AMCR Q1 2026 Earnings
Reported Nov 5, 2025 at 4:20 PM ET · SEC Source
Q1 26 EPS
$0.19
BEAT +5.23%
Est. $0.18
Q1 26 Revenue
$5.75B
MISS 0.13%
Est. $5.75B
vs S&P Since Q1 26
-14.3%
TRAILING MARKET
AMCR -6.8% vs S&P +7.5%
Market Reaction
Did AMCR Beat Earnings? Q1 2026 Results
Amcor delivered a confident first quarter as the newly enlarged packaging giant, posting adjusted EPS of $0.19 against a consensus estimate of $0.18, a 5.23% beat, while revenue of $5.75 billion came in essentially in line with expectations despite a… Read more Amcor delivered a confident first quarter as the newly enlarged packaging giant, posting adjusted EPS of $0.19 against a consensus estimate of $0.18, a 5.23% beat, while revenue of $5.75 billion came in essentially in line with expectations despite a negligible 0.13% miss and reflected a 71.3% year-over-year surge driven by the April 2025 closing of its all-stock Berry Global acquisition. The transformational deal, executed at a fixed ratio of 7.25 Amcor shares per Berry share, contributed approximately $2.40 billion of acquired net sales and positioned the company as the global leader in consumer packaging. Integration momentum proved to be the quarter's defining story, with $38.00 million in synergies realized, at the upper end of guidance, lifting adjusted EBIT margins 110 basis points to 12.0%. The board also raised its quarterly dividend to $0.13 per share, signaling confidence in the combined company's cash generation. Management reaffirmed fiscal 2026 guidance for adjusted EPS of $0.80 to $0.83 and free cash flow of $1.80 to $1.90 billion, with synergies alone expected to drive more than 30% EPS growth through fiscal 2028.
Key Takeaways
- • Berry Global acquisition contributing approximately $2.4 billion of acquired sales net of divestments
- • Synergies of approximately $38 million realized in Q1, at upper end of expected range
- • Disciplined cost performance and improved productivity
- • Adjusted EBIT margins expanded 110 basis points to 12.0%
- • Global Rigid Packaging Solutions margins improved 420 basis points to 11.9%
- • Combined volumes approximately 2% lower than prior year excluding non-core North America beverage
AMCR YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
AMCR Revenue by Segment
With YoY comparisons, source: SEC Filings
“I am pleased with how the legacy Amcor and Berry teams have come together as one to integrate and execute against our priorities. We're seeing strong and consistent validation from our customers, who are very receptive to our expanded offerings and innovation capabilities.”
— Peter Konieczny, Q1 2026 Earnings Press Release
AMCR Earnings Trends
AMCR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AMCR EPS Trend
Earnings per share: estimate vs actual
AMCR Revenue Trend
Quarterly revenue: estimate vs actual
AMCR Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.84 | $0.86 | +2.75% | $5.45B | -1.25% |
| Q1 26 BEAT | $0.18 | $0.19 | +5.23% | $5.75B | -0.13% |
| Q4 25 MISS FY | $1.10 | $0.20 | -81.82% | $5.08B | -1.37% |
| FY Full Year | $0.83 | $0.71 | -13.82% | $15.01B | -0.47% |
| Q3 25 MISS | $0.18 | $0.18 | -1.64% | $3.33B | -3.88% |