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Surging Earnings Estimates Signal Upside for O-I Glass (OI) Stock
ZACKS· 2025-11-26 18:21
Core Viewpoint - O-I Glass (OI) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimate Revisions - Analysts' optimism regarding O-I Glass's earnings prospects is leading to higher estimates, which is expected to positively impact the stock price [2]. - The current quarter's earnings estimate is $0.18 per share, reflecting a substantial increase of +460.0% compared to the previous year [5]. - Over the last 30 days, the Zacks Consensus Estimate for O-I Glass has risen by 86.21%, with three estimates moving higher and no negative revisions [5]. - For the full year, the earnings estimate stands at $1.59 per share, indicating a +96.3% change from the year-ago figure [6]. - The consensus estimate for the current year has increased by 8.33% due to four upward revisions and no negative changes [6][7]. Zacks Rank and Performance - O-I Glass has achieved a Zacks Rank 2 (Buy), indicating strong agreement among analysts in revising earnings estimates upward [8]. - The Zacks Rank system has a proven track record, with Zacks 1 Ranked stocks averaging an annual return of +25% since 2008 [3]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) are shown to significantly outperform the S&P 500 [8]. Recent Stock Performance - O-I Glass shares have increased by 8.8% over the past four weeks, suggesting investor confidence in the company's earnings growth prospects [9].
O-I Glass (OI) is a Top-Ranked Value Stock: Should You Buy?
ZACKS· 2025-11-21 15:41
Core Insights - Zacks Premium offers various tools to help investors make informed decisions and enhance their confidence in the stock market [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum characteristics, providing complementary indicators to the Zacks Rank [2][3] - Stocks are assigned ratings from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Score assesses a company's financial health and future outlook by analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Score identifies trends in stock prices and earnings outlooks, helping investors time their positions effectively [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores to highlight stocks with the best overall potential [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically produced an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7] Stock to Watch: O-I Glass - O-I Glass, Inc. is the largest manufacturer of glass containers globally, operating 69 plants across 19 countries [11] - The company holds a 2 (Buy) rating on the Zacks Rank and has a VGM Score of A, indicating strong potential [11] - O-I Glass has a forward P/E ratio of 7.98, making it attractive for value investors [11] - Recent upward revisions in earnings estimates have increased the Zacks Consensus Estimate for fiscal 2025 to $1.59 per share, with an average earnings surprise of +53.8% [12]
O-I Glass(OI) - 2025 Q3 - Earnings Call Presentation
2025-11-05 13:00
Financial Performance Highlights - The company's adjusted earnings per share (aEPS) for 3Q25 was $0.48, a significant improvement from 3Q24's $(0.04)[6, 9] - Segment operating profit increased by 63% and margins increased by 570 basis points[8] - Net sales remained relatively stable, with a slight decrease from $1.679 billion in 3Q24 to $1.653 billion in 3Q25[11, 14] - The company is raising its 2025 earnings guidance and now expects $1.55 - $1.65 aEPS, approximately a 2x improvement compared to the previous year[8] Fit to Win Program - The Fit to Win program contributed $75 million in benefits during 3Q25, bringing the year-to-date total to $220 million[8] - The company expects to exceed its 2025 Fit to Win savings target, with solid progress towards achieving ≥ $650 million in savings by 2027[12] Segment Performance - Segment operating profit in the Americas increased by 59%, from $88 million in 3Q24 to $140 million in 3Q25[16, 17] - Segment operating profit in Europe increased by 70%, from $56 million in 3Q24 to $95 million in 3Q25[16, 17] Future Outlook - The company expects higher aEPS and free cash flow (FCF) in 2026, with continued progress towards its 2027 Investor Day (I-Day) goals[8] - Capital expenditures (CapEx) are expected to remain stable at approximately $450 million[20]
O-I Glass Reports Third Quarter 2025 Results
Globenewswire· 2025-11-04 21:20
PERRYSBURG, Ohio, Nov. 04, 2025 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE              Stable Top-line With Significantly Higher Margins and EarningsContinued Strong Fit To Win Execution Drives Upgraded 2025 Earnings Guidance  O-I Glass, Inc. (“O-I”) (NYSE: OI) today reported financial results for the third quarter ended September 30, 2025.  Net Earnings (Loss) Attributable to the Company Per Share (Diluted)Earnings (Loss) Before Income Taxes$M3Q253Q243Q253Q24Reported$0.19 ($0.52) $58(margins up 690 basis p ...
