O-I Glass, Inc. (OI): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico del embalaje de vidrio, O-I Glass, Inc. se erige como una potencia global, transformando materias primas en contenedores innovadores y sostenibles que dan forma a las industrias de todo el mundo. Con un modelo de negocio sofisticado que trasciende la fabricación tradicional, el vidrio O-I aprovecha la tecnología de vanguardia, las asociaciones estratégicas y la conciencia ambiental para ofrecer soluciones de vidrio de alta calidad para bebidas, alimentos y sectores farmacéuticos. Su enfoque integral no solo cumple con las demandas del mercado, sino que también redefine la excelencia en el empaque a través de un diseño personalizable, estrategias rentables y un compromiso con la innovación sostenible que resuena en los mercados internacionales.

O -I Glass, Inc. (OI) - Modelo de negocio: asociaciones clave

Proveedores estratégicos de materias primas

O-I Glass se asocia con proveedores clave de materias primas para garantizar una producción constante de contenedores de vidrio. A partir de 2022, la compañía obtuvo materiales de los siguientes proveedores principales:

Material	Proveedores principales	Volumen de adquisición anual
Arena de sílice	Unimin Corporation	1.2 millones de toneladas métricas
Ceniza de soda	Tata Chemicals	800,000 toneladas métricas
Cullet (vidrio reciclado)	Strategic Materials Inc.	1.5 millones de toneladas métricas

Proveedores de equipos de fabricación de contenedores de vidrio

O-I Glass colabora con fabricantes de equipos especializados para mantener capacidades de producción avanzadas:

• Maquinaria de vidrio de bottero (Italia)
• Emhart Glass (Suiza)
• Horn Glass Industries AG (Alemania)

Socios de logística y transporte

Las asociaciones de logística clave incluyen:

Pareja	Tipo de servicio	Volumen de transporte anual
Logística XPO	Transporte de camiones	12.5 millones de millas
Norfolk Southern	Transporte ferroviario	8.3 millones de millas

Socios de sostenibilidad y reciclaje

O-I Glass mantiene asociaciones estratégicas de sostenibilidad:

• Strategic Materials Inc. (procesador de reciclaje de vidrio más grande en América del Norte)
• Coalición de reciclaje de vidrio
• La asociación de reciclaje

Colaboradores de tecnología de investigación y desarrollo

O-I Glass invierte en innovación tecnológica a través de asociaciones con:

• Instituto de Tecnología de Massachusetts (MIT)
• Tecnologías de vidrio de Corning
• Departamento de Ciencias de los Materiales de la Universidad de Toledo

Inversión total de I + D en asociaciones: $ 42.3 millones en 2022

O -I Glass, Inc. (OI) - Modelo de negocio: actividades clave

Fabricación de contenedores de vidrio

O-I Glass opera 77 plantas de fabricación a nivel mundial, con 36 ubicadas en las Américas, 22 en Europa y 19 en Asia-Pacífico y África. La capacidad de producción anual alcanza 39 mil millones de contenedores de vidrio por año.

Métrico de fabricación	2023 datos
Instalaciones de fabricación totales	77 plantas
Capacidad de producción anual	39 mil millones de contenedores
Regiones de fabricación global	América, Europa, Asia-Pacífico, África

Diseño e innovación de productos

La inversión en I + D en 2023 totalizó $ 81.3 millones, centrándose en tecnologías de contenedores de vidrio avanzadas e innovaciones de diseño.

• Desarrolló 127 nuevos diseños de contenedores
• Archivado 22 nuevas solicitudes de patentes
• Implementadas tecnologías de fabricación avanzada

Desarrollo de soluciones de embalaje sostenible

O-I Glass comprometió $ 120 millones a iniciativas de sostenibilidad en 2023, dirigida a la reducción de carbono y las estrategias de economía circular.

Métrica de sostenibilidad	2023 objetivo
Reducción de emisiones de carbono	30% para 2030
Uso de vidrio reciclado	52% de la producción total
Inversión de sostenibilidad	$ 120 millones

Gestión de operaciones de fabricación global

Las operaciones abarcan 21 países con una fuerza laboral de 24,600 empleados que administran cadenas de suministro globales complejas.

• 21 países de presencia operativa
• 24,600 empleados en total
• Gestión compleja de la cadena de suministro multirregional

Procesos de control y prueba de calidad

Implementó rigurosos procesos de control de calidad con más del 98.7% de la tasa de cumplimiento del producto en las instalaciones de fabricación.

