Ball Corp

BALL

Market cap $18B

Ball Corporation (BALL) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript

WESTMINSTER, Colo., Feb. 17, 2026 /PRNewswire/ -- Ball Corporation (NYSE:BALL), the leading global provider of sustainable aluminum packaging for beverages, personal and home care products, will present at the Bank of America 2026 Global Agriculture and Materials Conference on February 26, 2026.

Ball Corp (NYSE: BALL) reported better-than-expected fourth-quarter financial results on Tuesday.

Ball Corporation delivered strong Q4 and FY2025 results, with broad-based revenue growth and robust free cash flow generation. I now rate BALL as a hold, as shares trade slightly above intrinsic value despite solid operational execution and positive industry tailwinds. Management guides to 10% EPS growth for 2026, driven by productivity, buybacks, and favorable aluminum packaging trends, but adjusted EPS guidance slightly missed consensus.

Ball Corp. beat Q4 EPS estimates as volumes and price/mix lifted sales to $3.35B, even as higher costs weighed on margins across segments.

Ball Corporation (BALL) Q4 2025 Earnings Call Transcript

The headline numbers for Ball (BALL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Ball (BALL) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.9 per share. This compares to earnings of $0.84 per share a year ago.

Highlights Full-year and fourth quarter U.S. GAAP diluted earnings per share of $3.30 and 75 cents, respectively Full-year and fourth quarter comparable diluted earnings per share of $3.57 and 91 cents, respectively Full-year and fourth quarter global aluminum packaging shipments up 4.1% and 6.0%, respectively Returned $1.54 billion to shareholders via share repurchases and dividends in 2025 Generated record adjusted free cash flow of $956 million in 2025 Completed acquisition of majority stake in European beverage can manufacturer Benepack In 2026, expect comparable diluted earnings per share growth of 10-plus percent and free cash flow greater than $900 million Focused on advancing sustainable aluminum packaging while driving 10–plus percent comparable diluted EPS growth, increasing EVA, generating strong free cash flow, and sustaining long–term value creation in 2026 and beyond WESTMINSTER, Colo., Feb. 3, 2026 /PRNewswire/ -- Ball Corporation (NYSE: BALL) today reported full-year and fourth quarter 2025 results.

BALL is scheduled to report Q4 earnings on Feb. 3, with sales expected to rise 8% y/y and EPS to grow 7.1% as cost cuts offset softer demand.