Amcor to Report Q4 Earnings: Here's What to Expect for the Stock

Core Insights - Amcor Plc (AMCR) is set to report its fourth-quarter fiscal 2025 results on August 4, with expected revenues of $5.17 billion, reflecting a 46.3% increase year-over-year [1] - The consensus estimate for earnings is 21 cents per share, indicating no change from the previous year, although this estimate has decreased by 4.6% over the past 60 days [1][2] Revenue and Earnings Estimates - The Zacks Consensus Estimate for AMCR's fiscal fourth-quarter revenues is $5.17 billion, indicating a significant growth of 46.3% from the prior year [1] - The earnings estimate for the quarter is 21 cents per share, unchanged from the year-ago quarter, but has seen a downward revision of 4.6% in the last 60 days [1][2] Volume and Segment Performance - Amcor's total volume growth has been negative for seven consecutive quarters until Q4 of fiscal 2024, where it saw a 1% growth, followed by 2% growth in the first and second quarters of fiscal 2025, and flat volumes in Q3 [6][7] - For Q4, a volume growth of 0.3% is projected, primarily driven by the Flexibles segment, while Rigid Packaging sales are expected to decline by 10.6% due to lower volumes and weaker price/mix [4][7] Segment Projections - The Flexibles segment is projected to achieve a sales figure of $2.71 billion, reflecting a 1.1% year-over-year growth, with a volume growth of 1% and a favorable price/mix of 1% [8] - The Rigid Packaging segment is expected to see a sales projection of $0.76 billion, indicating a 10.6% year-over-year decline, with a 2% dip in volumes and a price/mix decrease of 1% [9] Share Price Performance - Over the past year, Amcor's shares have decreased by 3.5%, compared to a 5.8% decline in the industry [10] Peer Comparisons - Sealed Air Corporation reported adjusted earnings per share of 89 cents, surpassing estimates, with total sales of $1.335 billion, slightly down year-over-year [12][13] - Packaging Corporation of America reported adjusted earnings per share of $2.48, beating estimates, with sales growing 4.6% year-over-year to $2.17 billion [14][15] - Avery Dennison Corporation delivered adjusted earnings of $2.42 per share, slightly beating estimates, but total revenues dipped 0.7% year-over-year to $2.22 billion [15]