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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Anthony Pettinari | Citigroup | 14 questions · 0% challenging |
| Philip Ng | Jefferies | 13 questions · 0% challenging |
| Mark Weintraub | Seaport Research Partners | 13 questions · 0% challenging |
| George Staphos | Bank of America | 13 questions · 23% challenging |
| Mike Roxland | Truist Securities | 12 questions · 8% challenging |
| Gabe Hajde | Wells Fargo | 11 questions · 27% challenging |
| Anojja Shah | UBS | 6 questions · 0% challenging |
| Charlie Muir-Sands | BNP Paribas | 5 questions · 20% challenging |
| Hillary Cacanando | Deutsche Bank | 3 questions · 0% challenging |
| Niccolo Piccini | Truist Securities | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 analyst | 14 questions · 0% challenging |
| Truist Securities | 2 analysts | 14 questions · 7% challenging |
| Bank of America | 1 analyst | 13 questions · 23% challenging |
| Jefferies | 1 analyst | 13 questions · 0% challenging |
| Seaport Research Partners | 1 analyst | 13 questions · 0% challenging |
| Wells Fargo | 1 analyst | 11 questions · 27% challenging |
| UBS | 1 analyst | 6 questions · 0% challenging |
| BNP Paribas | 1 analyst | 5 questions · 20% challenging |
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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.
Calendar quarter Q1 2026Earnings call Apr 23, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Packaging Corporation of America (PKG), FY2026 Q1: 6/10. Scores: Packaging Corporation of America’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: PKG daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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 |
GAAP revenue YoY +10.6% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Reported Wednesday, Oct 21. Earnings call pending.
A pre-earnings brief is ready for PKG: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
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| 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 | +20.8% | 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% | 7.1% | 4.3% | $128M |
| FY2026 Q1Selected | $2.37B | +10.6% | $1.91 | -15.5% | 19.1% | 10.6% | 7.2% | $165M |
| FY2026 Q2 | $2.49B | +14.7% | $2.15 | -19.5% | 20.6% | 11.7% | 7.7% | $170M |
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).
What PKG said about other companies on its FY2026 Q1 call, and what other companies said about PKG on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. 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 | Headline |
|---|---|---|---|---|
| PKGPackaging Corporation of America | 6 | +10.6% | Record per-day corrugated shipments with broad-based demand strength | |
| AMCRAmcor | 6 | +77.4% | First anniversary of Berry combination with synergies exceeding initial target | |
| AVYAvery Dennison | 5 | +7.0% | Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A | |
| BALLBall Corporation | 7 | +16.1% | Comparable Operating Earnings Grow 10% Exceeding 2x Leverage | |
| IPInternational Paper | 4 | +13.4% | International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions | |
| SWSmurfit WestRock | 3 | -12.5% | Weather and Downtime Severely Impacted Q1 Performance |
Record per-day corrugated shipments with broad-based demand strength
First anniversary of Berry combination with synergies exceeding initial target
Avery Dennison started FY2026 with Q1 adjusted EPS of $2.47, up 7% year-over-year, though organic sales grew only approximately 1% with the GAAP 7.0% overstated by FX and Taylor M&A
Comparable Operating Earnings Grow 10% Exceeding 2x Leverage
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| PKG | 7 | 8 | 7 | 6 | 6 | 6 |
| AMCR | 6 | 3 | 7 | 7 | 7 | 6 |
| AVY | 7 | 2 | 4 | 5 | 7 | 5 |
| BALL | 6 | 7 | 8 | 7 | 8 | 7 |
| IP | 5 | 7 | 5 | 3 | 7 | 4 |
| SW | 6 | 7 | 6 | 8 | 8 | 3 |
International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions