Ardagh Metal Packaging S.A.

NYSE:AMBP 株式レポート

時価総額：US$3.1b

Ardagh Metal Packaging 将来の成長

Future 基準チェック /36

Ardagh Metal Packagingは、54.4%と3.3%でそれぞれ年率54.4%で利益と収益が成長すると予測される一方、EPSはgrowで51.3%年率。

主要情報

54.4%

収益成長率

51.35%

EPS成長率

Packaging 収益成長23.9%
収益成長率3.3%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日13 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 12

AMBP: Higher Guidance And Sustainability Progress Will Test Recent Repricing

Analysts have nudged the fair value estimate for Ardagh Metal Packaging higher to $4.90 from $4.00, citing stronger first half execution, higher FY26 EBITDA guidance, and a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Ardagh Metal Packaging shows a mix of cautious and constructive views.
分析記事 • Jul 31

Shareholders Will Be Pleased With The Quality of Ardagh Metal Packaging's (NYSE:AMBP) Earnings

The subdued stock price reaction suggests that Ardagh Metal Packaging S.A.'s ( NYSE:AMBP ) strong earnings didn't offer...
Seeking Alpha • Jul 29

Ardagh Metal Packaging: EBITDA Outperformance Supports Further Upside

Summary Ardagh Metal's Q2 Revenue increased 17.7% to $1.71 billion, while adjusted EBITDA reached $240 million. European revenue advanced 13%, supported by 5% volume growth, favourable pricing, and improved input-cost recovery. Contract resets, weaker Brazilian shipments, and residual metal-supply issues weighed on performance, but easier comparisons and improved contract economics could support an Americas recovery. Valuation remains supportive, and Ardagh Metal Packaging increased its EBITDA outlook. We confirm our buy rating. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 29

AMBP: Higher EBITDA Guide And Europe Execution Will Drive Repricing

Ardagh Metal Packaging's analyst price target has moved higher from $5.00 to about $5.91, as analysts point to recent price target increases across the Street and updated expectations for EPS and EBITDA guidance, along with execution. Analyst Commentary Recent Street research on Ardagh Metal Packaging shows a cluster of higher price targets, with analysts updating their models around execution, guidance and the latest earnings print.
ナラティブ更新 • Jul 14

AMBP: Fair Value View Balances Raised Expectations With Persistent Demand Concerns

Analysts have nudged their price target for Ardagh Metal Packaging to about $4.74, up from $4.50, citing updated views on fair value, discount rate, growth, profitability and future P/E assumptions, along with recent Street research that lifted the stock's target to $4.70 despite mixed demand commentary across the packaging group. Analyst Commentary Street research on Ardagh Metal Packaging highlights a split view, with some bullish analysts adjusting targets higher while more cautious voices point to muted demand trends across the broader packaging group.
ナラティブ更新 • Jun 26

AMBP: Mixed Research Signals Suggest Steady Outlook With Measured Future Upside

Analysts have made a small downward adjustment to the Ardagh Metal Packaging price target to reflect mixed recent research signals, with some firms trimming their targets by $0.30 to $1 and others lifting theirs by $0.30, while the underlying fair value and key model assumptions remain largely unchanged. Analyst Commentary Recent Street research on Ardagh Metal Packaging shows a split in sentiment, with some analysts trimming price targets and others nudging them higher by smaller amounts.
分析記事 • Jun 20

Ardagh Metal Packaging (AMBP) Stock Could Be 4% Undervalued After Revenue And Profit Growth

Recent analysis of Ardagh Metal Packaging (AMBP) highlights year-over-year revenue growth of 18.61% and net profit growth of 54.55%, drawing attention even as its overall financial status is described as weak. See our latest analysis for Ardagh Metal Packaging. At a share price of $4.34, Ardagh Metal Packaging has seen a 10.71% 90 day share price return, while the 1 year total shareholder return of 15.36% suggests momentum has been building despite earlier longer term weakness. If this kind...
ナラティブ更新 • Jun 11

AMBP: Revised Earnings Framework Should Support Future Upside Potential

Analysts have lowered their average price target for Ardagh Metal Packaging to about $4.50 from roughly $4.66, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions following recent mixed target revisions from Citi, BofA and UBS. Analyst Commentary Recent research on Ardagh Metal Packaging reflects mixed views, with some analysts slightly increasing price targets and others trimming them, which has resulted in a modestly lower average target.
ナラティブ更新 • Apr 11

AMBP: Revised Cash Flow Assumptions Should Support Future Upside Potential

The analyst price target for Ardagh Metal Packaging has been adjusted slightly lower to align with a revised fair value of about $4.66. This reflects updated assumptions around discount rates, revenue growth and profit margins that analysts have highlighted in recent research.
ナラティブ更新 • Mar 28

AMBP: Rising Packaging Demand Should Support Upside Despite Leverage Risk

Analyst price targets for Ardagh Metal Packaging have moved higher to a range of about $4.75 to $6, as analysts cite slightly stronger revenue growth and profit margin assumptions, along with a modestly lower future P/E multiple in their updated models. Analyst Commentary Recent research shows a split view on Ardagh Metal Packaging, with several bullish analysts nudging price targets higher while one bearish analyst trims expectations.
新しいナラティブ • Mar 22

