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.
Packaging Corp Q4 adj EPS $2.13 beats $1.76 guidance; Q1 2024 guide $1.54
Q4 2023 net income $189M ($2.10 GAAP, $2.13 adj EPS); adjusted EPS down $0.22 YoY.
Packaging Corp of America Q3 EPS $2.05 ex-special beats guidance $1.88; net sales $1.9B
GAAP EPS $2.03, ex-special $2.05; guidance was $1.88.
Packaging Corp of America Q2 EPS $2.24, down 30% YoY; guides Q3 $1.88
Reported EPS $2.24 vs $3.20 Q2 2022; adjusted EPS $2.31 vs $3.23, a $0.92 decline.
Packaging Corp Q1 EPS $2.20 ex-items misses $2.23 guide; Q2 outlook $1.96
Q1 GAAP EPS $2.11 ($2.20 ex-items), down from $2.72 YoY; net sales $2.0B vs $2.1B.
PKG Q4 adj EPS $2.35 vs $2.76 YoY; guides Q1 $2.23 on softer demand
Q4 net sales $1.98B, down 3% YoY; adj EPS $2.35 vs $2.76, missing consensus.
PKG Q3 adj EPS $2.83 beats $2.80 guidance; Q4 guided at $2.22
GAAP EPS $2.80, adjusted EPS $2.83; net income $262M; sales $2.1B vs $2.0B a year ago.
Packaging Corp of America Q2 EPS $3.23 beats $2.83 guidance; revenue $2.2B up 16% YoY
Q2 adjusted EPS of $3.23 vs guidance of $2.83; reported EPS $3.20 vs $2.17 a year ago.
PKG Q1 EPS $2.72 ex-special beats $2.50 guidance; Q2 guidance $2.83
Net income $254M ($2.70 GAAP); ex-special $256M ($2.72 EPS), $0.22 above guidance.
Packaging Corp of America Q4 adj EPS $2.76 beats guidance; board authorizes $1B buyback
Q4 adj. EPS $2.76 (vs guidance $2.04); revenue $2.0B (+18% YoY).
PKG Q3 adj. EPS $2.69 beats $2.37 guidance; net sales $2.0B (+18% YoY)
Adj. diluted EPS of $2.69, above $2.37 guidance; GAAP EPS $2.63 includes $0.06 special items.
Packaging Corp of America Q2 EPS $2.17; net sales $1.9B; guides Q3 $2.37
Net income $207M ($2.17/sh) vs $0.59 in Q2 2020; adjusted EPS $2.17 vs $1.38.
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
On February 28, 2024, Pamela A. Barnes, Packaging Corporation of America’s (“PCA”) Senior Vice President, Finance, and Controller, and PCA’s principal accounting officer, notified PCA that she will retire on April 1, 2024.
Effective upon her retirement, Robert P. Mundy, PCA’s Executive Vice President and Chief Financial Officer will serve as PCA’s principal accounting officer and will continue to serve as PCA’s principal financial officer.
James D. Woodrum notified PCA that he will not stand for reelection to the board of directors at the 2022 annual meeting of stockholders.
Max materiality 0.90 · Median 0.68 · Most common event earnings