Ball Corporation (BALL)
NYSE:BALL
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.98Last Year’s EPS
0.9Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive operational and financial picture: management delivered better‑than‑expected operating performance (10% comparable operating earnings growth) and strong EPS growth (+22% YoY), reinforced by disciplined capital allocation (EVA), a clear shareholder return plan ($800M), and confidence in full‑year objectives (10%+ EPS growth, >$900M free cash flow). Near‑term headwinds exist (Q1 South America softness, $35M start‑up costs, elevated corporate costs, and commodity/energy inflation), but many are described as transitory or managed via pass‑throughs and operating levers. On balance, highlights—both quantitative (EPS, operating earnings, cash flow guidance, EMEA acquisition) and qualitative (operational discipline, contract portfolio, high utilization)—outweigh the manageable lowlights, supporting a constructive outlook for 2026 and the longer term.Company Guidance
Modest Volume Growth
Global ship beverage volumes increased approximately 1% year‑over‑year in Q1 2026, with slightly stronger-than-expected volumes in North America, in-line performance in EMEA, and a recovery in April (enterprise volumes up mid-single digits in April).
Strong Operating Earnings Improvement
Comparable operating earnings grew 10% year‑over‑year in Q1 2026, exceeding the company’s 2x operating leverage objective for the quarter and reflecting operational execution and cost discipline.
Material EPS Upside
Comparable diluted EPS was $0.94 in Q1 2026, up 22% year‑over‑year; management reiterated a 10%+ comparable diluted EPS growth algorithm for full‑year 2026.
EMEA Outperformance and Strategic M&A
EMEA comparable operating earnings increased ~20% year‑over‑year in Q1 while volumes were up low‑single digits; completed the Benepack acquisition (adds capacity in Hungary and Belgium) to strengthen European footprint and drive future operating leverage.
North America Execution and Capacity Discipline
North & Central America comparable operating earnings rose ~2.5% with low‑single‑digit volume growth; management highlighted high utilization and that North America is capacity constrained (supporting demand durability and pricing/contract discipline).
South America Rapid Recovery (April)
Although South America volumes were down mid‑single digits in Q1, April volumes were up ~20% year‑over‑year, which management said erased the Q1 decline and returned the region to flat YTD volume.
Cash Generation and Shareholder Returns
Management expects free cash flow > $900 million in 2026 and committed to returning $800 million to shareholders (at least $600 million in buybacks plus dividends) for the year.
Clear Financial Framework and Operational Focus
Management emphasized EVA as the capital allocation North Star, profit‑per‑can focus, Ball business system driving standardization/cost discipline, and forward guidance items (FY tax rate slightly >23%, interest expense ~$320M, capex ~ GAAP D&A, year‑end net debt/EBITDA ~2.7x).
BALL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BALL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $60.93 | $57.11 | -6.27% |
Feb 03, 2026 | $56.52 | $61.59 | +8.96% |
Nov 04, 2025 | $46.78 | $47.49 | +1.53% |
Aug 05, 2025 | $56.99 | $53.71 | -5.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ball Corporation (BALL) report earnings?
Ball Corporation (BALL) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Ball Corporation (BALL) earnings time?
Ball Corporation (BALL) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BALL EPS forecast?
BALL EPS forecast for the fiscal quarter 2026 (Q2) is 0.98.