Ball Corp
F:BL8
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
B
|
Ball Corp
F:BL8
|
US |
|
R
|
Riley Exploration Permian Inc
AMEX:REPX
|
US |
|
Fomento de Construcciones y Contratas SA
MAD:FCC
|
ES |
|
Q
|
Qingdao Port International Co Ltd
SWB:0QP
|
CN |
|
E
|
Elis SA
OTC:ELSSF
|
FR |
|
Maravai LifeSciences Holdings Inc
NASDAQ:MRVI
|
US |
|
Aena SME SA
F:A440
|
ES |
|
OP Bancorp
NASDAQ:OPBK
|
US |
|
L
|
Lonza Group AG
XBER:LO3
|
CH |
|
E
|
EQT Corp
F:EQ6
|
US |
|
Stadio Holdings Ltd
F:0JX
|
ZA |
|
A
|
Allegion PLC
SWB:60A
|
IE |
|
Nedbank Group Ltd
OTC:NDBKF
|
ZA |
|
Box Inc
LSE:0HP1
|
US |
Ball Corp
Ball Corp makes metal packaging for drinks and also builds space and defense systems. Its biggest business is aluminum beverage cans, ends, and related packaging that go to soda, beer, energy drink, and other beverage makers. It also designs and builds satellites, sensors, and other spacecraft hardware for government and commercial customers. The packaging side sells into the consumer goods supply chain, where drink brands and bottlers need a steady supply of lightweight, recyclable containers. Ball usually makes money by selling finished packaging products under long-term supply relationships. The aerospace side earns money from government contracts and project work tied to missions in space, which can include building and integrating technical systems. What makes Ball different is that it sits in two very different industries: high-volume packaging and specialized space systems. In packaging, it is a major industrial supplier with a business tied to everyday beverage demand and the shift toward aluminum containers. In aerospace, it acts more like a contractor and manufacturer for complex government and commercial programs.
Ball Corp makes metal packaging for drinks and also builds space and defense systems. Its biggest business is aluminum beverage cans, ends, and related packaging that go to soda, beer, energy drink, and other beverage makers. It also designs and builds satellites, sensors, and other spacecraft hardware for government and commercial customers.
The packaging side sells into the consumer goods supply chain, where drink brands and bottlers need a steady supply of lightweight, recyclable containers. Ball usually makes money by selling finished packaging products under long-term supply relationships. The aerospace side earns money from government contracts and project work tied to missions in space, which can include building and integrating technical systems.
What makes Ball different is that it sits in two very different industries: high-volume packaging and specialized space systems. In packaging, it is a major industrial supplier with a business tied to everyday beverage demand and the shift toward aluminum containers. In aerospace, it acts more like a contractor and manufacturer for complex government and commercial programs.
Strong start: Ball said first-quarter volumes were up nearly 1% year over year, with comparable operating earnings up 10% and comparable diluted EPS up 22% to $0.94.
Outlook intact: Management reiterated confidence in 2026, including 10% plus EPS growth, free cash flow of greater than $900 million, and $800 million of total capital returned to shareholders.
North America: Volume grew low single digits, helped by energy drinks and nonalcoholic beverages, but the company expects some near-term pressure from $35 million of Millersburg and end-domestication start-up costs later in the year.
EMEA helped by mix: EMEA operating earnings rose 20%, with management citing solid execution, the Benepack acquisition, and strong underlying performance; FX helped, but was not the main driver.
South America rebound: South America volumes were down mid-single digits in Q1 due to timing and inventory, but April volumes were up 20% and management said the business is back to flat for the year so far.
Contracted business: Ball said it is sold out for 2026, more than 90% sold for 2027, and more than 50% sold through the rest of the decade, limiting concern about near-term contract renegotiations.
