Every material Form 8-K Amcor filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Amcor UK Finance plc, a subsidiary, completed the sale of €750 million of 3.200% notes due 2029 and €750 million of 3.750% notes due 2033, guaranteed by Amcor plc and several affiliates. Amcor expects net proceeds of about €1,488 million and plans to use them mainly to repay Berry Global's $1.525 billion 1.570% senior secured notes due 2026, with any remainder going to commercial paper and general corporate purposes.
€750 million of 3.200% notes due November 17, 2029, with annual interest paid November 17, starting November 17, 2026
€750 million of 3.750% notes due February 20, 2033, with interest paid February 20, starting February 20, 2026
Expected net proceeds of about €1,488 million, mainly to repay Berry Global's $1.525 billion 2026 notes
Notes are senior unsecured obligations, fully and unconditionally guaranteed by the Guarantors; U.S. Bank Trust Company is trustee
Amcor reported first-quarter fiscal 2026 results for the three months ended September 30, 2025, its first full quarter combined with Berry Global, which was acquired April 30, 2025. Net sales were $5,745 million versus $3,353 million a year earlier, and adjusted EPS was 19.3 cents, while GAAP diluted EPS fell to 11.3 cents from 13.2 cents. The company reaffirmed its fiscal 2026 adjusted EPS guidance of 80 to 83 cents and free cash flow guidance of $1.8 billion to $1.9 billion, and raised its quarterly dividend to 13.0 cents per share.
Net sales of $5,745 million, up 71% reported and 68% in constant currency, including about $2.4 billion of acquired sales
Adjusted EPS of 19.3 cents, up 18% in constant currency; GAAP diluted EPS of 11.3 cents versus 13.2 cents a year earlier
Fiscal 2026 guidance reaffirmed: adjusted EPS of 80 to 83 cents and free cash flow of $1.8 billion to $1.9 billion
Quarterly dividend increased to 13.0 cents from 12.75 cents; record date November 28, 2025 and payment date December 17, 2025
Amcor said CFO Michael Casamento will step down effective November 10, 2025, to return to Australia, and Stephen R. Scherger, former CFO of Graphic Packaging, will become Executive Vice President and CFO on that date. Casamento will remain a special advisor until June 30, 2026, and the company reaffirmed its fiscal 2026 and first-quarter outlook, which matters to shareholders because it signals continuity in guidance during a change in finance leadership.
Michael Casamento steps down as CFO effective November 10, 2025, and stays on as a special advisor until June 30, 2026
Stephen R. Scherger, 61, appointed CFO effective November 10, 2025, with an annualized base salary of $1 million
Amcor reaffirmed fiscal 2026 Adjusted EPS of 80-83 cents and Free Cash Flow of $1.8-1.9 billion
First-quarter fiscal 2026 Adjusted EPS expected within the previously announced 18-20 cents range
Amcor plc adopted an Executive Change in Control Severance Plan effective September 23, 2025, covering executives including its named executive officers. The plan provides double-trigger severance, meaning benefits apply only if a qualifying termination occurs in connection with a change in control. The filing does not report financial results, and the plan's effect on shareholders depends on whether a change in control occurs.
Plan adopted effective September 23, 2025, for covered executives, including named executive officers
Double-trigger severance: benefits require a change in control plus a termination without cause or resignation for good reason
CEO severance is 2x base salary and target annual bonus; other covered officers receive 1x
Amcor reported fiscal fourth-quarter 2025 net sales of $5,082 million, up 44% on a reported basis, after the April 30, 2025 Berry Global acquisition, but posted a GAAP net loss of $39 million that included acquisition-related costs. For fiscal 2026, the company guided to adjusted EPS of 80 to 83 cents, representing 12% to 17% constant currency growth, and free cash flow of $1.8 billion to $1.9 billion.
Q4 net sales $5,082 million, up 44% reported and 43% constant currency; GAAP net loss $39 million, or 1.9 cents per diluted share.
Fiscal 2025 adjusted EPS 71.2 cents, up 3% constant currency; GAAP net income $511 million; adjusted free cash flow $926 million.
Fiscal 2026 guidance: adjusted EPS of 80 to 83 cents and free cash flow of $1.8 billion to $1.9 billion, including about $260 million of pre-tax synergy benefits.
Identified a $20 billion core portfolio and about $2.5 billion of less-aligned businesses under review; quarterly dividend raised to 12.75 cents from 12.5 cents.
