Sign in

    Brook Campbell-Crawford • Barrenjoey

    Brook Campbell-Crawford's questions to Amcor PLC (AMCR) leadership

    Brook Campbell-Crawford's questions to Amcor PLC (AMCR) leadership • Q4 2025

    Question

    Brook Campbell-Crawford asked about the accretion from the Berry acquisition before synergies in fiscal 2026 and sought comment on the legacy Berry business's EBIT performance in May and June.

    Answer

    CFO Michael Casamento noted the Berry deal added about half a cent to one cent of EPS in the quarter and that the significant EPS growth guided for FY26 is driven by synergy delivery. He stated that Berry's overall performance was similar to Amcor's, with volumes down slightly and its net income off by about 4-5% year-over-year.

    Ask Fintool Equity Research AI

    Brook Campbell-Crawford's questions to Amcor PLC (AMCR) leadership • Q3 2025

    Question

    Brook Campbell-Crawford highlighted the significant volume decline in the North American beverage business and asked if management sees any structural issues developing.

    Answer

    CEO Peter Konieczny asserted that the high-single-digit decline aligns with the broader market and is not a share loss issue. While acknowledging the extended downturn, he stated the company is not ready to call it a structural problem. CFO Michael Casamento added that EBIT was also impacted by a prior-year JV divestiture and higher-than-needed labor costs.

    Ask Fintool Equity Research AI

    Brook Campbell-Crawford's questions to Amcor PLC (AMCR) leadership • Q1 2025

    Question

    Brook Campbell-Crawford asked for the new medium-term target for organic growth, given the new focus on acceleration and the context of volumes still being below pre-COVID levels.

    Answer

    CEO Peter Konieczny declined to set a specific new numerical target but stated he believes Amcor can perform "definitely better" than its pre-COVID growth expectations. He acknowledged that overall volumes have not fully recovered to pre-COVID levels but noted the situation is complex, with some product lines at full capacity. The primary goal is to drive consistently higher growth through new strategic initiatives.

    Ask Fintool Equity Research AI

    Brook Campbell-Crawford's questions to James Hardie Industries PLC (JHX) leadership

    Brook Campbell-Crawford's questions to James Hardie Industries PLC (JHX) leadership • Q4 2025

    Question

    Brook Campbell-Crawford from Barrenjoey pointed out that the annual report noted North American share gains were below target in FY'25 and asked for reasons for the shortfall and the strategy to improve performance.

    Answer

    CEO Aaron Erter clarified that the core single-family exteriors business grew in a down market, but overall share gains were impacted by a dramatic downturn in the multifamily segment and a high-single-digit decline in the interiors business. CFO Rachel Wilson added that they expect an acceleration from new construction wins, ColorPlus momentum, and new product contributions.

    Ask Fintool Equity Research AI

    Brook Campbell-Crawford's questions to James Hardie Industries PLC (JHX) leadership • Q1 2025

    Question

    Brook Campbell-Crawford from Barrenjoey asked about the expected volume seasonality between Q3 and Q4 and inquired if the Philippines exit signals a broader portfolio review for other non-core assets.

    Answer

    CEO Aaron Erter stated that traditional seasonality has been disrupted by market uncertainty and declined to speculate on specific quarterly hypotheticals. He confirmed the Philippines exit resulted from a comprehensive review of all geographies, with the decision made to reallocate resources to areas with a greater 'right to win' and potential for long-term value creation.

    Ask Fintool Equity Research AI