Ball Corporation (BALL)

Ball Corporation beat on both the top and bottom line in the second fiscal quarter of 2026, reported Aug. 4, with adjusted EPS of $1.03 topping the $0.99 estimate by 4.1% and revenue of about $4.0 billion beating the about $3.7 billion consensus by 8.3%. Revenue rose 20.4% from about $3.3 billion a year ago, led by Revenue from Contracts with Customers, the largest revenue line, which climbed 19.7% to about $4.0 billion; another revenue line increased 32.6% to about $753 million. Gross margin held near 17% and operating margin near 13% as operating income reached about $512 million. Net income rose 4.2% to about $221 million from about $212 million a year earlier, while adjusted EPS was up 14.4% from $0.90. Ball generated operating cash flow of about $608 million, repurchased about $114 million of stock and paid about $53 million in dividends. Next-period consensus calls for EPS of $1.06 on revenue of $3.65 billion.