Company Dossier · Materials
Amcor
- S&P 500
- Russell 1000
What Amcor is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $23.5 billion, up 57% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.23 billion, up 52% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.92 billion, up 59% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to June 30, 2026: $3.21 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 12, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed August 14, 2026): 2 risk factors added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q4 2025: $2.6 million on the open market.SEC Form 4
- 708 institutional managers reported a position at June 30, 2026 (+26 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1 (5 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Amcor is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending86th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings68th pct
- Deals and private raises39th pct
- Patent publications40th pct
- + Capital spending
- + Hiring filings
- − Deals and private raises
Confident ↔ Hedging
Mixed
- Call sentiment48th pct
- Call confidence59th pct
- Guidance changes57th pct
- Risk factors added30th pct
- Insider open-market trades—
- − Risk factors added
- + Guidance changes
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver66th pct
- Stress filings96th pct
Credit
How these are built →Amcor's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$14.0B
- Due within a year $0.1B
- Longer term $13.9B
- Default point $7.1B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$1.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Mar 5, 2026 | $750M | 4.250% | 2029 (3y) | +65bp | 4.258% |
| Mar 5, 2026 | $750M | 5.125% | 2036 (10y) | +100bp | 5.140% |
| May 22, 2024 | €500M | 3.950% | 2032 (8y) | +160bp | 4.076% |
| May 21, 2024 | $500M | 5.450% | 2029 (5y) | +105bp | 5.481% |
From the pricing term sheets Amcor filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Amcor: earnings call sentiment
Palanor Discourse score per call, −1 to +1
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Oct 6, 2026Patent
- Sep 29, 2026Patent
- Sep 29, 2026PatentPatent granted: CONTAINER FOR PACKAGEUS 12747087
- Aug 14, 20268-KAuditor changeItem 4.01
- Aug 14, 202610-KAnnual report (10-K)2 risk factors added, 3 removed
- Jun 15, 20268-KDirector or officer changeItem 5.02
- Mar 10, 20268-KMaterial agreement signedItem 1.01
- Nov 17, 20258-KMaterial agreement signedItem 1.01
- Nov 10, 20258-KShareholder vote resultsItem 5.07
- Oct 9, 20258-KDirector or officer changeItem 5.02
- Sep 25, 20258-KDirector or officer changeItem 5.02
- Aug 15, 202510-KAnnual report (10-K)6 risk factors added, 0 removed
- May 21, 2025Risk event
- Apr 30, 20258-KAcquisition or sale completedItem 2.01
- Apr 30, 20258-KDirector or officer changeItem 5.02
- Mar 17, 20258-KMaterial agreement signedItem 1.01
- Mar 6, 20258-KMaterial agreement signedItem 1.01
- Mar 6, 20258-KMaterial agreement terminatedItem 1.02
- Feb 26, 20258-KShareholder vote resultsItem 5.07
- Jan 6, 20258-KDirector or officer changeItem 5.02
- Nov 19, 20248-KMaterial agreement signedItem 1.01
- Nov 8, 20248-KShareholder vote resultsItem 5.07
- Aug 16, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| International Paper IP | $24.2B | $0.5B | Jun 30, 2026 |
| Smurfit Westrock SW | $31.3B | $1.0B | Jun 30, 2026 |
| Packaging Corporation of America PKG | $9.5B | $0.7B | Jun 30, 2026 |
| Avery Dennison AVY | $9.3B | $1.1B | Jun 30, 2026 |
| Sonoco SON | $7.5B | $0.2B | Mar 29, 2026 |
| Sherwin-Williams SHW | $24.4B | $3.2B | Jun 30, 2026 |
| Freeport-McMoRan FCX | $25.3B | $1.8B | Jun 30, 2026 |
| Newmont NEM | $25.8B | $9.7B | Jun 30, 2026 |