earnings
confidence high
sentiment positive
materiality 0.75
Amcor reports Q4 GAAP loss $39M; Berry acquisition on track; FY2026 adjusted EPS guidance 80-83¢
Amcor plc
2025-FY EPS reported
$0.32
revenue$5,082,000,000
- Q4 net sales $5,082M (+43% constant currency); GAAP net loss ($39M) from acquisition costs; adjusted EBIT $611M (+34% cc).
- FY2025: net sales $15,009M (+11% cc); adjusted EPS 71.2¢ (+3% cc); adjusted free cash flow $926M.
- Berry Global all-stock acquisition closed Apr 30, 2025; synergy target $650M by FY2028, $260M expected in FY2026.
- Portfolio review: core $20B consumer packaging; exploring alternatives for ~$2.5B less-aligned businesses, incl. North America Beverage.
- FY2026 guidance: adjusted EPS 80-83¢ (12-17% cc growth); free cash flow $1.8-1.9B; quarterly dividend raised to 12.75¢.
item 2.02item 9.01