O-I Glass, Inc.

NYSE:OI 株式レポート

時価総額:US$1.4b

O-I Glass マネジメント

マネジメント 基準チェック /14

O-I Glassの CEO はGordon Hardieで、 May2024年に任命され、 の在任期間は 2.08年です。 の年間総報酬は$ 11.46Mで、 10.5%給与と89.5%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0.15%を直接所有しており、その価値は$ 2.08M 。経営陣と取締役会の平均在任期間はそれぞれ2年と6.1年です。

主要情報

Gordon Hardie

最高経営責任者

US$11.5m

報酬総額

CEO給与比率10.47%
CEO在任期間2.1yrs
CEOの所有権0.1%
経営陣の平均在職期間2yrs
取締役会の平均在任期間6.1yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 17

OI: Cost Program And Reaffirmed 2026 Outlook May Support Future Upside

Analysts kept their $15.00 price target for O-I Glass steady, citing updated assumptions that include a slightly higher discount rate, modestly adjusted revenue growth expectations, a changed profit margin outlook, and a revised future P/E multiple. What’s in the News for O-I Glass O-I Glass reaffirmed its 2026 adjusted EBITDA outlook of $1.125 billion to $1.225 billion and adjusted EPS forecast of $1.00 to $1.50 during a presentation at the Wells Fargo 16th Annual Industrials and Materials Conference on June 10, 2026, according to Wells Fargo conference materials.
ナラティブの更新 Jun 02

OI: Insider Buying And New Debt Raise Will Support Future Upside

Analysts have reset their price target on O-I Glass to $13.11 from $17.89, reflecting updated views on the company’s discount rate, revenue growth outlook, profit margin assumptions, and future P/E multiple. What's in the News Board director Samuel R.
ナラティブの更新 May 15

OI: Lower Implied P/E And Margins Point To Strong Future Upside

Analysts have reduced their fair value estimate for O-I Glass to $15.00 from $20.00, reflecting updated assumptions about the discount rate, revenue growth, profit margins, and the stock's future P/E. Valuation Changes Fair Value: Reduced from $20.00 to $15.00, a cut of 25% in the updated model.
ナラティブの更新 Apr 25

OI: Share Repurchases Will Support Future Returns

Analysts have maintained their $20.00 price target for O-I Glass, citing slightly revised assumptions on discount rate, revenue growth, profit margin, and future P/E as the main factors supporting the reaffirmed outlook. What's in the News From October 1, 2025 to December 31, 2025, O-I Glass repurchased 814,000 shares for $9.99 million, representing 0.53% of shares.
ナラティブの更新 Apr 11

OI: Share Repurchases And Higher P/E Assumptions Will Support Future Returns

Analysts have adjusted their price target for O-I Glass from $19.00 to $20.00, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E as the main drivers of this change. What's in the News Between October 1, 2025 and December 31, 2025, O-I Glass repurchased 814,000 shares for US$9.99 million, representing 0.53% of its shares.
Seeking Alpha Apr 08

O-I Glass: Cheap Valuations And Better FCF Prospects, Offset By Weak Topline Trends

Summary O-I Glass (OI), the largest glass container manufacturer in the world has contracted by 2% over the past year, even as other small-cap material stocks have surged by +70%! Topline pressures and energy cost headwinds are expected to persist, with sales volumes likely flat or down and gross pricing dipping by ~1% in FY26. Despite these pressures, OI is still expected to deliver EBITDA and FCF growth, but ironically, its valuations are akin to a business that is not expected to grow. Bearish interest has stepped up in recent months, with the stock also trading below all its key moving averages, but the stock also appears to have reached a long-term support. Read the full article on Seeking Alpha
ナラティブの更新 Mar 25

OI: Share Repurchases And Cautious Outlook Will Support Future Upside

Analysts have lowered their price target for O-I Glass from about $18.56 to $17.89, reflecting updated assumptions that are slightly more cautious on revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Completed share repurchase of 5,029,060 shares, representing 3.26% of outstanding shares, under the buyback announced on May 15, 2024 (Key Developments).
ナラティブの更新 Mar 11

