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Amcor
Amcor (AMCR) investor relations material
Amcor Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary3 Feb, 2026
Executive summary
Completed the transformative merger with Berry Global, creating a global leader in consumer packaging and dispensing solutions, with over 77,000 employees and 400+ manufacturing facilities in 40+ countries.
Q2 FY2026 net sales reached $5,449 million, up 68% year-over-year, primarily due to the Berry acquisition, with adjusted EBITDA up 83% to $826 million and adjusted EBIT up 66% to $603 million.
Adjusted EPS for Q2 was $0.86, up 7% year-over-year; H1 adjusted EPS was $1.83, up 14% year-over-year, with synergy realization at the upper end of expectations.
Portfolio optimization and synergy realization are progressing, with $93 million in synergies realized in H1 and agreements to divest two businesses for ~$100 million.
Safety remains a core value, with a total recordable incident rate of 0.52 and 79% of sites injury-free in Q2.
Financial highlights
Q2 net sales were $5,449 million, adjusted EBITDA $826 million (15.2% margin), adjusted EBIT $603 million (11.1% margin), and free cash flow $289 million after $69–$70 million in acquisition-related costs.
H1 net sales reached $11,194 million, adjusted EBITDA $1,736 million (15.5% margin), adjusted EBIT $1,290 million (11.5% margin), and free cash flow was a use of $53 million.
Q2 GAAP net income was $177 million, with diluted EPS of $0.38, impacted by a 60% increase in share count post-merger.
Quarterly dividend increased to $0.65 per share, a 2% increase year-over-year.
Net debt at December 31, 2025, was $14,081 million.
Outlook and guidance
Fiscal 2026 adjusted EPS guidance reaffirmed at $4.00–$4.15 per share, representing 12–17% constant currency growth, with free cash flow guidance of $1.8–$1.9 billion.
Management expects to realize at least $260 million in pre-tax synergy benefits in FY26 and $530 million by FY28.
Year-end leverage expected at 3.1–3.2x, with double-digit EPS growth and doubled free cash flow versus fiscal 2025.
Q3 adjusted EPS expected at $0.90–$1.00, with $70–$80 million in synergy benefits.
Restructuring and integration activities under the Berry Plan are expected to be completed by the end of fiscal 2028.
Detail Berry synergy contribution to EBIT growth
Explain Q2 overall volume decline drivers
Impact of non-core businesses on performance
Future synergy drivers beyond G&A and procurement
Non-core business H2 EBIT margin improvement drivers
GLP-1 impact on food/beverage packaging demand
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Next Amcor earnings date
Q3 202629 Apr, 2026
Amcor
Next Amcor earnings date
Q3 202629 Apr, 2026
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Frequently asked questions
Amcor plc develops, produces, and sells packaging products for food, beverage, pharmaceutical, medical, home- and personal-care, and other consumer product markets worldwide. The company operates through Amcor Flexibles and Amcor Rigid Plastics segments. The Amcor Flexibles segment offers flexible packaging products in various categories.
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