AMBP
Ardagh Metal Packaging S.A.4.1100
-0.1000-2.38%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Clarifies NA dip, Europe tightness
Q&A unpacked North America's 2026 transition as contract resets and customer footprint shifts—not share loss—with new soft drink filling lines from existing customers fueling 2027 rebound. Europe stays tight at high-90s utilization, backing Spain/U.K. capacity lines over 2-3 years via 10% CapEx bump. Metal supply woes persist H1, costing low-single-digit millions quarterly, offset by network efficiencies. No aluminum cost demand hit yet, despite Midwest premium spike. Analysts probed weather, World Cup, penetration; management answered directly. Q&A reinforces outlook. Watch NA recovery, Europe execution.
Key Stats
Market Cap
2.46BP/E (TTM)
-Basic EPS (TTM)
-0.01Dividend Yield
0.1%IPO
Employees
Sector
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