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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Arun Viswanathan | RBC Capital Markets | 12 | 0% |
| Philip Ng | Jefferies | 12 | 8% |
| George Staphos | Bank of America | 12 | 17% |
| Ghansham Panjabi | Robert W. Baird | 12 | 0% |
| Edlain Rodriguez | Mizuho Securities | 11 | 0% |
| Tony Pettinari | Citigroup | 10 | 10% |
| Stefan Diaz | Morgan Stanley | 10 | 10% |
| Chris Parkinson | Wolfe Research | 8 | 0% |
| Jeff Zekauskas | JPMorgan | 8 | 0% |
| Mike Roxland | Truist Securities | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 2 | 14 | 7% |
| Citigroup | 2 | 12 | 8% |
| Bank of America | 1 | 12 | 17% |
| Robert W. Baird | 1 |
| 12 |
| 0% |
| RBC Capital Markets | 1 | 12 | 0% |
| Mizuho Securities | 1 | 11 | 0% |
| Truist Securities | 2 | 11 | 18% |
| Morgan Stanley | 1 | 10 | 10% |
Ball started FY2026 with comparable operating earnings growing 10% and comparable diluted EPS up 22% to $0.94, as revenue grew 16.2%. EMEA operating earnings surged 20% with the Benepack integration underway, but South America volumes declined mid-single digits on timing. The segment reporting was restated to separate operating from financing items. FY2026 guidance of 10%+ comparable EPS growth was reiterated and contract visibility extended through the end of the decade.
Demand | Margin | Competitive Dynamics | Supply Chain | Capex Investment | Geographic Expansion | Pricing | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 4 | 5 | 3 | 4 | 2 | 2 | 1 |
| 2025Q1 | 8 | 5 | 4 | 3 | 3 | 2 | 2 | 1 |
| 2025Q2 | 10 | 5 | 2 | 3 | 3 | 3 | 3 | 1 |
| 2025Q3 | 7 | 5 | 6 | 6 | 4 | 2 | 2 | 3 |
| 2025Q4 | 8 | 8 | 6 | 3 | 3 | 3 | 2 | 4 |
| 2026Q1 | 7 | 6 | 3 | 2 | 1 | 5 | 3 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 8 | 10 | 7 | 8 | 7 |
| Margin | 4 | 5 | 5 | 5 | 8 | 6 |
| Competitive Dynamics | 5 | 4 | 2 | 6 | 6 | 3 |
| Supply Chain | 3 | 3 | 3 | 6 | 3 | 2 |
| Capex Investment | 4 | 3 | 3 | 4 | 3 | 1 |
| Geographic Expansion | 2 | 2 | 3 | 2 | 3 | 5 |
| Pricing | 2 | 2 | 3 | 2 | 2 | 3 |
| Cost Pressure | 1 | 1 | 1 | 3 | 4 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BALL Ball Corporation | 7 | +16.1% | |
| AMCR Amcor | 6 | +77.4% | |
| IP International Paper | 4 | +1.2% | |
| PKG Packaging Corporation of America | 6 | +10.6% | |
| SW Smurfit WestRock | 3 | -12.5% |