Monitor Q1 2026 earnings for confirmation of the expected pressure in Europe. The company's ability to execute on its Fit to Win cost savings program will be key to achieving its full-year guidance and long-term targets.
Price Chart
Executive Summary
O-I Glass is maintaining its full-year 2026 guidance but expects additional earnings pressure in Q1 2026 due to soft demand and competitive pressures in Europe, along with higher supply chain costs from capacity closures. The company reaffirms its 2027 investor day targets and has raised its 3-year Fit to Win cost savings target to $750M.
Key Facts
- Maintaining full-year 2026 guidance: aEBITDA of $1.25B-$1.30B and aEPS of $1.65-$1.90
- Additional earnings pressure expected in Q1 2026, with results likely below the 12-16% of full-year EPS previously expected
- Europe segment impacted by soft demand, competitive pressures, and higher supply chain costs
- Reaffirmed 2027 Investor Day targets and raised 3-year Fit to Win savings target to $750M from $650M
- 2025 aEBITDA was $1.218B, with net sales of $6.4B
Financial Impact
aEBITDA expected to increase to $1.25B-$1.30B in 2026 from $1.218B in 2025, with aEPS of $1.65-$1.90
Risk Factors
- Continued soft demand and competitive pressures in Europe
- Higher supply chain costs from capacity closures
- Execution risk on the Fit to Win cost savings program
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-019396 |
| Document: tm267172d1_8k.htm | 0001104659-26-019396 |
| Document: tm267172d1_ex99-1.htm | 0001104659-26-019396 |
| Document: 0001104659-26-019396-index-headers.html | 0001104659-26-019396 |
| Document: 0001104659-26-019396-index.html | 0001104659-26-019396 |
| Document: 0001104659-26-019396.txt | 0001104659-26-019396 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 19, 2026 19w ago | Insider Cluster | $8.94 $6.79 | ▼ −24.05% | ▼ −29.05% | $5.63 (−37.02%) |
May 18, 2026 19w ago | 8-K | $8.60 $6.84 | ▲ +20.47% | ▲ +26.76% | $5.63 (+34.53%) |
May 15, 2026 19w ago | Insider Cluster | $8.35 $6.75 | ▼ −19.16% | ▼ −24.01% | $5.63 (−32.57%) |
May 12, 2026 20w ago | Insider Cluster | $8.98 $7.03 | ▼ −21.71% | ▼ −26.15% | $5.63 (−37.31%) |
May 12, 2026 20w ago | Insider Cluster | $8.35 $6.75 | ▼ −19.16% | ▼ −24.01% | $5.63 (−32.57%) |
May 12, 2026 20w ago | Insider Cluster | $8.98 $7.03 | ▼ −21.71% | ▼ −26.15% | $5.63 (−37.31%) |
May 12, 2026 20w ago | Insider Cluster | $8.98 $7.03 | ▼ −21.71% | ▼ −26.15% | $5.63 (−37.31%) |
Apr 1, 2026 26w ago | Press Release | $10.35 $9.63 | ▼ −6.96% | ▼ −21.12% | $5.63 (−45.60%) |
Mar 5, 2026 30w ago | 8-K | $11.38 $8.23 | ▼ −27.68% | ▼ −40.46% | $5.63 (−50.53%) |
Feb 25, 2026 31w ago | 8-K | $12.88 $8.94 | ▼ −30.59% | ▼ −37.54% | $5.63 (−56.29%) |
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