Ardagh Metal Packaging 향후 성장
Future 기준 점검 3/6
Ardagh Metal Packaging은 연간 수입과 매출이 각각 74.7%와 3.1% 증가할 것으로 예상되고 EPS는 연간 71.9%만큼 증가할 것으로 예상됩니다.
핵심 정보
74.7%
이익 성장률
71.91%
EPS 성장률
| Packaging 이익 성장 | 23.3% |
| 매출 성장률 | 3.1% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 26 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Apr 18
Ardagh Metal Packaging: Execution Holds, Tailwinds Build, Valuation Undemanding
Summary Ardagh Metal Packaging is reinstated with a buy rating, reflecting 32% upside and a 10% dividend yield. The company continues to deliver, with a 4Q EBITDA beat and Q1 guidance slightly ahead of consensus, suggesting resilient operational performance even as the market remains cautious. While energy exposure remains a focus, hedging and pass-through mechanisms limit downside, and long-term demand is supported by sustainability trends and increasing metal packaging penetration. Valuation remains attractive, while recent hedge fund positioning signals a shift in investor sentiment. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
새 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 AlphaSeeking 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • Sep 26
An Intrinsic Calculation For Ardagh Metal Packaging S.A. (NYSE:AMBP) Suggests It's 32% Undervalued
Key Insights Using the Dividend Discount Model, Ardagh Metal Packaging fair value estimate is US$4.66 Ardagh Metal...Seeking Alpha • Aug 24
Ardagh Metal Packaging: Debt Levels Pose A Risk
Summary Ardagh Metal Packaging manufactures metal cans for beverage producers. The company's stock has seen a large decrease in price since going public in 2021, as the company's operating margin has fell from its historical level. Ardagh's financials have shown growth as the company has had heavy investments, but as investments slow down the company should see a more static future. The current stock level seems to price the stock near my DCF model's estimated fair value, constituting a hold-rating. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,246 | 126 | 299 | N/A | 4 |
| 12/31/2027 | 6,101 | 76 | 290 | 616 | 7 |
| 12/31/2026 | 5,959 | 40 | 174 | 337 | 7 |
| 3/31/2026 | 5,733 | -5 | 209 | 413 | N/A |
| 12/31/2025 | 5,497 | -11 | 265 | 449 | N/A |
| 9/30/2025 | 5,346 | -8 | 289 | 466 | N/A |
| 6/30/2025 | 5,231 | -17 | 285 | 454 | N/A |
| 3/31/2025 | 5,035 | -20 | 315 | 478 | N/A |
| 12/31/2024 | 4,908 | -27 | 263 | 450 | N/A |
| 9/30/2024 | 4,845 | -72 | 288 | 503 | N/A |
| 6/30/2024 | 4,826 | -73 | 290 | 546 | N/A |
| 3/31/2024 | 4,822 | -85 | 219 | 535 | N/A |
| 12/31/2023 | 4,812 | -74 | 237 | 616 | N/A |
| 9/30/2023 | 4,756 | -5 | -27 | 461 | N/A |
| 6/30/2023 | 4,635 | 46 | -222 | 310 | N/A |
| 3/31/2023 | 4,683 | 162 | -463 | 142 | N/A |
| 12/31/2022 | 4,689 | 226 | -391 | 205 | N/A |
| 9/30/2022 | 4,700 | 235 | -490 | 182 | N/A |
| 6/30/2022 | 4,565 | -5 | -425 | 259 | N/A |
| 3/31/2022 | 4,253 | -79 | -279 | 357 | N/A |
| 12/31/2021 | 4,055 | -210 | -229 | 458 | N/A |
| 9/30/2021 | 3,861 | -162 | -181 | 338 | N/A |
| 6/30/2021 | 3,722 | 68 | -37 | 406 | N/A |
| 3/31/2021 | 3,561 | 40 | -132 | 247 | N/A |
| 12/31/2020 | 3,451 | 111 | 66 | 334 | N/A |
| 12/31/2019 | 3,344 | -40 | N/A | 377 | N/A |
| 12/31/2018 | 3,338 | -75 | N/A | 272 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AMBP 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: AMBP (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: AMBP 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: AMBP 의 수익(연간 3.1%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: AMBP 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AMBP의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 09:47 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Ardagh Metal Packaging S.A.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Leithead | Barclays |
| Patrick Duffy Fischer | Barclays |
| Mark Wilde | BMO Capital Markets Equity Research |