Métrica de control de calidad	2023 rendimiento
Tasa de cumplimiento del producto	98.7%
Frecuencia de inspección de calidad	Monitoreo continuo
Tasa de defectos	Menos de 1.3%

O -I Glass, Inc. (OI) - Modelo de negocio: recursos clave

Instalaciones de fabricación avanzadas en todo el mundo

O-I Glass opera 77 instalaciones de fabricación en 25 países a partir de 2023. La capacidad de fabricación global total alcanza aproximadamente 19,6 mil millones de contenedores de vidrio equivalentes anualmente.

Región	Número de instalaciones	Capacidad operativa
América del norte	23	6.4 mil millones de contenedores
Sudamerica	15	4.200 millones de contenedores
Europa	24	5.600 millones de contenedores
Asia-Pacífico	15	3.400 millones de contenedores

Tecnología de fabricación de vidrio extensa

O-I Glass invirtió $ 153 millones en investigación y desarrollo en 2022, centrándose en tecnologías de fabricación avanzadas.

• Equipo de formación de vidrio de precisión
• Líneas de producción automatizadas
• Sistemas de control de fabricación digital
• Tecnologías avanzadas de control de calidad

Fuerza laboral calificada con experiencia técnica

Fuerza laboral total de 24,500 empleados a nivel mundial a partir de 2023, con aproximadamente el 35% que posee habilidades técnicas especializadas.

Categoría de empleado	Número de empleados	Porcentaje
Técnicos de fabricación	8,575	35%
Profesionales de ingeniería	3,675	15%
Soporte y personal administrativo	12,250	50%

Técnicas de producción de vidrio patentadas

O-I Glass posee 127 patentes activas relacionadas con los procesos de fabricación de vidrio y el diseño de contenedores a partir de 2023.

• Tecnologías de contenedores de vidrio livianos
• Procesos de fabricación sostenibles
• Técnicas avanzadas de color y acabado

Infraestructura robusta de la cadena de suministro

Gasto anual de adquisiciones de $ 4.2 mil millones en múltiples categorías de materias primas en 2022.

Materia prima	Volumen de adquisición anual	Gasto estimado
Arena de sílice	2.3 millones de toneladas métricas	$ 680 millones
Ceniza de soda	1.1 millones de toneladas métricas	$ 890 millones
Caliza	1.5 millones de toneladas métricas	$ 420 millones
Otros materiales	Varios	$ 2.21 mil millones

O -I Glass, Inc. (OI) - Modelo de negocio: propuestas de valor

Soluciones de embalaje de vidrio sostenible

O-I Glass, Inc. reportó una reciclabilidad del 100% de su envasado de vidrio en 2023. La compañía produjo 19,2 mil millones de contenedores de vidrio a nivel mundial en 2022, con un 35% hecho de contenido de vidrio reciclado.

Métrica de sostenibilidad	Valor
Contenido de vidrio reciclado	35%
Contenedores globales totales producidos	19.2 mil millones
Objetivo de reducción de emisiones de carbono	25% para 2030

Contenedores de vidrio de alta calidad para industrias de bebidas y alimentos

O-I Glass atiende a múltiples segmentos de mercado con soluciones de contenedores especializadas.

• Segmento del mercado de bebidas: 65% de la producción total
• Segmento del mercado de envases de alimentos: 25% de la producción total
• Embalaje farmacéutico: 10% de la producción total

Capacidades de diseño personalizables

O-I Glass invirtió $ 48.2 millones en investigación y desarrollo para diseños de envases innovadores en 2022.

Categoría de innovación de diseño	Inversión
Gasto de I + D	$ 48.2 millones
Nuevos lanzamientos de diseño	127 diseños de contenedores únicos

Alternativas de embalaje ecológicas

O-I Glass logrado Reducción del 15% en el consumo de energía de fabricación en comparación con la línea de base de 2019.

• Reducción del uso del agua: 12%
• Reducción de residuos: 18%
• Uso de energía renovable: 22% del consumo total de energía

Soluciones de embalaje rentables

O-I Glass informó ventas netas de $ 7.2 mil millones en 2022, con una eficiencia operativa que impulsa los precios competitivos.

