Credit and interest ratespositive · 5 filings
“The March Notes are senior unsecured obligations and are unconditionally guaranteed on a senior unsecured basis by the Company and certain of its subsidiaries.”10-K · Aug 14, 2026 ↗
Amcor plc
AMCR
Market read
Amcor plc's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
Company-1.3% todayVolume comparison unavailable
Market group0 of 15 activeEconomic Cyclicals · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- The merger materially increased sales, operating expenses, amortization, interest expense, and assumed debt, making integration effects central to the earnings profile.
- Interest expense rose sharply because of debt issued and assumed in the merger, increasing the financing claim on earnings.
Invalidation: The isolated read changes if AMCR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- The merger materially increased sales, operating expenses, amortization, interest expense, and assumed debt, making integration effects central to the earnings profile.
- Interest expense rose sharply because of debt issued and assumed in the merger, increasing the financing claim on earnings.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements146
Verified relationships13
Evidence supporting the case
- Latest annual revenue changed +56.6% year over year.
- Operating margin changed +1.4 percentage points in the latest annual period.
- Net margin changed +1.3 percentage points in the latest annual period.
- Credit and interest rates has repeated favorable evidence across 5 filings.
Evidence challenging the case
- Diluted shares increased 45.6% in the latest annual period.
- Input and raw-material costs has repeated adverse evidence across 5 filings.
- Restructuring and cost reductions has repeated adverse evidence across 5 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
42.996m+1.2%12m+424.9%24m+282.8%
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-06-30$14.5B+13.1%$0.53-2.6%
2023-06-30$14.7B+1.0%$0.70-2.6%
2024-06-30$13.6B-7.2%$2.52—
2025-06-30$15.0B+10.0%$1.60+10.6%
2026-06-30$23.5B+56.6%$2.38+45.6%
What management says matters
Persistent and emerging business drivers
Input and raw-material costsnegative · 5 filings
“Excluding the increase of sales from the Merger, net of divestments, of approximately $2,240 million, or 22%, the positive currency impacts of approximately $333 million, and the positive impacts from the pass-through of higher raw material costs of approxima…”10-K · Aug 14, 2026 ↗
Macroeconomic conditionsmixed · 5 filings
“These conditions were driven by a combination of factors, including ongoing geopolitical tensions and conflicts, volatility and changes in U.S.”10-K · Aug 14, 2026 ↗
Restructuring and cost reductionsnegative · 5 filings
“1,095 Income tax expense/(benefit) 25 ( 19 ) Net income/(loss) $ ( 827 ) $ 1,076 (Net income)/loss attributable to non-controlling interest 226 ( 7 ) Net income/(loss) attributable to Deed $ ( 601 ) $ 1,069 (1) Includes intercompany expenses incurred with Amc…”10-K · Aug 14, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
42.50-1.3% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for AMCR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for AMCR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind AMCR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
PKGPackaging Corporation of AmericapartnerNov 6, 2025 ▾
“41 Global Rigid Packaging Solutions Segment.”
BALLBall CorporationcompetitorAug 15, 2025 ▾
“Competitors include 3M, AptarGroup, Inc., Ball Corporation, Inc, CCL Industries Inc., Crown Holdings, Inc., Graphic Packaging Holding Company, Huhtamaki Oyj, International Paper Company, Mayr-Melnhof Karton AG, O-I Glass, Inc., Sealed Air Corporation, Sigma P…”
Depended on by
OIO-I Glass, Inc.competitorFeb 12, 2026 ▾
“The principal competitors producing plastic containers include Amcor, Plastipak Packaging, Inc.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AMCR is currently a Leader in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AMCR; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.