| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 20, 2026 | 10/12 | 2 medium, 1 low flags | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | North America full-year beverage can shipments expected to be 3% to 4% above 2025 Full year not complete; current quarter reiterated the same 3% to 4% range for North America, consistent so far. |
| Q3'26 | Pending | Middle East conflict inflation impact guided at roughly 7 to 10 cents of EPS in the second half of 2026 The revised H2 estimate is 20-25 cents, including actual Q3 impact and forecast Q4 impact. Management acknowledged the weaker estimate; the full-period outcome remains pending. |
| Q3'26 | Pending | Brazil team targeting flat volume for full year 2026 Full year not complete; management revised the target down this quarter to roughly down 2%, a cut to the prior target rather than a final delivered/missed result. |
| Q3'26 | Pending | Expect to buy back close to $200 million of stock in the second half of 2026 Q3 repurchases were $81M. The second half remains open, and no equal quarterly repurchase pace was promised. |
| Q3'26 | Pending | FY26 adjusted free cash flow of at least $900 million Full year not complete; guide raised to at least $950M, a positive revision but not yet an actual delivered result. |
| Q3'26 | Pending | FY26 adjusted EPS guidance of $8.30 to $8.50 Full year not complete; range revised this quarter to $8.35-$8.45, a narrowing with midpoint essentially unchanged, not yet a delivered or missed outcome. |
| Q3'26 | Exceeded | Q3 2026 adjusted diluted EPS guided to $2.20 to $2.30 Actual Q3 adjusted EPS came in at $2.39, above the top end of the prior guided range. |
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