Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tony Pettinari | Citigroup | 13 | 0% |
| Philip Ng | Jefferies | 12 | 0% |
| George Staphos | Bank of America | 12 | 25% |
| Mark Weintraub | Seaport Research Partners | 12 | 0% |
| Mike Roxland | Truist Securities | 11 | 0% |
| Gabe Hajde | Wells Fargo | 10 | 30% |
| Charlie Muir-Sands | BNP Paribas | 5 | 20% |
| Anojja Shah | UBS | 5 | 0% |
| Hillary Cacanando | Deutsche Bank | 2 | 0% |
| Niccolo Piccini | Truist Securities | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 13 | 0% |
| Truist Securities | 2 | 13 | 0% |
| Bank of America | 1 | 12 | 25% |
| Jefferies | 1 |
| 12 |
| 0% |
| Seaport Research Partners | 1 | 12 | 0% |
| Wells Fargo | 1 | 10 | 30% |
| BNP Paribas | 1 | 5 | 20% |
| UBS | 1 | 5 | 0% |
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.
Demand | M&A | Capex Investment | Pricing | Competitive Dynamics | Cost Pressure | Revenue Growth | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 5 | 3 | 2 | 3 | ||
| 2025Q1 | 4 | 4 | 2 | 2 | 2 | 1 | 2 | |
| 2025Q2 | 4 | 5 | 1 | 2 | 1 | |||
| 2025Q3 | 3 | 7 | 4 | 1 | 4 | 1 | 2 | 2 |
| 2025Q4 | 7 | 7 | 3 | 3 | 2 | 2 | 2 | 3 |
| 2026Q1 | 3 | 4 | 2 | 4 | 3 | 6 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 4 | 4 | 3 | 7 | 3 |
| M&A | 5 | 7 | 7 | 4 | ||
| Capex Investment | 5 | 4 | 4 | 3 | 2 | |
| Pricing | 5 | 2 | 1 | 1 | 3 | 4 |
| Competitive Dynamics | 3 | 2 | 2 | 4 | 2 | 3 |
| Cost Pressure | 2 | 2 | 1 | 2 | 6 | |
| Revenue Growth | 3 | 1 | 1 | 2 | 2 | 2 |
| Supply Chain | 2 | 2 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PKG Packaging Corporation of America | 6 | +10.6% | |
| AMCR Amcor | 6 | +77.4% | |
| BALL Ball Corporation | 7 | +16.1% | |
| IP International Paper | 4 | +1.2% | |
| SW Smurfit WestRock | 3 | -12.5% |