Update For New CEO Announcement of Ron Lewis:
See updated analysis of new Ball Corp (BALL) CEO Ron Lewis here
Last Updated: November 11, 2025
Analyzing Management
Leadership at public companies is a crucial consideration for hedge funds and asset managers during both initial due diligence and continual risk assessment. ManagementTrack offers a consistent framework that eliminates distractions—highlighting distinct strengths and weaknesses, identifying warning signs or positive indicators, and drawing a clear connection between CEO choices and financial outcomes.
CEO Fisher’s dealmaking may not offset margin and turnaround challenges
Analysis of Ball CEO Dan Fisher
While Dan Fisher has proven adept at executing large strategic transactions, his challenges with margin pressure and regional turnarounds suggest a mixed ability to navigate near-term operational headwinds for the company.
Management evaluated Dan Fisher’s track record and skillset against the following key factors for BALL:
- Securing Brazil recovery dependent on a single key customer.
- Capitalizing on secular shift to sustainable aluminum packaging.
- Resolving margin compression from negative product mix shift.
- Executing post-divestiture capital return & deleveraging plan.
Dan Fisher’s Track Record & Key Open Questions to Research
ManagementTrack provides track record analysis, career playbooks, strengths, and weaknesses for every CEO. It allows investors to dig deeper to uncover hard to find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question #1
Given Fisher’s track record of executing large strategic deals but struggling with operational follow-through, will he maintain the intense focus needed to drive margin improvement and organic growth, or will he be distracted by the next large-scale capital allocation play?
Question #2
Following the high-profile failure of the Aluminum Cup and a documented history of missing financial targets, how will Fisher balance the need to take calculated risks to capture growth in sustainable packaging against the urgent need to set and consistently meet conservative targets to rebuild credibility with investors?
Why Do Investors Use ManagementTrack?
What is ManagementTrack’s assessment of Dan Fisher at BALL?
ManagementTrack evaluates an executive’s track record, core competencies, and weaknesses through its proprietary career analysis and interviews with former colleagues. This profile is then measured against BALL’s critical challenges and opportunities: securing the recovery in Brazil, resolving margin pressure from a negative product mix, capitalizing on the secular shift to sustainable aluminum packaging, and executing the post-divestiture capital return and deleveraging plan.
What additional methods does ManagementTrack use to link executive actions to company performance?
ManagementTrack utilizes proprietary models to detect and flag atypical evasiveness from executives during earnings call Q&A sessions. Its platform also scrutinizes insider trading records to identify outlier transactions that can predict future stock movements. These analytical layers are synthesized into the ManagementTrack Rating, a predictive 1-10 score for each executive, giving investors a clear, forward-looking view on how management will likely shape company performance.
What is the scope of ManagementTrack’s coverage?
ManagementTrack offers real-time analytical coverage for the C-suite of every publicly traded company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for Dan Fisher
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- Ball Corp. 10Q
- Ball Corp. 10K
- Ball Corp. Earnings Calls
- Ball Corp. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
