O-I Glass FY25 sales slightly miss analyst expectations

O-I Glass

10/02/2026 21:27

Overview

Glass container producer's FY25 sales slightly missed analyst expectations

Adjusted EPS for FY25 nearly doubled, driven by Fit to Win initiatives

Company's FY25 free cash flow improved significantly to $168 mln

Outlook

O-I Glass anticipates 2026 adjusted EBITDA between $1.25 bln and $1.3 bln

Company expects 2026 adjusted EPS between $1.65 and $1.90

O-I Glass projects 2026 free cash flow to approximate $200 mln

Result Drivers

FIT TO WIN BENEFITS - O-I Glass attributed $300 mln in 2025 benefits to its 'Fit to Win' initiatives, significantly exceeding initial targets

AMERICAS PROFIT GROWTH - Americas segment operating profit rose 40% due to lower operating costs and favorable pricing, despite lower sales volumes

EUROPE PROFIT DECLINE - European segment operating profit fell 17% due to unfavorable pricing and idle capacity, partially offset by 'Fit to Win' benefits

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Sales
Slight Miss*
$6.40 bln
$6.43 bln (9 Analysts)
FY Free Cash Flow
$168 mln
FY Net Debt
$4.20 bln
FY Segment Operating Profit
$846 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "hold" and 1 "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 O-I Glass Inc is $18.00, about 9.6% above its February 9 closing price of $16.42

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release: ID:nGNX46v47M

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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.)