Amcor plc

New York Stock Exchange
Neutral 0

Amcor Earnings Preview: What to Expect

πŸ“¦ Amcor plc (AMCR), a global packaging company based in Zurich, holds a market capitalization of $19.6 billion.

πŸ“… The company is scheduled to announce its fiscal Q3 earnings for 2026 in the near future.

πŸ’° Analysts expect AMCR to report a quarterly profit of $0.98 per share, representing an 8.9% increase from the previous year.

πŸ“Š In Q2, the company surpassed consensus EPS estimates by 3.6%, boosting investor confidence despite missing net sales targets slightly.

πŸš€ For the fiscal year ending in June, analysts forecast a profit of $3.99 per share, which is up 12.4% from fiscal 2025.

πŸ“ˆ Long-term outlook suggests EPS will grow 9.8% year-over-year to reach $4.38 by fiscal 2027.

πŸ“‰ AMCR shares have declined 1.1% over the past 52 weeks, underperforming both the S&P 500 and the Consumer Discretionary ETF.

🏦 The company's Q2 net sales surged 68.1% to $5.4 billion driven by the Berry acquisition, though slightly below Wall Street estimates.

βš–οΈ Analyst sentiment is moderately optimistic with an overall "Moderate Buy" rating among 16 covering firms.

πŸ’΅ Eleven analysts recommend a "Strong Buy" while five suggest holding AMCR stock currently.

🎯 The average price target for AMCR is set at $51.14, indicating approximately 20.7% potential upside from current levels.

Bullish Signals
  • Analysts expect AMCR's Q3 2026 profit of $0.98 per share to increase 8.9% from the year-ago quarter, continuing a recent track record of meeting or topping Wall Street estimates in three of the last four quarters.
  • In Q2, the company reported adjusted EPS of $0.86, which was 3.6% ahead of consensus estimates, resulting in an 8.1% surge in share price during the following trading session.
  • Analysts forecast current fiscal year EPS to grow 12.4% to $3.99 per share compared to fiscal 2025, with long-term expectations projecting 9.8% year-over-year growth to $4.38 by fiscal 2027.
  • The Berry acquisition is driving significant revenue growth, with net sales advancing 68.1% in Q2 to $5.4 billion despite missing total market estimates slightly.
  • Wall Street consensus maintains a 'Moderate Buy' rating on AMCR stock, with 11 out of 16 analysts recommending 'Strong Buy' and the mean price target indicating a potential 20.7% upside from current levels.
Risk Factors
  • Amcor has declined 1.1% over the past 52 weeks, trailing both the S&P 500 Index's 36.1% return and the State Street Consumer Discretionary Select Sector SPDR ETF's 25.7% uptick during the same period.
  • In Q2, AMCR's net sales of $5.4 billion fell short of analyst expectations by 1.8%, indicating a miss on top-line revenue despite strong EPS growth.
  • Among 16 analysts covering the stock, five suggest 'Hold', which suggests that nearly one-third of analyst coverage is not bullish on the company.
  • The article contains promotional content and unrelated headlines about Google and Amazon stocks, which may indicate a lack of focused, high-quality financial analysis specifically for Amcor.
Full Analysis
Amcor plc (AMCR), a global packaging company headquartered in Zurich, Switzerland, is valued at $19.6 billion and is preparing to announce its fiscal Q3 earnings for 2026. Ahead of the upcoming earnings report, analysts project the company will report a profit of $0.98 per share, representing an 8.9% increase from $0.90 per share in the year-ago quarter. Historically, Amcor has met or exceeded Wall Street’s bottom-line estimates in three of the last four quarters, with a recent miss in the fourth period, though it has shown strong performance previously, such as in Q2 when its EPS of $0.86 outpaced consensus expectations by 3.6%. For the current fiscal year ending in June, analysts anticipate Amcor will report a profit of $3.99 per share, which would be up 12.4% from $3.55 per share in fiscal 2025. Looking further ahead, earnings per share is expected to grow an additional 9.8% year-over-year to reach $4.38 in fiscal 2027. The company recently reported mixed Q2 results on February 3; despite net sales advancing 68.1% to $5.4 billion, largely driven by the Berry acquisition, and falling short of analyst expectations by 1.8%, its adjusted EPS beat estimates by 3.6%, leading to an 8.1% share price increase in subsequent trading. Despite recent performance, AMCR has declined 1.1% over the past 52 weeks, significantly underperforming both the S&P 500 Index, which returned 36.1%, and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY), which saw a 25.7% uptick over the same period. Wall Street analysts maintain a "Moderate Buy" rating overall on the stock. Of the 16 analysts covering Amcor, 11 recommend "Strong Buy," while five suggest "Hold." The mean price target for AMCR is set at $51.14, suggesting a potential upside of 20.7% from current levels.