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Jun 30, 2025
Amcor Q4 2025 Earnings Report
Amcor reported a net loss in Q4 2025 following the acquisition of Berry Global.
Key Takeaways
Q4 revenue surged due to the Berry Global acquisition, but the company posted a GAAP net loss driven by integration and transaction costs.
Revenue increased to $5.08 billion in Q4, up from $3.54 billion last year.
GAAP net loss was $39 million, mainly due to acquisition-related costs.
Adjusted EPS was $0.20, slightly down from $0.211 in the prior year.
Berry Global acquisition closed during the quarter, positioning Amcor for future growth.
Revenue by Segment
Forward Guidance
Amcor expects strong adjusted EPS and free cash flow growth in FY2026 following the integration of Berry Global.
Positive Outlook
- Adjusted EPS expected to grow 12–17% to $0.80–$0.83.
- Free Cash Flow projected at $1.8–$1.9 billion.
- $260 million in synergy benefits expected in FY2026.
- Full-year contribution from Berry Global anticipated.
- Portfolio optimization underway to drive higher organic growth.
Challenges Ahead
- Guidance excludes impact of potential portfolio divestitures.
- Higher net interest expense expected ($570–$600 million).
- Integration and transaction costs of ~$220 million to impact cash flow.
- Higher capital expenditures planned ($850–$900 million).
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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