Packaging Corporation of America is executing a strategic expansion via a $1.8B acquisition, which boosted total assets to $10.8B and revenue growth to 10.6% YoY in 2026Q1.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 10.6% YoY in 2026Q1 to $2.4B, but gross margin contracted to 19.1% from 21.2% a year earlier, and EPS fell 15.5% to $1.91, indicating cost pressures are eroding profitability.
The bull case anticipates a structured recovery in the packaging cycle, supporting demand and pricing stability.
Expanding margins in containerboard production are expected to drive profitability and earnings growth.
The company's ability to pass on cost increases to customers helps maintain margins and revenue growth.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $3.04+3.8% vs $2.93 | $2.6B-0.4% vs $2.6B |
Q3 2026 Jul 22, 2026 | $2.35+1.7% vs $2.31 | $2.5B-0.1% vs $2.5B |
Q2 2026 Apr 22, 2026 | $2.40+12.1% vs $2.14 | $2.4B-2.4% vs $2.4B |
Q1 2026 Jan 27, 2026 | $2.32-3.7% vs $2.41 | $2.4B-3.0% vs $2.4B |
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Net Income: Q3 2026 net income of $262 million, or $2.93 per share; excluding special items, $272 million, or $3.04 per share, versus Q3 2025's $247 million, or
On October 22, 2026, Packaging Corp of America (PKG) shares rose 4.2% to a current price of $248.92. The stock is performing well, with a 52-week range of $191.
Benchmark PKG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Packaging Corporation of America (PKG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $249.70 | $22.25B | 30.59 | 7.23% | 7.39% | 15.58% | 2.01% | |
| $34.53 | $18.28B | -5.28 | 33.71% | -14.32% | -24.19% | 5.36% | |
| $11.19 | $3.31B | 44.90 | -2.16% | 0.86% | 2.27% | 3.85% | |
| $50.43 | $4.99B | -24.10 | 41.72% | -2.82% | -6.11% | 4.14% | |
| $13.27 | $214.02M | 89.18 | 12.42% | 0.16% | 0.3% | — | |
| $41.09 | $4.34B | 16.61 | 10.73% | 3.9% | 11.09% | 1.95% |
Packaging Corporation of America (PKG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Packaging Corporation of America (PKG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
May 13, 2026·SEC
Apr 23, 2026·SEC
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Packaging Corporation of America (PKG) stock FAQ — growth, dividends, profitability & financials explained
Packaging Corporation of America (PKG) reported $9.82B in revenue over the trailing twelve months. Revenue was $8.99B in fiscal year 2025. That is 472% more than the $1.57B of fiscal year 1998.
Packaging Corporation of America (PKG) grew revenue by 12.0% over the trailing twelve months, compared with the twelve months before.
Yes. Packaging Corporation of America (PKG) earned $726.4M in net income over the trailing twelve months (a 7.4% net margin).
Yes. Packaging Corporation of America (PKG) pays a dividend that yields 2.01% at the current price, a moderate yield.
Packaging Corporation of America (PKG) had a return on equity (ROE) of 15.6% over the trailing twelve months. That is above the market's typical 10-15%.
Packaging Corporation of America (PKG) generated $686.6M in free cash flow over the trailing twelve months.
