CCCCKEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
Event time: 事件时间：
Published: 文章发布：
CCK earnings call: With year-to-date growth standing at close to 6% we remain confident in the outlook for beverage can demand with our full year global growth target in the 4% to 5% range.皇冠控股 (CCK) 电话会：鉴于今年迄今增长率接近6%，我们对饮料罐需求前景仍有信心，全年全球增长目标区间为4%至5%。
Management remarks
Call period: 2026 Q3 · 2026-10-20
Demand and orders: Timothy J. Donahue: With year-to-date growth standing at close to 6% we remain confident in the outlook for beverage can demand with our full year global growth target in the 4% to 5% range.
Margins: Timothy J. Donahue: Adjusting for the pass through of higher material costs segment income margin was 17.7% of sales in the quarter.
Analyst Q&A
Analyst Anthony Pettinari asked: Good morning. Good morning. Timothy, hey, just following up on The Middle East. I think you previously had estimated a $0.07 to $0.10 headwind in the second half. After a $0.05 headwind in Q2. I am just wondering how you think that might shake out And you talked about Gulf volumes down 4%. In 3Q. I mean, is that what you are seeing in October? Management Timothy J. Donahue answered: So, again, Anthony, just to be clear, when we said 5¢ in Q2 and then 10¢ in the back half, we were talking about the inflationary impact of the Middle East conflict across our global operations, We clearly got that wrong in the back half 5¢ in Q2, and 10¢ in the back half has morphed into $0.20 to $0.25 split equally between Q3 and now our estimate for Q4. Some of that being volume declines in the Middle East, much of it being elevated energy costs and elevated freight costs globally.
