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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| George Staphos | Bank of America | 13 questions · 31% challenging |
| Ghansham Panjabi | Robert W. Baird | 13 questions · 0% challenging |
| Philip Ng | Jefferies | 12 questions · 8% challenging |
| Edlain Rodriguez | Mizuho Securities | 12 questions · 0% challenging |
| Arun Viswanathan | RBC Capital Markets | 12 questions · 0% challenging |
| Anthony Pettinari | Citigroup | 11 questions · 9% challenging |
| Stefan Diaz | Morgan Stanley | 10 questions · 10% challenging |
| Jeff Zekauskas | JPMorgan | 8 questions · 0% challenging |
| Chris Parkinson | Wolfe Research | 8 questions · 0% challenging |
| Mike Roxland | Truist Securities | 7 questions · 14% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 analysts | 15 questions · 7% challenging |
| Citigroup | 2 analysts | 13 questions · 8% challenging |
| Bank of America | 1 analyst | 13 questions · 31% challenging |
| Robert W. Baird | 1 analyst | 13 questions · 0% challenging |
| Truist Securities | 2 analysts | 12 questions · 17% challenging |
| RBC Capital Markets | 1 analyst | 12 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 12 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 10 questions · 10% challenging |
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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 |
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| 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 Q1Selected | $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).
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q1 in brief
Ball started FY2026 with comparable operating earnings growing 10% and comparable diluted EPS up 22% to $0.94, as revenue grew 16.2%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Ball Corporation (BALL), FY2026 Q1: 7/10. Scores: Ball Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: BALL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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.”
GAAP revenue YoY +16.1% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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 | +13.4% | |
| PKG Packaging Corporation of America | 6 | +10.6% | |
| SW Smurfit WestRock | 3 | -12.5% |