AMCR
Amcor plc8.32
+0.07+0.85%
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 Q2 '26
Q&A colors H2 non-core rebound
Q&A drilled into volume trends and H2 drivers, largely echoing prepared remarks with added color. Non-core businesses tanked to 3% EBIT margins in Q2 from high-single-digit volume drops but expect a $50 million H1-to-H2 lift to 7-8% via renegotiated contracts securing better pricing and volume commitments. Core portfolio volumes fell 1.5% YoY, yet focus categories outperformed—pet care grabbed high-single-digit growth and share. Synergies split evenly between G&A and procurement. GLP-1 drugs? No structural hit, just shifts to healthier snacks. Pet care steals the show. Watch non-core rebound and volume exit rates.
Key Stats
Market Cap
19.21BP/E (TTM)
27.73Basic EPS (TTM)
0.30Dividend Yield
0.06%Recent Filings
8-K
Amcor issues $1.5B notes
Amcor completed a $1.5B notes offering on March 5, 2026—$750M 4.25% due 2029 and $750M 5.125% due 2036—guaranteed by Amcor entities and Berry Global. Net proceeds of ~$1.49B will repay $600M 3.625% notes due 2026, $750M Berry secured notes due 2026, commercial paper, and other debt. Refinances short-term obligations. Smooth execution extends maturities.
10-Q
Q2 FY2026 results
Amcor's Q2 FY2026 sales rocketed 68% y/y to $5.4B, fueled by the Berry merger closed April 30, 2025 for $10.4B (stock/cash/debt mix), recognizing $6.4B goodwill and $6.1B intangibles (16-year customer relationships). Operating income held at $331M despite $118M Berry Plan costs, with gross margin steady at 19.1%; diluted EPS fell to $0.38 from $0.56 on 60% more shares, reconciling to 463.8M diluted weighted-average. Cash hit $1.1B, operating cash flow $370M (YTD), net debt $14.1B after €1.5B notes issuance; free cash flow not disclosed in the 10-Q. Merger synergies offset volume dips. Portfolio review risks disruptions.
8-K
Solid Q2, Berry boosts results
8-K
Amcor completes 1-for-5 split
Amcor plc completed its 1-for-5 reverse stock split on January 14, 2026, after shareholder approval on November 6, 2025, slashing outstanding ordinary shares from 2.3 billion to 461 million. Shares began trading split-adjusted on NYSE and ASX January 15 under new CUSIP G0250X 149. No fractions issued; cash paid instead. Reverse split executed.
8-K
Amcor sets reverse split date
Amcor plc will execute its approved 1-for-5 reverse stock split, effective January 14, 2026, with split-adjusted shares trading on NYSE starting January 15. Outstanding shares drop from ~2.3 billion to ~461 million; par value rises to $0.05. Cash replaces fractions. Q2 fiscal 2026 EPS reports split-adjusted.
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