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Amcor PLC

Amcor PLC

AMCR
$43.94USD↓-2.01%-0.90 today

MARKET CAP

20.3B

P/E (TTM)

11.6x

FWD P/E

9.8x

DAY RANGE

$43 – $45

52W RANGE

$36
$51

AI Summary

Stalk
Buy NowMedium

AMCR is in Stage 2 advancing with a robust uptrend and an active Lockout Rally driving urgency-driven participation. Despite overbought readings, the Lockout Rally override secures immediate Buy Now execution, targeting pullbacks into rising 9/21 EMAs for engagement. Medium-term structure remains bullish, though a high-volume pullback signals potential early exhaustion. A decisive close below the 9 and 21 EMAs would invalidate this bullish stance.

  • ↑Expected 12–17% adjusted EPS growth to $3.98–4.03 in FY2026
  • ↑$650M cumulative synergies over three years, $270M in FY2026
  • ↓High-single-digit volume decline in North American beverage segment
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The case for & against

Bull & Bear analysis

Bullish

Amcor plc (NYSE: AMCR) is a leading global packaging solutions provider, delivering a diversified range of rigid and flexible packaging products across various sectors, including healthcare, food, beverage, home care, and personal care. The recently completed acquisition of Berry Global has positioned Amcor to enhance its operational capabilities and capitalize on synergies, driving significant growth despite facing challenges in the North American beverage sector. This strategic integration focuses on sustainability and innovative solutions within the evolving consumer packaging landscape.

Bull says

  • ↑Expected 12–17% adjusted EPS growth to $3.98–4.03 in FY2026
  • ↑$650M cumulative synergies over three years, $270M in FY2026
  • ↑6.1% dividend yield ($0.65 quarterly) supports shareholder returns
  • ↑Free cash flow projected at $1.5–1.6B in FY2026 for investments
  • ↑Q3 revenue reached $5.9B; adjusted EPS up 6% YoY to $0.96
  • ↑High earnings yield and robust book-to-price ratio signal value

Bear says

  • ↓High-single-digit volume decline in North American beverage segment
  • ↓P/E of 29.1x well above 15.3x packaging industry average
  • ↓Weak profitability factors raise questions on return efficiency
  • ↓Elevated short interest reflects growing investor skepticism
  • ↓Negative analyst revisions and subdued growth outlook persist
  • ↓Inflation-driven consumer value seeking may pressure pricing

Investment themes with AMCR

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q3 2026 · Mgmt. Guidance

Updated 05-10-2026neutral

Transcript signals

Bull points

  • Reflecting on the past year, I'm genuinely pleased with the progress we've made on the initiatives we set out to achieve. The integration process itself went very smoothly. We kept our colleagues safe, maintained a strong focus on our customers, and structured the organization around a robust leadership team, allowing us to quickly deliver on the synergy commitments we made.
  • We're navigating through a challenging and ever-changing environment, but it is clear that our uniquely positioned diversified global portfolio and the strength of our customer and supplier relationships have positions as well.
  • We have again taken swift action, and as such, we're not expecting the Middle East conflict to have any material impact on our Q4 earnings.

Bear points

  • This will impact the timing of our previously assumed fiscal 2026 working capital improvements, and as a result, we now expect free cash flow to be in the range of $1.5 to $1.6 billion.
  • $25 million unfavorable impact related to the January and February winter storms in the U.S.
  • $78 million of very transaction restructuring and integration related cash costs, free cash outflow was $39 million for the quarter.
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