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Mar 31, 2022

Ball Q1 2022 Earnings Report

Ball's first quarter results increased due to strong performance amid geopolitical and economic conditions.

Key Takeaways

Ball Corporation reported strong first quarter results with comparable diluted earnings per share increasing by 7 percent and comparable operating earnings increasing by 6 percent. The company navigated supply chain disruptions and inflation, while commissioning capital projects on time and on budget. Ball also announced its decision to leave Russia and pursue the sale of its local operations.

U.S. GAAP earnings per diluted share were $1.37, compared to 60 cents in 2021.

Comparable earnings per diluted share were 77 cents, up from 72 cents in 2021, a 7% increase.

Beverage can shipments increased by 10% in EMEA and 3% in North America; global specialty mix reached 51%.

Aerospace backlog increased to $3.2 billion, up 28% since the end of 2021.

Total Revenue
$3.72B
Previous year: $3.13B
+18.9%
EPS
$1.37
Previous year: $0.61
+124.6%
Gross Profit
$700M
Previous year: $632M
+10.8%
Cash and Equivalents
$437M
Previous year: $461M
-5.2%
Free Cash Flow
-$1.17B
Previous year: -$840M
+38.8%
Total Assets
$20.9B
Previous year: $18B
+16.4%

Ball

Ball

Ball Revenue by Segment

Forward Guidance

Ball Corporation is well-positioned for near-term and long-term growth, cost/price recovery and accelerating return of value to shareholders despite our recent decision to leave Russia.

Positive Outlook

  • The company is well-positioned for near-term and long-term growth.
  • The company is expecting cost/price recovery.
  • The company is expecting accelerating return of value to shareholders.
  • The company has successfully navigated economic and geopolitical volatility on many occasions over the past 142 years.
  • The company's culture, talented team, capital allocation discipline and strong demand for its products will enable the company to replicate its strong performance.

Challenges Ahead

  • The company recently decided to leave Russia.
  • The company is facing challenges that exist or could emerge.
  • The company has announced intention to sell its Russian business.
  • The company is facing inflationary costs.
  • The company needs to offset inflationary costs over time.

Revenue & Expenses

Visualization of income flow from segment revenue to net income