Amcor 发布第三季度收益，与预期一致，同时 Berry 的协同效应正在增强

Amcor 公布了第三季度的财报，业绩符合预期，调整后的每股收益为 0.96 美元，营收为 59.1 亿美元，利润率有所改善。公司预计今年将实现来自 Berry 整合的 2.7 亿美元协同效应，目标是在 2028 年前达到 6.5 亿美元。尽管股票交易价格较公允价值折价 26%，且股息收益率为 5.87%，但杠杆仍然是一个风险因素

Earnings meet targets: Amcor posted Q3 adjusted EPS of $0.96 on $5.91 billion revenue, with margins improving year-over-year. Synergies on track: Berry integration delivered $140 million in YTD synergies, aiming for $270 million this year and $650 million by 2028. Valuation discount: Shares trade 26% below estimated fair value with a 5.87% forward dividend yield, though leverage remains a risk.