OI
O-I Glass, Inc.15.15
-0.46-2.95%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A maps volume recovery cadence
Q&A unpacked 2026 volumes: mid-high single-digit Q1 drop from tariff prebuys and destocking, flat Q2, low-mid single-digit H2 growth on easier comps and commercial wins. Spirits inventories remain elevated at 1.7-1.8 months versus 1.3 average, half explaining Americas Q4 weakness. Management highlighted accelerated go-to-market overhaul—modern sales tools, accountability—yielding beer/spirits gains, while supply chain forecasting hit 69% from 50%. Fit to Win boost reflects faster execution, not volumes, buffering EBITDA target. Capacity utilization falls to 3% by mid-year. Confident tone on momentum. Watch H2 durability.
Key Stats
Market Cap
2.33BP/E (TTM)
-Basic EPS (TTM)
-0.94Dividend Yield
0%Recent Filings
8-K
CSMO Aujouannet departs
O-I Glass removed Arnaud Aujouannet as SVP and Chief Sales and Marketing Officer effective March 4, 2026, shifting him to garden leave as a non-executive employee. He keeps salary and benefits through June 30, 2026, then exits with severance under the company's policy. Leadership shakeup hits sales helm.
8-K
Holds 2026 guidance, 1Q pressure
O-I Glass holds full-year 2026 guidance steady at $1.25B-$1.30B aEBITDA and $1.65-$1.90 aEPS, but flags extra 1Q pressure from Europe's soft demand, competition, and supply chain costs tied to capacity closures by mid-2026. Fit to Win savings now target ≥$750M over three years, exceeding plans. 1Q earnings dip below prior 12-16% full-year share.
10-K
FY2025 results
O-I Glass posted FY2025 net sales of $6.4B, down 2% y/y from $6.5B, with shipments off 3% amid destocking and network optimization, yet segment operating profit jumped 13% to $846M on $240M Fit to Win savings outpacing volume and pricing hits. Americas surged 40% to $549M profit despite 2% shipment dip, fueled by cost cuts and insurance gains, while Europe slipped 17% to $297M on competitive pricing and curtailments. Q4 wrapped with $40M anti-dilutive buybacks; revolver shows $1.24B availability against $5B debt. Fit to Win accelerates. Energy volatility threatens momentum.
8-K
Stronger adjusted results, 2026 guide up
O-I Glass reported 2025 net sales of $6.4B, stable versus prior year, but adjusted EPS doubled to $1.60 on $300M Fit to Win benefits that boosted Americas operating profit 40% to $549M while Europe dipped. Free cash flow swung to $168M positive. Guides 2026 adjusted EBITDA to $1.25B-$1.30B despite $150M energy cost step-up. Leverage improved.
8-K
Citi conference slides out
O-I Glass CEO Gordon Hardie and CFO John Haudrich present at Citi 2025 Basic Materials Conference December 3, 2025, webcast live. Slides detail Fit to Win program targeting ≥$650M savings by 2027 via network optimization and cost cuts, raising 2025 aEPS guidance to $1.55-$1.65. Momentum builds. Forward-looking statements carry risks.
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