Analyst Consensus ?
ConsensusHold14 ratings
Bullish857.1%
Neutral535.7%
Bearish17.2%
Amcor plc · AMCR · FY2025 Q1 · Calendar Q4 2024
Amcor reaffirms outlook as volumes improve outside weak segments
The supplied analysis supports a cautiously constructive view: improving volumes, commercial execution and sustainable-packaging initiatives provide evidence for continued progress, but healthcare destocking, consumer demand and leverage leave the growth case dependent on execution.
Reported After market closeNYSEConsumer Cyclical
$19.08B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.16
Consensus $0.16
EPS surprise
0.0%
Reported versus consensus
Reported revenue
$3.35B
Consensus $3.36B
Revenue surprise
-0.1%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-7.8%
Event window
SPY move
+0.4%
Same window
Abnormal move
-8.2%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
+3.0%
Up to 20 sessions
AMCRSPY benchmark
Ask FN2 about AMCR FY2025 Q1
Transcript, numbers and history already loaded
Why did AMCR fall 7.8% after beating EPS estimates in FY2025 Q1?What changed in AMCR's guidance and outlook in FY2025 Q1?Give me the bull and bear case for AMCR after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, management continued to emphasize volume recovery and sustainable packaging, while adding a stronger focus on commercial excellence, innovation centers, organizational accountability and debt reduction through the Bericap divestiture.
Guidance delta
Management maintained its full-year adjusted EPS outlook; no change was identified in the supplied analysis.
Key takeaways
- Management described improving overall volumes, with stronger performance when weak healthcare and beverage areas are excluded.
- The full-year adjusted EPS outlook was reaffirmed.
- Sustainable packaging platforms are gaining traction, while commercial excellence and innovation centers remain central to the growth plan.
- Proceeds from the Bericap joint-venture sale are intended to reduce debt and support strategic investments.
Management priorities
- Accelerate organic volume growth through commercial excellence and product leverage.
- Expand sustainable packaging offerings and related innovation.
- Use innovation centers to co-develop products with customers.
- Pursue growth in dairy and liquid applications, particularly in North America.
- Reduce debt while supporting selected strategic investments.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$41.72Current
$43Low
$52.78Average
$82.5High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 9, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Neutral | Overweight | Downgrade | Aug 17, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Aug 14, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 14, 2026 |
| Jefferies | Hold | Buy | Downgrade | Jul 22, 2026 |
| BMO Capital | Market Perform | Outperform | Downgrade | Jul 17, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 14, 2026 |
| Truist Securities | Buy | Buy | Maintain | May 7, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | Apr 1, 2026 |
| Baird | Outperform | Neutral | Upgrade | Jan 7, 2026 |
| UBS | Buy | Neutral | Upgrade | Jun 26, 2025 |
| Macquarie | Outperform | Neutral | Upgrade | Nov 27, 2024 |
| Goldman Sachs | Sell | Sell | Maintain | May 3, 2023 |
| CLSA | Buy | Buy | Maintain | Jul 19, 2022 |
| Seaport Global | Neutral | Neutral | Maintain | Oct 14, 2020 |
Named analyst price targets
Upside is calculated against the persisted current price $41.72. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Truist Financial | Michael Roxland | $51 | $46.2 | +22.2% | Aug 18, 2026 |
| UBS | Nathan Reilly | $56 | $47.11 | +34.2% | Aug 11, 2026 |
| Jefferies | Ramoun Lazar | $44.92 | $43.44 | +7.7% | Jul 21, 2026 |
| BMO Capital | Analyst unavailable | $47 | $44.84 | +12.7% | Jul 16, 2026 |
| Wells Fargo | Analyst unavailable | $43 | $42.78 | +3.1% | Jul 15, 2026 |
| Wells Fargo | Analyst unavailable | $41 | $36.69 | -1.7% | May 20, 2026 |
| Truist Financial | Michael Roxland | $50 | $40.74 | +19.8% | Apr 15, 2026 |
| Robert W. Baird | Analyst unavailable | $54 | $44.92 | +29.4% | Feb 4, 2026 |
| Morgan Stanley | Joseph Michael | $46 | $44.2 | +10.3% | Jan 28, 2026 |
| Robert W. Baird | Ghansham Panjabi | $50 | $42.85 | +19.8% | Jan 7, 2026 |
| Truist Financial | Michael Roxland | $60 | $42.3 | +43.8% | Jan 6, 2026 |
| Morgan Stanley | Joseph Michael | $57.5 | $42.3 | +37.8% | Nov 12, 2025 |
| Wells Fargo | Analyst unavailable | $45 | $40.5 | +7.9% | Oct 15, 2025 |
| Stifel Nicolaus | Analyst unavailable | $51 | $39.72 | +22.2% | Oct 10, 2025 |
| Goldman Sachs | Analyst unavailable | $82.5 | $41.15 | +97.7% | Sep 10, 2025 |
| Truist Financial | Michael Roxland | $55 | $48.3 | +31.8% | Jul 11, 2025 |
| Wells Fargo | Gabe Hajde | $54 | $56.7 | +29.4% | Oct 15, 2024 |
| Stifel Nicolaus | Lars Kjellberg | $54 | $48.15 | +29.4% | Jul 9, 2024 |
| Wells Fargo | Gabe Hajde | $49 | $49.05 | +17.4% | Jun 28, 2024 |
Track every rating change on AMCR the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAmcor plc stands as a prominent global provider of packaging solutions, focusing on the creation, production, and distribution of its diverse product portfolio across Europe, North America, Latin America, Africa, and the Asia Pacific regions. The company's operations are divided into two main segments: Flexibles and Rigid Packaging. The Flexibles division specializes in offering advanced flexible and film packaging solutions, catering to a wide array of industries including food and beverages, medical and pharmaceutical sectors, fresh produce, snack foods, and personal care items.…
Historical context
All AMCR earningsConsumer Cyclical peers this season
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Latest beats and misses
Who reports nextBeat on EPS
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One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-10T18:38:36.707185+00:00
- Polygon adjusted daily market bars · 2026-10-09T23:00:45.059637+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-09T23:00:45.055962+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-09. For educational purposes only; not investment advice.