Métrica financiera	Valor
Ventas netas	$ 7.2 mil millones
Costo de fabricación de la fabricación	Reducción de 8.5%
Instalaciones de fabricación global	77 instalaciones

O -I Glass, Inc. (OI) - Modelo de negocio: relaciones con los clientes

Asociaciones de clientes industriales a largo plazo

O-I Glass mantiene asociaciones estratégicas con importantes clientes de bebidas y envases de alimentos, que incluyen:

Categoría de clientes	Duración de la asociación	Valor anual del contrato
Fabricantes de bebidas	5-10 años	$ 350- $ 500 millones
Empresas de embalaje de alimentos	3-7 años	$ 150- $ 250 millones

Soporte técnico y servicios de consultoría

O-I Glass proporciona soporte técnico integral a través de:

• Línea directa de servicio al cliente 24/7
• Consulta técnica en el sitio
• Soporte de diseño de embalaje avanzado

Desarrollo de productos colaborativos

Área de desarrollo	Inversión anual	Número de proyectos de colaboración
Embalaje sostenible	$ 45 millones	12-15 proyectos
Soluciones de innovación	$ 30 millones	8-10 proyectos

Gestión de cuentas dedicada

O-i Glass emplea 87 gerentes de cuentas dedicados Sirviendo a clientes de primer nivel en los mercados globales.

Nivel de cuenta	Número de cuentas	Valor de cuenta promedio
Cuentas estratégicas	25	$ 75 millones
Cuentas clave	62	$ 25-50 millones

Plataformas de participación de clientes digitales

• Portal de clientes en línea con seguimiento de pedidos en tiempo real
• Sistema de gestión de inventario digital
• Capacidades de informes automatizados

Uso de la plataforma digital: 68% de los clientes comprometidos activamente a partir de 2024.

O -I Glass, Inc. (OI) - Modelo de negocio: canales

Equipos de ventas directos

O-I Glass mantiene una fuerza de ventas directa global de 217 representantes de ventas a partir de 2023, que cubre múltiples regiones geográficas, incluidas América del Norte, Europa, América del Sur y Asia.

Región	Representantes de ventas	Cobertura de ventas
América del norte	82	Estados Unidos y Canadá
Europa	65	Alemania, Francia, Italia, Reino Unido
Sudamerica	45	Brasil, Argentina, Chile
Asia Pacífico	25	China, India, Japón

Catálogos de productos en línea

O-I Glass opera un catálogo integral de productos digitales con 3.247 configuraciones únicas de envasado de vidrio disponibles en línea a partir del cuarto trimestre de 2023.

• Tráfico del sitio web: 127,500 visitantes únicos mensuales
• Vistas de la página del catálogo digital: 456,300 por trimestre
• Duración promedio de la sesión del usuario: 7.2 minutos

Ferias y conferencias comerciales de la industria

O-I Glass participa en 22 ferias internacionales anualmente, con un presupuesto total de exhibición de $ 3.7 millones en 2023.

Tipo de evento	Número de eventos	Inversión total
Exposiciones globales de envasado	12	$ 2.1 millones
Conferencias regionales de la industria del vidrio	10	$ 1.6 millones

Plataformas de marketing digital

O-I Glass utiliza múltiples canales de marketing digital con un gasto de marketing digital total de $ 5.2 millones en 2023.

• Presupuesto de publicidad de LinkedIn: $ 1.4 millones
• Inversión en anuncios de Google: $ 1.8 millones
• Plataformas digitales específicas de la industria: $ 2 millones

Redes de distribuidores estratégicos

O-I Glass mantiene relaciones con 187 distribuidores estratégicos en 42 países.

Región de distribución	Número de distribuidores	Volumen de distribución anual
América del norte	52	3.6 millones de unidades
Europa	68	4.2 millones de unidades
Sudamerica	37	2.1 millones de unidades
Asia Pacífico	30	1.9 millones de unidades

O -I Glass, Inc. (OI) - Modelo de negocio: segmentos de clientes

Fabricantes de bebidas

El vidrio O-I sirve a los principales fabricantes de bebidas a nivel mundial, con 70% de los ingresos derivado de este segmento.

Tipo de cliente	Cuota de mercado	Volumen anual
Grandes productores de cerveza	42%	8.6 mil millones de unidades
Empresas de refrescos	28%	5.3 mil millones de unidades

Empresas de embalaje de alimentos

O-I Glass ofrece soluciones de embalaje de vidrio especializadas para las industrias de alimentos.

• Fabricantes de salsa
• Compañías de alimentos preservadas
• Productores de condimentos

Industrias de embalaje farmacéutico

El segmento farmacéutico representa 12% de los ingresos totales.

