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O-I Glass, Inc. /DE/ (OI) Stock Fundamental Analysis & AI Rating 2026

OI NYSE Glass Containers DE CIK: 0000812074
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
STRONG SELL
88% Conf
Pending
Analysis scheduled

📊 OI Key Takeaways

Revenue: $6.4B
Net Margin: -2.0%
Free Cash Flow: $168.0M
Current Ratio: 1.25x
Debt/Equity: 3.74x
EPS: $-0.84
AI Rating: STRONG SELL with 88% confidence
O-I Glass, Inc. /DE/ (OI) receives a STRONG SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $6.4B, net profit margin of -2.0%, and return on equity (ROE) of -10.0%, O-I Glass, Inc. /DE/ demonstrates mixed fundamentals in the Materials sector. Below is our complete OI stock analysis for 2026.

Is O-I Glass, Inc. /DE/ (OI) a Good Investment?

Claude

O-I Glass is operationally unprofitable with net losses deteriorating 25.2% YoY while carrying unsustainable leverage of 3.74x debt-to-equity. The company cannot cover interest expenses, has zero revenue growth, and faces margin compression—positive free cash flow alone cannot offset the structural solvency risks.

Why Buy O-I Glass, Inc. /DE/ Stock? OI Key Strengths

Claude
  • + Positive operating cash flow of $600M demonstrates underlying operational cash generation despite losses
  • + Positive free cash flow of $168M provides some debt service capacity
  • + Established market position in glass containers with $6.4B revenue base

OI Stock Risks: O-I Glass, Inc. /DE/ Investment Risks

Claude
  • ! Unprofitable operations with negative operating margin (-0.8%) and net income declining 25.2% YoY
  • ! Cannot cover interest expenses with negative interest coverage ratio of -0.1x—indicates debt sustainability crisis
  • ! Excessive leverage with $4.8B long-term debt against only $1.3B equity (3.74x debt-to-equity ratio)
  • ! Stalled growth with flat YoY revenue and negative ROE/ROA indicating capital destruction
  • ! Quick ratio of 0.77x below 1.0 signals potential near-term liquidity stress

Key Metrics to Watch

Claude
  • * Operating margin recovery toward breakeven and path to profitability
  • * Interest coverage ratio improvement above 1.0x to demonstrate debt serviceability
  • * Debt reduction progress and leverage ratio trends below 3.0x
  • * Revenue growth inflection to support margin expansion

O-I Glass, Inc. /DE/ (OI) Financial Metrics & Key Ratios

Revenue
$6.4B
Net Income
$-129.0M
EPS (Diluted)
$-0.84
Free Cash Flow
$168.0M
Total Assets
$9.2B
Cash Position
$759.0M

💡 AI Analyst Insight

The relatively thin 2.6% FCF margin may limit capital allocation flexibility.

OI Profit Margin, ROE & Profitability Analysis

Gross Margin 17.3%
Operating Margin -0.8%
Net Margin -2.0%
ROE -10.0%
ROA -1.4%
FCF Margin 2.6%

OI vs Materials Sector: How O-I Glass, Inc. /DE/ Compares

How O-I Glass, Inc. /DE/ compares to Materials sector averages

Net Margin
OI -2.0%
vs
Sector Avg 10.0%
OI Sector
ROE
OI -10.0%
vs
Sector Avg 14.0%
OI Sector
Current Ratio
OI 1.2x
vs
Sector Avg 1.6x
OI Sector
Debt/Equity
OI 3.7x
vs
Sector Avg 0.6x
OI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is O-I Glass, Inc. /DE/ Stock Overvalued? OI Valuation Analysis 2026

Based on fundamental analysis, O-I Glass, Inc. /DE/ shows some fundamental concerns relative to the Materials sector in 2026.

