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Owens-Illinois Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0500 |
| EPS Surprise | -44.44% |
| Revenue estimate | 1.47B |
| Revenue actual | 1.54B |
| Revenue Surprise | 4.78% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.190 |
| EPS actual | $0.200 |
| EPS Surprise | 5.26% |
| Revenue estimate | 1.518B |
| Revenue actual | 1.5B |
| Revenue Surprise | -1.21% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.440 |
| EPS actual | $0.480 |
| EPS Surprise | 9.09% |
| Revenue estimate | 1.534B |
| Revenue actual | 1.653B |
| Revenue Surprise | 7.76% |
| Release date | Jul 29, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.530 |
| EPS Surprise | 29.27% |
| Revenue estimate | 1.667B |
| Revenue actual | 1.706B |
| Revenue Surprise | 2.35% |
Last 4 Quarters for Owens-Illinois
Below you can see how OI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $14.48 |
| EPS estimate | $0.410 |
| EPS actual | $0.530 |
| EPS surprise | 29.27% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $14.94 |
| Jul 24, 2025 | $14.66 |
| Jul 25, 2025 | $14.57 |
| Jul 28, 2025 | $14.40 |
| Jul 29, 2025 | $14.48 |
| Jul 30, 2025 | $12.67 |
| Jul 31, 2025 | $13.01 |
| Aug 01, 2025 | $12.83 |
| Aug 04, 2025 | $12.94 |
| 4 days before | -3.08% |
| 4 days after | -10.64% |
| On release day | -12.50% |
| Change in period | -13.39% |
| Release date | Nov 04, 2025 |
| Price on release | $11.80 |
| EPS estimate | $0.440 |
| EPS actual | $0.480 |
| EPS surprise | 9.09% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $11.59 |
| Oct 30, 2025 | $11.46 |
| Oct 31, 2025 | $11.29 |
| Nov 03, 2025 | $11.76 |
| Nov 04, 2025 | $11.80 |
| Nov 05, 2025 | $13.47 |
| Nov 06, 2025 | $13.20 |
| Nov 07, 2025 | $12.88 |
| Nov 10, 2025 | $12.84 |
| 4 days before | 1.81% |
| 4 days after | 8.81% |
| On release day | 14.15% |
| Change in period | 10.79% |
| Release date | Feb 10, 2026 |
| Price on release | $16.38 |
| EPS estimate | $0.190 |
| EPS actual | $0.200 |
| EPS surprise | 5.26% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $16.57 |
| Feb 05, 2026 | $16.43 |
| Feb 06, 2026 | $16.63 |
| Feb 09, 2026 | $16.42 |
| Feb 10, 2026 | $16.38 |
| Feb 11, 2026 | $15.58 |
| Feb 12, 2026 | $15.08 |
| Feb 13, 2026 | $14.79 |
| Feb 17, 2026 | $14.64 |
| 4 days before | -1.15% |
| 4 days after | -10.62% |
| On release day | -4.88% |
| Change in period | -11.65% |
| Release date | Apr 28, 2026 |
| Price on release | $10.25 |
| EPS estimate | $0.0900 |
| EPS actual | $0.0500 |
| EPS surprise | -44.44% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $10.45 |
| Apr 23, 2026 | $10.68 |
| Apr 24, 2026 | $10.70 |
| Apr 27, 2026 | $10.60 |
| Apr 28, 2026 | $10.25 |
| Apr 29, 2026 | $8.65 |
| Apr 30, 2026 | $9.11 |
| May 01, 2026 | $9.49 |
| May 04, 2026 | $9.06 |
| 4 days before | -1.96% |
| 4 days after | -11.57% |
| On release day | -15.57% |
| Change in period | -13.30% |
Owens-Illinois Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Q1 results were weak: adjusted EPS of $0.05 vs. $0.40 prior year, driven by commercial pressure (lower net price) and volume declines (shipments down ~8% in Q1). Net sales were essentially flat at $1.54B due to FX offsetting lower prices and volumes. Europe was the main drag; the Americas were stable.
- Demand trends improved through March (March volumes down ~2% overall; Europe March shipments slightly up), and management expects volumes roughly flat for full-year 2026 with low- to mid-single-digit growth in H2. They have 15 new account wins that should add ~1.5% annualized volume starting in H2.
- Fit to Win transformation remains central: the program is at the halfway point to $750M cumulative benefits through 2027, with ~$50M gross (≈$35M net) delivered in Q1 and a 2026 target of at least $275M. Management believes Fit to Win is improving cost competitiveness and enabling new business wins.
- Europe faces elevated competitive pressure, energy inflation, and some one-time costs; Europe operating profit was roughly breakeven (down ~$68M YoY). Energy inflation from Middle East conflicts is a key macro risk (management estimates $75M–$100M potential impact).
- Updated 2026 guidance: adjusted EPS $1.00–$1.50; EBITDA and FCF guidance also revised lower to reflect Europe and energy risks. Management reiterates commitment to 2027 Investor Day targets (including >$1.45B EBITDA path) and expects the headwinds to be temporary.
- Balance sheet/liquidity: management highlights strong liquidity (~$1.5B) and low secured leverage risk; they believe covenant risk is low.
Overall takeaway: near-term 2026 disappointment driven by European commercial pressure and energy headwinds, but management points to improving sequential demand, Fit to Win momentum, new commercial wins, and a clear path to reaccelerate performance into 2027.
