Amcor is significantly undervalued, trading at a forward P/E of 10.06 and offering a compelling 6.2% dividend yield, making it a strong defensive play. The transformational Berry Global acquisition positions Amcor for renewed top line growth, with management targeting high-margin, high-growth categories to drive a turnaround. Despite increased leverage and short-term integration risks, expected double-digit bottom-line growth and potential rate cuts could catalyze multiple expansion and sentiment shift.
While most of Wall Street focuses on large-cap and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.
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.
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.
Besides Wall Street's top-and-bottom-line estimates for Amcor (AMCR), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Amcor (AMCR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Amcor offers a stable 5.3% dividend yield, robust cash flow, and trades at an attractive forward PE of 13.3, making it ideal for income investors. The Berry Global acquisition is a transformative catalyst, expected to drive 35% EPS accretion over three years and enhance scale and margins. AMCR is focusing on higher-margin, faster-growing markets and benefits from secular demand for sustainable packaging materials, supporting long-term growth.
AMCR boosts PCR packaging at its Kentucky site, giving brands more control over recycled content in their products.