Tight Can Capacity And Leverage Will Shape Future Earnings Resilience

Catalysts About Ardagh Metal Packaging Ardagh Metal Packaging produces metal beverage cans for soft drinks, beer and a range of other categories across Europe and the Americas. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Mar 14

AMBP: Beverage Can Demand Should Support Upside Despite Leverage Concerns

Narrative Update on Ardagh Metal Packaging The analyst price target for Ardagh Metal Packaging has edged higher as the fair value estimate moves from about $4.86 to roughly $4.92. This shift is supported by a series of recent target increases from $4.25 to $4.75, $5 to $6, and $4 to $5, partly offset by one cut to $3.60 that reflects ongoing concerns about leverage and potential share loss in North America.
ナラティブ更新 • Feb 28

AMBP: Fair Valuation Balances Leverage Risks And Beverage Packaging Demand

Analyst fair value for Ardagh Metal Packaging has edged up from about $4.30 to roughly $4.86, reflecting a series of recent price target increases from $4.25 to $4.75 at UBS, $5 to $6 at Citi, and $4 to $5 at Truist, partially offset by BofA trimming its target to $3.60 because of capital structure and leverage concerns. Analyst Commentary Recent research on Ardagh Metal Packaging reflects a split view, with some analysts lifting price targets and others turning more cautious based on the balance sheet and competitive outlook.
ナラティブ更新 • Dec 13

AMBP: Slight EPS Upgrades Will Balance Regional Challenges Ahead

Analysts have nudged their price target on Ardagh Metal Packaging up by $0.10 to $4.00, reflecting modestly higher EPS forecasts after what they described as a solid quarter despite regional operating challenges. Analyst Commentary Analyst reactions to the latest results highlight a nuanced view of Ardagh Metal Packaging, with modestly higher earnings expectations but ongoing concerns about regional performance and the overall risk reward profile.
ナラティブ更新 • Oct 25

Resilient Earnings And Sustainable Packaging Will Shape Global Expansion Outlook

Narrative Update on Ardagh Metal Packaging Analysts have modestly increased their price target for Ardagh Metal Packaging to $4.00 from $3.90, citing improved earnings forecasts following the company's solid quarterly performance despite regional headwinds. Analyst Commentary Following the recent quarterly results for Ardagh Metal Packaging, analysts have updated their projections and identified both positive developments and areas of concern that could impact the company's outlook and valuation.
分析記事 • Jun 15

Estimating The Fair Value Of Ardagh Metal Packaging S.A. (NYSE:AMBP)

Key Insights Ardagh Metal Packaging's estimated fair value is US$4.01 based on 2 Stage Free Cash Flow to Equity Current...
User avatar
新しいナラティブ • Apr 28

Americas And Europe Capacity Expansions Will Unlock Beverage Potential

Strategic entry into new beverage categories and capacity investments support revenue and margin growth despite tight capacity environments.
Seeking Alpha • Apr 26

Ardagh Metal Packaging: I Don't Like The Double-Digit Dividend Yield

Summary I've maintained a long position in Ardagh Metal Packaging despite initial losses, focusing on their strong free cash flow profile over the 11% dividend yield. Q1 2025 saw a revenue increase to $1.27B and a gross profit rise of more than 20%, but a net loss due to high depreciation and amortization expenses. Adjusted for working capital changes, the underlying operating cash flow was $103M, leading to a net free cash flow of $58M for common shareholders. I prefer debt reduction over dividends given the $3.4B net debt, but remain invested as the stock trades at less than 8 times sustaining free cash flow. Read the full article on Seeking Alpha
分析記事 • Apr 23

Insufficient Growth At Ardagh Metal Packaging S.A. (NYSE:AMBP) Hampers Share Price

When you see that almost half of the companies in the Packaging industry in the United States have price-to-sales...
分析記事 • Feb 28

Is There An Opportunity With Ardagh Metal Packaging S.A.'s (NYSE:AMBP) 48% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ardagh Metal Packaging fair value estimate is US$6.07 Ardagh...
Seeking Alpha • Jan 08

Ardagh Metal Packaging: Risk-Reward Looks Promising, But Not Out Of The Woods

Summary Ardagh Metal Packaging has a strong market presence in the metal beverage can industry, with production in 9 countries and multi-year contracts with major brands. AMBP has been a source of wealth destruction both in the short-term and the long-term, and we are in two minds over whether this could change. We proceed to discuss various fundamental sub-plots that could weigh on the movement of AMBP. Tactical traders might find AMBP appealing due to its potential for mean-reversion relative to other Russell 2000 peers, and the attractive risk-reward on the standalone charts. Read the full article on Seeking Alpha
分析記事 • Dec 21

Ardagh Metal Packaging S.A.'s (NYSE:AMBP) Share Price Is Matching Sentiment Around Its Revenues

Ardagh Metal Packaging S.A.'s ( NYSE:AMBP ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing...
Seeking Alpha • Oct 28

