Amcor (AMCR)
NYSEMaterialsPackaging & ContainersSnapshot 2026-07-07
$44.48-0.32%
Close 2026-07-07 · 1-day change
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Track AMCR free→Amcor aims for 12-17% EPS growth in fiscal 2026 with guidance at $4.00 per share. It targets $1.8-$1.9 billion free cash flow, showing strong cash generation. The company plans $260 million synergy benefits from the Berry acquisition. Recent earnings beats and synergy progress support operational strength.
Amcor has missed EPS estimates in most quarters before recent beats. Free cash flow and synergy targets are behind schedule. Management confidence has fallen 11 points, indicating execution risks. The packaging sector faces headwinds that may pressure growth and margins.
The stock trades about 47% above our fair value near $30, with analysts expecting about 8% revenue growth. Our view is more cautious given execution risks and mixed recent results.
Breaks if: EPS falls below $3.98 in FY26
Amcor aims to achieve EPS growth of 12-17% for fiscal 2026.
Stated in 6 of last 6 quarters. Adjusted EPS guidance for fiscal 2026 is $4.00-$4.15, representing 12-17% growth. Despite reaffirming this target, the financials show limited progress with EPS at $0.6 in 2026-Q3. Persistent statement, limited substantive delivery this quarter.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Fiscal 2026 Guidance Reaffirmed: Adjusted EPS $4.00-$4.15 representing 12-17% constant currency growth.”
“Fiscal 2026 Guidance Reaffirmed: Adjusted EPS $4.00-$4.15 representing 12-17% constant currency growth.”
“Fiscal 2026 outlook reaffirmed: Adjusted EPS 80-83 cps representing 12-17% constant currency growth.”
“Fiscal 2026 outlook reaffirmed: Adjusted EPS of approximately 80 to 83 cents per share, representing constant currency growth of 12% to 17%.”
“Fiscal 2026 outlook reaffirmed: Adjusted EPS 80-83 cps representing 12-17% constant currency growth.”
“Fiscal 2026 outlook reaffirmed: Adjusted EPS of approximately 80 to 83 cents per share, representing constant currency growth of 12% to 17%.”
Breaks if: FCF falls below $1.5 billion in FY26
Amcor aims to generate free cash flow of $1.8-1.9 billion for fiscal 2026.
Stated in 6 of last 6 quarters. Free Cash Flow guidance for fiscal 2026 is $1.8-$1.9 billion. Cash from operating activities was $186 million in 2026-Q3, indicating limited progress towards the target. Recurring focus, narrow delivery so far.
“Free Cash Flow of $1.8 billion to $1.9 billion.”
“Free Cash Flow of $1.8 billion to $1.9 billion.”
“Free Cash Flow of $1.8 billion to $1.9 billion.”
“Free Cash Flow of approximately $1.8 billion to $1.9 billion.”
“Free Cash Flow of $1.8-1.9 billion.”
“Free Cash Flow of approximately $1.8 billion to $1.9 billion.”
Breaks if: Synergy benefits fall significantly short of $260 million in FY26
Amcor aims to deliver $260 million in synergy benefits from the Berry acquisition in fiscal 2026.
Stated in 4 of last 4 quarters. Amcor aims to deliver $260 million in pre-tax synergy benefits from the Berry acquisition in fiscal 2026. Synergies of $55 million were achieved in 2026-Q2, indicating progress towards the target.
“Includes pre-tax synergy benefits related to the Berry acquisition of at least $260 million.”
“We have clear line of sight to delivering at least $260 million of synergy benefits in fiscal 26.”
“Amcor's teams are on track to deliver $260 million of synergy benefits (pre-tax) in the 2026 fiscal year.”
“We expect delivery of $260 million of pre-tax synergies alone to drive adjusted EPS accretion.”