Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Packaging Corporation of America (PKG) is 6/10.
Packaging Corporation delivered Q1 sales of $2.4 billion with EPS of $1.91 as record per-day corrugated shipments showed broad-based demand strength. Total company EBITDA reached $486 million compared to $421 million a year earlier. The Wallula mill reconfiguration was completed with immediate cost benefits. Price increase implementation timing was delayed to Q3. Greif operations lost $0.06 from storm damage and seasonality. The containerboard system was tightening with mills running full. Q2 EPS was guided at $2.33.
Scored from Packaging Corporation of America’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.15B | +10.7% | $2.45 | +16.7% | 21.9% | 14.1% | 10.3% | $124M |
| FY2025 Q1 | $2.14B | +8.2% | $2.26 | +38.7% | 21.2% | 13.1% | 9.5% | $191M |
| FY2025 Q2 | $2.17B | +4.6% | $2.67 | +21.4% | 22.2% | 15.4% | 11.1% | $130M |
| FY2025 Q3 | $2.31B | +6.0% | $2.51 | -4.9% | 21.8% | 14.0% | 9.8% | $280M |
| FY2025 Q4 | $2.36B | +10.1% | $1.13 | -53.9% | 18.9% | 11.9% | 4.3% | $128M |
| FY2026 Q1 | $2.37B | +10.6% | $1.91 | -15.5% | 19.1% | 11.5% | 7.2% | $165M |
| FY2026 Q2 | $2.49B | +14.7% | $2.15 | -19.5% | 20.6% | 13.4% | 7.7% | — |