14. Aug 2026
Description
(AWP Alliance News) - Amcor's FY26 full-year and fourth-quarter results call drew executives including CEO Peter Konieczny, CFO Stephen Scherger, IR and treasury head Kate Pearlman, with analysts from firms including Macquarie, UBS, Jefferies, BofA, RBC, Wells Fargo, Citi, JPMorgan, Deutsche Bank, BMO, and Truist. Adjusted EPS rose 23% in Q4 to 1.23 per share, lifting full-year adjusted EPS 13% to 4.02 per share, with management citing a return to modestly positive volume growth and 285 million in year-one synergies, about 10% ahead of plan.
For the six months ending Dec. 31, 2026, management guided to adjusted EPS of 1.8 to 1.9 per share, with synergy capture and operating performance offset by higher interest and tax expense. Free cash flow was 1.3 billion, 200 million below outlook, driven by working capital impacts tied to the Middle East conflict; management targeted recovery of more than 500 million in cash over the next 12 months.
Management flagged line of sight to double-digit adjusted EPS growth in calendar 2027, targeting leverage of about 3x by year-end 2027 while modestly increasing the dividend, with the quarterly payout set at 0.65 per share.
https://docs.publicnow.com/F5CF8FFE9053AE0F164C063D801C77A6EAD98058
Disclaimer: This news brief was created using generative artificial intelligence. Amcor plc published the original content used to generate this news brief on August 14, 2026, and is solely responsible for the information contained therein.
