O-I Glass vs Kaiser Aluminum

This page compares O-I Glass and Kaiser Aluminum, examining how their business models, financial performance, and market context relate to each other. The aim is to present a neutral, accessible overview that helps readers understand positioning and context without offering recommendations. Educational content, not financial advice.

This page compares O-I Glass and Kaiser Aluminum, examining how their business models, financial performance, and market context relate to each other. The aim is to present a neutral, accessible overv...

About The Companies

O-I Glass (OI)

Owens-Illinois, Inc. (ticker: OI) is a global manufacturer of glass containers for beverages, food and speciality products. With operations serving major brewers, wineries, soft‑drink producers and food brands, the firm benefits from long-standing customer relationships and steady end-demand for packaged goods. The business is capital‑intensive and sensitive to commodity and energy costs, as well as to cyclical volume swings in beverage and food markets. Recent years have included restructuring and efforts to improve operating margins and cash flow. For investors, key considerations are the company’s market position in glass packaging, exposure to commodity and freight price cycles, regulatory and sustainability trends that may favour glass recycling, and its balance‑sheet and capital expenditure needs. At a market cap of about $1.88bn, the stock may suit investors who understand cyclical industrials and packaging trends. This is general information and not personal advice; values can fall as well as rise.

Kaiser Aluminum (KALU)

Kaiser Aluminum Corp (KALU) is a US-based manufacturer of value-added aluminium products serving aerospace, automotive, commercial transport and industrial customers. The company operates rolling and extrusion facilities across North America and focuses on higher-margin, technical aluminium grades and complex components. With a market capitalisation around $1.29bn, Kaiser sits in the mid-cap range and is exposed to cyclical end markets and commodity price swings. Key things investors watch include capacity utilisation, product mix (premium aerospace work versus commodity demand), raw material and energy costs, and free cash flow trends. The business can generate attractive margins when volumes and aerospace demand recover, but it faces risks from metal price volatility, energy input costs, and macroeconomic cycles. This is general educational information, not personalised investment advice — consider your objectives and risk tolerance and consult a regulated adviser if needed. Equity values can fall as well as rise.

Comparison Snapshot

Key Financial Metrics

OI

Metric

KALU

$2.37B

Market Cap

$1.76B

7.88%

Potential Profit

-2.10%

Buy

Analyst Rating

Buy

Which Baskets Do They Appear In?

Branded Alternatives To Private-Label Goods

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Published: July 11, 2025

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Beyond The Ozarks: Trusted Outdoor Brands

This carefully selected group of stocks represents established outdoor and drinkware brands poised for growth. Our professional analysts have identified these companies as potential beneficiaries of shifting consumer preferences toward trusted, premium products following Walmart's major safety recall.

Published: July 11, 2025

Explore Basket

Which Baskets Do They Appear In?

Branded Alternatives To Private-Label Goods

This carefully selected group of stocks features established brands that could benefit from Walmart's massive Ozark Trail water bottle recall. As consumers shift toward trusted names for safety and reliability, these companies are well-positioned to capture new market share in outdoor gear and beverages.

Published: July 11, 2025

Explore Basket

Beyond The Ozarks: Trusted Outdoor Brands

This carefully selected group of stocks represents established outdoor and drinkware brands poised for growth. Our professional analysts have identified these companies as potential beneficiaries of shifting consumer preferences toward trusted, premium products following Walmart's major safety recall.

Published: July 11, 2025

Explore Basket

Investment Analysis

O-I Glass

OI

Pros

O-I Glass is undergoing a significant turnaround with strong cost-saving initiatives under its Fit to Win program targeting $250 million in annual savings for 2025.
The company is positioned to benefit from an anticipated industry recovery and rate cuts, making it a strong buy according to recent analyst consensus.
Its transformation efforts have driven optimism despite recent share price weakness, reflecting good upside potential in the glass packaging sector.

Considerations

The company reported a net loss per share of $0.03 in the second quarter of 2025, a decline from net earnings of $0.36 per share previously.
Despite cost-saving plans, O-I Glass currently faces profitability challenges, reflecting volatility and execution risk in its turnaround strategy.
Shares have experienced recent weakness and some analysts suggest a holding position rather than clear buy, indicating some investor caution.

Kaiser Aluminum

KALU

Pros

Kaiser Aluminum specializes in semi-fabricated specialty aluminum mill products serving aerospace, defense, packaging, automotive and general engineering end markets.
The company has a diversified customer base with global sales reach, including direct sales channels in the US, Canada, Western Europe plus agents in Asia, Latin America, and the Middle East.
Kaiser Aluminum benefits from exposure to high-value end markets such as aerospace and defense, which often have higher margins and longer-term contracts.

Considerations

Kaiser Aluminum operates in cyclically sensitive industries, making its business vulnerable to fluctuations in aerospace and automotive demand.
The company’s stock trades with volatility linked to raw material costs and macroeconomic exposure impacting aluminum prices and customer demand.
As a specialty metal producer, Kaiser Aluminum faces risks from competition and execution challenges in maintaining production efficiency and innovation.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Branded Alternatives To Private-Label Goods

Beyond The Ozarks: Trusted Outdoor Brands

Which Baskets Do They Appear In?

Branded Alternatives To Private-Label Goods

Beyond The Ozarks: Trusted Outdoor Brands