Ball Corporation

NYSE:BALL 株式レポート

時価総額:US$15.6b

Ball マネジメント

マネジメント 基準チェック /34

Ballの CEO はRon Lewisで、 Nov2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 4.22Mで、 19.5%給与と80.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.028%を直接所有しており、その価値は$ 4.34M 。経営陣と取締役会の平均在任期間はそれぞれ1.1年と7年です。

主要情報

Ron Lewis

最高経営責任者

US$4.2m

報酬総額

CEO給与比率19.50%
CEO在任期間less than a year
CEOの所有権0.03%
経営陣の平均在職期間1.1yrs
取締役会の平均在任期間7yrs

経営陣の近況

Recent updates

ナラティブ更新 Apr 29

BALL: 2026 EPS Guidance And Buybacks Will Support Further Upside

Analysts have raised their average price target on Ball to about $70.86 from roughly $70.25. This reflects updated views on modestly stronger revenue growth and profit margins following a series of recent target changes and rating moves across the Street.
Seeking Alpha Apr 24

Ball Corporation Isn't Prepared For An Upgrade Yet

Summary Ball Corporation remains a Hold, as shares are fairly valued relative to peers despite recent outperformance. 2025 saw revenue rise to $13.16B and net income more than double to $912M, driven by higher aluminum prices and volumes. Management projects 10%+ EPS growth for 2026, aided by recent acquisitions and ongoing portfolio optimization. Upcoming Q1 2026 results, with expected revenue of $3.34B and EPS of $0.77, could alter the BALL investment thesis. Read the full article on Seeking Alpha
ナラティブ更新 Apr 15

BALL: Share Repurchases And Carbon Free Aluminum Will Support Future Earnings

Ball's analyst fair value estimate increased from $72.00 to $77.00 as analysts incorporated updated assumptions for revenue growth, profit margin, and the price-to-earnings ratio, following a combination of recent price target increases and modest reductions across the Street. Analyst Commentary Recent Street research on Ball reflects a mix of modest price target trims and a larger cluster of upward revisions, which together shaped the latest fair value estimate.
ナラティブ更新 Mar 31

BALL: 2026 EPS Guidance And Buybacks Will Drive Upside Potential

Analysts have slightly adjusted their view on Ball, with the average price target moving closer to $70.25 as a series of recent target changes, including multiple upward revisions and one reduction, inform updated assumptions on growth, margins, discount rate and future P/E. Analyst Commentary Recent research on Ball clusters around a series of price target changes and rating moves, giving you a clearer sense of how the Street is thinking about execution, growth and valuation risk.
ナラティブ更新 Mar 17

BALL: 2026 Volume Headwinds And Event Tailwinds Will Shape Balanced Outlook

Analysts have nudged Ball's implied value higher, with the consolidated price target moving up by several dollars as they factor in slightly stronger revenue growth, modestly better margins, and updated P/E assumptions reflected in recent target hikes across multiple firms. Analyst Commentary Recent research updates on Ball cluster around higher price targets, with several firms lifting their fair value estimates by single to low double digit dollar amounts.
ナラティブ更新 Mar 03

BALL: 2026 Packaging Volume Headwinds Will Test Overly Optimistic Sentiment

Analysts have raised their average price targets on Ball, and that shift is reflected in our fair value estimate moving from about $51.87 to $60.33 as they factor in slightly lower modeled revenue growth, a small reduction in discount rate, a modestly higher profit margin, and a higher assumed future P/E multiple supported by recent positive research updates from banks including Citi, UBS, Truist, BofA, RBC Capital, Morgan Stanley, Mizuho, Baird, and Wells Fargo. Analyst Commentary Recent research coverage on Ball has been heavily focused on adjusting price targets, with multiple firms revisiting their assumptions on growth, profitability, and valuation multiples.
ナラティブ更新 Feb 17

BALL: Execution And 2026 EPS Guidance Will Shape Balanced Volume Outlook

The analyst price target for Ball has been raised by about $7 to reflect updated assumptions for fair value, a slightly lower discount rate, modestly adjusted revenue growth expectations, a small uplift in profit margin estimates, and a higher future P/E multiple, broadly in line with recent target increases from major research firms. Analyst Commentary Recent research updates show a cluster of price target increases and some rating upgrades on Ball, with analysts fine tuning their models around volume trends, regional mix and earnings power into 2026.
分析記事 Feb 15

