Subtext

Amcor plc AMCR

SectorMaterials
Transcripts66
Date range2008-01-29 – 2025-04-30
Calls charted66

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-18-9+0+9+182007 Q42010 Q22012 Q42015 Q22017 Q32020 Q22022 Q42025 Q12007 Q4 · Overall: +7.62008 Q1 · Overall: +3.42008 Q3 · Overall: +0.72008 Q4 · Overall: -2.72009 Q1 · Overall: +3.42009 Q2 · Overall: +6.52009 Q3 · Overall: +12.72009 Q4 · Overall: +5.92010 Q1 · Overall: +10.22010 Q2 · Overall: +9.72010 Q4 · Overall: +7.82011 Q1 · Overall: +1.22011 Q2 · Overall: +5.22011 Q3 · Overall: -4.52011 Q4 · Overall: -1.02012 Q1 · Overall: +4.62012 Q2 · Overall: -0.32012 Q3 · Overall: +3.02012 Q4 · Overall: -3.02013 Q1 · Overall: -3.12013 Q2 · Overall: +4.02013 Q3 · Overall: +1.12013 Q4 · Overall: +2.22014 Q1 · Overall: -0.72014 Q2 · Overall: +9.42014 Q3 · Overall: +5.12014 Q4 · Overall: +5.32015 Q2 · Overall: +9.62015 Q3 · Overall: +13.22015 Q4 · Overall: +10.52016 Q1 · Overall: +3.42016 Q2 · Overall: +4.12016 Q3 · Overall: -0.22016 Q4 · Overall: +3.42017 Q1 · Overall: -0.32017 Q2 · Overall: -0.32017 Q3 · Overall: +2.52017 Q4 · Overall: +5.02018 Q1 · Overall: +11.42018 Q2 · Overall: +16.12018 Q3 · Overall: +8.82018 Q4 · Overall: +12.22019 Q2 · Overall: +9.92019 Q4 · Overall: +5.02020 Q1 · Overall: +4.92020 Q2 · Overall: +4.52020 Q3 · Overall: +2.22020 Q4 · Overall: +7.12021 Q1 · Overall: +10.52021 Q2 · Overall: +11.32021 Q3 · Overall: +4.42021 Q4 · Overall: +9.22022 Q2 · Overall: +4.82022 Q3 · Overall: +4.02022 Q4 · Overall: +5.82023 Q1 · Overall: +3.42023 Q2 · Overall: +1.92023 Q3 · Overall: -3.42023 Q4 · Overall: +1.72024 Q1 · Overall: +1.42024 Q2 · Overall: +2.12024 Q3 · Overall: +10.22024 Q4 · Overall: +6.32025 Q1 · Overall: +15.82025 Q2 · Overall: +9.32025 Q3 · Overall: +1.3
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-32-16+0+16+322007 Q42010 Q22012 Q42015 Q22017 Q32020 Q22022 Q42025 Q12007 Q4 · CEO: +15.52008 Q1 · CEO: +8.62008 Q3 · CEO: +6.02008 Q4 · CEO: -1.52009 Q1 · CEO: +6.02009 Q2 · CEO: +13.62009 Q3 · CEO: +28.02009 Q4 · CEO: +7.02010 Q1 · CEO: +23.32010 Q2 · CEO: +18.12010 Q4 · CEO: +15.92011 Q1 · CEO: +10.42011 Q2 · CEO: +3.12011 Q3 · CEO: +1.72011 Q4 · CEO: -0.52012 Q1 · CEO: +9.12012 Q2 · CEO: +7.12012 Q3 · CEO: +11.72012 Q4 · CEO: +2.92013 Q1 · CEO: -0.82013 Q2 · CEO: +14.32013 Q3 · CEO: +7.92013 Q4 · CEO: +8.02014 Q1 · CEO: +8.82014 Q2 · CEO: +19.02014 Q3 · CEO: +11.42014 Q4 · CEO: +15.02015 Q2 · CEO: +12.82015 Q3 · CEO: +21.82015 Q4 · CEO: +22.12016 Q1 · CEO: +6.02016 Q2 · CEO: +15.22016 Q3 · CEO: +0.02016 Q4 · CEO: +12.52017 Q1 · CEO: +5.32017 Q3 · CEO: +12.82017 Q4 · CEO: +24.12018 Q3 · CEO: +21.92018 Q4 · CEO: +15.52019 Q4 · CEO: +7.32020 Q1 · CEO: +7.72020 Q2 · CEO: +6.92020 Q3 · CEO: +2.02020 Q4 · CEO: +6.42021 Q1 · CEO: +15.32021 Q2 · CEO: +13.12021 Q4 · CEO: +14.12022 Q2 · CEO: +11.62022 Q3 · CEO: +9.92022 Q4 · CEO: +10.42023 Q1 · CEO: +8.72023 Q2 · CEO: +6.12023 Q3 · CEO: -0.42023 Q4 · CEO: +8.12024 Q1 · CEO: +5.02024 Q2 · CEO: +6.42024 Q3 · CEO: +12.12024 Q4 · CEO: +12.12025 Q1 · CEO: +25.32025 Q2 · CEO: +10.72025 Q3 · CEO: +4.82008 Q3 · CFO: +0.82008 Q4 · CFO: -1.12009 Q1 · CFO: +4.22009 Q2 · CFO: +3.82009 Q3 · CFO: +10.72009 Q4 · CFO: +7.22010 Q1 · CFO: +1.42010 Q2 · CFO: +2.82010 Q4 · CFO: +9.82011 Q1 · CFO: +3.82011 Q2 · CFO: +14.32011 Q3 · CFO: +6.72011 Q4 · CFO: +4.72012 Q1 · CFO: +12.72012 Q2 · CFO: +4.82012 Q3 · CFO: +1.22012 Q4 · CFO: +9.62013 Q1 · CFO: +6.72013 Q2 · CFO: +3.52013 Q3 · CFO: +4.82014 Q4 · CFO: +9.32015 Q3 · CFO: +15.92015 Q4 · CFO: +20.72016 Q1 · CFO: +4.62016 Q2 · CFO: -1.12016 Q3 · CFO: +4.22016 Q4 · CFO: +3.92017 Q1 · CFO: -5.52017 Q3 · CFO: -0.62017 Q4 · CFO: +3.22018 Q3 · CFO: +2.72018 Q4 · CFO: +27.52019 Q2 · CFO: +9.92019 Q4 · CFO: +7.92020 Q1 · CFO: +9.52020 Q2 · CFO: +16.22020 Q3 · CFO: +17.92020 Q4 · CFO: +13.02021 Q1 · CFO: +13.92021 Q2 · CFO: +21.82021 Q3 · CFO: +16.22021 Q4 · CFO: +10.52022 Q2 · CFO: +9.72022 Q3 · CFO: +10.52022 Q4 · CFO: +9.22023 Q1 · CFO: +3.32023 Q2 · CFO: +6.02023 Q3 · CFO: +2.82023 Q4 · CFO: -0.82024 Q1 · CFO: +3.12024 Q2 · CFO: +6.32024 Q3 · CFO: +12.92024 Q4 · CFO: +10.52025 Q1 · CFO: +9.32025 Q2 · CFO: +12.02025 Q3 · CFO: +6.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-26-13+0+13+262007 Q42010 Q22012 Q42015 Q22017 Q32020 Q22022 Q42025 Q12007 Q4 · Prepared remarks: +5.12008 Q1 · Prepared remarks: +8.02008 Q3 · Prepared remarks: +0.72008 Q4 · Prepared remarks: -5.42009 Q1 · Prepared remarks: +3.92009 Q2 · Prepared remarks: +9.62009 Q3 · Prepared remarks: +15.52009 Q4 · Prepared remarks: +6.72010 Q1 · Prepared remarks: +11.62010 Q2 · Prepared remarks: +9.62010 Q4 · Prepared remarks: +8.72011 Q1 · Prepared remarks: +1.22011 Q2 · Prepared remarks: +7.12011 Q3 · Prepared remarks: +3.52011 Q4 · Prepared remarks: -1.82012 Q1 · Prepared remarks: +5.02012 Q2 · Prepared remarks: +7.52012 Q3 · Prepared remarks: +3.62012 Q4 · Prepared remarks: +9.92013 Q1 · Prepared remarks: +2.92013 Q2 · Prepared remarks: +6.52013 Q3 · Prepared remarks: -0.32013 Q4 · Prepared remarks: +8.02014 Q1 · Prepared remarks: +4.02014 Q2 · Prepared remarks: +15.92014 Q3 · Prepared remarks: +9.22014 Q4 · Prepared remarks: +16.52015 Q2 · Prepared remarks: +9.62015 Q3 · Prepared remarks: +21.82015 Q4 · Prepared remarks: +18.22016 Q1 · Prepared remarks: +6.92016 Q2 · Prepared remarks: +7.02016 Q3 · Prepared remarks: +3.72016 Q4 · Prepared remarks: +15.22017 Q1 · Prepared remarks: -1.82017 Q2 · Prepared remarks: +2.12017 Q3 · Prepared remarks: +13.42017 Q4 · Prepared remarks: +11.32018 Q1 · Prepared remarks: +18.72018 Q2 · Prepared remarks: +16.72018 Q3 · Prepared remarks: +19.62018 Q4 · Prepared remarks: +22.72019 Q2 · Prepared remarks: +10.12019 Q4 · Prepared remarks: +10.32020 Q1 · Prepared remarks: +11.02020 Q2 · Prepared remarks: +15.02020 Q3 · Prepared remarks: +4.82020 Q4 · Prepared remarks: +13.92021 Q1 · Prepared remarks: +22.42021 Q2 · Prepared remarks: +22.52021 Q3 · Prepared remarks: +18.92021 Q4 · Prepared remarks: +17.42022 Q2 · Prepared remarks: +17.52022 Q3 · Prepared remarks: +12.02022 Q4 · Prepared remarks: +19.72023 Q1 · Prepared remarks: +14.52023 Q2 · Prepared remarks: +9.22023 Q3 · Prepared remarks: +2.72023 Q4 · Prepared remarks: +5.12024 Q1 · Prepared remarks: +6.22024 Q2 · Prepared remarks: +9.72024 Q3 · Prepared remarks: +15.32024 Q4 · Prepared remarks: +16.92025 Q1 · Prepared remarks: +21.52025 Q2 · Prepared remarks: +17.62025 Q3 · Prepared remarks: +14.62007 Q4 · Q&A responses: +11.42008 Q1 · Q&A responses: +2.02008 Q3 · Q&A responses: +7.42008 Q4 · Q&A responses: +5.22009 Q1 · Q&A responses: +6.52009 Q2 · Q&A responses: +7.82009 Q3 · Q&A responses: +14.92010 Q1 · Q&A responses: +17.52011 Q2 · Q&A responses: +4.62011 Q3 · Q&A responses: -3.22011 Q4 · Q&A responses: +2.42012 Q2 · Q&A responses: -4.32012 Q4 · Q&A responses: -6.62013 Q1 · Q&A responses: -6.02013 Q2 · Q&A responses: +5.62013 Q3 · Q&A responses: +5.32013 Q4 · Q&A responses: +4.52014 Q1 · Q&A responses: +1.22014 Q2 · Q&A responses: +3.72014 Q3 · Q&A responses: +4.62014 Q4 · Q&A responses: +6.42015 Q3 · Q&A responses: +15.32015 Q4 · Q&A responses: +15.02016 Q1 · Q&A responses: +1.12016 Q2 · Q&A responses: +10.62016 Q3 · Q&A responses: +1.02016 Q4 · Q&A responses: +2.12017 Q1 · Q&A responses: +3.92017 Q2 · Q&A responses: +0.02017 Q3 · Q&A responses: +4.62017 Q4 · Q&A responses: +0.32018 Q1 · Q&A responses: +9.12018 Q3 · Q&A responses: +6.82018 Q4 · Q&A responses: +8.82019 Q4 · Q&A responses: +5.02020 Q1 · Q&A responses: +5.82020 Q2 · Q&A responses: +4.62020 Q3 · Q&A responses: +1.62020 Q4 · Q&A responses: +2.92021 Q1 · Q&A responses: +8.32021 Q2 · Q&A responses: +8.92021 Q3 · Q&A responses: +3.82021 Q4 · Q&A responses: +8.72022 Q2 · Q&A responses: +6.82022 Q3 · Q&A responses: +5.12022 Q4 · Q&A responses: +1.22023 Q1 · Q&A responses: +0.02023 Q2 · Q&A responses: +3.12023 Q3 · Q&A responses: -2.92023 Q4 · Q&A responses: +4.42024 Q1 · Q&A responses: +2.52024 Q2 · Q&A responses: +4.02024 Q3 · Q&A responses: +10.12024 Q4 · Q&A responses: +7.02025 Q1 · Q&A responses: +15.42025 Q2 · Q&A responses: +6.42025 Q3 · Q&A responses: -1.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.54$0.71$0.872007 Q42010 Q22012 Q42015 Q22017 Q32020 Q22022 Q42025 Q12019 Q2: $0.562019 Q4: $0.652020 Q1: $0.672020 Q2: $0.692020 Q3: $0.702020 Q4: $0.732021 Q1: $0.762021 Q2: $0.782021 Q3: $0.802021 Q4: $0.822022 Q2: $0.852022 Q3: $0.832022 Q4: $0.812023 Q1: $0.812023 Q2: $0.742023 Q3: $0.702023 Q4: $0.702024 Q1: $0.722024 Q2: $0.742024 Q3: $0.752024 Q4: $0.76

Forward P/E

9.0113.0717.132007 Q42010 Q22012 Q42015 Q22017 Q32020 Q22022 Q42025 Q12019 Q4: 16.572020 Q1: 9.572020 Q2: 14.882020 Q3: 15.872020 Q4: 15.622021 Q1: 15.372021 Q2: 15.152021 Q3: 15.452021 Q4: 14.482022 Q2: 14.242022 Q3: 14.142022 Q4: 15.502023 Q1: 13.302023 Q2: 13.732023 Q3: 13.062023 Q4: 13.822024 Q1: 13.222024 Q2: 13.472024 Q3: 14.632024 Q4: 12.34

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2019 Q4 tone ↓ -4.9 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -2.2 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -6.9 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -4.4 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-04-30+1.3——View →
2025 Q22025-02-04+9.3——View →
2025 Q12024-10-31+15.8——View →
2024 Q42024-08-15+6.3$0.7612.3View →
2024 Q32024-04-30+10.2$0.7514.6View →
2024 Q22024-02-06+2.1$0.7413.5View →
2024 Q12023-10-31+1.4$0.7213.2View →
2023 Q42023-08-16+1.7$0.7013.8View →