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Mar 31

Amcor Q3 2025 Earnings Report

Amcor reported steady results in Q3 2025 with solid earnings and the successful closure of its merger with Berry Global.

Key Takeaways

Amcor delivered Q3 2025 results featuring stable revenue and EPS performance amid challenging market conditions. The quarter was marked by the early closure of the Berry Global merger, laying the groundwork for future synergies.

Revenue reached $3.33 billion, down 2% year-over-year on a reported basis.

GAAP Net Income totaled $196 million, with adjusted EPS at $0.18.

The Berry Global merger closed earlier than anticipated, positioning Amcor for integration synergies.

Adjusted EBIT margin remained strong at 11.5%.

Total Revenue
$3.33B
Previous year: $3.41B
-2.3%
EPS
$0.18
Previous year: $0.178
+1.1%
Leverage
3.5
Gross Profit
$654M
Previous year: $691M
-5.4%
Cash and Equivalents
$2.05B
Previous year: $457M
+347.5%
Free Cash Flow
$20M
Total Assets
$18B
Previous year: $16.7B
+8.3%

Amcor

Amcor

Amcor Revenue by Segment

Amcor Revenue by Geographic Location

Forward Guidance

Amcor expects FY2025 adjusted EPS between $0.72 and $0.74 and free cash flow of $900–1,000 million, incorporating merger-related impacts.

Positive Outlook

  • Early closure of Berry merger sets foundation for faster integration.
  • $650 million in targeted synergies over 3 years.
  • $260 million in synergies expected in FY2026.
  • Adjusted EPS accretion expected at ~12% in FY2026.
  • Strengthened position in healthcare and sustainability-focused packaging.

Challenges Ahead

  • Q3 revenue declined 2% YoY on a reported basis.
  • Weak consumer demand persisted in North America.
  • Adjusted free cash flow impacted by higher inventories.
  • EPS growth driven mainly by cost actions, not organic growth.
  • Ongoing headwinds in Rigid Packaging due to prior divestitures and demand softness.

Revenue & Expenses

Visualization of income flow from segment revenue to net income