Ball (NYSE:BALL) Is Due To Pay A Dividend Of $0.20

Ball Corporation ( NYSE:BALL ) has announced that it will pay a dividend of $0.20 per share on the 16th of March. The...
分析記事 Feb 06

Ball Corporation (NYSE:BALL) Released Earnings Last Week And Analysts Lifted Their Price Target To US$70.15

Shareholders of Ball Corporation ( NYSE:BALL ) will be pleased this week, given that the stock price is up 17% to...
ナラティブ更新 Feb 03

BALL: Execution, ESG Progress And Volume Outlook Will Shape Balanced 2026 Upside

Analysts have nudged their price targets on Ball higher, reflected in our fair value estimate moving from about $60.15 to $62.69, as they factor in a slightly higher assumed future P/E multiple, alongside updated views on revenue growth, margins, and the discount rate following a series of recent target hikes and rating upgrades across the Street. Analyst Commentary Recent Street research on Ball clusters around a series of higher price targets and rating upgrades, with most commentary focusing on the company’s execution, volume outlook, and relative positioning in global beverage packaging.
分析記事 Feb 01

Ball (NYSE:BALL) Has Affirmed Its Dividend Of $0.20

The board of Ball Corporation ( NYSE:BALL ) has announced that it will pay a dividend of $0.20 per share on the 16th of...
ナラティブ更新 Jan 20

BALL: 2026 Packaging Volumes And Management Transition Will Shape Returns

Analysts have nudged our Ball fair value estimate slightly higher to approximately $51.87 per share, citing a series of recent price target increases across the Street that reflect updated views on revenue growth, margins, and future P/E expectations. Analyst Commentary Recent Street research on Ball has centered on how resilient earnings and cash flow could be if packaging volumes stay mixed and promotions remain limited in early 2026.
ナラティブ更新 Jan 05

BALL: Future Leadership And Carbon Free Aluminum Will Support Earnings Outlook

Analysts have reduced their fair value estimate for Ball from about $76.05 to $72.00, reflecting updated expectations for revenue growth, profit margins, and price-to-earnings assumptions in their revised models. What's in the News Ball reaffirmed its full-year 2025 guidance for comparable diluted earnings per share growth of 12% to 15%, keeping its outlook unchanged.
ナラティブ更新 Dec 19

BALL: Cost Discipline And ESG Progress Will Support Upside Despite Reset Expectations

Analysts trimmed their price target on Ball to $55 from $61, reflecting slightly lower long term valuation multiples, while assumptions for growth, margins, and discount rate remain relatively unchanged. Analyst Commentary Analysts see a balanced risk reward profile for Ball at the revised target, with modest upside tied to execution on long term growth initiatives and disciplined capital allocation, but limited multiple expansion in the near term.
ナラティブ更新 Dec 05

BALL: Cost Discipline And ESG Progress Are Expected To Drive Share Upside

Analysts have trimmed their price target on Ball, cutting it by approximately $6 to $55. Modestly higher discount rate assumptions and slightly lower future valuation multiples temper their outlook despite largely unchanged growth and margin expectations.
ナラティブ更新 Nov 21

BALL: Cost Management And New ESG Initiatives Are Expected To Support Upside

Analysts have slightly reduced their price target for Ball, lowering it from $61 to $60. This change reflects updated financial forecasts and a slightly less optimistic profit outlook.
分析記事 Nov 16

Ball (NYSE:BALL) Has Affirmed Its Dividend Of $0.20

The board of Ball Corporation ( NYSE:BALL ) has announced that it will pay a dividend of $0.20 per share on the 15th of...
分析記事 Nov 14

Ball's (NYSE:BALL) Performance Is Even Better Than Its Earnings Suggest

Ball Corporation ( NYSE:BALL ) just reported healthy earnings but the stock price didn't move much. We think that...
ナラティブ更新 Nov 05