OI: Completed Buyback And Higher Margin Outlook Will Support Future Upside

Analysts have raised their price target on O-I Glass from $13.73 to $15.00, citing updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, O-I Glass repurchased 814,000 shares for US$9.99 million, representing 0.53% of its shares.
ナラティブの更新 Feb 24

OI: Share Repurchases Will Support Future Upside Potential

Analysts have nudged their price target on O-I Glass higher from about $17.89 to $18.56. They cited updated assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers behind the revised view.
ナラティブの更新 Feb 09

OI: Modest Assumption Tweaks Will Sustain Cautious Outlook On Future Returns

Analysts have raised their price target on O-I Glass slightly, to about $13.73 from roughly $13.69, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples as the main factors behind the change. Valuation Changes Fair Value: Adjusted slightly higher, from about US$13.69 to roughly US$13.73 per share.
分析記事 Jan 31

Is O-I Glass (NYSE:OI) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Jan 26

OI: Share Repurchases And Lower Discount Rate Will Support Upside

Analysts have lifted their price target on O-I Glass by about $2 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News From July 1, 2025 to September 30, 2025, O-I Glass repurchased 647,000 shares for US$9.98 million, accounting for 0.42% of its shares.
ナラティブの更新 Jan 12

OI: Share Buybacks Will Contrast With My Cautious Outlook On Future Returns

Analysts have raised their price target on O-I Glass to about $13.69 from $13.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E, which they view as better reflecting the company’s current risk and return profile. What's in the News O-I Glass reported that from July 1, 2025 to September 30, 2025, it repurchased 647,000 shares, representing 0.42% of its shares, for a total of $9.98 million under its existing buyback program (Key Developments).
ナラティブの更新 Dec 27

OI: Share Repurchases Will Support Future Earnings And Margin Expansion

Analysts have modestly raised their price target on O-I Glass, increasing their fair value estimate by approximately 1 dollar to reflect slightly stronger expectations for long term revenue growth and profit margins, as well as a marginally lower discount rate. What's in the News Completed share repurchase of 4,215,060 shares, representing 2.73 percent of outstanding shares, under the buyback program announced on May 15, 2024 (company disclosure) Repurchased 647,000 shares, or 0.42 percent of outstanding shares, between July 1, 2025 and September 30, 2025 for a total consideration of 9.98 million dollars (company disclosure) Total capital returned through the current buyback program reached 49.91 million dollars as of September 30, 2025 (company disclosure) Valuation Changes Fair Value Estimate: Unchanged at 19.0 dollars per share, indicating no revision to the intrinsic value assessment.
ナラティブの更新 Dec 12

OI: Share Repurchases Will Support Stronger Margins And Future Upside Potential

Analysts have trimmed their price target on O-I Glass by 2 dollars to 19 dollars, reflecting a modestly lower fair value. Slightly stronger revenue growth and improved margin expectations are partly offset by a reduced future valuation multiple.
ナラティブの更新 Oct 29

Improving Profit Margins Will Drive Premium Performance And Long-Term Upside

Analysts have slightly lowered their price target for O-I Glass from $16.10 to $15.89. They cite modest adjustments in revenue growth forecasts and a reduced fair value estimate.
ナラティブの更新 Oct 15

Fit To Win And Sustainable Packaging Will Secure Premium Performance

Analysts have lowered their price target for O-I Glass from $16.90 to $16.10. This reflects a more cautious outlook on fair value due to marginal adjustments in discount rate and projected financial metrics.
分析記事 Sep 03

O-I Glass (NYSE:OI) Has No Shortage Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Jun 25

Returns At O-I Glass (NYSE:OI) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
新しいナラティブ May 27

Sustainable Packaging Trends Will Unlock Glass Demand

Shifts toward sustainable packaging and premium products, alongside customer contract gains, position O-I Glass for higher revenue and profitability.
分析記事 May 04

