Amcor PLC
- 거래소
- 미국
- 국가 / 지역
- USA
- 상장일
- 2019년 6월 11일
- 직원 수
- 77,000
- 웹사이트
- www.amcor.com
종합 밸류에이션 구간 · 보수적 $32–$35 / 적정 $35–$44 / 낙관적 $50–$60. $45.24 기준, 적정 구간과 낙관적 구간 사이.
보고서 발행 시 $38.38（2026년 5월 23일）
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
Amcor plc, together with its subsidiaries, engages in the production and sale of packaging products in Europe, North America, Latin America, and the Asia Pacific. The company operates in two segments, Global Flexible Packaging Solutions and Global Rigid Packaging Solutions. The Global Flexible Packaging Solutions segment develops and supplies flexible packaging products, including polymer resin, aluminum, and fiber based flexible packaging products to the food and beverage, medical and pharmaceutical, fresh produce, snack food, personal care, and other industries. The Global Rigid Packaging Solutions segment manufactures rigid packaging containers, closures, dispensing and pharma devices, and related products for the food and beverage applications. The company sells its products through its direct sales force. The company was incorporated in 1926 and is headquartered in Zurich, Switzerland.
연혁
Amcor plc was incorporated in 1926 and is headquartered in Zurich, Switzerland. The company listed under its current structure with an IPO on June 11, 2019, and operates through two reporting segments, Global Flexible Packaging Solutions and Global Rigid Packaging Solutions, supplying flexible packaging, rigid containers, cartons, and closures/seals to food, beverage, pharmaceutical, medical device, household, and personal care brand owners across Europe, North America, Latin America, and the Asia Pacific. The defining recent transformation was the acquisition of Berry, completed on April 30, 2025, for purchase consideration of approximately $10.4 billion plus the assumption of about $5.2 billion of Berry debt; Amcor issued roughly 846 million common shares to Berry shareholders (on the basis prior to a subsequent 1-for-5 reverse stock split). Following the Berry combination the company describes itself as a global packaging leader with about 77,000 employees, more than 400 manufacturing facilities, and operations spanning over 40 countries. Management has set a target of $650 million in pre-tax synergies by FY2028, with about $270 million of pre-tax synergies included in FY2026 guidance.
업계 내 위치
Amcor is a global consumer packaging and dispensing solutions supplier, and following the 2025 Berry acquisition it positions itself as a global leader, with FY2026 third-quarter sales of $5.914 billion and nine-month sales of $17.108 billion, a scale materially larger than most single-segment packaging peers. The broader packaging industry is mature rather than high-growth: Smithers estimates the global packaging market at roughly $1.2 trillion in 2025, growing at about 3.5% CAGR to 2030, while the flexible packaging market was projected to grow at about 3.4% annually. Comparable packaging companies cited include Crown, Sealed Air, Silgan, Graphic Packaging, and Sonoco. Amcor competes on price, innovation, quality, and service across nutrition, health, beauty, and wellness categories. Its competitive position rests on operational and scale advantages rather than dominant pricing power: a global procurement and manufacturing network of 400+ plants across 40+ countries, materials-science and structural-design capability, and switching costs in heavily certified categories such as food, medical, and personal care, where customers do not readily change packaging suppliers. The economic value of these customer relationships is reflected in roughly $5.5 billion of customer-relationship intangibles recorded in the initial Berry purchase price allocation. Profitability improvements disclosed for FY2026 third quarter were attributed mainly to synergies, cost and productivity gains rather than volume-and-price growth, and the company states it maintains an investment-grade credit rating. The industry is also being reshaped by regulation, including the EU Packaging and Packaging Waste Regulation (effective February 2025 and generally applicable from August 12, 2026) and ongoing FDA oversight of food-contact materials.
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