BALL: Stable Core Operations And Execution Will Drive Future Upside Potential

Narrative Update on Ball Analysts have reduced their price target for Ball from $61 to $55, citing modestly lower outlooks for revenue growth and future profitability. Analyst Commentary Analysts reviewing Ball's outlook have identified both positive factors and areas of concern affecting the company's valuation and future potential.
分析記事 Nov 02

Ball (NYSE:BALL) Will Pay A Dividend Of $0.20

Ball Corporation ( NYSE:BALL ) has announced that it will pay a dividend of $0.20 per share on the 15th of December...
ナラティブ更新 Oct 22

Analysts Adjust Ball Price Target as Valuation Dips Amid Mixed Growth and Margin Outlook

Analysts have slightly reduced their price target for Ball Corp., lowering it from $61 to $55 due to updated estimates and cautious projections for revenue growth and profit margins. Analyst Commentary Following the recent revision of Ball Corp.'s price target, analysts have provided further insights regarding the company’s current position and future outlook, highlighting both opportunities and risks.
ナラティブ更新 Oct 08

Recyclable Packaging And New Capacity Will Unlock Future Demand

Analysts have slightly lowered their price target on Ball, as the consensus fair value estimate has decreased by $1.54 to $63.23. This adjustment is attributed to recent changes in market multiples and expectations for modest growth in key financial metrics.
分析記事 Aug 05

Ball (NYSE:BALL) Has Announced A Dividend Of $0.20

Ball Corporation ( NYSE:BALL ) has announced that it will pay a dividend of $0.20 per share on the 16th of September...
分析記事 Jul 01

Ball Corporation's (NYSE:BALL) Earnings Haven't Escaped The Attention Of Investors

With a price-to-earnings (or "P/E") ratio of 29.5x Ball Corporation ( NYSE:BALL ) may be sending very bearish signals...
分析記事 Jun 13

At US$55.15, Is Ball Corporation (NYSE:BALL) Worth Looking At Closely?

Today we're going to take a look at the well-established Ball Corporation ( NYSE:BALL ). The company's stock saw a...
分析記事 May 29

Are Investors Undervaluing Ball Corporation (NYSE:BALL) By 45%?

Key Insights Ball's estimated fair value is US$96.05 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 May 14

We Think Ball's (NYSE:BALL) Solid Earnings Are Understated

The market seemed underwhelmed by last week's earnings announcement from Ball Corporation ( NYSE:BALL ) despite the...
Seeking Alpha Apr 29

Ball: Why I May Buy The Company's Bonds To Park Some Cash

Summary Ball Corporation's anticipated EBITDA for 2025 is $1.98B, with a projected EPS of around $3.15 in my rather conservative scenario. Upside surprises are very possible. The company's net free cash flow is expected to increase due to reduced capex and lower interest expenses from debt reduction. Ball's 2030 and 2031 bonds offer a yield to maturity over 5.5%, presenting an attractive risk/reward profile for fixed income investors. At a share price of $50, Ball trades at a 6.4% free cash flow yield; I consider writing out-of-the-money put options to average down my position. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

Ball Corporation: Worth Knowing, But Not Worth Banking On For Strong Returns

Summary I last reaffirmed Ball Corporation as a “hold” in October 2022, but the stock underperformed the S&P 500 significantly since then. The sale of Ball Corporation's aerospace division in February 2024 brought $4.5 billion after tax, making it a pure packaging play. Despite revenue and profitability declines in 2024, management returned $1.96 billion to shareholders and plans a new $4 billion share buyback. Given mixed financial results and valuation, I maintain a “hold” rating for Ball Corporation. Read the full article on Seeking Alpha
Seeking Alpha Nov 08

Ball Corporation: Keeping Our Eye On The Ball

Summary Ball Corporation has significantly reduced its debt by divesting its aerospace segment, improving its financial stability and increasing its appeal. Despite inflationary pressures, Ball's core aluminum can business shows potential for growth, driven by the shift from glass and plastic to aluminum. Earnings have improved modestly in 2024, with leverage ratios decreasing, making the stock more attractive. I am becoming more optimistic about Ball, but I am waiting for a more compelling entry point in the mid-to-low fifties. Read the full article on Seeking Alpha
Seeking Alpha Aug 18

