Amcor (AMCR) Q4 2025 10-Q Quarterly Report
Filed: Feb 4, 2026Period ending Dec 31, 2025
Consumer Discretionary
Miscellaneous Manufacturing IndustriesSEC EDGAR Amcor (AMCR) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 4, 2026 for the fiscal period ending Dec 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Amcor Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $5.449B for Q2 FY25, up 68% YoY from $3.241B, driven by Berry Global merger adding $2.155B net sales
- • Operating margin 6.1% vs 9.2% YoY; gross margin stable at 19.1% vs 19.3% YoY despite synergy gains
- • Best segment: Global Rigid Packaging, sales up 210% to $2.264B, Adjusted EBIT margin 10.1% vs 7.3% YoY; worst: volume decline adjusted for merger impact
- • Net income up 9% to $175M for Q2, but diluted EPS down 32% to $0.38 due to 60% share count increase from merger
- • Net debt rose to $14.1B from $13.3B June 2025; operating cash flow increased $211M, investing cash flow usage increased $307M due to merger-related capex
- • Management targeting $530M synergies from Berry merger by FY28, executing $280M Berry Plan restructuring with $150-$160M expected cash outflows in FY26
- • Near-term headwinds: softer demand, order volatility, inflation pressures, tariff uncertainties; pricing and cost control actions ongoing to offset inflation
Risk Factors
- • New strategic portfolio review risk triggered by August 2025 identification of $2.5B sales businesses for potential restructuring or sale
- • Most materially updated risk: potential business disruption and resource deployment uncertainties tied to ongoing portfolio review process
- • No new or updated regulatory, legal, or compliance risks disclosed this quarter
- • Operational risk of business disruption from speculation and uncertainty related to strategic review actions impacting near-term performance
- • No new or updated financial risks on liquidity, debt maturity, or currency exposure disclosed this quarter
Amcor Q4 2025 Quarterly FinancialsXBRL
Revenue
$5.4B
▲ +68.1% YoY▼ -5.2% QoQ
Net Income
$177M
▲ +8.6% YoY▼ -32.4% QoQ
Net Margin
3.2%
▼ -178bp YoY▼ -131bp QoQ
Source: XBRL data from Amcor Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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