AMCR at a glance
Amcor (AMCR, SEC CIK 1748790) filed its latest 10-K annual report on August 14, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 14, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Amcor (AMCR) reported revenue of $23.5 billion (up 56.6% from FY2025) and net income of $1.1 billion. Diluted EPS was $2.38.
- As of December 31, 2025, 35 institutional investment managers tracked by SignalX reported holding Amcor (AMCR) shares worth $5.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $23.5B
- +56.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 35 funds
- $5.4B · −3 vs prior quarter
- Latest 8-K
- Aug 14, 2026
- Item 4.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $23.5B, up 57% YoY ($8.5B increase), merger contributed ~$7.9B; net sales excluding merger down 2% due to lower volumes
- Operating margin 8.1% vs 6.7% YoY; net income $1.1B, up 116% ($595M increase); diluted EPS $2.38 vs $1.60
- Best segment: Global Rigid Packaging, net sales $10.7B up 116%, Adjusted EBIT +170% to $1.18B, margin 11.0% vs 8.8%
- Worst segment: Global Flexible Packaging, net sales $12.8B up 27%, Adjusted EBIT +28% to $1.79B, margin steady at 13.9%
- Operating cash flow $2.15B (+$761M YoY); capex $216M committed for next year; dividends $1.2B (+$350M YoY); no share buybacks in FY26
- Management highlights merger synergies target $650M annual savings by 2028, ongoing strategic portfolio review of $2.5B sales businesses
- Geopolitical risks and inflation pressure remain key risks; focus on price/cost management and supply chain resilience
Risk Factors
- ESG Regulations: U.S. states implementing PFAS restrictions may increase compliance costs and impair product redesign, affecting financial position and cash flows
- Geopolitical Exposure: 19% of sales revenue from emerging markets like Argentina and Brazil facing political/regulatory instability and currency devaluation impacts
- Supply Chain Vulnerability: Raw material price volatility and disruptions due to Middle East conflict raise costs for polymer resins and energy inputs
- Competitive Risk: Post-2025 Berry merger expected $650M synergy cost savings may not fully materialize, posing integration and cost-saving realization challenges
- Financial Risk: $14.0B debt outstanding as of June 30, 2026, with 15% variable rate exposure increasing borrowing costs amid rising global interest rates
Business Overview
- Core business: global leader in primary consumer packaging and dispensing solutions for nutrition, health, beauty and wellness categories
- New strategic merger completed April 2025, acquiring Berry Global Group to expand rigid and flexible packaging portfolio
- Fiscal year shift to calendar year starting 2026, transitioning with a six-month reporting period ending Dec 31, 2026
- Headcount increased to ~75,000 employees globally post-merger, with ~1,500 R&D professionals and $170 million R&D spend in fiscal 2026
- Sustainability targets validated in fiscal 2026: science-based net zero emissions by 2050 and increased recycled content commitments
AI summary of the AMCR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- No profitability, margin, segment, cash flow, capital deployment, or outlook information provided
Risk Factors
- Newly added strategic-review risk triggered by August 2025 portfolio assessment covering businesses with combined sales of $2.5 billion
- Strategic-review disruption risk from speculation, uncertainty, and significant resource requirements
- Financing risk from March 2026 issuance of 4.250% notes due 2029 and 5.125% notes due 2036
- Capital-allocation risk from expired share-repurchase program and no repurchases during the quarter ended March 31, 2026
AI summary of the AMCR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 4.01: Changes in Registrant's Certifying Accountant
- PwC Switzerland resigned; PwC US appointed effective August 14, 2026 as Amcor’s independent auditor
- Auditor transition reflects Amcor’s US domestic reporting status and growing US operations
Item 2.02: Results of Operations and Financial Condition
- FY2026 and fourth-quarter results released August 12, 2026
- Results cover fiscal year ended June 30, 2026
Item EX-99.1: Item EX-99.1
- Q4 net sales $6.4B, up 26%; adjusted EBITDA $1,045M, up 32%, showing Berry integration is scaling earnings