Segmento farmacéutico	Penetración del mercado
Contenedores médicos	8.5%
Embalaje farmacéutico especializado	3.5%

Cervecerías artesanales y bodegas

O-I Glass sirve a productores de bebidas premium y artesanales con envases especializados.

• Segmento del mercado de cerveza artesanal: 7% del volumen total
• Embalaje de bodegas boutique: 5% del volumen total

Marcas internacionales de bienes de consumo

Cobertura del mercado global en múltiples regiones.

Región	Penetración del mercado	Producción anual
América del norte	35%	6.2 mil millones de unidades
Europa	30%	5.7 mil millones de unidades
Sudamerica	20%	3.500 millones de unidades
Asia-Pacífico	15%	2.6 mil millones de unidades

O -I Glass, Inc. (OI) - Modelo de negocio: Estructura de costos

Gastos de adquisición de materia prima

O-I Glass, Inc. reportó costos de adquisición de materias primas de $ 2.97 mil millones en 2022. Las materias primas principales de la compañía incluyen:

• Arena: $ 412 millones
• Soda Ash: $ 287 millones
• Cullet (vidrio reciclado): $ 215 millones

Materia prima	Costo anual (2022)	Porcentaje de gastos totales de materia prima
Arena	$ 412 millones	35.8%
Ceniza de soda	$ 287 millones	25.0%
Cullet	$ 215 millones	18.7%

Costos de fabricación y producción

Los costos totales de fabricación para O-I Glass en 2022 fueron de $ 4.62 mil millones, con el siguiente desglose:

• Costos de energía: $ 621 millones
• Mantenimiento del equipo: $ 338 millones
• Gastos generales de producción: $ 512 millones

Inversiones laborales y de fuerza laboral

Los gastos laborales totales para el vidrio O-I en 2022 fueron de $ 1.34 mil millones, con una fuerza laboral promedio de 24,700 empleados.

Categoría de trabajo	Costo anual	Porcentaje de gastos laborales totales
Trabajadores manufactureros	$ 892 millones	66.6%
Personal administrativo	$ 278 millones	20.7%
Gestión	$ 170 millones	12.7%

Gastos de investigación y desarrollo

El gasto de I + D para vidrio O-I en 2022 totalizó $ 87 millones, lo que representa el 1.5% de los ingresos totales.

Gastos de transporte y logística

Los costos de transporte y logística para el vidrio O-I en 2022 fueron de $ 423 millones, desglosados ​​de la siguiente manera:

• Transporte de camiones: $ 267 millones
• Transporte ferroviario: $ 89 millones
• Envío y manejo: $ 67 millones

Modo de transporte	Costo anual	Porcentaje de gastos logísticos totales
Transporte de camiones	$ 267 millones	63.1%
Transporte ferroviario	$ 89 millones	21.0%
Envío y manejo	$ 67 millones	15.9%

O -I Glass, Inc. (OI) - Modelo de negocio: flujos de ingresos

Venta de contenedores de vidrio

En 2023, O-I Glass reportó ventas netas totales de $ 6.7 mil millones. Las ventas de contenedores de vidrio representaron aproximadamente el 95% de los ingresos totales, con segmentos clave del mercado que incluyen:

Segmento de mercado	Contribución de ingresos
Envasado de bebidas	$ 3.8 mil millones
Envasado de alimentos	$ 2.1 mil millones
Espíritus y envases de vino	$ 800 millones

Soluciones de embalaje personalizadas

Las soluciones de empaque especializadas generaron aproximadamente $ 350 millones en ingresos adicionales, con enfoque en:

• Servicios de diseño personalizados
• Técnicas de fabricación de vidrio patentadas
• Desarrollo de contenedores específicos de marca

Distribución del mercado global

Desglose de ingresos geográficos para 2023:

Región	Ganancia	Porcentaje
América del norte	$ 2.9 mil millones	43%
Europa	$ 2.1 mil millones	31%
Sudamerica	$ 1.2 mil millones	18%
Asia-Pacífico	$ 500 millones	8%

Precios de premio de embalaje sostenible

Las soluciones de envasado sostenible generaron un flujo de ingresos adicional de $ 220 millones, con estrategias de precios premium para contenedores de vidrio ecológicos.

Servicios y consultoría de valor agregado

Flujos de ingresos adicionales de servicios técnicos de consultoría ascendieron a $ 100 millones, que incluyen:

• Consulta de diseño
• Servicios de optimización de fabricación
• Aviso de sostenibilidad

O-I Glass, Inc. (OI) - Canvas Business Model: Value Propositions

You're looking at the core reasons why major brands choose O-I Glass, Inc. (OI) for their packaging needs, especially as the company pushes through its transformation. These aren't abstract goals; they are backed by concrete operational and financial shifts happening right now.

