| BALL |
Report |
Comparable diluted EPS |
BEAT |
pred ~$1.03 vs. cons $0.99 |
MEDIUM |
| BALL |
Report |
Comparable operating earnings |
BEAT |
pred ~$430M vs. cons $424M |
MEDIUM |
| BALL |
Report |
Global aluminum-packaging shipment growth |
BEAT |
pred ~4.8% vs. cons 3.8% |
MEDIUM |
| BALL |
Guide |
FY2026 comparable diluted EPS growth |
UNCHANGED |
guide ~10.0%+ vs. cons 10.5% (FY2026) |
HIGH |
| BALL |
Guide |
FY2026 free cash flow |
UNCHANGED |
guide ~$900M+ vs. cons $920M (FY2026) |
MEDIUM |
| BALL |
Guide |
North America start-up and end-domestication costs |
UNCHANGED |
guide ~$35M vs. cons $35M (2H2026) |
HIGH |
| BALL |
Guide |
Enterprise beverage-volume growth |
BETTER |
guide ~2.7% vs. cons 2.3% (FY2026) |
MEDIUM |
| BALL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.1% |
— |
MEDIUM |
| BALL |
Return |
5-day cumulative residual |
+4.6% (FOLLOW-THROUGH) |
A ~4.8% shipment result versus 3.8% consensus and a ~$1.03 EPS result versus $0.99 support modest FY2026 estimate revisions even if the formal 10.0%+ EPS-growth and $900M+ FCF guide are reiterated. |
MEDIUM |