Ball Q4 revenue, adjusted EPS beat expectations on volume growth

Ball

03/02/2026 11:08

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.)