Gewinn- und Verlust: Amcor plc

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Amcor plc (NYSE:AMCR ) Q4 2025 Earnings Call August 14, 2025 8:00 AM ET Company Participants Michael John Casamento - Executive VP of Finance & CFO Peter Konieczny - CEO & Director Tracey Whitehead - Global Head of Investor Relations Conference Call Participants Anthony James Pettinari - Citigroup Inc., Research Division Arun Shankar Viswanathan - RBC Capital Markets, Research Division Brook Campbell-Crawford - Barrenjoey Markets Pty Limited, Research Division George Leon Staphos - BofA Securities, Research Division Jakob Cakarnis - Jarden Australia Pty Limited, Research Division John Purtell - Macquarie Research Keith Chau - MST Financial Services Pty Limited, Research Division Matthew Burke Roberts - Raymond James & Associates, Inc., Research Division Michael Andrew Roxland - Truist Securities, Inc., Research Division Nathan Reilly - UBS Investment Bank, Research Division Ramoun Lazar - Jefferies LLC, Research Division Operator Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.

AMCR closes its merger with Berry Global, boosting packaging leadership, as Q4 revenues grow y/y but earnings miss estimates.

Although the revenue and EPS for Amcor (AMCR) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Amcor (AMCR) came out with quarterly earnings of $0.2 per share, missing the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.21 per share a year ago.

Fourth Quarter ending June 30, 2025 highlights: All-stock acquisition of Berry Global Group, Inc. ("Berry Global") closed on April 30, 2025; Identified Amcor's core portfolio and optimization actions; Net sales $5,082 million, up 43% excluding currency impact; GAAP Net Income ($39) million including acquisition related costs; and Adjusted EBITDA $789 million up 43% and adjusted EBIT $611 million up 34% excluding currency impact. Fiscal Year ending June 30, 2025 highlights: Net sales $15,009 million, up 11% excluding currency impact; GAAP Net Income $511 million and GAAP diluted EPS 32.0 cps including acquisition related costs; Adjusted EBITDA $2,186 million, up 13%, and adjusted EBIT $1,723 million, up 12% excluding currency impact; Adjusted EPS 71.2 cps, up 3% excluding currency impact; and Adjusted Free Cash Flow $926 million, and annual dividend increased to 51 US cents per share.

Amcor (NYSE:AMCR), the global packaging firm, is scheduled to announce its earnings on Thursday, August 14, 2025. The company has a current market capitalization of $22 billion.

AMCR's Q4 revenues are expected to rise 46.3%, but soft volume gains and supply challenges are likely to have weighed on its performance.

As Amazon.com Inc. NASDAQ: AMZN reminds us, sometimes it can be difficult to predict how the market will respond to a company's earnings report, even if the firm comes out ahead of analyst expectations for earnings and revenue. Amazon's dip following its latest report, despite top- and bottom-line beats, shows that sometimes details like forward guidance or the suggestion of short-term difficulties can be enough to undo any investor goodwill that may have built.