Amcor Reports Q2 Fiscal 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy AMCR?
Source: PRnewswire
- Significant Revenue Growth: Q2 fiscal 2025 net sales reached $5.449 billion, a 63% year-over-year increase, with approximately $2.2 billion from acquired sales, demonstrating the substantial synergy benefits from the Berry acquisition and enhancing market competitiveness.
- Adjusted EBIT Increase: Adjusted EBIT stood at $603 million, up 62% year-over-year, including about $210 million from acquired EBIT, indicating the company's ongoing efforts in cost control and productivity improvements, despite lower volumes in non-core businesses.
- Stable Free Cash Flow: Free cash flow was $289 million, in line with expectations, reflecting the company's ability to maintain strong cash flow after funding $69 million in acquisition-related cash costs, supporting future investments and shareholder returns.
- Dividend Increase: The Board declared a quarterly cash dividend of 65 cents per share, up from 63.75 cents in the same quarter last year, showcasing the company's confidence in future growth and its robust cash generation capabilities.
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Analyst Views on AMCR
Wall Street analysts forecast AMCR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMCR is 10.72 USD with a low forecast of 9.00 USD and a high forecast of 13.60 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 46.780
Low
9.00
Averages
10.72
High
13.60
Current: 46.780
Low
9.00
Averages
10.72
High
13.60
About AMCR
Amcor plc is engaged in packaging solutions for consumer and healthcare products. The Company develops sustainable packaging in flexible and rigid formats across multiple materials. The Company operates through two segments: Flexibles and Rigid Packaging. The Flexibles segment consists of operations that manufacture flexible and film packaging in the food and beverage, medical and pharmaceutical, fresh produce, snack food, personal care, and other industries. The Rigid Packaging segment consists of operations that manufacture rigid containers for a broad range of predominantly beverage and food products, including carbonated soft drinks, water, juices, sports drinks, milk-based beverages, spirits and wine, sauces, dressings, spreads and personal care items, and plastic caps for a wide variety of applications. The Company's subsidiaries include Berry Global Group Inc., Amcor Flexibles North America, Inc., Amcor UK Finance plc, Amcor Finance (USA), Inc., and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Adjusted EBIT Increase: Adjusted EBIT stood at $603 million, up 62% year-over-year, including about $210 million from acquired EBIT, indicating the company's ongoing efforts in cost control and productivity improvements, despite lower volumes in non-core businesses.
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- Accelerated Synergy Realization: The company achieved $55 million in synergy benefits in Q2, a significant increase from $38 million in Q1, with total expected synergies for FY 2026 projected to exceed $260 million, enhancing profitability and laying a foundation for future growth.
- Free Cash Flow Guidance: Management reaffirmed free cash flow guidance for FY 2026 at $1.8 billion to $1.9 billion, reflecting ongoing efforts in cost control and operational efficiency aimed at achieving sustainable earnings growth amidst market challenges.
- Portfolio Optimization Progress: Amcor is evaluating alternatives for its $2.5 billion noncore businesses, including the North American beverage segment, emphasizing the importance of portfolio optimization to enhance overall business performance and maintain a competitive edge in a challenging market environment.
See More
Amcor (AMCR) Q2 2026 Earnings Call Transcript
See More
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- Significant Acquisition Synergies: GAAP net income stood at $177 million, including acquisition-related costs, with GAAP diluted EPS at $0.38, while acquisition synergies reached $55 million, demonstrating the strategic success of the Berry acquisition.
- Adjusted EBITDA Growth: Adjusted EBITDA rose to $826 million, an 83% increase, with adjusted EBIT at $603 million, up 66%, reflecting significant improvements in cost control and operational efficiency, as adjusted EBITDA margin reached 15.2%, up from 14% last year.
- Optimistic Future Outlook: Amcor reaffirmed its fiscal 2026 guidance with adjusted EPS expected between $4.00 and $4.15, representing 12% to 17% constant currency growth, alongside projected free cash flow of $1.8 to $1.9 billion, highlighting strong cash generation capabilities.
See More
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- Significant Revenue Growth: Q2 fiscal 2025 net sales reached $5.449 billion, a 63% year-over-year increase, with approximately $2.2 billion from acquired sales, demonstrating the substantial synergy benefits from the Berry acquisition and enhancing market competitiveness.
- Adjusted EBIT Increase: Adjusted EBIT stood at $603 million, up 62% year-over-year, including about $210 million from acquired EBIT, indicating the company's ongoing efforts in cost control and productivity improvements, despite lower volumes in non-core businesses.
- Stable Free Cash Flow: Free cash flow was $289 million, in line with expectations, reflecting the company's ability to maintain strong cash flow after funding $69 million in acquisition-related cash costs, supporting future investments and shareholder returns.
- Dividend Increase: The Board declared a quarterly cash dividend of 65 cents per share, up from 63.75 cents in the same quarter last year, showcasing the company's confidence in future growth and its robust cash generation capabilities.
See More
