Amcor's Q3 2025 earnings forecast of $0.20 per share1 represents a significant improvement over the $0.17 per share reported in Q1 2026 and $0.18 per share expected in Q2 2026. This upward trend suggests that Amcor is experiencing a period of strong recovery or growth, as evidenced by the following points:
- Consistent Improvement in Volume Growth: Amcor has reported a third consecutive quarter of sequential improvement in volume growth, which is a positive indicator for future earnings potential2.
- Increased Adjusted Operating Income: The company's adjusted operating income has shown a consistent upward trend, with a 4% increase in Q3 2024 compared to the previous year3. This suggests that Amcor is effectively managing costs and maximizing profitability.
- Favorable Price/Mix Impact: Amcor has experienced a favorable price/mix impact in recent quarters, which has helped to offset the negative effects of lower volumes. This trend is expected to continue, with a projected price/mix benefit of 3% in Q4 20244.
- Reaffirmed Fiscal 2025 Outlook: Amcor has reaffirmed its guidance for fiscal 2025, with expectations of adjusted EPS ranging from $0.72 to $0.76 per share and adjusted free cash flow of $900-1,000 million2. This suggests that the company is confident in its ability to generate strong earnings and cash flows in the coming year.
In conclusion, Amcor's Q3 2025 earnings forecast reflects a company that is on a positive trajectory, with improving volume growth, increased operating income, and favorable price/mix dynamics. These factors, combined with the company's reaffirmed outlook for fiscal 2025, suggest that Amcor is well-positioned for continued growth and profitability in the near term.