Amcor management check
AMCR · Materials · Paper & Plastic Packaging Products & Materials · CEO Peter Konieczny
Filings as of
0 good · 4 to watch · 2 flagged, across the seven questions below.
- Flag
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2022 grew to $97, against $136 for the peer group the company picked itself.
- Watch
Does pay follow performance?
Pay only loosely tracked returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.49 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- n/a
What does the CEO cost owners?
Not enough dataNo pay or net income figure for the latest year.
- Watch
Do they own the stock?
CEO stake ≈ 0.4 years of payThe CEO holds 175,202.6 shares, directly or through trusts (unvested awards not counted): about 0.4 years of pay. No open-market insider buying or selling in the last six months.
- Watch
Are owners being diluted?
Stock pay 0.5% of revenueStock-based pay was 0.5% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: Ron Delia, Peter Konieczny. 8 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Flag
Are the books clean?
Red flags on file1 auditor change (8-K 4.01) since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Materials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 14 | 40 | |
| Pay for performance | 75 | 77 | |
| CEO cost | — | — | 40 |
| Skin in the game | 13 | 38 | |
| Dilution | 97 | 71 | |
| Stable leadership | 45 | 70 | |
| Clean books | 30 | 100 |
Closest peers
Others in Paper & Plastic Packaging Products & Materials, by management score. Amcor is 22nd of 24 in its sector.
Pay versus performance
From the proxy statement filed September 29, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2026 | Peter Konieczny | $20.1m | $23.8m | $7.4m | $97 | $136 | — |
| 2025 | Peter Konieczny | $8.5m | $5.1m | $4.1m | $96 | $116 | — |
| 2024 | Peter Konieczny, Ron Delia | $9.0m | $7.0m | $5.7m | $98 | $114 | — |
| 2023 | Ron Delia | $7.3m | −$1.8m | $3.9m | $95 | $105 | — |
| 2022 | Ron Delia | $9.9m | $18.6m | $5.0m | $113 | $91 | — |
The board says pay is tied most to Adjusted EPS. Its other key measures: Adjusted Earnings Per Share (EPS), Adjusted Earnings Before Interest and Taxes (EBIT), Free Cash Flow.
Insiders and the CEO's stake
Peter Konieczny (Chief Executive Officer) held 175,202.6 shares directly after their latest Form 4 on Sep 15, 2026, roughly $7.4m at that filing's price.
No open-market insider buying or selling in the last six months.
Leadership and governance on file
- Aug 14, 2026Auditor change8-K 4.01
- Jun 15, 2026Leadership change8-K 5.02
- Oct 9, 2025Leadership change8-K 5.02
- Sep 25, 2025Leadership change8-K 5.02
- Apr 30, 2025Leadership change8-K 5.02
- Jan 6, 2025Leadership change8-K 5.02
- Sep 5, 2024Leadership change8-K 5.02
- Sep 4, 2024Leadership change8-K 5.02
- Mar 19, 2024Leadership change8-K 5.02
Latest shareholder vote results: Nov 10, 2025, including the say-on-pay vote.
Where the money went
Over 2021–2025: $4.3bn returned to owners in buybacks and dividends, 126% of net income, and $269.0m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $12.9bn | $14.5bn | $10.4bn | $10.1bn | $15.0bn |
| Net income | $939.0m | $805.0m | $609.0m | $516.0m | $511.0m |
| Stock-based pay | $58.0m | $63.0m | $35.0m | $39.0m | $74.0m |
| Buybacks | $351.0m | $601.0m | $601.0m | $120.0m | $0 |
| Dividends | $742.0m | $732.0m | $127.0m | $139.0m | $845.0m |
| Diluted shares | 1556m | 1516m | 123m | 118m | 319m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.