O-I Glass, Inc.

NYSE:OI 주식 리포트

시가총액: US$1.4b

O-I Glass 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Gordon Hardie

최고경영자

US$11.5m

총 보수

CEO 급여 비율10.47%
CEO 재임 기간2yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간1.9yrs
이사회 평균 재임 기간6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 Apr 06

The Return Trends At O-I Glass (NYSE:OI) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
분석 기사 Mar 04

Here's Why O-I Glass (NYSE:OI) Is Weighed Down By Its Debt Load

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

CEO 보수 분석

Gordon Hardie의 보수는 O-I Glass의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Gordon의 총 보수(USD11.46M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.48M)보다 높습니다.

보상과 수익: Gordon의 보상은 회사가 적자임에도 증가했습니다.


CEO

Gordon Hardie (61 yo)

2yrs
재임 기간
US$11,462,530
보수

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...


리더십 팀

이름직위재임 기간보수지분
Gordon Hardie
CEO, President & Director2yrsUS$11.46m0.15%
$ 2.1m
John Haudrich
Senior VP & CFO7.1yrsUS$3.65m0.37%
$ 5.0m
Darrow Abrahams
Senior VP5.7yrsUS$2.29m0.11%
$ 1.5m
Emmanuelle Guerin
Senior Vice President of Business Operations Europe1.6yrsUS$2.38m0.0040%
$ 55.5k
Eduardo Restrepo
Senior Vice President of Business Operations Americas1.3yrsUS$2.05m데이터 없음
James Dalton
Senior VP1.6yrs데이터 없음0.040%
$ 554.0k
Randolph Burns
Senior VP1.8yrs데이터 없음0.063%
$ 867.8k
Christopher Manuel
Vice President of Investor Relations7.3yrs데이터 없음데이터 없음
Donato Giorgio
Senior VP & Chief Supply Officerless than a year데이터 없음데이터 없음
Meena Dafesh
Vice President & Global Treasurer3.5yrs데이터 없음데이터 없음
Marie-Laure Susset
Global Integrated Marketing Communications Directorno data데이터 없음데이터 없음
1.9yrs
평균 재임 기간
51.5yo
평균 나이

경험이 풍부한 관리: OI의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.9 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Gordon Hardie
CEO, President & Director11yrsUS$11.46m0.15%
$ 2.1m
Hari Narayan Nair
Independent Director12.8yrsUS$294.86k0.065%
$ 894.5k
Samuel Chapin
Independent Director6yrsUS$297.50k0.044%
$ 602.9k
Catherine Slater
Independent Director6yrsUS$295.14k0.044%
$ 602.9k
John Humphrey
Independent Board Chair8yrsUS$409.86k0.063%
$ 857.7k
Cheri Phyfer
Independent Director2yrsUS$289.34k0.015%
$ 202.4k
Iain Mackay
Independent Director1yrUS$231.09k0.0076%
$ 104.7k
Eugenio Garza y Garza
Independent Director1yrUS$231.09k0.0053%
$ 73.3k
Carol Williams
Independent Director12.3yrsUS$312.95k0.071%
$ 971.3k
David Clark
Independent Director4yrsUS$332.50k0.026%
$ 358.8k
6.0yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: OI의 이사회경험이 있음으로 간주됩니다(평균 재임 6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 05:43
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

O-I Glass, Inc.는 23명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ghansham PanjabiBaird
Scott GaffnerBarclays
Michael LeitheadBarclays