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Amcor to Report Q4 Earnings: What's in the Cards for the Stock?

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Key Takeaways

  • Amcor's Q4 revenues are expected to rise 19.3%, while EPS is projected to increase 20% y/y.
  • E-commerce growth may support demand as weak consumer spending and customer destocking weigh on volumes.
  • Amcor's Global Rigid Packaging sales are projected to jump 29%, aided by Berry Global acquisition benefits.

Amcor Plc (AMCR - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 12, before the opening bell.

The Zacks Consensus Estimate for AMCR’s fiscal fourth-quarter revenues is pegged at $6.06 billion, indicating a 19.3% rise from the year-ago reported figure.

The consensus estimate for earnings is pegged at $1.20 per share. The consensus estimate indicates growth of 20% from the year-ago quarter's actual. The estimate has been unchanged in the past 60 days.

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AMCR’s Earnings Surprise History

Amcor’s earnings met the Zacks Consensus Estimate in two of the trailing four quarters, beat in one and missed in one, the average negative surprise being 0.29%.

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Image Source: Zacks Investment Research

What the Zacks Model Unveils for Amcor

Our proven model does not conclusively predict an earnings beat for Amcor this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

AMCR’s Earnings ESP: The Earnings ESP for Amcor is -0.64%.

Amcor’s Zacks Rank: The company currently carries a Zacks Rank of 4.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Factors Likely to Have Shaped AMCR’s Q4 Performance

Amcor’s total volume had been bearing the brunt of weak consumer demand across its key markets due to the inflationary environment. Customers have also been lowering their inventory, which has impacted demand. Nonetheless, Amcor is expected to have gained from the rise in e-commerce activities worldwide.

We expect 1% growth in volumes in the fiscal fourth quarter. Overall price/mix benefits are expected to be a positive 0.6% for the quarter and currency impacts are likely to have added another 1%.

Amcor has been facing intermittent supply shortages and price volatility of certain resins and raw materials because of market dynamics and higher rates of inflation impacting other costs. The impacts of this are expected to be reflected in the company’s fiscal fourth-quarter earnings results.

Our Q4 Projections for Amcor’s Segments

We expect volume for the Global Flexible Packaging Solutions segment’s fiscal fourth quarter to be 1%. The price/mix and currency impacts are expected to be 1% each. Our sales projection for the Global Flexible Packaging Solutions segment is pegged at $3.32 billion, indicating 11% year-over-year growth. The effect of the merger is expected to have a positive impact of 7%. 

Our model estimates a 1% jump in volumes for the Global Rigid Packaging Solutions segment, a favorable currency impact of 1%. Price/mix is expected to be flat year over year. The sales projection for the segment is $2.69 billion, indicating a 29% year-over-year jump, including the positive impacts of the Berry Global acquisition, estimated at 32%.

AMCR’s Share Price Performance

Over the past year, shares of Amcor have gained 5.4% compared with the industry’s 9.5% growth.

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Recent Earnings Performance of Amcor’s Peer

Packaging Corporation of America (PKG - Free Report) reported second-quarter 2026 adjusted earnings of $2.35 per share, down 5.2% year over year but beating the Zacks Consensus Estimate of $2.31. The bottom line also came above Packaging Corp’s guidance of $2.33.

Packaging Corp’s revenues increased 14.7% year over year to $2.49 billion and surpassed the consensus estimate of $2.40 billion by 3.6%. Total corrugated products shipments reached an all-time quarterly record, rising 24.3% both per day and in total from the prior-year quarter. 

Crown Holdings, Inc. (CCK - Free Report) posted second-quarter 2026 adjusted earnings of $2.49 per share, up 15.8% year over year. The figure surpassed the Zacks Consensus Estimate of $2.15 by 15.81%.

Crown Holdings revenues increased 16.5% to $3.67 billion and beat the consensus estimate of $3.34 billion by 9.88%. Global beverage can volumes rose 5%, led by 6% growth in Europe and 5% growth in the Americas. This was partially offset by softer demand in Latin America.

Sonoco Products Company (SON - Free Report) reported adjusted earnings of $1.51 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $1.47 by 2.72%. The figure rose 10.2% from $1.37 in the year-ago quarter. Pricing actions, favorable foreign-exchange movements and productivity gains helped offset softer volume/mix during the quarter. 

Sonoco’s revenues of $1.885 billion declined 1.3% year over year and missed the consensus mark of $1.886 billion by 0.05%. Sonoco’s top line declined from the prior-year period primarily due to the absence of sales from the ThermoSafe business, which was divested in November 2025.

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