Amcor (AMCR) revenue $6,129 million vs $5934 million est.; EPS $0.52

Amcor reported September-quarter net sales of $6,129 million, up 7% year over year and ahead of the $5,934 million consensus, with GAAP diluted EPS of $0.52 and adjusted diluted EPS of $0.95 versus $0.97 a year earlier. GAAP net income fell 8% to $242 million and adjusted EBITDA was flat at $883 million, while free cash flow swung to negative $820 million from negative $343 million. CEO Peter Konieczny said organic volumes rose 1%, led by 3% growth in focus categories, and that the company remains on track for its three-year $650 million synergy target. Management flagged late-quarter acceleration in energy and distribution costs as a headwind for the transition period, though it expects mitigation actions to keep the inflation from affecting 2027 results. Amcor updated its outlook for the transition period; investors will watch whether cost pressures persist and how volume growth and synergy delivery track against the $650 million target.