Peter Konieczny

The CEO view

Earnings calls

1. Q4 FY2026 Aug 12, 2026 Chief executive Peter Konieczny argued that fiscal 2026 was the year Amcor absorbed Berry Global and that calendar 2027 is the first clean year in which the combination has to prove itself. His evidence for the first half of that claim was synergy capture of $115 million in the quarter and $285 million for the year, about 10% ahead of the first-year plan and roughly 44% of the $650 million three-year target, alongside volumes inflecting to modestly positive after 200 basis points of sequential improvement and five non-core divestitures closed in the second half. For the second half he gave the company's first commitment beyond the six-month transition period: double-digit adjusted EPS growth in calendar 2027 and leverage down to about 3x, with the dividend still growing. The qualification came from finance chief Steve Scherger — free cash flow finished $200 million short of the outlook range because roughly $500 million of working capital is tied up in the fallout of the Middle East conflict, which management expects to recover over the following twelve months. Read the call · 8 quotes →

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