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Analyst
Anojja Shah
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 3questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 11 of 11 questions from 3 companies
PKGPackaging Corporation of America6 questions · 4 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
did you give a sense of what you expect from the Greif assets in third quarter in your guidance?
Show response
Kent guided Greif Q3 roughly a penny or two below the 10¢ ex-depreciation contribution due to a Riverville outage.
Calendar 2026 Q1
if you're seeing any early signs yet on GLP impact?
Show response
Tom said food and beverage customers performing well and adapting quickly to GLP trends, seeing new protein-focused products. Building products showing resurgence after years of decline, called one of the biggest movers. These two are the notable end-market developments.
It was actually much higher than we expected in Q1, but you maintained $700 million guidance
Show response
Kent explained Q1 D&A included Wallula restructuring completion charges in special items. On an ex-special-items basis, expect ~$0.03 increase Q1-to-Q2. Full year $700M guidance maintained.
Calendar 2025 Q4
what changed in January? It does seem like there was a pretty sudden upturn in demand
Show response
Tom attributed upturn to customers needing to rebuild from incredibly low inventories plus genuine positivity around tax reform and consumer spending. PCA aligns with winners in each space who tend to have positive outlook. Noted 2025 air has cleared on uncertainty.
did I miss the cash tax expectation for 2026?
Show response
Kent said 2026 cash taxes will be higher than 2025 but still benefit from bonus depreciation on Greif assets. Approaching more normal levels.
Calendar 2025 Q2
you said that you expect prices in the Packaging segment to be flat in Q3 sequentially
Show response
Tom confirmed price increase fully implemented. May be slight upside but modeling flat. PCA typically realizes price faster than industry.
BALLBall Corporation4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
there was a pretty big change to Section 232 in July that I think includes some incentives for domestic production
Show response
Shah asked about Section 232 aluminum incentives; Lewis said no near- or medium-term impact, tariffs not material to Ball's pass-through model.
it seems like your aerosol business did pretty well in 2Q. Can you just talk about what went right?
Show response
Shah (for Josh Spector) asked about the aerosol/PHC business; Rabbitt said it grew high single digits, above the beverage can rate.
Calendar 2025 Q4
are there any other priorities besides capital return with maybe more bolt-on M&A in one of the regions
Show response
Rabbitt described balancing all capital deployment levers through EVA lens: building Millersburg, Benepack acquisition, continued buybacks ($600M minimum), while reducing leverage to 2.7x. Sees opportunity across all levers.
Calendar 2025 Q2
what's the outlook if inflation goes up? Because we still don't know the full tariff impact yet. How have cans performed during high inflation times
Show response
Fisher distinguished recession resilience (good for cans) from inflation resistance (bad, customers pass costs, volumes decline). Currently benefiting from at-home shift but prolonged inflation is challenging.
IFFInternational Flavors & Fragrances1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
can you give us a little more detail there, maybe some of the moving parts to get to what you're guiding to for Q2?
Show response
DeVeau outlined three Q2 EBITDA headwinds: more moderate growth vs Q1, unfavorable price-to-input cost as surcharges not yet fully implemented, and Fine Fragrance mix pressure from Middle East. All three expected to improve through H2.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| PKG Packaging Corporation of America | 6 | 0%none of 6 questions |
| BALL Ball Corporation | 4 | 0%none of 4 questions |
| IFF International Flavors & Fragrances | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand4
- Macroeconomic4
- M&A3
- Cost Pressure2
- Capital Allocation2
- Trade Tariffs1
- Revenue Growth1
- Guidance Reliability1
- Margin1
- Pricing1