Highest-materiality recent filing
Packaging Corp of America Q1 2026 adj EPS $2.40, revenue $2.4B up 14% YoY
Q1 net income $171M ($1.91/diluted); adj net income $215M ($2.40/diluted) vs $2.31 adj last year.
PKG Q4 2025 adj EPS $2.32, net sales $2.4B up 14% YoY
Q4 reported EPS $1.13 vs $2.45; adjusted EPS $2.32 vs $2.47 YoY.
PCA to shut down Wallula kraft pulping and No.2 machine; $205M restructuring charges
Pre-tax restructuring charges of $205M: $165M non-cash impairment/depreciation, $40M cash for severance and contract termination.
PCA Q3 2025 net income $226.9M, adj. EPS $2.73 on sales $2.3B
Reported diluted EPS $2.51, down from $2.64 in Q3 2024.
PCA completes $1.8B acquisition of Greif's containerboard business
Acquisition closed Aug 31, 2025; includes two mills (~800K tons capacity) and eight plants across the U.S.
PKG prices $500M 5.200% Senior Notes due 2035 to fund Greif containerboard acquisition
Issued $500M of 5.200% Senior Notes due August 15, 2035; net proceeds ~$495.1M.
PCA enters $1.6B in new credit facilities to fund Greif Acquisition
New $500M 3-year term loan and $600M 5-year revolver (Commercial Credit) plus $500M 7-year term loan (Farm Credit) for total new facilities of $1.6B.
PCA agrees to acquire Greif's containerboard business for $1.8B cash
Purchase price of $1.8 billion in cash; expected closing in Q3 2025.
PCA to acquire Greif containerboard business for $1.8B cash; expected to close by Q3
Deal value $1.8B cash (8.5x LTM EBITDA of $212M; 6.6x including $60M synergies).
Packaging Corp of America Q1 net income $204M ($2.26 EPS) vs $1.63 YoY; revenue up to $2.1B
Net income of $204M, diluted EPS $2.26; adjusted EPS $2.31 excluding special items.
PCA Q4 net income $221M ($2.45 EPS); net sales $2.1B up 11% YoY
Q4 2024 net income of $221M or $2.45 diluted EPS; adjusted EPS of $2.47.
Packaging Corp of America Q3 net income $238M, EPS $2.64 vs $2.03 prior year
Net income $238M, diluted EPS $2.64, up from $2.03 YoY; excluding special items EPS $2.65.
Packaging Corp of America Q2 EPS $2.21 beats $2.07 guidance; sees Q3 EPS $2.45
Q2 reported EPS $2.21, ex-special items $2.20; net sales $2.1B (+5% YoY).
PCA reports Q1 2024 adjusted EPS of $1.72, down from $2.20 YoY; revenue flat at $2.0B
Net income $147M ($1.63 reported EPS); adjusted EPS $1.72 vs $2.20 prior year, a $0.48 decline.
Robert P. Mundy, Packaging Corporation of America’s (“PCA”) Executive Vice President and Chief Financial Officer, and PCA’s principal financial officer and principal accounting officer, notified PCA that he will step down as Chief Financial Officer on May 1, 2025.
Kent A. Pflederer, age 54, PCA’s Senior Vice President, General Counsel and Secretary, will become PCA’s Executive Vice President and Chief Financial Officer on May 1, 2025
Max materiality 0.90 · Median 0.65 · Most common event earnings