Return on Equity
-10.0%
Sector avg: 14%
Net Profit Margin
-2.0%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.74x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

O-I Glass, Inc. /DE/ Balance Sheet: OI Debt, Cash & Liquidity

Current Ratio
1.25x
Quick Ratio
0.77x
Debt/Equity
3.74x
Debt/Assets
0.0%
Interest Coverage
-0.14x
Long-term Debt
$4.8B

OI Revenue & Earnings Growth: 5-Year Financial Trend

OI 5-year financial data: Year 2021: Revenue $6.7B, Net Income -$400.0M, EPS $-2.58. Year 2022: Revenue $6.9B, Net Income $249.0M, EPS $1.57. Year 2023: Revenue $7.1B, Net Income $149.0M, EPS $0.93. Year 2024: Revenue $7.1B, Net Income $584.0M, EPS $3.67. Year 2025: Revenue $7.1B, Net Income -$103.0M, EPS $-0.67.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: O-I Glass, Inc. /DE/'s revenue has shown modest growth of 6% over the 5-year period. The most recent EPS of $-0.67 indicates the company is currently unprofitable.

OI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.6%
Free cash flow / Revenue

OI Quarterly Earnings & Performance

Quarterly financial performance data for O-I Glass, Inc. /DE/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.7B $9.0M $0.06
Q2 2025 $1.7B -$5.0M $-0.03
Q1 2025 $1.6B -$16.0M $-0.10
Q3 2024 $1.7B $48.0M $0.31
Q2 2024 $1.7B $57.0M $0.36
Q1 2024 $1.6B $72.0M $0.45
Q3 2023 $1.7B $51.0M $0.32
Q2 2023 $1.8B $110.0M $0.69

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

O-I Glass, Inc. /DE/ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$600.0M
Cash generated from operations
Stock Buybacks
$40.0M
Shares repurchased (TTM)
Capital Expenditures
$432.0M
Investment in assets
Dividends Paid
$8.0M
Returned to shareholders

OI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for O-I Glass, Inc. /DE/ (CIK: 0000812074)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/doc4.xml View →
Mar 31, 2026 DEF 14A oi-20260513xdef14a.htm View →
Mar 10, 2026 4 xslF345X05/doc4.xml View →
Mar 10, 2026 4 xslF345X05/doc4.xml View →
Mar 10, 2026 4 xslF345X05/doc4.xml View →

Frequently Asked Questions about OI

What is the AI rating for OI?

O-I Glass, Inc. /DE/ (OI) has an AI rating of STRONG SELL with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OI's key strengths?

Claude: Positive operating cash flow of $600M demonstrates underlying operational cash generation despite losses. Positive free cash flow of $168M provides some debt service capacity.

What are the risks of investing in OI?

Claude: Unprofitable operations with negative operating margin (-0.8%) and net income declining 25.2% YoY. Cannot cover interest expenses with negative interest coverage ratio of -0.1x—indicates debt sustainability crisis.

What is OI's revenue and growth?

O-I Glass, Inc. /DE/ reported revenue of $6.4B.

Does OI pay dividends?

O-I Glass, Inc. /DE/ pays dividends, with $8.0M distributed to shareholders in the trailing twelve months.

Where can I find OI SEC filings?

Official SEC filings for O-I Glass, Inc. /DE/ (CIK: 0000812074) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OI's EPS?

O-I Glass, Inc. /DE/ has a diluted EPS of $-0.84.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, O-I Glass, Inc. /DE/ has a STRONG SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OI stock overvalued or undervalued?

Valuation metrics for OI: ROE of -10.0% (sector avg: 14%), net margin of -2.0% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy OI stock in 2026?

Our dual AI analysis gives O-I Glass, Inc. /DE/ a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OI's free cash flow?

O-I Glass, Inc. /DE/'s operating cash flow is $600.0M, with capital expenditures of $432.0M. FCF margin is 2.6%.

How does OI compare to other Materials stocks?

Vs Materials sector averages: Net margin -2.0% (avg: 10%), ROE -10.0% (avg: 14%), current ratio 1.25 (avg: 1.6).

Is O-I Glass, Inc. /DE/ carrying too much debt?

OI has a debt-to-equity ratio of 3.74x, which is above the Materials sector average of 0.6x. However, the current ratio of 1.25 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI