Amcor's Earnings to Turn This Year, Says Jefferies

MT Newswires Live

Feb 05

Amcor's ASX:AMC) earnings are expected to turn this year after a rough 2025, pumped by synergies from the Berry acquisition in the second half and a recovery in volumes in its non-core business, Jefferies said in a note on Wednesday.

The investment firm said the low-end of annual EPS guidance is likely a "worst case" scenario if improving volume trends in the first half continue into the second.

Jefferies kept its forecast for fiscal year 2026 earnings unchanged at around AU$4.05, up from AU$3.57 recorded last year.

The packaging company's core profit is set to rise by around AU$300 million, driven by AU$100 million in cost synergies from the acquisition, AU$100 million from seasonal strength, AU$50 million from a reduced drag in the non-core beverage business, and a further AU$50 million from a pickup in volumes.

Jefferies maintained its buy rating on Amcor but lowered its price target to AU$83.26 from AU$85.91.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2609109312"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2609109312\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2609109312?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-05 07:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2609109312","market":"fut","top_or_hot":-1,"title":"Amcor's Earnings to Turn This Year, Says Jefferies","media":"MT Newswires Live","content":"<html><body><p> Amcor's ASX:AMC) earnings are expected to turn this year after a rough 2025, pumped by synergies from the Berry acquisition in the second half and a recovery in volumes in its non-core business, Jefferies said in a note on Wednesday.</p><p>The investment firm said the low-end of annual EPS guidance is likely a \"worst case\" scenario if improving volume trends in the first half continue into the second.</p><p>Jefferies kept its forecast for fiscal year 2026 earnings unchanged at around AU$4.05, up from AU$3.57 recorded last year.</p><p>The packaging company's core profit is set to rise by around AU$300 million, driven by AU$100 million in cost synergies from the acquisition, AU$100 million from seasonal strength, AU$50 million from a reduced drag in the non-core beverage business, and a further AU$50 million from a pickup in volumes.</p><p>Jefferies maintained its buy rating on Amcor but lowered its price target to AU$83.26 from AU$85.91.</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amcor's Earnings to Turn This Year, Says Jefferies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmcor's Earnings to Turn This Year, Says Jefferies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-02-05 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Amcor's ASX:AMC) earnings are expected to turn this year after a rough 2025, pumped by synergies from the Berry acquisition in the second half and a recovery in volumes in its non-core business, Jefferies said in a note on Wednesday.</p><p>The investment firm said the low-end of annual EPS guidance is likely a \"worst case\" scenario if improving volume trends in the first half continue into the second.</p><p>Jefferies kept its forecast for fiscal year 2026 earnings unchanged at around AU$4.05, up from AU$3.57 recorded last year.</p><p>The packaging company's core profit is set to rise by around AU$300 million, driven by AU$100 million in cost synergies from the acquisition, AU$100 million from seasonal strength, AU$50 million from a reduced drag in the non-core beverage business, and a further AU$50 million from a pickup in volumes.</p><p>Jefferies maintained its buy rating on Amcor but lowered its price target to AU$83.26 from AU$85.91.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMC.AU","symbol_name":"AMCOR PLC-CDI","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2609109312","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2609109312","pubTimestamp":1770249459,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Amcor's ASX:AMC) earnings are expected to turn this year after a rough 2025, pumped by synergies from the Berry acquisition in the second half and a recovery in volumes in its non-core business, Jefferies said in a note on Wednesday.The investment firm said the low-end of annual EPS guidance is likely a \"worst case\" scenario if improving volume trends in the first half continue into the second.Jefferies kept its forecast for fiscal year 2026 earnings unchanged at around AU$4.05, up from AU$3.57 recorded last year.The packaging company's core profit is set to rise by around AU$300 million, driven by AU$100 million in cost synergies from the acquisition, AU$100 million from seasonal strength, AU$50 million from a reduced drag in the non-core beverage business, and a further AU$50 million from a pickup in volumes.Jefferies maintained its buy rating on Amcor but lowered its price target to AU$83.26 from AU$85.91.","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AMC.AU":"AMCOR PLC-CDI"},"translate_title":"杰富瑞表示，Amcor今年的盈利将出现好转","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMC.AU":1.5},"content_text":"Amcor's ASX:AMC) earnings are expected to turn this year after a rough 2025, pumped by synergies from the Berry acquisition in the second half and a recovery in volumes in its non-core business, Jefferies said in a note on Wednesday.The investment firm said the low-end of annual EPS guidance is likely a \"worst case\" scenario if improving volume trends in the first half continue into the second.Jefferies kept its forecast for fiscal year 2026 earnings unchanged at around AU$4.05, up from AU$3.57 recorded last year.The packaging company's core profit is set to rise by around AU$300 million, driven by AU$100 million in cost synergies from the acquisition, AU$100 million from seasonal strength, AU$50 million from a reduced drag in the non-core beverage business, and a further AU$50 million from a pickup in volumes.Jefferies maintained its buy rating on Amcor but lowered its price target to AU$83.26 from AU$85.91.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}