11:00 AM EDT, 05/01/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
Amcor ( AMCCF ) reported mixed FQ3 2025 results, with adjusted EPS of $0.18 growing 5% Y/Y despite missing consensus by 1.3%, while net sales declined 2.3% to $3.33B, 4.1% below expectations. The Flexibles segment showed resilience with sales up 0.3% to $2.61B and 2% adjusted EBIT growth, benefiting from low-single-digit volume growth in Europe and mid-single-digit growth in emerging markets, while Rigid Packaging sales dropped 10.5% to $728M. The early completion of the Berry Global merger positions Amcor ( AMCCF ) to capture $650M in synergies over three years, with $260M expected in fiscal 2026, driving approximately 12% adjusted EPS accretion. Management narrowed FY 25 adjusted EPS guidance to $0.72-0.74 and projects adjusted free cash flow of $900M-1,000M. We maintain our positive view on the merger, believing the combined company's complementary products create a stronger competitive position, though we note increased leverage with net debt at $6.75B.