Amcor plc (AMCR) AI Stock Analysis
AMCR AI stock analysis summary
AI ResearchAmcor plc (AMCR) is a global packaging company operating across Flexibles and Rigid Packaging segments. In FY2026, the company generated $23.51B in revenue and $1.11B in net income, while delivering free cash flow of $1.23B. The stock offers a forward dividend yield of 5.93% with a trailing price-to-earnings ratio of 18.4x.
- Market cap
- $20.26B
- Revenue (TTM)
- $23.51B
- P/E
- 18.4x fwd 10.6x
- 1Y return
- 14.3% S&P 500 16.8%
- Avg. target
- $49.76 13.5% vs last close
Bull case
- FY2026 revenue increased 56.6% year-over-year to $23.51B as net income reached $1.11B.
- Amcor trades at a forward P/E of 10.6x and EV-to-EBITDA of 9.8x, both discounted relative to the S&P 500 Consumer Cyclical medians of 15.7x and 13.8x.
- Free cash flow expanded to $1.23B in FY2026, supporting an annual dividend yield of 5.93%.
Bear case
- Total debt stood at $15.08B against cash of $1.11B as of June 30, 2026, creating net debt of $13.96B.
- Quarterly earnings contracted 11.7% year-over-year in the latest quarter ending June 30, 2026.
- Long-term price performance has lagged the broader market, with a 5-year return of -5.7% compared to an 83.0% gain for the S&P 500.
What Amcor does
Amcor plc develops, manufactures, and distributes packaging solutions across Europe, North America, Latin America, Africa, and the Asia Pacific regions. The company operates through two primary segments: Flexibles and Rigid Packaging. The Flexibles segment provides flexible and film packaging products tailored for food and beverage, medical and pharmaceutical, fresh produce, snack food, and personal care industries with an emphasis on sustainability. The Rigid Packaging segment manufactures rigid containers and plastic caps for carbonated soft drinks, juices, milk-based beverages, spirits, beer, sauces, dressings, spreads, and personal care items. Amcor serves clients via a direct sales force and distribution networks with approximately 75,000 employees.
Growth and profitability
Amcor's revenue grew from $14.54B in FY2022 to $23.51B in FY2026, reflecting a 5-year revenue CAGR of 12.8%. In FY2026, revenue increased 56.6%, gross margin reached 20.0%, and operating margin was 8.1%, while net income rebounded to $1.11B compared to $511.0M in FY2025. Diluted EPS was $3.24 in FY2026, down from $3.50 in FY2025 and $4.00 in FY2022. For the trailing twelve months ended June 30, 2026, quarterly revenue growth was 25.9% year-over-year, while quarterly earnings declined 11.7% year-over-year. TTM operating margin stood at 9.7% and net profit margin was 4.7%.
Balance sheet and cash flow
As of June 30, 2026, Amcor held $1.11B in cash and short-term investments against $15.08B in total debt, resulting in net debt of $13.96B and a debt-to-equity ratio of 1.28. Total assets were $37.09B, while the current ratio stood at 1.25. In FY2026, operating cash flow reached $2.15B and free cash flow was $1.23B. Cash deployment in FY2026 included $922.0M in capital expenditures, $1.20B paid in dividends, and $71.0M allocated to share buybacks.
Valuation and performance
Amcor trades at a trailing P/E of 18.4x and a forward P/E of 10.6x, compared to medians of 20.1x and 15.7x for its S&P 500 Consumer Cyclical peers. Its enterprise value of $33.54B yields an EV-to-EBITDA multiple of 9.8x, below the peer median of 13.8x, while price-to-sales of 0.9x trails the peer median of 2.0x. Over the past year, the stock returned 14.3%, trailing the S&P 500 return of 16.8%. Over a 5-year period, Amcor shares fell 5.7%, compared to an 83.0% gain for the S&P 500.
AMCR dividend
Amcor pays an annual forward dividend of $2.60 per share, representing a dividend yield of 5.93%. The company pays quarterly dividends with a payout ratio of 80.2% and has paid dividends for 13 consecutive years. Its 5-year annualized dividend growth rate is 2.1%, and its most recent ex-dividend date was September 4, 2026.
What analysts expect
Wall Street analysts maintain 6 Strong Buy, 1 Buy, and 7 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $49.76, representing a 13.5% upside over the last close of $43.85. For the fiscal year ending June 30, 2027, consensus estimates project revenue of $23.75B and EPS of $4.28, representing 6.4% EPS growth. Over the last 4 quarters, Amcor beat EPS estimates 3 times. The next earnings date is November 4, 2026.
Key risks and what to watch
- Net debt of $13.96B and a debt-to-equity ratio of 1.28 leave Amcor with elevated leverage obligations.
- The dividend payout ratio of 80.2% consumes a large portion of earnings, requiring $1.20B in dividend cash payments in FY2026.
- Diluted EPS of $3.24 in FY2026 remains below the $4.00 achieved in FY2022, reflecting ongoing margin and dilution pressures.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this AMCR AI stock analysis
This page is an AI-written research summary of Amcor plc (AMCR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: AMCR income statement, AMCR balance sheet, AMCR key metrics, AMCR analyst forecast, AMCR chart. See the AMCR stock overview for the latest quote and news.
AMCR AI stock analysis FAQ
What is Amcor's dividend yield and dividend history?
Amcor pays a forward annual dividend of $2.60 per share, which corresponds to a dividend yield of 5.93%. The company has distributed dividends for 13 consecutive years on a quarterly schedule.
What do analysts project for AMCR stock?
Analysts hold a consensus mean price target of $49.76, indicating a 13.5% upside from the last close of $43.85. The breakdown consists of 6 Strong Buy, 1 Buy, and 7 Hold recommendations.
How much debt does Amcor carry?
As of June 30, 2026, Amcor had $15.08B in total debt and $1.11B in cash and short-term investments, resulting in net debt of $13.96B and a debt-to-equity ratio of 1.28.
When is Amcor's next earnings report?
Amcor's next earnings report is scheduled for November 4, 2026. For the full fiscal year ending June 30, 2027, consensus estimates forecast EPS of $4.28 on revenue of $23.75B.