- FY2026 adjusted EPS $4.02, up 13%; adjusted EBITDA $3,673M, up 68%, with approximately $240M of Berry synergies
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Division President Fred Stephan retires from officer role June 30, 2026, remaining special advisor through December 31, 2026
- Ryan Yost appointed Global Flexible Packaging Solutions president effective June 15, 2026, bringing 25-plus years at Avery Dennison
Item EX-99.1: Item EX-99.1
- Ryan Yost appointed Division President, Global Flexible Packaging Solutions, replacing retiring Fred Stephan
- Yost brings 25 years at Avery Dennison, including leadership of its global $6 billion Materials Group
AI summaries of AMCR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AMCR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SORRELLS JULIE MARIE | A | Sep 15, 2026 | 4,973 | - |
| Suarez Gonzalez Susana | A | Sep 15, 2026 | 24,829 | - |
| Yost Ryan D | A | Sep 15, 2026 | 7,065 | - |
| SORRELLS JULIE MARIE | F | Sep 15, 2026 | 164 | $42.25 |
| Suarez Gonzalez Susana | M | Sep 15, 2026 | 2,890.4 | - |
| Suarez Gonzalez Susana | F | Sep 15, 2026 | 1,050 | $42.25 |
| Yost Ryan D | A | Sep 15, 2026 | 41,152 | - |
| Suarez Gonzalez Susana | A | Sep 15, 2026 | 4,263 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $15.0B | $23.5B |
| Gross Profit | $2.7B | $2.8B | $4.7B |
| Operating Income | - | $1.0B | $1.9B |
| Net Income | $730.0M | $511.0M | $1.1B |
| Gross Margin | - | 18.9% | 20.0% |
| Op. Margin | - | 6.7% | 8.1% |
| Net Margin | - | 3.4% | 4.7% |
| Balance Sheet | |||
| Total Assets | $16.5B | $37.1B | $37.1B |
| Equity | $3.9B | $11.7B | $11.8B |
| ROE | 18.8% | 4.4% | 9.4% |
| Per Share | |||
| EPS | - | $0.32 | $2.38 |
| Cash Flow | |||
| Operating CF | - | $1.4B | $2.2B |
Source: XBRL data in Amcor (AMCR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q4 2025Aggregate AMCR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q4 2025 | 35 | $5.36B |
| Q3 2025 | 38 | $5.77B |
| Q2 2025 | 37 | $6.34B |
| Q1 2025 | 31 | $3.08B |
| Q4 2024 | 26 | $2.30B |
| Q3 2024 | 23 | $1.95B |
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- Citizens Financial Group−10.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AMCR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 10-K | Aug 14, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Aug 13, 2026 | - | - | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 27, 2026 | - | - |
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AMCR SEC filings: frequently asked questions
Which institutions hold AMCR stock?
As of December 31, 2025, the largest Amcor (AMCR) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), State Street Corp ($1.2 billion), Vanguard Group Inc ($945.2 million), Invesco Ltd ($341.1 million), Morgan Stanley ($252.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AMCR's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Amcor (AMCR) reported revenue of $23.5 billion (up 56.6% from FY2025) and net income of $1.1 billion. Diluted EPS was $2.38. The figures come from the XBRL data in the 10-K.
What are the main risks in AMCR's latest 10-K?
In the 10-K filed August 14, 2026, Amcor (AMCR) flagged: ESG Regulations: U.S. states implementing PFAS restrictions may increase compliance costs and impair product redesign, affecting financial position and cash flows. Geopolitical Exposure: 19% of sales revenue from emerging markets like Argentina and Brazil facing political/regulatory instability and currency devaluation impacts. (AI summary of the Risk Factors section.)
What did AMCR report in its latest 8-K?
Amcor (AMCR) filed an 8-K on August 14, 2026 reporting Item 4.01 (Changes in Registrant's Certifying Accountant). PwC Switzerland resigned; PwC US appointed effective August 14, 2026 as Amcor’s independent auditor.
What are the latest AMCR SEC filings?
Amcor (AMCR) filed its latest 10-K annual report on August 14, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 14, 2026 and a Form 4 insider filing on September 17, 2026.
What is AMCR's SEC CIK number?
Amcor (AMCR)'s SEC Central Index Key (CIK) is 1748790. EDGAR lists every AMCR filing under that number.
Ask anything about AMCR
The research agent reads AMCR's filings, financials, insider trades and 13F holders, then answers with sources.