What BALL promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

12 of 18 judged targets kept · 29 open · verdicts reflect calls analysed to Jun 2026.

Target	Original wording	Said	Latest call	Verdict
Interest expense	In the range of $320 million for full year 2026	Dec 2025	Jun 2026:Full year 2026 interest expense is expected to be in the range of $310 million. Call transcript, Jun 2026 · no direct link	Revised Up
Capital expenditures	In line with GAAP depreciation and amortization in 2026	Dec 2025	Jun 2026:CapEx is expected to be in line with GAAP D&A in 2026. Call transcript, Jun 2026 · no direct link	On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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