Amcor plc

Report azionario NYSE:AMCR

Capitalizzazione di mercato: US$18.5b

Amcor Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Amcor sono diminuiti a un tasso medio annuo di -9%, mentre il settore Packaging ha visto gli utili diminuire a un tasso medio annuo di 1.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 6.3%. Il ritorno sul capitale proprio di Amcor è 5.8% e ha margini netti di 3.1%.

Informazioni chiave

-8.98%

Tasso di crescita degli utili

-11.15%

Tasso di crescita dell'EPS

Packaging Crescita del settore12.01%
Tasso di crescita dei ricavi6.31%
Rendimento del capitale proprio5.81%
Margine netto3.06%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Nov 13

Amcor's (NYSE:AMCR) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Following the release of a lackluster earnings report from Amcor plc ( NYSE:AMCR ) the stock price made a strong...

Recent updates

Seeking Alpha May 06

Amcor: The Market Is Still Mispricing This High-Yield Dividend Aristocrat

Summary Amcor is reaffirmed as a Strong Buy, supported by robust fundamentals, an attractive ~6.9% dividend yield, and an undervalued share price despite a recent jump. Q3 FY26 results exceeded expectations, with 6% Adj. EPS growth and a solid 15.1% Adj. EBITDA margin, while portfolio optimization and divestitures show $2.5 billion in potential proceeds. Revised guidance anticipates $1.5–$1.6 billion FCF and 12% Adj. EPS growth, factoring in $270 million in Berry synergies and mitigating Iran conflict impacts despite a hit in their inventory expectations. DCF analysis suggests that the fair value is well above current levels even under conservative estimates, with risks from oil-driven cost inflation and macro uncertainty seemingly priced in. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Apr 26

AMCR: Future Returns Will Hinge On Malaysia Healthcare Packaging Expansion

Amcor's updated analyst price target has eased from about $51.66 to $50.22, as analysts weigh recent target cuts and downgrades against fresh bullish coverage that assumes a slightly higher revenue growth outlook and a modestly lower future P/E. Analyst Commentary Recent research on Amcor reflects a mix of optimism about execution and growth, alongside fresh caution on valuation and risk, which explains the modest pullback in the average price target.
Aggiornamento dell'analisi Apr 11

AMCR: Future Returns Will Hinge On Post Reverse Split Multiple Re Rating

Amcor's updated analyst price target edges lower to $51.66 from $52.54 as analysts balance tempered valuation assumptions, including a slightly lower future P/E, against modestly higher modeled revenue growth and profit margins following recent mixed research calls. Analyst Commentary Recent research on Amcor reflects a split view, with some analysts turning more constructive while others are growing more cautious.
Aggiornamento dell'analisi Mar 27

AMCR: Future Returns Will Depend On Berry Integration Synergies After Reverse Split

Amcor's updated analyst price target has moved slightly lower to $52.54 from $53.49, as analysts factor in a modestly higher discount rate and slightly softer margin and P/E assumptions following a mix of recent upgrades, downgrades and revised target prices. Analyst Commentary Recent research on Amcor points to a mixed but useful set of signals for you as an investor, with analysts split between constructive views on earnings potential and caution around valuation, volume trends and integration risk.
Aggiornamento dell'analisi Mar 13

AMCR: Future Returns Will Hinge On Berry Synergies And Volume Resilience

Analysts have modestly adjusted their price targets on Amcor, with recent changes ranging from a $4 uplift to a $0.60 reduction, as they balance expectations for earnings growth, synergy potential from the Berry Global deal, and some caution around longer term volume trends. Analyst Commentary Recent research paints a mixed picture, with some analysts highlighting upside from the Berry Global acquisition and others flagging execution and volume risks that could influence where the shares trade relative to their price targets.
Aggiornamento dell'analisi Feb 27

AMCR: Future Returns Will Weigh Berry Synergies Against Execution And Volume Risks

Narrative Update on Amcor The updated analyst price targets for Amcor, with moves such as BofA's shift to $9.70 and Truist's increase to $12, reflect a mixed but generally constructive view as analysts weigh potential earnings synergies from the Berry Global deal against more cautious assumptions embedded in slightly revised discount rate and future P/E inputs. Analyst Commentary Recent research on Amcor gives you a mix of optimism and caution, with several firms updating ratings and price targets around the proposed Berry Global acquisition and the outlook for packaging demand.
Aggiornamento dell'analisi Feb 13

AMCR: Future Returns Will Reflect Berry Synergies Deleveraging And Mixed Rating Shifts

Analysts have raised their average price target on Amcor by $1.57, supported by updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions following recent mixed rating and target moves across the Street. Analyst Commentary Recent research on Amcor reflects a mix of optimism and caution, with multiple firms revisiting price targets alongside fresh views on earnings power, integration of the Berry Global acquisition, and sector demand trends.
Aggiornamento dell'analisi Jan 30

