Tariffs are reshaping the global packaging industry under President Donald Trump’s second term, with a universal 10% import duty now in force alongside higher steel and aluminium tariffs. These measures, coupled with foreign retaliation, are raising packaging costs, complicating material sourcing and fuelling supply chain uncertainty for cans, foils, cartons and plastics. Analysts estimate the 2025 tariff wave is weighing on US growth and trade, with knock-on effects for packaging demand worldwide. Tari ...

Core Insights - Amcor plc will announce its First Quarter 2026 results on November 5, 2025, after the US market closes [1] - A conference call and webcast to discuss the results will take place at 5:30 PM US Eastern Standard Time on the same day [1] - Amcor is a global leader in responsible consumer packaging and dispensing solutions, generating $23 billion in annualized sales from over 400 locations in more than 40 countries [1] Company Overview - Amcor specializes in packaging solutions for nutrition, health, beauty, and wellness categories [1] - The company focuses on product innovation and sustainability to address packaging challenges globally [1] - Amcor employs over 75,000 people and is committed to safety and sustainability in its operations [1]

Leadership Transition - Michael Casamento will leave Amcor to return to Australia, remaining in an advisory role until June 30, 2026, to support the transition [1][3] - Stephen R. Scherger has been appointed as the new Executive Vice President and Chief Financial Officer, effective November 10, 2025 [1][3] Executive Background - Stephen R. Scherger has over 30 years of experience in finance, operations, and strategy within the packaging industry, previously serving as CFO of Graphic Packaging [2][5] - Under Scherger's leadership, Graphic Packaging's net sales more than doubled to nearly $9 billion, and net income nearly tripled during his tenure [2] Company Outlook - Amcor reaffirmed its fiscal year 2026 outlook, expecting Adjusted EPS of 80-83 cents per share, representing 12-17% constant currency growth, and Free Cash Flow of $1.8-1.9 billion [4] - For the first quarter of fiscal year 2026, Amcor anticipates Adjusted EPS to be within the previously announced range of 18-20 cents per share [4] CEO Comments - Amcor CEO Peter Konieczny expressed confidence in Scherger's ability to enhance growth and profitability, highlighting his industry experience and leadership style [3] - Konieczny thanked Casamento for his decade of service, noting that Amcor is well-positioned following the successful combination with Berry Global [3] Company Profile - Amcor is a global leader in responsible consumer packaging and dispensing solutions, generating $23 billion in annualized sales from operations across over 400 locations in more than 40 countries [6]