Sustainable packaging: glass is 100% and infinitely recyclable

Glass packaging is inherently sustainable, which is a major draw for environmentally conscious customers. Glass can be recycled endlessly without any loss in quality or purity. O-I Glass, Inc. has already met several key sustainability targets ahead of schedule, demonstrating commitment to this value proposition. The company reached 51% renewable electricity usage globally in 2024, surpassing its original 40% goal. Furthermore, global Scope 1 and 2 greenhouse gas emissions were reduced by 30% from the 2017 baseline, exceeding the initial 25% target. The 2024 performance showed an average of 41% recycled content in their packaging. Looking forward, O-I Glass, Inc. has set an enhanced 2030 goal to use 60% recycled glass (cullet) on average and achieve 80% renewable electricity use. The company is also targeting a 47% reduction in GHG emissions by 2030, based on a 2019 baseline year.

• Glass is 100% and infinitely recyclable.
• 51% global renewable electricity usage achieved in 2024.
• 30% reduction in Scope 1 and 2 GHG emissions achieved in 2024.
• 2030 goal: 60% average recycled glass usage.

Preferred partner status through deep customer integration

O-I Glass, Inc. is systemic to the beverage industry, servicing a large portion of the world's top food and beverage brands. This deep relationship is built on scale and reach. The company sells its products in over 74 countries and employs 21,000 people globally. To manage risk and maintain stability, O-I Glass, Inc. has structured its customer base so that no single customer represents more than 10% of the company's consolidated net sales. The strategic focus under Horizon 2, Profitable Growth, is about expanding business in attractive categories with winning customers, reinforcing these relationships.

Best-cost producer in premium categories for higher-margin output

Management is actively transforming the cost base to improve competitiveness, aiming for a unique dual role. The strategy is to be the lowest cost producer in mainstream categories while simultaneously being the best cost producer in premium segments. This focus on premium categories is key for higher-margin output. The company is executing the Fit to Win program to strip waste and inefficiencies, targeting at least $650 million in cost reductions by 2027. The success of this cost discipline is showing up in the financial results, as seen in the margin expansion. For instance, in the third quarter of 2025, segment operating profit reached $235 million, with margins improving by 570 basis points compared to the prior year period.

Here's a quick look at how the operational improvements are translating into financial strength as of late 2025:

Metric	2024 Actual/Base	2025 Updated Guidance/YTD	Change/Target
Full-Year Adjusted EPS	$0.81 per share (2024)	$1.55 - $1.65 per share (2025)	Nearly double 2024 results
Full-Year Free Cash Flow	Negative $128 million (Use of Cash)	$150 - $200 million	Approx. $300 million improvement
Fit to Win Benefits (YTD Q3 2025)	N/A	$220 million	On pace to exceed $250 million annual target
Targeted Fit to Win Savings	N/A	At least $650 million	By 2027

High-quality, brand-enhancing packaging for food and beverage

O-I Glass, Inc. provides packaging that enhances the brands it serves. The company's total sales across mainstream and premium categories are roughly $6.5 billion. The third quarter 2025 net sales were $1.7 billion, consistent with the prior year period, showing stability despite softer demand in some areas. The company is actively managing its mix to focus on attractive and growing categories, which supports the premium offering. For example, in the Americas segment, sales volume grew by 4% in Q2 2025, driven by improved competitiveness.

Supply chain stability via multi-year, high-volume contracts

A significant portion of O-I Glass, Inc.'s glass container products are sold directly to customers under formal supply agreements. These contracts provide a degree of stability to the revenue base. The terms for these agreements typically range from one to five years. To further manage volatility in key input costs, the company uses commodity forward contracts, specifically related to its forecasted natural gas requirements. This hedging strategy helps limit potential swings in cash flows and expenses related to changing market prices for energy.

• Most sales occur under annual or multi-year supply agreements.
• Contract terms generally range from one to five years.
• Uses commodity forward contracts to manage natural gas price volatility.

O-I Glass, Inc. (OI) - Canvas Business Model: Customer Relationships

You're looking at how O-I Glass, Inc. locks in its revenue, and honestly, it's all about locking down the biggest players first. Their strategy revolves around achieving Preferred Partner Status with major global food and beverage companies. This deep integration is what helps keep the top line stable, even when overall consumer demand softens, as seen in Q3 2025 when net sales were $1.7 billion, consistent with the prior year period. This relationship focus is clearly paying off in profitability, with Segment Operating Profit hitting $235 million in Q3 2025, a big jump from $144 million the year before.