Amcor reported results for the March 2025 quarter and said its Berry Global merger closed earlier than anticipated. Net sales fell 2% on a reported basis to $3,333 million, while adjusted EPS rose 5% on a comparable constant currency basis to 18.0 cents. The company narrowed its fiscal 2025 adjusted EPS outlook to 72 to 74 cents per share, inclusive of merger-related impacts in May and June.
March 2025 quarter net sales of $3,333 million, down 2% reported and up 0.4% on a comparable constant currency basis
GAAP diluted EPS of 13.6 cents versus 12.9 cents a year earlier; adjusted EPS of 18.0 cents, up 5% on a comparable constant currency basis
Adjusted EBIT of $384 million, in line with last year on a comparable constant currency basis
Fiscal 2025 outlook: adjusted EPS of 72 to 74 cents and adjusted free cash flow of $900 million to $1,000 million; quarterly dividend of 12.75 cents declared
Amcor completed its all-stock merger with Berry Global on April 30, 2025, converting each Berry common share into 7.25 Amcor ordinary shares. Amcor expects to issue about 860 million shares, plus up to about 16 million more for Berry equity awards, which will dilute existing holders while management projects $650 million of synergies by fiscal 2028.
Each Berry common share converted into 7.25 Amcor ordinary shares; about 860 million Amcor shares expected to be issued, plus up to about 16 million more for equity awards
Management expects $260 million of pre-tax synergies in fiscal 2026, driving about 12% adjusted EPS accretion, and about $650 million total pre-tax synergies by end of fiscal 2028
Stephen Sterrett, Jonathan F. Foster, James T. Glerum, Jr. and Jill A. Rahman joined the board; Arun Nayar, Andrea Bertone and David Szczupak resigned
Jean-Marc Galvez appointed Division President, Global Containers and Closures, with annualized base salary of CHF 880,000
Amcor subsidiary Amcor Flexibles North America completed a $2.2 billion sale of guaranteed senior notes on March 17, 2025, in three tranches due 2028, 2030 and 2035. Amcor says the proceeds will be used to repay certain existing Berry Global debt when the Berry merger closes, and the notes must be redeemed at 101% of principal if that merger does not occur or is terminated, so shareholders face this obligation whether or not the merger completes.
$725 million of 4.800% notes due March 17, 2028; $725 million of 5.100% notes due March 17, 2030; $750 million of 5.500% notes due March 17, 2035
Proceeds intended to repay certain Berry Global indebtedness in connection with the Merger, under a Merger Agreement dated November 19, 2024
If the Merger does not close by the Outside Date, is terminated, or Amcor will not pursue it, all notes other than the 2028 notes must be redeemed at 101% of principal plus accrued interest
The 364-day bridge loan facility was terminated on March 17, 2025, after the notes proceeds reduced its commitments
Amcor entered a five-year, $3.75 billion unsecured revolving credit facility with JPMorgan Chase Bank as administrative agent, maturing March 3, 2030. On the same day it terminated two prior syndicated facilities of $1.875 billion each, with no amounts outstanding and no early termination penalties. The filing also reports that Berry Global bondholders have consented to amendments tied to a pending merger, with consent payments due only if that merger closes.
New $3.75 billion revolving credit facility dated March 3, 2025, maturing March 3, 2030, with options to extend by one year up to two times
Two prior facilities of $1.875 billion each (expiring April 2025 and April 2027) were terminated, with no amounts outstanding and no early termination penalties
Consent payments of $2.50 per $1,000 principal amount on Berry Global notes will be paid only if the Merger is consummated
Amcor reported fiscal second-quarter 2025 results (quarter ended December 2024) with net sales of $3,241 million, flat on a reported basis, and adjusted EBIT of $363 million, up about 5% on a comparable constant currency basis. The company reaffirmed its fiscal 2025 guidance of adjusted EPS of 72 to 76 cents and adjusted free cash flow of $900 million to $1,000 million, and said it remains on track to close its combination with Berry Global in mid calendar 2025.
Q2 net sales $3,241 million, in line with last year on a reported basis; volumes up 2.3%
Q2 GAAP net income $163 million; GAAP diluted EPS 11.3 cents; adjusted EPS 16.1 cents, up 5% on a comparable basis
Fiscal 2025 guidance reaffirmed: adjusted EPS 72 to 76 cents; adjusted free cash flow $900 million to $1,000 million
Berry Global combination announced with $650 million of identified synergies; closing expected mid calendar 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Amcor filing is on SEC EDGAR ↗. 8-K briefs of other companies →