Amcor plc

New York Stock Exchange
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Very Bullish +78

Amcor stock reports stronger FY26 earnings as analysts see upside

Dividend Earnings report AI-generated analysis

📈 Amcor reported fiscal 2026 net sales of USD 23.5 billion, a 57 percent increase from fiscal 2025.

💰 Net income attributable to common shareholders rose to USD 1.106 billion compared to USD 525 million the prior year.

📊 Adjusted diluted EPS reached USD 4.02, marking a 13 percent year-over-year increase.

🚀 Adjusted EBITDA surged to USD 3.673 billion, representing a 68 percent growth from fiscal 2025.

💵 Operating cash flow strengthened to USD 2.151 billion in fiscal 2026 versus USD 1.390 billion previously.

🎯 Analysts maintain a Moderate Buy consensus with an average price target of USD 49.49.

📉 The current stock price of USD 42.51 is approximately 16 percent below the average analyst target.

💸 Amcor declared a quarterly dividend of USD 0.65 per share, annualizing to USD 2.60.

🏆 Latest quarterly adjusted EPS of USD 1.23 beat analyst expectations of USD 1.19.

📦 Quarterly revenue of USD 6.40 billion exceeded consensus estimates of USD 6.05 billion.

Bullish Signals
  • Amcor achieved a massive 57 percent increase in fiscal 2026 net sales, reaching USD 23.5 billion following the Berry integration.
  • Net income attributable to common shareholders more than doubled to USD 1.106 billion from USD 525 million in the prior year.
  • Adjusted EBITDA grew by 68 percent to USD 3.673 billion, demonstrating strong operational profitability improvements.
  • Operating cash flow increased significantly to USD 2.151 billion, providing a robust financial foundation for growth.
  • The latest quarterly results showed adjusted EPS of USD 1.23 beating the consensus estimate of USD 1.19.
  • Quarterly revenue reached USD 6.40 billion, surpassing the USD 6.05 billion analyst consensus and growing 25.9 percent year over year.
  • Analysts hold a Moderate Buy consensus with an average 12-month price target of USD 49.49, indicating upside potential from current levels.
Risk Factors
  • The quarterly dividend payout ratio stands at 110.17 percent, suggesting the company is paying out more in dividends than its trailing earnings generate.
  • The stock price of USD 42.51 remains 16.52 percent below the 52-week high of USD 50.92, indicating potential room for further upside before reaching recent peaks.
Full Analysis
Amcor plc reported significantly stronger fiscal year 2026 earnings, driven largely by the integration of Berry Global. The company achieved fiscal 2026 net sales of USD 23.5 billion, representing a substantial 57 percent increase from the prior year's USD 15.0 billion. This revenue growth was accompanied by a rise in net income attributable to common shareholders to USD 1.106 billion, up from USD 525 million in fiscal 2025. Key financial metrics for the full year showed robust expansion across profitability and cash flow measures. Adjusted diluted earnings per share reached USD 4.02, a 13 percent increase, while adjusted EBITDA surged to USD 3.673 billion, up 68 percent from the previous year. Operating cash flow also strengthened considerably, reaching USD 2.151 billion compared to USD 1.390 billion in fiscal 2025. Analyst sentiment remains positive regarding Amcor's performance and future outlook. As of late September 2026, 15 analysts maintained a Moderate Buy consensus with an average 12-month price target of USD 49.49, which sits above the current stock price of USD 42.51. The company also declared a quarterly dividend of USD 0.65 per share, though the payout ratio exceeded 100 percent, highlighting the importance of continued cash generation. Recent quarterly results further validated the positive trend with adjusted EPS of USD 1.23 beating expectations and revenue of USD 6.40 billion exceeding consensus estimates. The quarterly revenue growth rate was approximately 26 percent year over year, reinforcing the momentum seen in the full-year fiscal 2026 figures.