The backbone of this preferred status is the commitment to long-term agreements. This provides volume stability, which is critical in a capital-intensive business like glass manufacturing. You can see the difference in predictability across their operating regions:

Region	Percentage Under Long-Term Contract	Open Market Exposure
North America	Over 90%	Less than 10%
Latin America	About 75%	About 25%

This high contract coverage, especially in North America, means a much more predictable environment for pricing and volume planning. The company explicitly states that its Horizon 2 strategy, Profitable Growth, is about leveraging this competitive position to drive growth with winning customers.

For the most valuable relationships, O-I Glass uses a segmented approach to service levels, which includes Strategic and Partner tiers, likely supported by dedicated account management. This contrasts with how they handle smaller clients. For those smaller, regional customers, the company utilizes O-I Packaging Solutions (O-IPS), which is a specialty team focused on turnkey and fully-custom options. This setup suggests a more transactional or standardized service model for that segment, helping O-I Glass manage its resources effectively while still capturing smaller market needs.

Collaboration on innovation is also a key relationship driver. O-I Glass offers strategic value creation through its design services, utilizing market intelligence and manufacturing practices to build brand-forward packaging. This collaborative R&D helps them differentiate and meet customer needs for premium, custom-designed glass, especially in developed markets where sustainability is a major focus. The success of this overall strategy is reflected in the raised full-year 2025 adjusted earnings guidance, now targeting $1.55 to $1.65 per share, nearly double the prior year's results.

• The company aims for a Net Promoter Score (NPS) of ≥ 60% to be in the first quartile of manufacturing companies.
• They are focused on expanding business in attractive and growing categories as part of their disciplined pricing approach.
• The company's overall goal is to be both the lowest cost producer in mainstream categories and the best cost producer in premium segments.

O-I Glass, Inc. (OI) - Canvas Business Model: Channels

The Channels block for O-I Glass, Inc. centers on its extensive physical footprint and direct engagement model with large industrial clients.

The direct sales force manages relationships with approximately 6,000 customers. This direct approach is supported by a massive global infrastructure.

O-I Glass, Inc. operates a global manufacturing and distribution network spanning 74 countries. This network includes 69 plants located across 19 countries, with facilities in the Americas, Europe, and Asia. The company employs approximately 21,000 people globally.

Regional sales offices are key to supporting the major segments, specifically the Americas and Europe. For instance, in the second quarter of 2025, the Americas segment generated an operating profit of $135 million, while the Europe segment posted an operating profit of $90 million. By the third quarter of 2025, the Europe segment operating profit had risen to $95 million.

The company is actively optimizing its physical network, with initial network optimization activities targeted for completion by mid-2026. An organizational effectiveness program is currently being rolled out across 15 facilities.

Digital platforms are used for customer order management and service, though specific metrics on platform adoption aren't detailed, the overall scale of business suggests significant digital integration. The company reported net sales of $1.7 billion in the second quarter of 2025.

Here's a look at the operational scale supporting these channels:

Metric	Value	Context/Period
Customers Served	~6,000	Direct Sales Force Management
Countries Served	74	Global Reach
Manufacturing Plants	69	Global Footprint
Countries with Plants	19	Global Footprint
Total Employees	21,000	Global Workforce
Q2 2025 Americas Segment Operating Profit	$135 million	Regional Performance
Q2 2025 Europe Segment Operating Profit	$90 million	Regional Performance
Q3 2025 Net Sales	$1.7 billion	Top-line Metric

The strategic deployment of these channels is tied to cost transformation efforts, with the company targeting $275 million to $300 million in 'Fit to Win' savings for full-year 2025.

The distribution structure supports sales across different product categories:

• Serving both mainstream and premium categories.
• Leveraging global reach to drive growth in targeted geographies.
• Focus on being the lowest cost producer in mainstream categories.
• Focus on being the best cost producer in premium categories.

The company's commitment to its customer base is underscored by its updated 2025 adjusted earnings guidance, now projected to be between $1.55 to $1.65 per share.

O-I Glass, Inc. (OI) - Canvas Business Model: Customer Segments

You're looking at the core customer base for O-I Glass, Inc. (OI) as of late 2025. This is a business built on supplying the world's largest brand owners with their primary packaging.

