-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们维持对AMCR的12个月目标价为50美元,按2026财年EBITDA预估计算,其EV/EBITDA为9.3倍。我们对2026财年和2027财年的每股收益(EPS)预估分别维持在4.05美元和4.45美元不变。Amcor公布了2026财年第三季度稳健的业绩,展现了其在充满挑战的宏观经济环境下,高效执行并加速实现对Berry Global收购的协同效应。公司调整后每股收益为0.96美元,同比增长6%,并重申了全年调整后每股收益3.98美元至4.03美元的预期。我们认为,本季度业绩的关键在于公司积极应对中东冲突导致的供应链中断和成本上涨。尽管管理层表示预计不会对第四季度盈利产生重大影响,但公司已战略性地提高了库存水平,以确保客户的供应连续性。然而,这一决定导致全年自由现金流预期从之前的18亿至19亿美元下调至15亿至16亿美元。
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