NYSE$OI

O-I Glass Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

O-I Glass Inc reported lower net sales and a net loss for the second quarter of 2025 amid restructuring charges.

Net sales declined 1% to $1.706 billion due to lower volumes and prices, partially offset by currency. The company posted a net loss of $5 million after $108 million in restructuring and asset impairment charges. Segment operating profit fell 3% to $225 million as cost savings from Fit to Win were offset by production curtailments.

  • Q2 net sales of $1.706 billion declined 1% year-over-year on lower volumes and pricing.
  • Reported net loss of $5 million ($0.03 per share) after $108 million restructuring charges.
  • Americas segment profit rose 27% while Europe profit fell 29% due to competitive pressures.
  • Fit to Win initiative delivered $63 million in operating cost benefits during the quarter.

Headline financials

Total Revenue

$1.71B

Previous: -$3M+56966.7%
EPS (adj)

-$0.03

Previous: $0.36-108.3%
Capital Expenditures

-$239M

Previous: -$373M+35.9%
Net Income

-$5M

Previous: $57M-108.8%
Operating Income

$7M

Previous: $104M-93.3%
Gross Profit

$299M

Previous: $303M-1.3%
Cash & Equivalents

$487M

Previous: $671M-27.4%
Total Assets

$9.18B

Previous: $9.33B-1.7%

Revenue & EPS history

O-I Glass · Revenue · Quarterly

$1.71B

Q2 2025-56,966.7%vs Q2 2024
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Revenue by segment

O-I Glass · $1.68B total across 2 segments · Q2 2025

  • Americas
    $943M
  • Europe
    $741M

Forward guidance

Management expects stable sales volumes for 2025 with at least $250 million in Fit to Win benefits and capital expenditures of $400-450 million.

Tailwinds

  • Fit to Win initiative on track to deliver at least $250 million in 2025 benefits
  • Cumulative Fit to Win savings expected to reach $650 million by 2027

Headwinds

  • Net price pressure expected to remain a headwind in Europe
  • Tariff uncertainty may affect future demand

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-3.7%

Avg return

Earnings day

-3.5%

Avg return

5 days after

-2.4%

Avg return

30 days after

32%

8 / 25 earnings

Positive

+15.0%

Q2 2024

Best reaction

-24.2%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-15.5%-11.7%-14.6%
Q4 2025-4.9%-9.8%-35.2%
Q3 2025+14.2%+8.8%+22.2%
Q1 2025+4.2%+9.1%+7.9%
Q3 2024-7.2%-8.8%+1.3%
Q2 2024+15.0%-2.8%+9.2%
Q1 2024-15.9%-10.7%-15.2%
Q3 2023-5.3%-6.0%+0.3%
Q2 2023-10.8%-10.9%-9.6%
Q1 2023+0.4%+6.7%+4.0%
Q3 2022-9.7%-0.5%+2.4%
Q2 2022-6.6%-5.7%-10.0%
Q1 2022-4.5%+1.7%+18.2%
Q3 2021-4.4%-6.5%-14.3%
Q2 2021-4.1%-2.9%+1.2%
Q1 2021+0.2%+6.7%+12.0%
Q3 2020-2.1%-1.7%+19.4%
Q2 2020+10.0%+6.7%+8.9%
Q1 2020+9.7%-0.1%-1.2%
Q3 2019-20.1%-19.6%-11.1%
Q2 2019-24.2%-30.8%-40.1%
Q1 2019-8.5%-9.2%-18.2%
Q3 2018-6.6%+3.9%+9.7%
Q2 2018+9.3%+10.3%+5.8%
Q1 2018-5.1%-4.2%-11.9%
Q2 2015
Q3 2013
Q2 2013
Q1 2013
Q3 2012
Q2 2012

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