O-I Glass, Inc.'s (NYSE:OI) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

O-I Glass, Inc. ( NYSE:OI ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 Mar 12

O-I Glass, Inc.'s (NYSE:OI) Share Price Is Matching Sentiment Around Its Revenues

When you see that almost half of the companies in the Packaging industry in the United States have price-to-sales...
分析記事 Jan 23

Returns At O-I Glass (NYSE:OI) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Jan 22

O-I Glass: The Reasons To Upgrade This Name Are As Clear As Glass

Summary Despite recent stock declines, O-I Glass stock remains a strong buy due to its industry leadership, significant cash flows, and ongoing strategic investments. O-I Glass experienced revenue growth during the pandemic, benefiting from price hikes, but faced challenges in 2024 due to lower prices and reduced shipments. Management's ambitious plans include cost-cutting initiatives and significant investments in technology and sustainability, aiming to boost EBITDA to $1.45 billion by 2027. OI stock is undervalued compared to peers, making it an attractive investment opportunity even if short-term performance remains weak. Read the full article on Seeking Alpha
分析記事 Nov 27

O-I Glass, Inc.'s (NYSE:OI) Price Is Right But Growth Is Lacking

When you see that almost half of the companies in the Packaging industry in the United States have price-to-sales...
Seeking Alpha Oct 31

O-I Glass: Weakness Persists In Q3 And Beyond (Rating Downgrade)

Summary O-I Glass' Q3 was weak, as the company had weak pricing and volumes declined in Europe. In addition, production capacity adjustments weighed towards weak profitability. The market weakness is expected to persist, as O-I Glass cut its 2024 outlook. The Fit to Win plan should improve O-I Glass' mid-term earnings profile, but the plan raises questions of the company's future. I now estimate the OI stock to be overvalued due to excessive debt and a likely weak future growth. Read the full article on Seeking Alpha
分析記事 Oct 22

O-I Glass (NYSE:OI) Is Experiencing Growth In Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Sep 26

Is O-I Glass (NYSE:OI) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 Aug 01

A Piece Of The Puzzle Missing From O-I Glass, Inc.'s (NYSE:OI) 26% Share Price Climb

O-I Glass, Inc. ( NYSE:OI ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Seeking Alpha Jul 30

Why O-I Glass Will Thrive As The Market Improves

Summary O-I is facing an excruciating period of destocking and soft consumer demand, with disappointing revenues. Decreasing shipments and volatile energy costs are increasing operating costs. However, management is focusing on portfolio optimization programs and margin expansion initiatives while waiting for markets to turn around. O-I’s continued investment in innovation and environmentalism, namely their MAGMA initiative, positions them to thrive once demand recovers. Read the full article on Seeking Alpha
Seeking Alpha Jul 17

O-I Glass: There's Incredibly Risky Potential

Summary O-I Glass, Inc. has reported weak financials due to weak recent industry trends. The company anticipates a gradual recovery with stable y/y volumes in Q2, but I believe that investors should be cautious of the upcoming quarterly report. The extensive investments in the MAGMA program should aid earnings in coming years, potentially making the stock undervalued. Due to remaining incredibly high debt, a weak industry, and O-I Glass' poor history, I remain cautious. Read the full article on Seeking Alpha
分析記事 Jul 02

Returns On Capital Are Showing Encouraging Signs At O-I Glass (NYSE:OI)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Jun 05

Is O-I Glass (NYSE:OI) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 May 03

O-I Glass, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a sad week for O-I Glass, Inc. ( NYSE:OI ), who've watched their investment drop 12% to US$13.09 in the week...
Seeking Alpha May 02

O-I Glass: Guidance Cut Creates New Buy Opportunity

Summary O-I Glass's Q1 results showed pressure from customer destocking, with gross profit falling by about a third. The company's operating cash flow was negative, but adjusted for changes in working capital, it was positive. O-I Glass reduced its full-year guidance, leading to a disappointing market reaction and a decrease in expected sales volume growth. Read the full article on Seeking Alpha
分析記事 Feb 02

