Ball Q4 revenue, adjusted EPS beat expectations on volume growth

Reuters
Feb 03
Ball Q4 revenue, adjusted EPS beat expectations on volume growth

Overview

  • Aluminum packaging firm's Q4 revenue rose, beating analyst expectations

  • Adjusted EPS for Q4 beat analyst expectations

  • Company completed acquisition of majority stake in Benepack

Outlook

  • Ball expects 2026 comparable diluted EPS growth of 10-plus percent

  • Company anticipates 2026 free cash flow greater than $900 mln

  • Ball focuses on sustainable aluminum packaging and operational excellence for long-term value

Result Drivers

  • VOLUME GROWTH - Ball reported robust volume growth across its businesses, contributing to strong quarterly results

  • BENEPACK ACQUISITION - Acquisition of majority stake in European beverage can manufacturer Benepack supported growth in EMEA

  • PRICE/MIX AND CURRENCY - Favorable price/mix and currency translation boosted earnings, despite higher costs

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$3.35 bln

$3.11 bln (11 Analysts)

Q4 Adjusted EPS

Beat

$0.91

$0.89 (14 Analysts)

Q4 EPS

$0.75

Q4 Net Income

$200 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the non-paper containers & packaging peer group is "buy"

  • Wall Street's median 12-month price target for Ball Corp is $63.00, about 11.1% above its February 2 closing price of $56.69

  • The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nPn3m7yGqa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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