Global alcoholic beverage companies (beer, wine, spirits)

This group represents the most significant end market. Beer is explicitly stated as the primary end market for O-I Glass's glass containers. The company produces glass containers for beer, wine, and spirits. O-I Glass has a leading position in key geographic markets, including Europe, North America, and Brazil, which are major hubs for these beverages. For the third quarter ended September 30, 2025, sales volume in tons showed a decline in the Beer and Wine categories, which more than offset modest growth elsewhere. O-I Glass serves major global players like Anheuser-Busch InBev, Brown Forman, Carlsberg, Diageo, Heineken, Molson Coors, and Pernod Ricard, all of whom are part of this segment.

Major food and beverage corporations (NAB, Food, RTD)

This segment covers Non-Alcoholic Beverages (NAB), Food, and Ready-to-Drink (RTD) categories. These customers also include major global manufacturers such as Coca-Cola, Nestle, and PepsiCo. In the third quarter of 2025, this combined group showed modest growth in sales volume (in tons). The company's trailing twelve-month revenue as of September 30, 2025, stood at $6.46 Billion USD. Furthermore, 70% of O-I Glass's total revenue is generated from outside the United States, indicating a massive international footprint serving these multinational corporations.

The breakdown of volume trends for the third quarter of 2025 helps illustrate the relative health of these two largest customer groups:

Customer Category	Q3 2025 Volume Trend (Tons)	Supporting Data Point
Beer & Wine	Lower	Volume was down as these categories were offset by growth elsewhere.
NAB, Food & RTD	Modest Growth	These categories experienced modest growth in sales volume.
Overall Shipment Volume (YTD 2025)	Up nearly 1 percent	Year-to-date shipment volumes compared to the prior year.

Regional and craft producers seeking premium glass packaging

While the search results emphasize the largest global customers, O-I Glass operates 69 plants across 19 countries, which inherently supports a broad base of regional and craft producers who require high-quality glass packaging. The company's strategy involves expanding into development and seedling markets to achieve sustainable earnings improvement. The focus on tighter mix management suggests a deliberate effort to balance large-volume contracts with higher-margin, potentially smaller-volume premium business.

Customers prioritizing sustainable and circular packaging solutions

The company's operational strategy, Fit to Win, delivered $220 million in benefits year-to-date in 2025, with a target to exceed $250 million for the full year. This focus on efficiency and optimization directly impacts the cost structure, which is a key concern for all customers, including those focused on the total lifecycle cost of packaging. O-I Glass is the world's largest manufacturer of glass bottles, a material inherently recognized for its circularity potential. The company's ongoing network optimization, including plant closures and furnace suspensions announced in 2025, is part of a move to reduce redundant capacity and improve the health of its operations, which supports long-term supply reliability for all segments.

• O-I Glass has approximately 21,000 employees globally.
• The company is looking to achieve adjusted earnings per share (EPS) guidance for full-year 2025 in the range of $1.55 to $1.65 per share.
• Expected free cash flow for the full year 2025 is between $150 and $200 million.

O-I Glass, Inc. (OI) - Canvas Business Model: Cost Structure

You're looking at the cost side of O-I Glass, Inc. (OI) as of late 2025, and honestly, it's dominated by capital intensity and ongoing transformation costs. The business runs on massive, long-lived assets, which locks in a high level of fixed expense.

High fixed costs from operating global glass furnaces and plants define the baseline spend. O-I Glass manages its global glass operations through two reportable segments: the Americas and Europe. The cost structure is inherently high-fixed because of the need to maintain and operate its extensive network of glass furnaces, even when production levels fluctuate. For instance, in Q3 2025, segment operating profit was $209 million year-over-year, but the company was actively managing capacity, including furnace closures as part of its optimization efforts.

The variable side is heavily influenced by significant raw material and energy costs. As a glass manufacturer, the cost of natural gas and electricity to power those furnaces represents a substantial, fluctuating portion of the operating expense. While specific dollar amounts for these inputs aren't broken out in the latest public summaries, their impact is clear when looking at segment profit movements, such as the decline in Europe's Q1 2025 segment operating profit due to higher operating costs, even with volume growth.

The transformation efforts add a layer of significant, non-recurring cash outflows. You see restructuring costs hitting the books as O-I Glass executes its network optimization. The company anticipates cash restructuring costs for the full year 2025 to be in the range of $140 million to $150 million. To give you a sense of the quarterly impact, Q1 2025 included $80 million in restructuring and asset impairment charges, and Q2 2025 included $108 million in such charges, largely tied to the discontinuation of the MAGMA program.