These 4 Measures Indicate That O-I Glass (NYSE:OI) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Jan 10

O-I Glass: A Cash Flow Monster In Disguise

Summary O-I Glass' share price has been sliding due to reduced full-year guidance, but the company is on the verge of commissioning a new plant. Despite a weaker-than-expected third quarter, the investment thesis for O-I Glass remains intact, with adjusted earnings per share increasing compared to the previous year. The company's cash flow performance is a key factor in the investment thesis, and while the Q3 cash flow was somewhat disappointing, the 9M 2023 cash flow result was robust. Read the full article on Seeking Alpha
分析記事 Dec 22

O-I Glass, Inc. (NYSE:OI) Looks Inexpensive But Perhaps Not Attractive Enough

O-I Glass, Inc.'s ( NYSE:OI ) price-to-earnings (or "P/E") ratio of 6.7x might make it look like a strong buy right now...
Seeking Alpha Oct 23

O-I Glass Could Be A Value Trap

Summary O-I Glass, a glass bottle producer, has performed poorly in the past two decades with no real growth despite acquisitions. The company has achieved a higher margin in H1 of 2023 as a result of higher pricing and cost efficiencies. I still worry about the margin's sustainability as well as the very low growth prospects. At the current price, O-I Glass is mostly priced to be a value trap. My DCF model estimates the stock to be roughly fairly valued, constituting a hold rating. Read the full article on Seeking Alpha
分析記事 Sep 15

Why O-I Glass, Inc. (NYSE:OI) Could Be Worth Watching

O-I Glass, Inc. ( NYSE:OI ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 Aug 31

With EPS Growth And More, O-I Glass (NYSE:OI) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Aug 10

O-I Glass: Navigating Challenges And Unlocking Growth In Glass Packaging Industry

Summary O-I Glass reported a 20% YoY increase in adjusted earnings and forecasts further improvement in 2024 due to expansion plans and sustainability efforts. The company has boosted revenue despite a decrease in volume, thanks to higher prices and a diverse portfolio of glass packaging solutions. O-I Glass has a lower price-to-earnings ratio compared to its peers and may be undervalued, with potential for growth in the glass container industry. Read the full article on Seeking Alpha
分析記事 Aug 03

O-I Glass (NYSE:OI) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jul 20

O-I Glass, Inc.'s (NYSE:OI) Intrinsic Value Is Potentially 67% Above Its Share Price

Key Insights The projected fair value for O-I Glass is US$38.91 based on 2 Stage Free Cash Flow to Equity O-I Glass is...
分析記事 Jul 07

O-I Glass (NYSE:OI) Shareholders Will Want The ROCE Trajectory To Continue

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 Jun 07

Should You Investigate O-I Glass, Inc. (NYSE:OI) At US$21.97?

O-I Glass, Inc. ( NYSE:OI ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha May 31

O-I Glass: This Ride Still Has Room To Go

Summary O-I Glass shares continue to look fundamentally cheap despite significant gains, warranting a 'buy' rating. The company has performed well, transferring higher costs onto customers and generating higher profits. Even with a potential recession in the second half of 2023, OI stock remains attractively priced compared to similar firms. Read the full article on Seeking Alpha
分析記事 May 19

Here's Why We Think O-I Glass (NYSE:OI) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Apr 21

O-I Glass, Inc. (NYSE:OI) Shares Could Be 45% Below Their Intrinsic Value Estimate

Key Insights O-I Glass' estimated fair value is US$39.60 based on 2 Stage Free Cash Flow to Equity O-I Glass is...

