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Sentiment · FY2026 Q2
| 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% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Anthony Pettinari | Citigroup | 14 (0%) |
| Philip Ng | Jefferies | 13 (0%) |
| Mark Weintraub | Seaport Research Partners | 13 (0%) |
| George Staphos | Bank of America | 13 (23%) |
| Mike Roxland | Truist Securities | 12 (8%) |
| Gabe Hajde | Wells Fargo | 11 (27%) |
| Anojja Shah | UBS | 6 (0%) |
| Charlie Muir-Sands | BNP Paribas | 5 (20%) |
| Hillary Cacanando | Deutsche Bank | 3 (0%) |
| Niccolo Piccini | Truist Securities | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 | 14 (0%) |
| Truist Securities | 2 | 14 (7%) |
| Bank of America | 1 | 13 (23%) |
| Jefferies | 1 |
| 13 (0%) |
| Seaport Research Partners | 1 | 13 (0%) |
| Wells Fargo | 1 | 11 (27%) |
| UBS | 1 | 6 (0%) |
| BNP Paribas | 1 | 5 (20%) |
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 |
What PKG and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the acquired Greif operations, including interest on acquisition indebtedness, generated a loss of $0.06 during the first quarter”
The acquired Greif containerboard operations posted a Q1 loss driven by the January storm, lower volume and higher costs, but PCA expects them to turn accretive as productivity and integration synergies ramp.
“as well as for costs relating to the acquisition and integration of the Greif containerboard business”
PCA is integrating the acquired Greif containerboard business, incurring near-term acquisition and integration costs as it folds Greif's mills and box plants into PCA's system.
| 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% |