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Earnings transcript
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AMCR
Amcor plc
$38.77
-0.07
(-0.17%)
| Exchange: | NYSE |
| Market Cap: | 17.923B |
| Shares Outstanding: | 1.439B |
Delayed data
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Packaging & Containers | |||||
| CEO: | Peter Konieczny | |||||
| Full Time Employees: | 77000 | |||||
| Address: |
| |||||
| Website: | https://www.amcor.com |
Amcor plc stands as a prominent global provider of packaging solutions, focusing on the creation, production, and distribution of its diverse product portfolio across Europe, North America, Latin America, Africa, and the Asia Pacific regions. The company’s operations are divided into two main segments: Flexibles and Rigid Packaging. The Flexibles division specializes in offering advanced flexible and film packaging solutions, catering to a wide array of industries including food and beverages, medical and pharmaceutical sectors, fresh produce, snack foods, and personal care items. Meanwhile, the Rigid Packaging segment is responsible for manufacturing robust containers suitable for an extensive range of liquid and food products. This includes packaging for carbonated soft drinks, various types of water, juices, sports drinks, dairy-based beverages, spirits, beer, sauces, dressings, spreads, and personal care necessities. Additionally, this segment produces plastic closures designed for numerous applications. Amcor predominantly sells its offerings directly to clients through its dedicated sales force. The company was founded in 2018 and its corporate headquarters are situated in Zürich, Switzerland.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 14,694,000 | 13,640,000 | 15,009,000 |
| Gross Profit | 2,725,000 | 2,712,000 | 2,834,000 |
| EBITDA | 2,127,000 | 1,850,000 | 1,768,000 |
| Operating Income | 1,508,000 | 1,214,000 | 1,009,000 |
| Net Income | 1,048,000 | 730,000 | 511,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 17,003,000 | 16,524,000 | 37,066,000 |
| Total Liabilities | 12,913,000 | 12,571,000 | 25,326,000 |
| Total Stockholders Equity | 4,026,000 | 3,881,000 | 11,728,000 |
| Total Debt | 7,209,000 | 7,187,000 | 15,008,000 |
| Cash and Cash Equivalents | 689,000 | 588,000 | 827,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,261,000 | 1,321,000 | 1,390,000 |
| Capital Expenditure | -526,000 | -492,000 | -580,000 |
| Free Cash Flow | 735,000 | 829,000 | 810,000 |
| Net Income | 1,058,000 | 730,000 | 518,000 |
| Net Change in Cash | -161,000 | -101,000 | 239,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 22,539,921.437 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 24,850,844.106 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 23,549,350 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 3,056,581.502 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 3,369,959.856 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 3,193,467.546 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,360,262.704 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,544,031.184 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,440,533.974 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,907,181.300 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 2,102,716.520 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,992,592.568 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.520 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 4.850 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.270 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 9 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Financial Performance in Fiscal 2025: Amcor reported positive key financial results in its Q4 and full-year 2025 earnings call, with notable achievements in revenue and operating income, reflecting operational efficiency and resilience despite market challenges. Specific growth in revenue and net income metrics from income statements indicate a strong financial foundation.
- Strategic Acquisition of Berry Global: The completed acquisition of Berry Global, as highlighted in the earnings call transcript, positions Amcor for enhanced market presence and operational synergies. Management's focus on integration and cost efficiencies could drive long-term value creation.
- Healthy Cash Flow Metrics: Analysis of cash flow statements shows consistent net cash provided by operating activities and positive free cash flow, indicating Amcor’s ability to fund operations, investments, and dividends without excessive reliance on external financing.
- Dividend Sustainability: With a competitive dividend yield (as per key metrics TTM), Amcor maintains an attractive profile for income-focused investors, supported by stable cash flows and a commitment to shareholder returns as reiterated in the earnings call.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates AMCR intrinsic value between $7.91 – $8.47 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about AMCR valuation
Is Amcor plc (AMCR) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Amcor plc (AMCR) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is AMCR a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether AMCR trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is AMCR’s P/E ratio?
You can see AMCR’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for AMCR?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is AMCR a good long-term investment?
Whether AMCR fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
AMCR
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Daily snapshot
-0.17
Trading Metrics:
| Open: | 38.69 | Previous Close: | 38.83 | |
| Day Low: | 38.47 | Day High: | 38.89 | |
| Year Low: | 36.25 | Year High: | 50.94 | |
| Price Avg 50: | 39.2 | Price Avg 200: | 41.73 | |
| Volume: | 421485 | Average Volume: | 5.31M |
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Login — it's freeAMCR full analysis
Welcome to MARKETSNAP’s SWOT analysis for Amcor, a global leader in packaging solutions. If you’re not familiar with Amcor, let me give you the quick rundown. This company operates in the packaging and containers industry within the consumer cyclical sector, crafting everything from flexible and rigid packaging to specialty materials for food, beverage, healthcare, and more. With a massive footprint across multiple regions and a workforce of thousands, Amcor is a key player in a space that’s often overlooked but…
