Amcor

AMCR Q4 2025 Earnings

Reported Aug 14, 2025 at 6:14 AM ET · SEC Source

Q4 25 EPS

$0.20

MISS 81.82%

Est. $1.10

Q4 25 Revenue

$5.08B

MISS 1.37%

Est. $5.15B

vs S&P Since Q4 25

-21.6%

TRAILING MARKET

AMCR -9.9% vs S&P +11.7%

Full Year 2025 Results

FY 25 EPS

$0.71

MISS 13.82%

Est. $0.83

FY 25 Revenue

$15.01B

MISS 0.47%

Est. $15.08B

Market Reaction

Did AMCR Beat Earnings? Q4 2025 Results

Amcor delivered a sharply mixed fiscal Q4 2025, posting earnings per share of just $0.20 against a consensus estimate of $1.10, a miss of 81.82%, even as revenue climbed 43.8% year over year to $5.08 billion, falling only modestly short of the $5.15 … Read more Amcor delivered a sharply mixed fiscal Q4 2025, posting earnings per share of just $0.20 against a consensus estimate of $1.10, a miss of 81.82%, even as revenue climbed 43.8% year over year to $5.08 billion, falling only modestly short of the $5.15 billion estimate. The headline earnings gap was driven primarily by the weight of Amcor's transformational all-stock acquisition of Berry Global, which closed April 30, 2025, bringing with it $166.00 million in transaction and integration costs, $133.00 million in inventory step-up amortization, and $41.00 million in merger-related compensation, collectively pushing the company to a GAAP net loss of $39.00 million for the quarter. Combined volumes also disappointed, declining approximately 1.7% year over year, with North America proving particularly soft amid operational challenges in the high-volume beverage business, a unit management has since flagged for potential divestiture or restructuring. Looking ahead, Amcor guided fiscal 2026 adjusted EPS of $0.80 to $0.83 and free cash flow of $1.80 to $1.90 billion, roughly doubling from fiscal 2025, anchored by an anticipated $260.00 million in Berry synergies.

Key Takeaways

  • Berry Global acquisition contributing approximately $1.5 billion of acquired sales and $200 million acquired EBIT in Q4
  • Favorable price/mix impact of approximately 1% driven by higher relative volume growth in high value categories
  • Pass through of higher raw material costs contributed approximately 1% to sales growth
  • Strong cost performance partly offsetting unfavorable price/mix impacts on full-year earnings
24/7 Wall St

AMCR YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

AMCR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q2 26

“This quarter marks a significant milestone for Amcor. The acquisition of Berry Global transforms our ability to create significant value for our customers and shareholders. This is clearly reflected in our expectation to deliver strong adjusted EPS growth of 12-17% and a significant increase in Free Cash Flow to $1.8 to $1.9 billion in fiscal 2026.”

— Peter Konieczny, Q4 2025 Earnings Press Release