O-I Glass, Inc. (OI)
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
NYSEMaterialsPackaging & ContainersSnapshot 2026-09-04
Research Workspace
Put OI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Materials: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Adjusted EPS recovers to guidance range: EPS $0.09 vs $1.00 target.
View ThesisRevenue is contracting — down about 2% over the past year.
View GrowthManagement screens weak on capital allocation, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 62% in its worst 12-month stretch.
View RiskOI's growth trajectory relies on recovering adjusted EPS, which is currently below guidance. Revenue has shown weakness, with a recent earnings miss of $0.09 compared to a consensus of $0.22. OI trades at 8.7× P/E versus a peer median of 18×, indicating it looks cheap on this basis. However, expectations appear modest compared to our view, suggesting the price does not fully reflect potential growth. The primary risk is the elevated probability of another earnings miss, currently at 41%. Peer multiples imply a price about 52% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. OI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering OI (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for OI in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Materials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put OI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Fit to Win initiative benefits
Targets significant Fit to Win benefits for 2026.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $7.14
The last 12 months of price, then the range of analyst 12-month targets from today’s $7.14.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Improve operating income
Gulf Energy shock negatively affects earnings outlook.

Threatens: Improve operating income
Additional pressure on adjusted EPS impacts profitability outlook.
Advances: Fit to Win initiative benefits
Reaffirms significant cost savings target under Fit to Win.
Advances: Improve operating income
Raises EPS guidance amid cost savings and strategic cuts.