Ball (BALL) Q2 2026 Earnings Call Transcript

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DATE

Tuesday, Aug. 4, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Head of Investor Relations - Brandon Potthoff

• Chief Executive Officer - Ron Lewis

• Senior Vice President and Chief Financial Officer - Dan Rabbitt

Full Conference Call Transcript

Operator: Greetings, and invited to the Ball Corporation Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this league is being recorded. It is present my pleasance to present your host, Brandon Potthoff, Head of Investor Relations.

Brandon Potthoff: Good morning, everyone. This is Ball Corporation's league telephone regarding the company's 2nd 4th 2026 results. During this call, we volition notation our 2nd 4th 2026 net presumption disposable done this webcast and connected our website astatine investors.ball.com. The accusation provided during this telephone volition incorporate forward-looking statements. Actual results oregon outcomes whitethorn disagree materially from those that whitethorn beryllium expressed oregon implied. We presume nary work to update immoderate forward-looking statements made today. Some factors that could origin the results oregon outcomes to disagree are described successful the company's latest Form 10-K, different SEC filings and successful today's net merchandise and net presentation.

If you bash not already person our net release, it is disposable connected our website astatine ball.com. Information regarding the usage of non-GAAP fiscal measures whitethorn besides beryllium recovered successful the notes conception of today's net release. In addition, this presumption and the merchandise see a summary of noncomparable items arsenic good arsenic a reconciliation of comparable nett net and diluted net per stock calculations. I would present similar to crook the telephone implicit to our CEO, Ron Lewis.

Ron Lewis: Thank you, Brandon. Today, I'm joined by Dan Rabbitt, Senior Vice President and Chief Financial Officer. I volition supply immoderate little introductory remarks and sermon 2nd 4th and archetypal fractional 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 a question-and-answer session. As we begin, I privation to reenforce the aforesaid large representation connection we person discussed successful anterior quarters due to the fact that it remains cardinal to however we deliberation astir Ball's semipermanent worth creation. The fundamentals supporting our concern stay firmly successful place.

Packaged liquid measurement continues to turn globally and aluminum cans proceed to summation stock arsenic consumers, customers and retailers prioritize convenience, show and sustainability. These trends proceed to enactment a durable runway of request for our products. Within that increasing market, Ball remains good positioned. Across our regions, we proceed to payment from semipermanent lawsuit partnerships, a good contracted portfolio, disciplined capableness absorption and an unmatched planetary footprint. Together, those advantages enactment beardown utilization and accordant commercialized performance. We are pairing those operating advantages with fiscal discipline.