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Francisco Ruiz

Senior Equity Analyst at BNP Paribas

Francisco Ruiz is a Senior Equity Analyst at Exane BNP Paribas, specializing in European industrials and travel services. He covers companies including CAF (Construcciones y Auxiliar de Ferrocarriles), Vidrala, and eDreams ODIGEO, issuing investment ratings and sector research with a measured performance track record; currently, he holds a 0.79-star rating, a 16.67% success rate, and covers 9 stocks. Ruiz began his analyst career prior to 2011, initially at Exane BNP Paribas, where he remains actively involved in sector and company analysis and has built an extensive profile in the Spanish and broader European equities market. He is professionally credentialed with industry-standard registrations and holds roles requiring full compliance with European financial regulations.

Francisco Ruiz's questions to O-I Glass, Inc. /DE/ (OI) leadership

Francisco Ruiz's questions to O-I Glass, Inc. /DE/ (OI) leadership • Q2 2025

Question

Francisco Ruiz of BNP Paribas requested an update on the restructuring negotiations with French authorities and asked what actions remain to achieve the Phase A Fit to Win savings. He also sought a reconciliation between the reported Fit to Win benefits and the total change in operating costs for the quarter.

Answer

CEO Gordon Hardie confirmed that consultations with European and local works councils in France are progressing according to plan. CFO John Haudrich added that about half of the announced 10% global capacity reduction is complete, with the remainder tied to the actions in France and the Americas. To reconcile costs, Haudrich pointed to the earnings presentation, which shows the $84 million Fit to Win benefit was partially offset by a $27 million headwind from temporary production curtailments.

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