Inferra AI / Company / PKG

Packaging Corporation of America

PKG · Materials

Last earnings Jul 23, 2026

Key results

Net incomequarter

$242 million

net income of $242 million, or $2.67 per share, and

SEC original ↗Packaging Corporation of America — Earnings release (8-K exhibit)EX-99Jul 24, 2025

net income of $224 million, or $2.48 per share, excluding special items.

SEC original ↗Packaging Corporation of America — Earnings release (8-K exhibit)EX-99Jul 24, 2025

Revenuequarter

5%

In the Paper segment, sales volume was down 5% from the second quarter of 2024 and 7% compared to the first quarter of 2025.

SEC original ↗Packaging Corporation of America — Earnings release (8-K exhibit)EX-99Jul 24, 2025

AI analysis

Q2 2025 · reported Jul 24, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net income · Q2 2025
$242M
EX-99 · Jul 24, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Net income$242 million——
Revenue5%——

EX-99 · Jul 24, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“33 per share primarily due to favorable volume in the legacy packaging business, lower production costs in the legacy packaging business and higher than expected earnings from the acquired business due to favorable volume, price and mix, partially offset by higher-than-forecast costs for freight, recycled fiber and employee benefits.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Debt For the six months ended June 30, 2026 and 2025, cash payments for intere st were $ 77.1 mi llion and $ 46.7 million, respectively.

Included in interest expense, net is the amortization of financing costs, which includes the amortization of debt issuance costs and amortization of bond discounts.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

For information regarding our use of non-GAAP financial measures and descriptions and amounts of our special items, see the schedules with this release

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Debt For the six months ended June 30, 2026 and 2025, cash payments for intere st were $ 77.1 mi llion and $ 46.7 million, respectively.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

Included in interest expense, net is the amortization of financing costs, which includes the amortization of debt issuance costs and amortization of bond discounts.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

For the three months ended June 30, 2026 and 2025, amortization of debt issu ance costs was $ 0.7 million and $ 0.4 million, respectively, and during the six months ended June 30, 2026 and 2025, amortization of debt issuance costs was $ 1.4 million and $ 0.8 million, respectively.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

The fair value of our fixed-rate debt was estimated to be $ 2,648.6 million.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

The difference between the book value and fair value is due to the difference between the period-end market interest rate and the stated rate of our fixed-rat e debt.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

We estimated the fair value of our fixed-rate debt using quoted market prices (Level 2 inputs) within the fair value hierarchy, which is further defined in Note 2, Summary of Significant Accounting Policies, of the Notes to Consolidated Financial Statements in Part II, Item 8.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

Strategy & priorities

We continued to successfully manage costs across all of our operations, executing our capital projects and efficiency initiatives, which have helped offset inflation.

SEC original ↗Packaging Corporation of America — Earnings release (8-K exhibit)EX-99Jul 24, 2025

Forward-looking statements include statements about our future earnings and financial condition, expected benefits from acquisitions and restructuring activities, our industry and our business strategy.

SEC original ↗Packaging Corporation of America — Earnings release (8-K exhibit)EX-99Jul 24, 2025

The write-off of expenditures related to sustainability and renewable energy projects was recorded following the Company s decision to defer a specific carbon capture initiative at this time.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

Each of these businesses requires distinct operating and marketing strategies.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

Risks & headwinds

Kowlzan added, “while our corrugated products customers have remained cautious into July as economic uncertainty persists, we expect higher corrugated shipments, which will drive increased containerboard production.

SEC original ↗Packaging Corporation of America — Earnings release (8-K exhibit)EX-99Jul 24, 2025

Because forward-looking statements involve inherent risks and uncertainties, the plans, actions and actual results of PCA could differ materially.

SEC original ↗Packaging Corporation of America — Earnings release (8-K exhibit)EX-99Jul 24, 2025

Legal Proceedings 32 Item 1A.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

See Note 19, Commitments, Guarantees, Indemnifications, and Legal Proceedings, for additional information.

SEC original ↗Packaging Corporation of America — 10-Q Quarterly report10-QAug 7, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

33 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Packaging Corporation of America are held in this edition of the library.

Transcripts

0 documents

No transcripts for Packaging Corporation of America are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Packaging Corporation of America by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.