NYSE$AMBP

Ardagh Metal Packaging SA · Q2 2026 earnings

Q2 2026 earnings · · Before market open

Briefing

Ardagh Metal Packaging SA reported Q2 2026 revenue of $1.713 billion and Adjusted EBITDA of $240 million, up 14% year-over-year.

The company posted strong Q2 results with revenue growth of 18% to $1,713 million driven by input cost pass-through and volume/mix effects. Adjusted EBITDA rose 14% to $240 million, exceeding guidance, primarily from Europe outperformance. Global beverage can shipments declined 1% year-over-year but the company raised full-year 2026 Adjusted EBITDA guidance to $775-790 million.

  • Revenue increased 18% to $1,713 million; Adjusted EBITDA grew 14% to $240 million, ahead of guidance.
  • Europe Adjusted EBITDA surged 36% to $105 million on favorable cost recovery and 5% volume growth; Americas rose 2% to $135 million.
  • Global shipments down 1% YoY due to North America contract resets and Brazil softness, offset by Europe strength.
  • Raised FY2026 Adjusted EBITDA guidance to $775-790 million; Q3 expected at $200-210 million; net debt/EBITDA improved to 5.2x.

Headline financials

Total Revenue

$1.71B

Previous: $1.46B+17.7%
EPS (adj)

$0.11

Previous: $0.08+37.5%
Adjusted EBITDA

$240M

No prior period
Europe Adjusted EBITDA

$105M

No prior period
Americas Adjusted EBITDA

$135M

No prior period
Net Debt to Adjusted EBITDA

5.2

No prior period
Global Shipments Growth

-1.0%

Previous: 5.0%-120.0%
Net Income

$35M

Previous: $5M+600.0%

Revenue & EPS history

Ardagh · Revenue · Quarterly

$1.71B

Q2 2026+17.7%vs Q2 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Revenue by segment

Ardagh · $1.71B total across 2 segments · Q2 2026

  • Americas
    $1.02B+20.8%
  • Europe
    $698M+13.5%

Forward guidance

Raised full-year 2026 Adjusted EBITDA guidance to $775-790 million assuming modest global shipments growth; Q3 expected $200-210 million.

Tailwinds

  • Strong Europe performance and cost recovery driving outperformance.
  • Improved metal supply conditions in North America for H2.
  • Upgraded FY guidance despite macro uncertainty.

Headwinds

  • Expected reversal of favorable H1 timing factors in H2.
  • Potential inflationary headwinds from Middle East conflict.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 5 quarterly earnings reports

Historical avg

-0.4%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.0%

Avg return

30 days after

20%

1 / 5 earnings

Positive

+30.4%

Q1 2025

Best reaction

-16.4%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2026+0.0%+2.1%+4.4%
Q2 2025-16.4%-14.2%-18.7%
Q1 2025+30.4%+37.0%+38.8%
Q3 2024-6.7%-10.7%-11.0%
Q4 2024-9.4%-14.5%-13.2%

Discussion

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