AMCR: Future Returns Will Be Driven By Berry Synergies And Deleveraging

Analysts have trimmed their blended fair value estimate for Amcor from about $54.80 to roughly $51.92, reflecting mixed Street price targets and updated assumptions for revenue growth, margins and future P/E multiples tied to views on the Berry deal, packaging demand and potential earnings synergies. Analyst Commentary Bullish Takeaways Bullish analysts see the Berry Global acquisition as value creating, with synergy guidance that they view as potentially conservative.
Aggiornamento dell'analisi Jan 15

AMCR: Future Returns Will Be Led By Berry Synergies And Deleveraging

Narrative Update on Amcor The analyst price target for Amcor has been updated to US$54.80, reflecting analysts' focus on potential earnings benefits tied to Berry Global synergies, debt reduction and expectations for packaging demand trends into 2026. Analyst Commentary Recent research on Amcor highlights a mix of optimism around earnings potential and synergy capture, alongside some caution on volume trends and longer term growth assumptions.
Aggiornamento dell'analisi Dec 03

AMCR: Future Returns Will Be Driven By Berry Synergies And Free Cash Flow

Analysts have trimmed their price target on Amcor to $10.00 from $11.10, reflecting slightly higher discount rate assumptions and a modestly lower future P/E multiple, while still pointing to improving margins, robust free cash flow and sizable Berry Global synergy potential as support for long term value. Analyst Commentary Street research on Amcor reflects a mix of optimism about long term value creation from the Berry Global acquisition and caution around near term operational and balance sheet risks.
Aggiornamento dell'analisi Nov 19

AMCR: Future Earnings Will Benefit From Berry Global Acquisition Synergies

Analysts have revised Amcor's average price target downward by $0.02, citing lowered revenue growth expectations and ongoing challenges in packaging volumes. However, they note that synergy gains from the Berry Global acquisition may help offset near-term pressures.
Articolo di analisi Nov 17

Amcor (NYSE:AMCR) Is Increasing Its Dividend To $0.13

Amcor plc ( NYSE:AMCR ) has announced that it will be increasing its dividend from last year's comparable payment on...
Articolo di analisi Nov 13

Amcor's (NYSE:AMCR) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Following the release of a lackluster earnings report from Amcor plc ( NYSE:AMCR ) the stock price made a strong...
Aggiornamento dell'analisi Nov 03

AMCR: Cost Synergies From Berry Deal Will Drive Medium-Term Upside

Amcor's analyst price target has been revised downward from $11.10 to $10, as analysts cite ongoing volume pressures, debt concerns, and cautious optimism about prospective cost synergies from the Berry Global acquisition. Analyst Commentary Recent street research offers a mixed outlook on Amcor in light of the company’s ongoing strategic moves, shifting market conditions, and the planned Berry Global acquisition.
Aggiornamento dell'analisi Oct 20

Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging

Amcor's analyst price target has been revised downward from $10.59 to $10.43, a change of $0.16 per share. Analysts are weighing ongoing volume pressures, debt concerns, and evolving synergy expectations from the Berry Global acquisition.
Aggiornamento dell'analisi Oct 05

Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging

Analysts have revised Amcor's price target downward from $10.80 to $10.59, citing persistent headwinds in packaging volumes and debt concerns. However, expectations for synergy realization from recent acquisitions continue to support the company's long-term value outlook.
Aggiornamento dell'analisi Sep 20

Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging

Amcor’s consensus price target edged down from $10.91 to $10.80 as analysts balanced optimism over Berry Global synergies and free cash flow improvements against persistent integration concerns and weak demand volumes. Analyst Commentary Anticipated cost synergies and free cash flow improvements stemming from the Berry Global acquisition are seen as significant positives for medium-term growth.
Aggiornamento dell'analisi Sep 02

Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging

Amcor’s consensus price target was lowered to $10.79 due to analyst concerns over ongoing volume weakness and lowered revenue expectations, though some see improved valuation upside, reflecting a mixed market outlook. Analyst Commentary Bearish analysts point to continued volume weakness as a primary drag on Amcor’s near-term outlook.
Articolo di analisi Aug 18

Amcor (NYSE:AMCR) Will Pay A Dividend Of $0.1275

The board of Amcor plc ( NYSE:AMCR ) has announced that it will pay a dividend of $0.1275 per share on the 25th of...
Articolo di analisi Aug 16

Earnings Miss: Amcor plc Missed EPS By 46% And Analysts Are Revising Their Forecasts

NYSE:AMCR 1 Year Share Price vs Fair Value Explore Amcor's Fair Values from the Community and select yours Shareholders...
Seeking Alpha Apr 08

Amcor: Dividend Aristocrat Executing A Major Acquisition

Summary Amcor's acquisition of Berry Global is expected to generate $650 million in annual synergies and a one-time $280 million cash benefit by year three. Amcor's dividend yield of 5.7% and its status as an S&P 500 Dividend Aristocrat make it attractive, but current global trade uncertainties pose risks. An analysis around Amcor follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Mar 20