O-I Glass(OI) - 2025 Q2 - Earnings Call Presentation
2025-07-30 12:00
Financial Performance - Second quarter 2025 adjusted earnings per share (aEPS) was $0.53, a 20% increase from the prior year[6] - The company is increasing its 2025 aEPS guidance to $1.30 - $1.55, driven by strong year-to-date performance and Fit To Win (F2W) benefits[6, 14] - First half 2025 shipments were up nearly 1% compared to the prior year, while second quarter 2025 shipments were down approximately 3%[6, 8] Fit To Win Program - The Fit To Win program delivered $84 million in savings in the second quarter 2025, bringing the first half 2025 savings to $145 million[6] - The company is targeting ≥ $650 million in Fit To Win savings by 2027[10] - The Fit To Win program is expected to provide lower cost and capital intensity capacity compared to the MAGMA program, which is being halted[6] Market Conditions and Outlook - The company is navigating mixed market conditions, with Americas up in mid-single digits (MSD) and Europe down high-single digits (HSD) in the second quarter 2025[8] - Full year 2025 sales volume is expected to be stable compared to the prior year[9] - The improved outlook may not fully reflect the potential impact of elevated uncertainty related to changing global trade policies[15] Trade and Tariffs - Approximately 14% of O-I Glass' global sales volume crosses the U S border and is exposed to new tariffs, with 9.5% expected to be exempt due to USMCA compliance, leaving a net 4.5% potentially exposed[29]
O-I GLASS REPORTS SECOND QUARTER 2025 RESULTS
Globenewswire· 2025-07-29 20:20
Core Viewpoint - O-I Glass, Inc. reported a mixed financial performance for the second quarter of 2025, with a significant decline in reported earnings due to restructuring charges, while adjusted earnings showed a 20% increase year-over-year, reflecting the effectiveness of the company's "Fit to Win" initiatives [2][4][8]. Financial Performance - The company reported net sales of $1.7 billion for Q2 2025, consistent with the previous year, benefiting from favorable currency translation but offset by lower selling prices and a 3% decline in shipment volume [3]. - Earnings before income taxes were $7 million, down from $104 million in Q2 2024, primarily due to $108 million in restructuring and asset impairment charges related to the MAGMA program discontinuation [4]. - Adjusted earnings per share (EPS) were $0.53, up from $0.44 in the same quarter last year, while reported EPS was a loss of $0.03 compared to a profit of $0.36 [8]. Strategic Initiatives - The company has halted further development of the MAGMA program, concluding it does not meet operational or financial return requirements, and plans to reconfigure its Bowling Green facility to focus on premium output at lower costs [2][10]. - The "Fit to Win" initiative has generated $145 million in benefits year-to-date, contributing to the company's confidence in achieving its ambitious goals [2]. Updated Guidance - O-I Glass raised its full-year 2025 adjusted earnings guidance to a range of $1.30 to $1.55 per share, reflecting a projected improvement of 60% to 90% over 2024 results [9]. - The company anticipates free cash flow of $150 to $200 million for the full year, a significant improvement from the previous year despite expected cash restructuring costs of $140 to $150 million [9]. Segment Performance - In the Americas, segment operating profit increased to $135 million from $106 million, driven by operating cost reductions and a 4% growth in sales volume [14]. - In Europe, segment operating profit declined to $90 million from $127 million, impacted by a 9% drop in sales volume and higher operating costs [14].
O-I Glass(OI) - 2025 Q1 - Earnings Call Presentation
2025-04-30 00:53
Financial Performance - First quarter 2025 adjusted earnings per share (aEPS) was $0.40, exceeding management's plan but below the prior year's $0.45[6, 7] - The company reaffirms its 2025 earnings guidance, expecting a 50% to 85% improvement from 2024, with adjusted EPS between $1.20 and $1.50, compared to $0.81 in 2024[6, 13, 14] - Free cash flow is projected to be between $150 million and $200 million in 2025, a significant improvement from the negative $128 million in 2024[14] Sales Volume and Demand - First quarter 2025 sales volume increased by approximately 4.4%, driven by inventory normalization and advanced purchases ahead of new tariffs[6, 8, 9] - Sales volume in both the Americas (AM) and Europe (EU) regions increased by approximately 4% in the first quarter of 2025[9] - The company anticipates stable sales volume for the full year 2025 compared to the prior year, with a reassessment planned for mid-2025 based on favorable trends[9] Fit To Win Savings Initiative - The company achieved $61 million in savings from its Fit To Win initiative in the first quarter of 2025[6, 10] - The Fit To Win program is on track to achieve savings of at least $650 million by 2027, with $250 million or more targeted for 2025[10] Tariff Exposure and Mitigation - Approximately 4.5% of the company's global sales volume is currently exposed to new tariffs, primarily affecting U S imports from the EU[21, 22] - The company emphasizes its local supply chain, with approximately 85% of sales and supply within 300 miles of its plants, to mitigate tariff-driven consumer volatility[22]