-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將O-I未來12個月的目標價下調6.50美元至7.50美元，基於2026年EBITDA預期值的5.5倍EV/EBITDA，低於O-I過去一年的平均值5.6倍。我們將2026年每股收益預期下修0.58美元至1.25美元，2027年每股收益預期下修0.40美元至1.95美元。 O-I的「Fit to Win」專案在第一季實現了3,500萬美元的淨節省，並已完成其7.5億美元收益目標的50%，這是本季的一大亮點。 O-I在本季新增了15個客戶，預計將推動2026年下半年業務量成長1.5%。我們注意到，業務量比去年同期下降了8%。 此趨勢在3月有所改善，銷量僅下降2%。管理層指出，歐洲市場是業績不佳的主因，由於需求疲軟以及南歐葡萄酒市場競爭激烈，該市場較上年同期減少了6,800萬美元。中東衝突帶來的通膨風險是一大隱患，如果價格持續高企，可能會增加7,500萬至1億美元的成本。我們目前預計2027年的EBITDA與2025年（12.3億美元）持平，但如果2026年下半年能源價格下降，這項預期可能會有所改善。
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