AMCRAmcor plc
Miscellaneous Manufacturing Industries
- Revenue
- $23.5B
- 57% YoY
- Operating margin
- 8.1%
- 20% YoY
- EBITDA
- $3.4B
- 95% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.8×
- $12.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear194% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear56% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear33% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $14.5B | $10.4B | $10.1B | $15.0B | $23.5B | 57% |
| Operating income | $1.2B | $992M | $886M | $1.0B | $1.9B | 88% |
| Net income | $805M | $609M | $516M | $511M | $1.1B | 116% |
| Operating cash flow | $1.5B | $1.6B | $1.4B | $1.4B | $2.2B | 55% |
| Capex | $527M | $601M | $484M | $580M | $922M | 59% |
| Stock-based comp | $63M | $35M | $39M | $74M | $83M | 12% |
| Buybacks | $601M | $601M | $120M | $0 | $1M | |
| Dividends | $732M | $127M | $139M | $845M | $1.2B | 41% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $20M | $24M | 97 | 136 |
| FY2025 | — | — | 96 | 116 |
| FY2024 | — | — | 98 | 114 |
| FY2023 | — | — | 95 | 105 |
| FY2022 | — | — | 113 | 91 |