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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| George Staphos | Bank of America | 13 (31%) |
| Ghansham Panjabi | Robert W. Baird | 13 (0%) |
| Philip Ng | Jefferies | 12 (8%) |
| Edlain Rodriguez | Mizuho Securities | 12 (0%) |
| Arun Viswanathan | RBC Capital Markets | 12 (0%) |
| Anthony Pettinari | Citigroup | 11 (9%) |
| Stefan Diaz | Morgan Stanley | 10 (10%) |
| Jeff Zekauskas | JPMorgan | 8 (0%) |
| Chris Parkinson | Wolfe Research | 8 (0%) |
| Mike Roxland | Truist Securities | 7 (14%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 | 15 (7%) |
| Citigroup | 2 | 13 (8%) |
| Bank of America | 1 | 13 (31%) |
| Robert W. Baird | 1 |
| 13 (0%) |
| Truist Securities | 2 | 12 (17%) |
| RBC Capital Markets | 1 | 12 (0%) |
| Mizuho Securities | 1 | 12 (0%) |
| Morgan Stanley | 1 | 10 (10%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.88B | -0.8% | $-0.11 | -122.4% | 15.4% | 5.8% | -1.1% | $393M |
| FY2025 Q1 | $3.10B | +8.4% | $0.63 | -94.6% | 14.7% | 11.1% | 5.8% | $-746M |
| FY2025 Q2 | $3.32B | +11.5% | $0.76 | +49.0% | 14.5% | 5.4% | 6.4% | $236M |
| FY2025 Q3 | $3.37B | +9.5% | $1.18 | +81.5% | 15.5% | 11.8% | 9.5% | $257M |
| FY2025 Q4 | $3.35B | +16.3% | $0.74 | +772.7% | 14.6% | 10.1% | 5.9% | $1.04B |
| FY2026 Q1 | $3.60B | +16.2% | $0.77 | +22.2% | 17.9% | 9.4% | 5.7% | $-938M |
| FY2026 Q2 | $4.00B | +20.4% | $0.83 | +9.2% | 17.4% | 12.8% | 5.5% | $467M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 |
What BALL and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The second thing is, we sold a business in Saudi Arabia called UAC.”
Ball divested UAC, a Saudi Arabian business, which now shows up as a year-over-year headwind in the recast EMEA segment.
“we completed the Benepack acquisition, further strengthening our European footprint and expanding capacity in Hungary and Belgium.”
Ball closed the acquisition of Benepack (two beverage-can plants in Belgium and Hungary), adding EMEA capacity that it expects to fill for volume growth and operating leverage.
| 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% |