| Glerum James T Jr. | $499.9K | — | Nov 10, 2025 |
| Rahman Jill A | — | $90.9K | Dec 3, 2025 |
| Long Nicholas T. | $85.4K | — | Nov 12, 2025 |
| CARTER SUSAN K | — | $51.1K | Dec 3, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 6, 2026 | Galvez Jean-Marc See Remarks | Tax withheld | 9,279 | $387.9K |
| Oct 6, 2026 | Galvez Jean-Marc See Remarks | Option exercise | 38,155 | $0 |
| Sep 15, 2026 | Rasin Deborah GENERAL COUNSEL | Option exercise | 2,335 | — |
| Sep 15, 2026 | Scherger Stephen R. Executive VP, Finance & CFO | Tax withheld | 1,851 | $78.2K |
| Sep 15, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Tax withheld | 1,050 | $44.4K |
| Sep 15, 2026 | Konieczny Peter Chief Executive Officer | Tax withheld | 843 | $35.6K |
| Sep 15, 2026 | Galvez Jean-Marc See Remarks | Tax withheld | 1,929 | $81.5K |
| Sep 15, 2026 | Konieczny Peter Chief Executive Officer | Option exercise | 15,899 | — |
| Sep 15, 2026 | SORRELLS JULIE MARIE V.P. & CORPORATE CONTROLLER | Option exercise | 567 | — |
| Sep 15, 2026 | Galvez Jean-Marc See Remarks | Option exercise | 5,313 | $0 |
| Sep 15, 2026 | Rasin Deborah GENERAL COUNSEL | Tax withheld | 1,035 | $43.7K |
| Sep 15, 2026 | SORRELLS JULIE MARIE V.P. & CORPORATE CONTROLLER | Tax withheld | 164 | $6.9K |
| Sep 15, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Option exercise | 2,890 | — |
| Sep 15, 2026 | Wilson Ian EXECUTIVE VICE PRESIDENT | Option exercise | 3,406 | — |
| Sep 15, 2026 | Scherger Stephen R. Executive VP, Finance & CFO | Option exercise | 4,173 | — |
| Sep 3, 2026 | Konieczny Peter Chief Executive Officer | Option exercise | 11,131 | — |
| Sep 3, 2026 | Konieczny Peter Chief Executive Officer | Tax withheld | 590 | $27.5K |
| Sep 2, 2026 | Wilson Ian EXECUTIVE VICE PRESIDENT | Option exercise | 5,782 | — |
| Sep 2, 2026 | Wilson Ian EXECUTIVE VICE PRESIDENT | Tax withheld | 514 | $23.6K |
| Aug 28, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Tax withheld | 1,654 | $0 |
| Aug 28, 2026 | Wilson Ian EXECUTIVE VICE PRESIDENT | Option exercise | 5,616 | — |
| Aug 28, 2026 | Rasin Deborah GENERAL COUNSEL | Option exercise | 3,643 | — |
| Aug 28, 2026 | Rasin Deborah GENERAL COUNSEL | Tax withheld | 1,614 | $0 |
| Aug 28, 2026 | Konieczny Peter Chief Executive Officer | Tax withheld | 517 | $0 |
| Aug 28, 2026 | SORRELLS JULIE MARIE V.P. & CORPORATE CONTROLLER | Tax withheld | 350 | $0 |
| Aug 28, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Option exercise | 4,554 | — |
| Aug 28, 2026 | Konieczny Peter Chief Executive Officer | Option exercise | 9,753 | — |
| Aug 28, 2026 | SORRELLS JULIE MARIE V.P. & CORPORATE CONTROLLER | Option exercise | 1,047 | — |
| Aug 26, 2026 | SORRELLS JULIE MARIE V.P. & CORPORATE CONTROLLER | Option exercise | 769 | — |
| Aug 26, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Option exercise | 4,682 | — |
| Aug 26, 2026 | Rasin Deborah GENERAL COUNSEL | Option exercise | 3,748 | — |
| Aug 26, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Tax withheld | 2,075 | $0 |
| Aug 26, 2026 | SORRELLS JULIE MARIE V.P. & CORPORATE CONTROLLER | Tax withheld | 272 | $0 |
| Aug 26, 2026 | Rasin Deborah GENERAL COUNSEL | Tax withheld | 1,661 | $0 |
| Feb 27, 2026 | Wilson Ian EXECUTIVE VICE PRESIDENT | Option exercise | 14,000 | — |
| Feb 27, 2026 | Rasin Deborah GENERAL COUNSEL | Tax withheld | 6,281 | $0 |
| Feb 27, 2026 | Stephan Louis Fred See Remarks | Tax withheld | 15,067 | $0 |
| Feb 27, 2026 | Stephan Louis Fred See Remarks | Option exercise | 34,000 | — |
| Feb 27, 2026 | Rasin Deborah GENERAL COUNSEL | Option exercise | 14,000 | — |
| Feb 27, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Tax withheld | 5,953 | $0 |
| Feb 27, 2026 | Suarez Gonzalez Susana EX. VP & CHIEF HUMAN RESOURCES | Option exercise | 14,000 | — |
| Feb 27, 2026 | Konieczny Peter Chief Executive Officer | Tax withheld | 1,802 | $0 |
| Feb 27, 2026 | Konieczny Peter Chief Executive Officer | Option exercise | 34,000 | — |
| Feb 27, 2026 | Wilson Ian EXECUTIVE VICE PRESIDENT | Tax withheld | 203 | $0 |
| Dec 11, 2025 | Scherger Stephen R. Executive VP, Finance & CFO | Purchase | 121,065 | $1.01M |
| Dec 3, 2025 | Rahman Jill A Director | Sale | 4,148 | $35.0K |
| Dec 3, 2025 | CARTER SUSAN K Director | Sale | 6,058 | $51.1K |
| Dec 2, 2025 | FOSTER JONATHAN F Director | Option exercise | 9,317 | — |
| Dec 2, 2025 | STERRETT STEPHEN E Director | Option exercise | 9,317 | — |
| Dec 2, 2025 | Chipchase Graham A. Director | Option exercise | 15,159 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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