Ardagh Metal Packaging S.A. (AMBP)

Ardagh Metal Packaging (AMBP) is a leading aluminum beverage can producer, facing margin pressures but showing steady topline growth and improving EBITDA margins. AMBP's valuation is currently discounted due to high leverage and complex ownership, but restructuring at the parent level has reduced some uncertainty. Further margin improvements and debt reduction could drive a valuation re-rating, with up to 60% upside potential if both leverage and discount are resolved.

Supported by Overwhelming Majority of Financial Stakeholders Significantly Lowers Debt, Extends Next Bond Maturity to 2030 and Injects New Capital   Glass and Metal Packaging Businesses to Remain within Ardagh Group, Equity Ownership of which will Transfer to Noteholders LUXEMBOURG , July 28, 2025 /PRNewswire/ -- Ardagh Group S.A. ("AGSA" or the "Company", and together with its subsidiaries the "Group") is pleased to announce that it has agreed a comprehensive recapitalization transaction (the "Agreed Recapitalization Transaction") with its largest financial stakeholders, including its controlling shareholder (the "Existing Sponsor") and creditors representing approximately 75% by value of its senior secured notes ("SSNs"), over 90% by value of its senior unsecured notes ("SUNs"), and over 60% by value of the senior secured toggle notes due 2027 issued by ARD Finance S.A.

Ardagh Metal Packaging S.A. (NYSE:AMBP ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Oliver Graham - CEO & Director Stefan Schellinger - Chief Financial Officer Stephen Lyons - Investor Relations Director Conference Call Participants Arun Shankar Viswanathan - RBC Capital Markets, Research Division Joshua David Spector - UBS Investment Bank, Research Division Niccolo Andreas Piccini - Truist Securities, Inc., Research Division Richard Clayton Carlson - Wells Fargo Securities, LLC, Research Division Stefan Diaz - Morgan Stanley, Research Division Operator Ladies and gentlemen, welcome to the Ardagh Metal Packaging S.A.

Ardagh Metal Packaging S.A. (AMBP) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share.

LUXEMBOURG , July 24, 2025 /PRNewswire/ -- Ardagh Metal Packaging S.A. (NYSE: AMBP) announces that its board of directors has approved a quarterly interim dividend of $0.10 per ordinary share.

LUXEMBOURG , July 24, 2025 /PRNewswire/ -- Ardagh Metal Packaging S.A. (NYSE: AMBP) today announced results for the second quarter ended June 30, 2025.

Ardagh Metal Packaging (AMBP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Ardagh Metal Packaging is exiting a heavy investment phase, with volumes rising, margins stabilizing, and capex normalizing, signaling an operational inflection. Despite high leverage and weak free cash flow, the company's improving fundamentals and discounted valuation offer 60% upside if 2025 targets are met. Execution is key: stable margins, debt reduction, and consistent cash flow are required for rerating, while risks include input cost volatility and governance concerns.

Ardagh Metal Packaging (AMBP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Here is how Ardagh Metal Packaging S.A. (AMBP) and Atlas Copco AB (ATLKY) have performed compared to their sector so far this year.

Here is how Ardagh Metal Packaging S.A. (AMBP) and Atlas Copco AB (ATLKY) have performed compared to their sector so far this year.

Here is how Ardagh Metal Packaging S.A. (AMBP) and Crown Holdings (CCK) have performed compared to their sector so far this year.

The outlook of the Zacks Metal Products - Procurement and Fabrication industry looks upbeat and stocks like SKFRY, AMBR, KALU and TRS are worth keeping an eye on.

Ardagh Metal Packaging (AMBP) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Here is how Ardagh Metal Packaging S.A. (AMBP) and Esco Technologies (ESE) have performed compared to their sector so far this year.

I've maintained a long position in Ardagh Metal Packaging despite initial losses, focusing on their strong free cash flow profile over the 11% dividend yield. Q1 2025 saw a revenue increase to $1.27B and a gross profit rise of more than 20%, but a net loss due to high depreciation and amortization expenses. Adjusted for working capital changes, the underlying operating cash flow was $103M, leading to a net free cash flow of $58M for common shareholders.