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. However, the company faces margin compression as gross margin fell to 19.1% from 21.2% ...
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 22, 2025 | $2.73-3.2% vs $2.82 | $2.3B+0.4% vs $2.3B |
Packaging Corporation of America (NYSE: PKG) will hold a conference call on Thursday October 22, 2026 at 9:00 a.m. Eastern Time to discuss third quarter 2026 re
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) will hold a conference call on Thursday October 22, 2026 at 9:00 a.m. Eastern Time to discuss third quarter 2026 results. The conference call leader will be Mark Kowlzan. Third quarter earnings results will be released after the market closes on Wednesday, October 21, 2026. To access the conference call, you may pre-register for the conference by navigating to https://dpregister.com/sreg/10205357/102fc34e0c7. Once.
Packaging Corporation of America (PKG) Presents at Jefferies Global Industrials Conference 2026 Transcript
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America's (NYSE: PKG) Chief Executive Officer, Mark Kowlzan, will participate in a Fireside Chat at Jefferies 2026 Global Industrials Conference being held in New York on Thursday, September 10, 2026 at 8:10am Eastern Time. Following, Mr. Kowlzan and Executive Vice President and CFO, Kent Pflederer will participate in a Q&A session. Immediately afterwards, they will be hosting a series of 1 x 1 meetings. For those interested in li.
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 |
|---|---|---|---|---|---|---|---|
| $240.98 | $21.47B | 28.09 | 7.23% | 8.55% | 17.08% | 2.08% | |
| $35.70 | $18.9B | -5.32 | 33.71% | -14.2% | -22.39% | — | |
| $9.66 | $2.86B | 6.53 | -2.16% | 2.25% | 5.92% | — | |
| $50.63 | $5.01B | 12.72 | 41.72% | 8.67% | 18.3% | — | |
| $21.38 | $344.81M | -18.59 | 12.42% | -3.24% | -6.13% | — | |
| $42.15 | $6.21B | 12.29 | -0.61% | 9.43% | 48.39% | — |
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 $9.53B in revenue for fiscal year 2025. This represents a 507% increase from $1.57B in 1998.
Packaging Corporation of America (PKG) grew revenue by 7.2% over the past year. This is steady growth.
Yes, Packaging Corporation of America (PKG) is profitable, generating $691.0M in net income for fiscal year 2025 (8.6% net margin).
Yes, Packaging Corporation of America (PKG) pays a dividend with a yield of 2.08%. This makes it attractive for income-focused investors.
Packaging Corporation of America (PKG) has a return on equity (ROE) of 17.1%. This is reasonable for most industries.
Packaging Corporation of America (PKG) generated $742.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
