HIGHBuilt-inProduct / Revenue mix
55%
Global Flexible Packaging Solutions segment
“10-K Item 1: 'In fiscal year 2026, the Global Flexible Packaging Solutions segment accounted for approximately 55% of consolidated net sales.'”
AMCR · Concentration risk · 10-K extracted
Amcor (AMCR) concentration risks
Updated
The most significant concentration Amcor discloses is Global Flexible Packaging Solutions segment at 55%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Amcor’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-18Amcor's disclosed concentration is a segment one. The Global Flexible Packaging Solutions segment accounted for approximately 55% of consolidated net sales. That is a large-share exposure and structural in character: it describes how the business is organized and where its revenue is earned, rather than reliance on a single customer, supplier or geography. The implication is that company-wide results are driven mainly by the demand, pricing and raw-material dynamics of flexible packaging. Resin costs, pass-through lags, consumer volumes in the end markets served and competitive pricing in that segment would carry most of the weight in the consolidated outcome, while the remaining segments contribute a smaller, differently exposed share. Because the sources flag no named-counterparty dependency, there is no idiosyncratic shock to net against this structural exposure. The risk is a slow-moving, segment-level cyclicality that investors should understand as the core earnings engine rather than as a tail risk, and it is clearly disclosed in the most recent 10-K.
For the engine’s reasoning on AMCR’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Packaging & Containers
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CCK | Crown Holdings, Inc. | 2 | 1 | 2 | 5 |
| BALL | Ball Corporation | 1 | 3 | 0 | 4 |
| AVY | Avery Dennison Corporation | 1 | 1 | 0 | 2 |
| AMCR● | Amcor plc | 1 | 0 | 0 | 1 |
| GEF-B | Greif, Inc. Corporation | 0 | 1 | 1 | 2 |
| GEF | Greif Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.