Ball (BALL) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, May 5, 2026 astatine 11:21 AM CDT 43 min read

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DATE

Tuesday, May 5, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer — Ron Lewis

• Senior Vice President and Chief Financial Officer — Daniel Rabbitt

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Full Conference Call Transcript

Ron Lewis: Thank you, Brandon. Today, I'm joined connected our telephone by Dan Rabbitt, Senior Vice President and Chief Financial Officer. I volition supply immoderate little introductory remarks and sermon archetypal 4th 2026 fiscal show and our outlook for the remainder of 2026. Dan volition interaction connected cardinal metrics, and past we volition decorativeness up with closing comments and Q&A. As we begin, I privation to commencement with the large representation due to the fact that it continues to substance however we deliberation astir Ball and our semipermanent worth creation. We judge Ball is positioned to triumph and the cardinal supporting that content remained firmly successful place.

Packaged liquid measurement is continuing to turn globally, and aluminum cans are taking stock arsenic consumers, customers and retailers progressively prioritize convenience, show and sustainability. That dynamic creates a durable agelong runway of request for our products. Within that increasing market, Ball is executing astatine a precocious level. Across our regions, we proceed to leverage semipermanent lawsuit partnerships, a good contracted portfolio and an unmatched planetary footprint. Our utilization levels are strong, reflecting some disciplined capableness absorption and accordant commercialized execution. We are pairing that execution with fiscal strength. We delivered coagulated results to commencement 2026, supported by a steadfast equilibrium expanse and a superior allocation model grounded successful EVA.

Our absorption remains connected deploying superior wherever it earns returns supra our hurdle complaint and connected continuing momentum arsenic we determination done the year. Operationally, our teams are performing well. Standardization, outgo subject and the Ball concern strategy are driving improved nett per tin and reinforcing our quality to make operating leverage arsenic volumes grow. While we are arrogant of the advancement we proceed to spot accidental ahead. When you bring unneurotic charismatic manufacture fundamentals, disciplined execution, fiscal spot and an operating strategy built for continuous improvement, Ball remains exceptionally good positioned, not conscionable for this year, but for the agelong term.

Our beardown commencement to the twelvemonth underscores the resilience of our business, peculiarly successful a analyzable geopolitical and macroeconomic environment. Our strategy is clear, accordant and grounded successful our 4 strategical pillars, and that strategy is working. First is executing exceptionally successful our halfway business. That subject shows up successful however we run each time crossed our plants and regions, and it underpins our quality to present coagulated Q1 results successful an uncertain world. Second, we enactment adjacent to our customers and maximize our planetary network, semipermanent partnerships beardown work levels and a well-balanced footprint let america to respond rapidly and reliably. Third, we proceed to accelerate the substrate displacement to aluminum and grow categories.