Financing the asset base means interest expense on total debt is a fixed financial cost. As of September 2025, O-I Glass's total debt stood at approximately $5.11 Billion USD. This debt load results in regular interest payments. For example, net interest expense was $91 million in the third quarter of 2025, up from $87 million in Q3 2024, partly due to fees from refinancing the bank credit agreement. The quarterly interest expense has been in the $81 million to $91 million range across the first three quarters of 2025.

Offsetting these costs is the aggressive pursuit of efficiency through the 'Fit to Win' program. This initiative drives operational savings, which directly reduce the cost base. O-I Glass is targeting at least $250 million in savings for the full year 2025, and they are ahead of schedule, having achieved $220 million in benefits year-to-date as of the third quarter. The company even raised its full-year 2025 savings target to a range of $275 million-$300 million based on Q3 momentum.

Here's a quick look at some of the key cost and expense drivers for the 2025 period:

• Total Debt as of September 2025: $5.11 Billion USD.
• Expected Cash Restructuring Costs for Full Year 2025: $140 million to $150 million.
• Fit to Win Savings Target for 2025 (Raised): $275 million-$300 million.
• Fit to Win Savings Achieved Year-to-Date (as of Q3 2025): $220 million.
• Net Interest Expense in Q3 2025: $91 million.
• Restructuring and Asset Impairment Charges in Q1 2025: $80 million.
• Retained corporate and other costs in Q3 2025: $26 million.

You can see the major financial commitments in this table:

Cost/Expense Category	Reported Amount	Period/Context
Total Debt	$5.11 Billion USD	As of September 2025
Net Interest Expense	$91 million	Q3 2025
Cash Restructuring Costs (Expected)	$140 million to $150 million	Full Year 2025 Expectation
Fit to Win Savings Achieved (YTD)	$220 million	Year-to-Date (as of Q3 2025)
Restructuring/Impairment Charges	$80 million	Q1 2025
Net Sales	$1.7 billion	Q3 2025

The company is actively managing its cost base by taking out capacity; for example, they completed 8% of a planned 13% capacity closure by Q3 2025.

O-I Glass, Inc. (OI) - Canvas Business Model: Revenue Streams

You're looking at the core ways O-I Glass, Inc. brings in money, which is heavily tied to their operational transformation right now. The revenue streams are fundamentally built on their position as a global leader in glass packaging.

The primary revenue source is the Sales of glass containers to global food and beverage companies. This is systemic to the beverage industry, serving many of the world's top brands. For context on the scale, the alcoholic beverage segment-which includes beer, wine, and spirits-accounted for approximately $4.04 billion of their revenue in the last full fiscal year reported (2024). The company is actively focusing on growing revenue in what they term attractive and growing categories, which includes non-alcoholic beverages (NAB), Food, and Ready-to-Drink (RTD) products, even as they manage declines in other areas.

The company's overall financial performance expectations for the full year 2025 are a key indicator of revenue quality and operational success. They are transforming the business by focusing on a higher quality of revenue, which includes driving output from their premium glass products lines. While the total revenue for the trailing twelve months ending September 2025 was $6.46 billion, management is emphasizing that this revenue is being generated more profitably through disciplined pricing and mix management, rather than just volume.

Here's a look at the key financial metrics tied to their revenue performance and outlook for 2025:

Metric	Value / Range (2025 Guidance or TTM Sep 2025)
Trailing Twelve-Month Revenue (TTM Sep 2025)	$6.46 billion
Q3 2025 Net Sales	$1.7 billion
Full-Year 2025 Adjusted EPS Guidance	$1.55 to $1.65 per share
Full-Year 2025 Free Cash Flow Expectation	Between $150 million and $200 million

The focus on premium products is part of a broader strategy to be more competitive. They are reconfiguring facilities to be premium-focused operations. The total revenue base, which includes both mainstream and premium categories, was roughly $6.5 billion recently. This strategic shift is designed to ensure that revenue growth, when it comes, is profitable growth.

The expected financial outcomes directly reflect the revenue strategy:

• Full-Year 2025 Adjusted EPS Guidance: The company raised its outlook to a range of $1.55 to $1.65 per share.
• Full-Year 2025 Free Cash Flow: Generation is projected to be between $150 million and $200 million.
• Revenue Quality Drivers: Growth in the NAB, Food, and RTD categories is being prioritized over segments like Beer and Wine.