Amcor Plc (ASX:AMC), a global consumer packaging and dispensing company that is also listed on the NYSE as AMCR, has recorded a small share price decline over the past year. Amcor Plc (ASX:AMC) shares were priced at $59.81, down 0.80% in today’s session, and are down 3.06% over the past year. The company announced its fourth quarter and full-year results for the period ended 30 June 2026 on 12 August 2026, filed with the US Securities and Exchange Commission.

Business Model and Operational Footprint

Amcor develops and produces flexible packaging, rigid packaging, cartons and closures for nutrition, health, beauty and wellness categories. It employs about 75,000 people, generates about $23 billion in annual sales and operates from approximately 400 locations in more than 40 countries. The company is registered in Jersey with its head office in Bristol, England, and its ASX-listed securities are CHESS depositary interests.

Results include the Berry Global business, which combined with Amcor on 30 April 2025. The release notes that prior-year results reflect the legacy Amcor group, as the accounting acquirer, which affects year-on-year comparisons. Amcor is also moving to a December year end and will report a six-month transition period from July 1 to December 31, 2026.

Sector Dynamics

Packaging Demand follows consumer staples, healthcare and food volumes, while Earnings are influenced by resin and raw material costs, which are generally passed through to customers with a lag. Amcor describes input cost Inflation as unprecedented and says it managed it effectively while achieving broad-based Volume growth in a challenging macro environment.

Among ASX-listed companies in this group of results, Amcor’s 3.06% one-year decline compares with a 22.66% fall for Brambles Ltd (ASX:BXB), another industrial Supply chain company, and a 14.77% fall for Aristocrat Leisure Ltd (ASX:ALL). Amcor is down 0.80% today at $59.81.

Among the 20 ASX-listed companies in this group of results, Amcor Plc’s one-year change of down 3.06% ranks 7 of 20, where 1 is the strongest performer over the period.

FY26 Results Release

All figures are in US dollars. For the June quarter, net sales were $6.4 billion, up 26% largely from the Berry Acquisition and pass-through of higher raw material costs. Net Income was $389 million, compared with a loss of $39 million. Adjusted EBITDA rose 32% to $1,045 million and adjusted diluted EPS rose 23% to $1.23. Volumes were about 0.5% higher than estimated combined volumes for legacy Amcor and Berry in the prior June quarter.

For the full year, net sales were $23.5 billion, up 57%. Net income was $1,106 million, compared with $511 million, and diluted EPS was $2.38. Adjusted EBITDA rose 68% to $3,673 million, adjusted EBIT rose 63% to $2,813 million and adjusted diluted EPS rose 13% to $4.02. Free Cash Flow was $1,303 million, up 41%, after funding about $290 million of transaction and restructuring costs. Synergy benefits from Berry were about $240 million for the year.

The Board declared a quarterly Cash Dividend of 65.0 cents per share, compared with 63.75 cents. ASX CDI holders will receive an unfranked dividend of 92.0 Australian cents per share, with an ex-dividend date of September 3, 2026. For the transition period, Amcor expects adjusted EPS of about $1.80 to $1.90 and Leverage on December 31, 2026 of 3.5x to 3.6x, excluding unannounced portfolio optimisation actions.

Segment disclosures show that quarterly net sales in one flexibles segment rose 16% in constant currency, including about $297 million from the pass-through of higher raw material costs, with the segment adjusted EBIT Margin at 14.5% versus 15.1% previously. The release states that results include the effect of Berry for the full year and that prior-year comparisons reflect only partial Berry contribution.

Growth Catalysts and Critical Operating Risks

Growth catalysts identified include continued synergy capture from Berry, which came in ahead of plan, volume growth and a stated confidence in medium and long-term commitments.

Operating risks include performance in non-core businesses that the company cites as a drag, input cost inflation, geopolitical developments that increase uncertainty, leverage of 3.5x to 3.6x, and the effect of changing the reporting period on year-on-year comparisons. Adjusted measures are non-GAAP, and outlook figures do not include potential portfolio optimisation actions. Actual results could vary materially from the outlook.

Where Things Stand

Amcor reports higher sales, adjusted earnings and free cash flow after the Berry acquisition, while its shares are slightly lower over twelve months. Reference points ahead include the September 3, 2026 ex-dividend date and results for the six-month transition period to December 31, 2026.