Ball Q2: Consistent Global Beverage Can Volume Growth

Summary Global beverage can and extruded aluminum aerosol shipments increased by 2.8% and 5.6% in Q2 FY24, respectively. Ball continues to focus on capital allocation, shareholder return as well as Economic Value Added, creating catalyst for the stock price. I favor the company's long-term double-digit EPS Growth, and the stock price is undervalued. Read the full article on Seeking Alpha

CEO報酬分析

Ball の収益と比較して、Ron Lewis の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$936m

Dec 31 2025US$4mUS$823k

US$912m

Sep 30 2025n/an/a

US$712m

Jun 30 2025n/an/a

US$581m

Mar 31 2025n/an/a

US$527m

Dec 31 2024US$5mUS$791k

US$424m

Sep 30 2024n/an/a

US$529m

Jun 30 2024n/an/a

US$470m

Mar 31 2024n/an/a

US$437m

Dec 31 2023US$3mUS$754k

US$484m

Sep 30 2023n/an/a

US$437m

Jun 30 2023n/an/a

US$697m

Mar 31 2023n/an/a

US$398m

Dec 31 2022US$3mUS$725k

US$569m

Sep 30 2022n/an/a

US$961m

Jun 30 2022n/an/a

US$748m

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$6mUS$697k

US$878m

報酬と市場: Ronの 総報酬 ($USD 4.22M ) は、 US市場 ($USD 14.80M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Ronの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ron Lewis (58 yo)

less than a year
在職期間
US$4,218,225
報酬

Mr. Ronald J. Lewis, also known as Ron, has been Chief Executive Officer of Ortho-Clinical Diagnostics, Inc. since September 9, 2019. He served as Chief Operating Officer of Global Beverage Packaging at Ba...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ronald Lewis
CEO & Directorless than a yearUS$4.22m0.028%
$ 4.3m
Daniel Rabbitt
Senior VP & CFO1.3yrsUS$2.20m0.010%
$ 1.6m
Scott Vail
Senior VP and Chief Supply Chain & Operations Officerless than a yearUS$2.00mデータなし
Hannah Lim-Johnson
SVP, Chief Legal Officer & Corporate Secretary2.7yrsUS$2.37m0.0034%
$ 536.0k
Carey Causey
Senior VP & Chief Growth Officer5.3yrsUS$2.83m0.0082%
$ 1.3m
Edmund Doering
Senior VP & Chief Information Officerless than a yearデータなしデータなし
Brandon Potthoff
Head of Investor Relationsno dataデータなしデータなし
Courtney K. Reynolds
VP and Global Head of Communications & Corporate Affairsless than a yearデータなしデータなし
Jennifer Cmil
Senior VP & Chief Human Resources Officerless than a yearデータなしデータなし
Kathleen Pitre
Senior VP and President of North & Central Americano dataデータなし0.015%
$ 2.3m
Fauze Villatoro
Senior VP & President of Beverage Packaging South America2.3yrsデータなし0.0052%
$ 805.5k
Mandy Glew
Senior VP and President of Beverage Packaging Europe Middle East & Africa2.1yrsデータなし0.0025%
$ 394.2k
1.1yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: BALLの経営陣は 経験豊富 とはみなされません ( 1.1年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Ronald Lewis
CEO & Directorless than a yearUS$4.22m0.028%
$ 4.3m
Stuart Taylor
Independent Chairman27.3yrsUS$408.85k0.088%
$ 13.6m
John Bryant
Independent Non-Executive Director7.7yrsUS$320.24k0.0051%
$ 788.4k
Cynthia Niekamp
Independent Director9.8yrsUS$299.99k0.0094%
$ 1.5m
Cathy Ross
Independent Director8.6yrsUS$350.24k0.0062%
$ 959.8k
John Panichella
Independent Directorless than a yearUS$108.65k0.00069%
$ 107.5k
Todd Penegor
Independent Director6.6yrsUS$342.21k0.0045%
$ 696.5k
Aaron Erter
Independent Director1.9yrsUS$299.99k0.0021%
$ 324.1k
Betty Sapp
Independent Director7yrsUS$299.99k0.0040%
$ 623.2k
7.0yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: BALLの 取締役会経験豊富 であると考えられます ( 7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 07:46
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ball Corporation 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
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Scott GaffnerBarclays
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