Ardagh Metal Packaging: What's Next For This 11% Yielding Stock

Summary Ardagh Metal Packaging S.A. shows strong growth potential for 2025, with a positive outlook reinforced by Q3 2024 earnings. Q3 2024 saw a 2% increase in metal beverage can shipments and a 15% rise in adjusted EBITDA, driven by margin normalization in Europe and improved manufacturing in the Americas. Resilient beverage consumption trends and strong input cost management contributed to Ardagh's performance, leading to an increased full-year adjusted EBITDA guidance of $650M-$660M. Ardagh expects beverage cans to outperform other containers due to their circularity and decarbonization benefits, supported by customer innovation. Read the full article on Seeking Alpha
Seeking Alpha • Oct 11

Ardagh Metal Packaging: Canning Future Growth - Strong Buy

Summary Strong growth prospects in key regions like Brazil outweigh short-term sales declines. Management’s plan to reduce leverage from 5.8x to 5.2x strengthens the financial outlook. Institutional investors, including King Street Capital Management, show bullish sentiment, with significant long positions and increased call options in the last quarter. Strong cash flow supports Ardagh’s ability to manage debt and interest payments while funding growth initiatives. I believe Ardagh is undervalued, with strong cash flow and key metrics below industry averages, making it a Strong Buy. Read the full article on Seeking Alpha
分析記事 • Jun 04

Ardagh Metal Packaging's (NYSE:AMBP) Dividend Will Be $0.10

Ardagh Metal Packaging S.A. ( NYSE:AMBP ) has announced that it will pay a dividend of $0.10 per share on the 26th of...
分析記事 • May 09

Ardagh Metal Packaging (NYSE:AMBP) Has Affirmed Its Dividend Of $0.10

The board of Ardagh Metal Packaging S.A. ( NYSE:AMBP ) has announced that it will pay a dividend of $0.10 per share on...
Seeking Alpha • Apr 29

Ardagh Metal Packaging: Stubbornly Maintaining Its 10% Dividend Yield

Summary Ardagh Metal Packaging reported a strong start to the year with 11% revenue growth in the Americas. The company's operating profit was $14M, resulting in a net loss of $12M. AMBP expects an increase in EBITDA of over 25% for the current quarter and confirms full-year EBITDA at $630-660M. Read the full article on Seeking Alpha
分析記事 • Apr 22

Ardagh Metal Packaging (NYSE:AMBP) Seems To Be Using A Lot Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 25

Investors Interested In Ardagh Metal Packaging S.A.'s (NYSE:AMBP) Revenues

With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Packaging industry in the United States, you...
分析記事 • Feb 25

Ardagh Metal Packaging S.A. Just Missed Earnings; Here's What Analysts Are Forecasting Now

Last week, you might have seen that Ardagh Metal Packaging S.A. ( NYSE:AMBP ) released its yearly result to the market...
分析記事 • Nov 09

A Piece Of The Puzzle Missing From Ardagh Metal Packaging S.A.'s (NYSE:AMBP) 26% Share Price Climb

Ardagh Metal Packaging S.A. ( NYSE:AMBP ) shares have had a really impressive month, gaining 26% after a shaky period...
Seeking Alpha • Oct 30

Ardagh Metal Packaging: The 12% Yield Is Now Fully Covered

Summary Ardagh Metal Packaging meets Q3 EBITDA guidance, leading to a positive market reaction. The company reduced its full-year adjusted EBITDA target, slightly disappointing but not negatively impacting the market. Ardagh's dividend is sustainable and fully covered by sustaining free cash flow, with plans to reduce debt and improve debt ratios. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AMBP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20286,547128292N/A4
12/31/20276,321852255497
12/31/20266,174431393207
6/30/20265,99131297495N/A
3/31/20265,733-5209413N/A
12/31/20255,497-11265449N/A
9/30/20255,346-8289466N/A
6/30/20255,231-17285454N/A
3/31/20255,035-20315478N/A
12/31/20244,908-27263450N/A
9/30/20244,845-72288503N/A
6/30/20244,826-73290546N/A
3/31/20244,822-85219535N/A
12/31/20234,812-74237616N/A
9/30/20234,756-5-27461N/A
6/30/20234,63546-222310N/A
3/31/20234,683162-463142N/A
12/31/20224,689226-391205N/A
9/30/20224,700235-490182N/A
6/30/20224,565-5-425259N/A
3/31/20224,253-79-279357N/A
12/31/20214,055-210-229458N/A
9/30/20213,861-162-181338N/A
6/30/20213,72268-37406N/A
3/31/20213,56140-132247N/A
12/31/20203,45111166334N/A
12/31/20193,344-40N/A377N/A
12/31/20183,338-75N/A272N/A

アナリストによる今後の成長予測

収入対貯蓄率: AMBPの予測収益成長率 (年間54.4% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: AMBPの収益 ( 54.4% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: AMBPの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: AMBPの収益 ( 3.3% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: AMBPの収益 ( 3.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AMBPの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/17 04:59
終値2026/08/14 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ardagh Metal Packaging S.A. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Michael LeitheadBarclays
Patrick Duffy FischerBarclays
Mark WildeBMO Capital Markets Equity Research