O-I Glass, Inc. (OI)
NYSEMaterialsPackaging & ContainersSnapshot 2026-11-05
$5.39-1.64%
Close 2026-11-05 · 1-day change
NYSEMaterialsPackaging & ContainersSnapshot 2026-11-05
QuarterlyIQ Insights · OI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
O-I now targets approximately $180 million of benefits in 2026 and continues to expect at least $650 million of cumulative savings by 2027.
Stated in 3 of 4 supplied quarters. Management reported: “O-I now targets approximately $180 million of benefits in 2026 and continues to expect at least $650 million of cumulative savings by 2027.” “Fit to Win continues to be a core value driver for our business and delivered $300 million in benefits in 2025, significantly exceeding our original goal and driving meaningful performance improvement.””
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated weak grew net income 49% of the time over the next year (vs 53% for the rest of the cohort, n=1963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“O-I now targets approximately $180 million of benefits in 2026 and continues to expect at least $650 million of cumulative savings by 2027.”
“While near-term execution challenges have affected the timing of savings, O-I expects approximately $200 million of Fit to Win benefits in 2026 and at least $650 million over the three-year period, c…”
“Fit to Win continues to be a core value driver for our business and delivered $300 million in benefits in 2025, significantly exceeding our original goal and driving meaningful performance improvemen…”
▪ The company now expects 2026 adjusted EBITDA of $925 to $950 million, below its prior outlook due to elevated energy and freight inflation, softer demand, and pace of recovery in Europe.
Stated in 3 of 4 supplied quarters. Management reported: “▪ The company now expects 2026 adjusted EBITDA of $925 to $950 million, below its prior outlook due to elevated energy and freight inflation, softer demand, and pace of recovery in Europe.” “We now expect 2026 adjusted EBITDA of $1.0–$1.1 billion.”
“▪ The company now expects 2026 adjusted EBITDA of $925 to $950 million, below its prior outlook due to elevated energy and freight inflation, softer demand, and pace of recovery in Europe.”
“We now expect 2026 adjusted EBITDA of $1.0–$1.1 billion.”
“2026 Outlook 2026 Guidance 2025 Actual Adjusted EBITDA ($M) $1,250 - $1,300 $1,218 Adjusted Earnings Per Share $1.65 - $1.90 $1.60 Free Cash Flow ($M) ~ $200 $168 3 O-I anticipates 2026 adjusted EBIT…”
We remain focused on converting these actions into measurable financial improvement, strengthening free cash flow, and reducing leverage.
Stated in 2 of 4 supplied quarters. Management reported: “We remain focused on converting these actions into measurable financial improvement, strengthening free cash flow, and reducing leverage.” “Benefits are net of $10M disruption costs in AM for extreme weather, MX civil unrest, Peru NG pipeline outage.”
“We remain focused on converting these actions into measurable financial improvement, strengthening free cash flow, and reducing leverage.”
“We remain focused on disciplined cost execution, improving cash generation and strengthening the earnings trajectory as headwinds moderate.””
Address European commercial pressure, energy costs, operational disruptions, and plant efficiency through the recovery plan.
Manage debt, liquidity, and capital commitments with financial discipline while addressing refinancing needs.
Over the trailing year it converted 0.73x of net income into operating cash flow.
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-05.