CEO報酬分析

O-I Glass の収益と比較して、Gordon Hardie 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$186m

Dec 31 2025US$11mUS$1m

-US$129m

Sep 30 2025n/an/a

-US$145m

Jun 30 2025n/an/a

-US$255m

Mar 31 2025n/an/a

-US$194m

Dec 31 2024US$8mUS$757k

-US$106m

Sep 30 2024n/an/a

-US$422m

Jun 30 2024n/an/a

-US$290m

Mar 31 2024n/an/a

-US$237m

Dec 31 2023US$243kn/a

-US$103m

Sep 30 2023n/an/a

US$380m

Jun 30 2023n/an/a

US$560m

Mar 31 2023n/an/a

US$702m

Dec 31 2022US$248kn/a

US$584m

Sep 30 2022n/an/a

US$614m

Jun 30 2022n/an/a

US$461m

Mar 31 2022n/an/a

US$327m

Dec 31 2021US$243kn/a

US$142m

Sep 30 2021n/an/a

US$70m

Jun 30 2021n/an/a

US$321m

Mar 31 2021n/an/a

US$102m

Dec 31 2020US$243kn/a

US$249m

Sep 30 2020n/an/a

US$310m

Jun 30 2020n/an/a

-US$593m

Mar 31 2020n/an/a

-US$426m

Dec 31 2019US$243kn/a

-US$397m

報酬と市場: Gordonの 総報酬 ($USD 11.46M ) は、 US市場 ($USD 5.30M ) の同規模の企業の平均を上回っています。

報酬と収益: Gordonの報酬は増加しましたが、会社は利益を上げていません。


CEO

Gordon Hardie (62 yo)

2.1yrs
在職期間
US$11,462,530
報酬

Mr. Gordon J. Hardie, B.A. M.B.A. is Chief Executive Officer and Director of Owens-Illinois, Inc. He has been an Independent Non-Executive Director of O-I Glass, Inc. (formerly knowns as Owens-Illinois, In...


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
Gordon Hardie
CEO, President & Director2.1yrsUS$11.46m0.15%
$ 2.1m
John Haudrich
Senior VP & CFO7.2yrsUS$3.65m0.37%
$ 5.1m
Darrow Abrahams
Senior VP5.8yrsUS$2.29m0.11%
$ 1.6m
Emmanuelle Guerin
Senior Vice President of Business Operations Europe1.7yrsUS$2.38m0.0040%
$ 56.3k
Eduardo Restrepo
Senior Vice President of Business Operations Americas1.3yrsUS$2.05mデータなし
James Dalton
Senior VP1.7yrsデータなし0.040%
$ 561.4k
Randolph Burns
Senior VP1.8yrsデータなし0.063%
$ 879.4k
Christopher Manuel
Vice President of Investor Relations7.3yrsデータなしデータなし
Donato Giorgio
Senior VP & Chief Supply Officerless than a yearデータなしデータなし
Meena Dafesh
Vice President & Global Treasurer3.6yrsデータなしデータなし
Marie-Laure Susset
Global Integrated Marketing Communications Directorno dataデータなしデータなし
2.0yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: OIの経営陣は 経験豊富 とはみなされません ( 2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
Gordon Hardie
CEO, President & Director11.1yrsUS$11.46m0.15%
$ 2.1m
Hari Narayan Nair
Independent Director12.8yrsUS$294.86k0.065%
$ 906.5k
Samuel Chapin
Independent Director6.1yrsUS$297.50k0.052%
$ 719.7k
Catherine Slater
Independent Director6.1yrsUS$295.14k0.044%
$ 611.0k
John Humphrey
Independent Board Chair8.1yrsUS$409.86k0.063%
$ 869.2k
Cheri Phyfer
Independent Director2.1yrsUS$289.34k0.015%
$ 205.1k
Iain Mackay
Independent Director1.1yrsUS$231.09k0.0076%
$ 106.1k
Eugenio Garza y Garza
Independent Director1.1yrsUS$231.09k0.0053%
$ 74.3k
Carol Williams
Independent Director12.3yrsUS$312.95k0.071%
$ 984.3k
David Clark
Independent Director4.1yrsUS$332.50k0.026%
$ 363.6k
6.1yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: OIの 取締役会経験豊富 であると考えられます ( 6.1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2026/06/18 19:14
終値2026/06/18 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

O-I Glass, Inc. 9 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。23

アナリスト機関
Ghansham PanjabiBaird
Scott GaffnerBarclays
Michael LeitheadBarclays