Amcor plc develops, produces, and sells packaging products in Europe, North America, Latin America, Africa, and the Asia Pacific regions.
$44.87-2.12%
报价 2026-11-06
市值
$20.75B
EV
$36.43B
PE (TTM)
20.3x
预期 PE (FY2027)
10.2x
52 周区间距高点 -11.3%
$36.69$50.58
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
电话会信号
辅助标签Q1 20272026-11-04
扩产需求加速下调/撤回指引
指引 下调
信心 4
分析师 3
“We expect to deliver double-digit adjusted EPS growth in 2027 and target leverage of approximately 3x by year-end.”
原文引用（3）
- 扩产：We're adding to our manufacturing capacity, which will help us maintain proximity to demand and drive growth.
- 需求加速：this represents the fourth consecutive quarter of sequential improvement
- 下调/撤回指引：we're updating our adjusted EPS outlook for the transition period to a range of $1.70 to $1.80 per share from our previous expectation of $1.80 to $1.90 per share
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
同行业市值相近 · Packaging & Containers| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| AMCRAmcor plc | $20.75B | -2.1% | +3.5% | 25.2% | 20.3x | 10.8x | 12.9x | |
| SWSmurfit Westrock Plc | $23.13B | -0.9% | +3.1% | 17.4% | 47.4x | 8.6x | 22.7x | |
| PKGPackaging Corporation of America | $22.25B | +0.4% | +9.6% | 21% | 24.3x | 12.9x | 30.6x | |
| IPInternational Paper Company PFD $4 | $18.29B | +0.8% | +0.1% | 27.6% | – | – | 43.9x | |
| BALLBall Corporation | $17.45B | -1.5% | +16.8% | 17.4% | 16.9x | 10.6x | 19.2x | GARP |
| CCKCrown Holdings, Inc. | $13.11B | -0.5% | +8.2% | 18.3% | 15.6x | 8.3x | 11.8x | |
| REYNReynolds Consumer Products Inc. | $5.08B | -1.7% | +1.3% | 24.6% | 14.6x | 9.8x | 16.1x | |
| SONSonoco Products Company | $4.99B | -1.8% | -2.2% | 20.9% | 5.1x | 6.3x | 12.8x | Cheap |
| SLGNSilgan Holdings Inc. | $4.34B | -1.3% | +4.3% | 17.9% | 15.1x | 10.1x | 11.8x | |
| 同行中位数 | – | – | +3.7% | 19.6% | 15.6x | 9.8x | 17.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q4 2026 | 2026-03-05 Q3 2026 | 2025-12-31 Q2 2026 | 2025-09-30 Q1 2026 | 2025-06-30 Q4 2025 | 2025-03-31 Q3 2025 | 2024-12-31 Q2 2025 | 2024-09-30 Q1 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.4B | $5.91B | $5.45B | $5.75B | $5.08B | $3.33B | $3.24B | $3.35B |
| Gross Margin | 25.2% | 17.9% | 16.4% | 19.6% | 17.6% | 19.6% | 19.3% | 19.7% |
| Operating Margin | 7.8% | 8.9% | 7.7% | 8% | 1.7% | 9.4% | 9.2% | 9.3% |
| Net Income | $389M | $278M | $177M | $262M | $-39M | $196M | $163M | $191M |
| Diluted EPS | 0.83 | 0.6 | 0.38 | 0.57 | -0.12 | 0.68 | 0.56 | 0.66 |
| Operating Cash Flow | $1.67B | $208M | $503M | $-133M | $1.11B | $117M | $428M | $-269M |