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Amcor tops Q2 FY26 EPS estimates as acquisition-fueled revenues jump 68%, even as volumes decline for a third straight quarter.
Amcor plc (AMCR) Q2 2026 Earnings Call Transcript
The headline numbers for Amcor (AMCR) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Amcor (AMCR) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.8 per share a year ago.
Highlights - Three Months Ended December 31, 2025 Net sales $5,449 million, up 68% driven by the Berry acquisition GAAP Net income $177 million including acquisition related costs and GAAP diluted EPS of $0.38 Acquisition synergies of $55 million at upper end of expectations and targets reaffirmed Adjusted EBITDA $826 million, up 83% and adjusted EBIT $603 million, up 66% Adjusted EBITDA margin of 15.2%, up from 14% and adjusted EBIT margin of 11.1%, flat Adjusted EPS of $0.86, up 7% Free Cash Flow $289 million including Berry transaction, restructuring and integration costs of $69 million Quarterly dividend of $0.65 declared Highlights - Fiscal First Half Ended December 31, 2025 Net sales $11,194 million, up 70% driven by the Berry acquisition GAAP Net income $439 million including acquisition related costs and GAAP diluted EPS of $0.95 Adjusted EBITDA $1,736 million, up 89% and adjusted EBIT $1,290 million, up 77% Adjusted EBITDA margin of 15.5%, up from 13.9% and adjusted EBIT margin of 11.5%, up from 11.0% Adjusted EPS of $1.83, up 14% Fiscal 2026 Guidance Reaffirmed: Adjusted EPS $4.00-$4.15 representing 12-17% constant currency growth Free Cash Flow $1.8-1.9 billion ZURICH, Feb. 3, 2026 /PRNewswire/ -- Amcor CEO Peter Konieczny said, "Our Q2 financial performance was in line with expectations in a challenging volume environment. Strong Adjusted EPS growth was driven by disciplined execution and synergy benefits from the Berry acquisition at the upper end of expectations.
AMCR heads into Q226 earnings with 71% revenue growth expected, as merger gains help offset weak volumes and soft consumer demand.
Although weak demand and tariffs cloud the Zacks Containers - Paper and Packaging industry's near-term outlook, AMCR, KRT and SON are navigating the challenges well.
Dividend Aristocrats underperformed the S&P 500 in 2025, with NOBL returning 6.82% versus SPY's 17.70%. 2026 began strong for Aristocrats, with NOBL gaining 5.67% in January, outpacing SPY's 1.47%. Dividend growth for Aristocrats averaged 5.52% in 2025, but early 2026 increases trend slightly lower, raising questions for the year's outlook.
Amcor (AMCR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Amcor (NYSE: AMCR - Get Free Report) is anticipated to release its Q2 2026 results after the market closes on Tuesday, February 3rd. Analysts expect Amcor to post earnings of $0.17 per share and revenue of $5.5305 billion for the quarter. Investors may review the information on the company's upcoming Q2 2026 earning report for the
ZURICH, Jan. 20, 2026 /PRNewswire/ -- Amcor plc (NYSE: AMCR; ASX: AMC) will announce its fiscal 2026 second quarter and half year result for the three and sixth month period ended 31 December 2025 after the US market closes on Tuesday 3 February 2026. A conference call and webcast to discuss the results will be held at 5.30pm US Eastern Standard Time on Tuesday 3 February 2026 / 9.30am Australian Eastern Daylight Time on Wednesday 4 February 2026.
ZURICH, Jan. 15, 2026 /PRNewswire/ -- Amcor plc (NYSE: AMCR; ASX: AMC), a global leader in developing and producing responsible packaging solutions, announced today it has completed its previously announced 1-for-5 reverse stock split. The reverse stock split was approved by Amcor shareholders at its annual general meeting of shareholders held on November 6, 2025.
Seven S&P 500 high-yield 'safer' dividend stocks—like Ford, AT&T, and VICI—offer strong payouts supported by free cash flow and attractive valuations. Analyst projections indicate 22.78% to 36.88% net gains for the top ten S&P 500 dividend dogs by January 2027, with average risk 16% below the market. Nine of the top ten S&P 500 dividend dogs already meet the ideal of annual dividends from $1K invested exceeding their share price, signaling fair or undervalued entry points.
Amcor, a Switzerland-based, UK-domiciled global packaging company, is now a $19 billion (by market cap) packaging leader. AMCR increased its dividend for seven consecutive years. Amcor moved its revenue from $4 billion in FY 2017 to $15 billion in FY 2025, a compound annual growth rate of 15.8%.
Amcor's recent merger with Berry makes it the largest consumer packaging company and enhances economies of scale. It plays a crucial role in the global consumer economy, offering a broad range of packaging formats for dozens of well-known food and healthcare brands. The business looks cheap, trading at 10x projected FCF for FY 2026.
Pre-Market Stock Futures: The futures are trading flat on Wednesday after a second strong day for Wall Street, as the Dow Jones Industrial Average hit another record high, closing over $49,000 for the first time at $49,484, up a solid 1.04%. The S&P 500 also posted a record high, closing at 6,947, up 0.66%. The... Here Are Wednesday's Top Wall Street Analyst Research Calls: Applied Digital, BigBear.ai, Block, Deckers Outdoors, GitLab, Hershey, McDonald's, Moderna, and More.
The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.
Jenny Harrington, CEO Gilman Hill Asset Management, joins CNBC's "Halftime Report" to share her top dividend plays for 2026.
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Split-adjusted shares expected to begin trading on January 15, 2026 Second quarter fiscal 2026 per share metrics to be reported on a split-adjusted basis ZURICH , Dec. 11, 2025 /PRNewswire/ -- Amcor plc (NYSE: AMCR; ASX: AMC), a global leader in developing and producing responsible packaging solutions, announced today it will proceed with the 1-for-5 reverse stock split previously approved by Amcor shareholders at its annual general meeting of shareholders held on November 6, 2025. Amcor expects to file an amendment to its memorandum of association to effect the reverse stock split after the close of trading on January 14, 2026, and Amcor ordinary shares will begin trading on a split-adjusted basis on January 15, 2026.