Earnings Miss: Amcor plc Missed EPS By 46% And Analysts Are Revising Their Forecasts
Aug 16
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U.S. Packaging Industry Analysis
UpdatedAug 16, 2025
DataAggregated Company Financials
Companies26
- 7D-1.8%
- 3M-4.5%
- 1Y-6.5%
- YTD-8.0%
Over the last 7 days, the Packaging industry has dropped 1.8%, driven by Amcor declining 9.7%. In contrast, Sealed Air has gained 7.7%. However, the industry is down 6.5% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.
Industry Valuation and Performance
Has the U.S. Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 16 Aug 2025 | US$163.7b | US$154.3b | US$5.1b | 22.1x | 31.9x | 1.1x |
| Mon, 14 Jul 2025 | US$175.8b | US$144.3b | US$6.0b | 27.4x | 29.3x | 1.2x |
| Wed, 11 Jun 2025 | US$166.7b | US$144.4b | US$6.0b | 26.3x | 27.7x | 1.2x |
| Fri, 09 May 2025 | US$157.2b | US$144.3b | US$6.0b | 23.2x | 26.1x | 1.1x |
| Sun, 06 Apr 2025 | US$156.5b | US$149.9b | US$6.3b | 21.6x | 24.8x | 1x |
| Tue, 04 Mar 2025 | US$181.9b | US$155.0b | US$6.2b | 23x | 29.4x | 1.2x |
| Thu, 30 Jan 2025 | US$179.2b | US$153.7b | US$6.0b | 22.5x | 30.1x | 1.2x |
| Sat, 28 Dec 2024 | US$175.1b | US$153.4b | US$5.9b | 22.3x | 29.5x | 1.1x |
| Mon, 25 Nov 2024 | US$187.7b | US$153.3b | US$5.9b | 24.3x | 31.6x | 1.2x |
| Wed, 23 Oct 2024 | US$177.2b | US$148.6b | US$6.7b | 27.1x | 26.6x | 1.2x |
| Fri, 20 Sep 2024 | US$177.4b | US$148.6b | US$7.0b | 26.5x | 25.3x | 1.2x |
| Sun, 18 Aug 2024 | US$168.3b | US$148.4b | US$7.0b | 22.2x | 24x | 1.1x |
| Tue, 16 Jul 2024 | US$166.6b | US$149.6b | US$6.6b | 20.7x | 25.3x | 1.1x |
| Thu, 13 Jun 2024 | US$158.5b | US$156.8b | US$6.1b | 22.7x | 26.2x | 1x |
| Sat, 11 May 2024 | US$159.9b | US$156.9b | US$6.2b | 22.3x | 25.8x | 1x |
| Mon, 08 Apr 2024 | US$155.2b | US$159.1b | US$4.4b | 18.6x | 35x | 1x |
| Wed, 06 Mar 2024 | US$149.8b | US$159.1b | US$4.4b | 17.7x | 33.8x | 0.9x |
| Fri, 02 Feb 2024 | US$140.5b | US$155.4b | US$5.5b | 14.7x | 25.7x | 0.9x |
| Sun, 31 Dec 2023 | US$141.3b | US$155.9b | US$5.4b | 15.5x | 26.2x | 0.9x |
| Tue, 28 Nov 2023 | US$133.2b | US$156.1b | US$5.4b | 14.7x | 24.5x | 0.9x |
| Thu, 26 Oct 2023 | US$122.1b | US$159.1b | US$7.0b | 12x | 17.5x | 0.8x |
| Sat, 23 Sep 2023 | US$129.6b | US$159.5b | US$7.0b | 13.2x | 18.4x | 0.8x |
| Mon, 21 Aug 2023 | US$131.7b | US$159.8b | US$7.1b | 13.8x | 18.6x | 0.8x |
| Wed, 19 Jul 2023 | US$135.0b | US$168.2b | US$7.9b | 13x | 17.1x | 0.8x |
| Fri, 16 Jun 2023 | US$132.3b | US$168.2b | US$7.9b | 13x | 16.7x | 0.8x |
| Sun, 14 May 2023 | US$132.4b | US$168.5b | US$8.0b | 13x | 16.6x | 0.8x |
| Tue, 11 Apr 2023 | US$136.0b | US$170.0b | US$10.8b | 12.6x | 12.6x | 0.8x |
| Thu, 09 Mar 2023 | US$139.0b | US$170.0b | US$10.8b | 12.8x | 12.9x | 0.8x |
| Sat, 04 Feb 2023 | US$148.4b | US$169.6b | US$9.2b | 15.4x | 16.1x | 0.9x |
| Mon, 02 Jan 2023 | US$137.5b | US$170.4b | US$10.0b | 12.9x | 13.8x | 0.8x |
| Wed, 30 Nov 2022 | US$140.0b | US$170.1b | US$10.0b | 13.1x | 14x | 0.8x |
| Fri, 28 Oct 2022 | US$128.7b | US$168.9b | US$9.4b | 12.8x | 13.7x | 0.8x |
| Sun, 25 Sep 2022 | US$126.2b | US$166.6b | US$8.5b | 12.7x | 14.8x | 0.8x |
| Tue, 23 Aug 2022 | US$150.4b | US$166.4b | US$8.5b | 14.3x | 17.7x | 0.9x |
Price to Earnings Ratio
17.7x
Current Industry PE
- Investors are optimistic on the American Packaging industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.9x which is higher than its 3-year average PE of 23.0x.
- The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 15% per year over the last three years,
- Revenues have also declined 2.5% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Materials industry?
| US Market | 1.01% | |
| Materials | 1.30% | |
| Packaging | -1.79% | |
| Metal and Glass Containers | -0.37% | |
| Paper Packaging | -2.36% | |
Industry PE
- Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 25.7x.
- Analysts are expecting annual earnings growth of 22.6%, which is higher than its past year's earnings decline of 25.9% per year.
- Investors are most pessimistic about the Metal and Glass Containers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 21.5x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 23% over the next 5 years.
- This is better than its past earnings decline of 26% per year.
- In contrast, the Metal and Glass Containers industry is expected to see its earnings grow by 16% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SEE Sealed Air | US$31.58 | 7.7% +US$332.4m | -4.7% | PE15.5x | |
| AVY Avery Dennison | US$174.78 | 2.3% +US$309.6m | -17.9% | PE19.2x | |
| SON Sonoco Products | US$46.25 | 1.8% +US$80.9m | -9.0% | PE49x | |
| TRS TriMas | US$36.77 | 3.5% +US$50.4m | 52.2% | PE40.1x | |
| GEF Greif | US$67.58 | 1.6% +US$49.4m | 10.6% | PE15.1x |