Amcor: Rare Buying Opportunity With Strong Yield And Potential Massive Growth

Summary Amcor combines double-digit percentage growth with a big dividend—don’t miss this rare chance to lock in high returns. AMCR is an overlooked stock that just announced a game-changing deal that could drive 50%+ upside. AMCR trades at a deep discount—find out why now is the time to buy. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

Amcor Investors Await Berry Global's Buyout, As Dip-Buying Opportunity Arises

Summary Amcor gets upgraded to buy, from my prior hold rating, betting on its buyout of rival Berry Global to complete and create a packaging giant. The shares are trading undervalued vs key peers, along with dipping below their 200-day simple moving average, opening a buying window. As a standalone company, without the merger, the stock pays a +5% dividend yield now, and boasts investment-grade credit ratings and positive cash flow outlooks. Although the company is profitable, its profit margin compared to key sector peers is lagging and could be improved. The future downside risk of the merger being stalled by antitrust issues is something to keep in mind. Read the full article on Seeking Alpha
Seeking Alpha Nov 19

Amcor: Creating A Consumer Packaging Giant With Berry Global Group

Summary Amcor plc, established in 1860, generates $13.6 billion in sales, primarily from food and beverage packaging, with major clients like Unilever and Nestlé. Amcor and Berry Global Group, Inc. have entered a merger agreement, combining complementary businesses to create a global leader in consumer packaging solutions. The merger values Berry at $8.5 billion in equity, with a $15.7 billion enterprise valuation, and will give Berry investors a 37% stake in the combined entity. The combination will gain a lot more market share, aim to create real synergies, and might become an attractive investment opportunity, as a mediocre past track record makes me hesitant. Read the full article on Seeking Alpha
Seeking Alpha Sep 12

Amcor: Adds To My Belief That This Is A Trader's Market (Technical Analysis)

Summary Amcor is one of 40 stocks I bought for my YARP dividend portfolio last spring. Its price trend fits a concern I see for buy/hold investors. Too many stocks offer fleeting upside. In fact, the "average" stock is flat for about 3 years. My answer to that, with AMCR and dozens of other stocks, is to own them but tactically adjust the position sizes. AMCR is an example of that. My "rating" is a Hold, but the rationale for that rating in this article is more important than the rating itself. Read the full article on Seeking Alpha
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Nuova analisi Aug 21

Harnessing Safety, Efficiency, And Strategic Growth To Propel Market Presence And Revenue Streams

Amcor's commitment to operational efficiency and safety measures is set to improve its operational margins through ongoing initiatives.

Ripartizione dei ricavi e delle spese

Come Amcor guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:AMCR Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2622,1906781,781166
31 Dec 2519,6095961,559149
30 Sep 2517,4015821,376138
30 Jun 2515,0095101,218120
31 Mar 2513,462805957108
31 Dec 2413,5407951,021106
30 Sep 2413,5507661,061107
30 Jun 2413,6407271,087106
31 Mar 2413,7786501,262105
31 Dec 2314,0346411,248107
30 Sep 2314,4259621,246103
30 Jun 2314,6941,0411,084101
31 Mar 2314,9309701,252100
31 Dec 2214,9711,0611,25897
30 Sep 2214,8368301,26396
30 Jun 2214,5448021,27196
31 Mar 2214,0899481,25698
31 Dec 2113,5889471,25699
30 Sep 2113,1849411,26199
30 Jun 2112,8619371,279100
31 Mar 2112,5508621,21597
31 Dec 2012,4847761,24397
30 Sep 2012,4247441,24297
30 Jun 2012,4686201,37197
31 Mar 2011,9285211,21591
31 Dec 1911,0974521,08582
30 Sep 1910,33940598576
30 Jun 199,45842881564
31 Mar 199,26449882066
31 Dec 189,36353580068
30 Sep 189,32854176868
30 Jun 189,31957478473
31 Mar 189,22854583472
31 Dec 179,13658674272
30 Sep 179,11858581371
30 Jun 179,10156291369
31 Mar 179,22141191368
31 Dec 169,34122598567
30 Sep 169,38123596967
30 Jun 169,42124495467
31 Mar 169,38645495266
31 Dec 159,35166595164
30 Sep 159,48167294863
30 Jun 159,61268094463

Guadagni di qualità: AMCR ha un grande una tantum perdita di $496.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di AMCR (3.1%) sono inferiori rispetto allo scorso anno (6%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di AMCR sono diminuiti del 9% all'anno negli ultimi 5 anni.

Accelerare la crescita: AMCR ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: AMCR ha avuto una crescita negativa degli utili ( -15.8% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Packaging ( -1.6% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 5.8% ) di AMCR è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 11:41
Prezzo dell'azione a fine giornata2026/05/11 00:00
Utili2026/03/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Amcor plc è coperta da 39 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ghansham PanjabiBaird
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited