Packaging Corporation of America
Logotype for Packaging Corporation of America

Packaging Corporation of America (PKG) investor relations material

Packaging Corporation of America Bank of America 2026 Global Agriculture and Materials Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Packaging Corporation of America
Bank of America 2026 Global Agriculture and Materials Conference summary26 Feb, 2026

Market and Operational Update

  • Containerboard prices are being increased by $70 per ton from January levels, with full implementation planned and no change in market outlook from prior communications.

  • Corrugated demand and per-day shipments are up over last year, with bookings rising 7%-8% despite winter weather disruptions.

  • Operational performance has improved, especially after reliability initiatives in acquired Greif Mills, with production now exceeding expectations.

  • The company is running its mill system at full capacity ahead of scheduled outages and expects stronger box volume in Q2.

  • Winter storms caused an estimated $6 million impact, but equipment and safety held up well, and significant production losses were avoided.

Industry Trends and Growth Drivers

  • Volume growth is broad-based, though housing and traditional auto sectors remain stagnant due to high interest rates and EV transition.

  • Anticipates demand normalization in housing and auto if interest rates improve over the next few years.

  • Organic growth is strong across a diverse customer base, with the Greif acquisition providing a platform for further expansion.

  • Reshoring and re-industrialization are underway in the U.S., with positive implications for corrugated products if supported by state and federal policies.

  • Double-digit volume growth in 2024 over 2023, with continued strength into 2025 and upside potential in housing and protein sectors.

Greif Acquisition and Integration

  • Completed $1.8 billion acquisition of Greif containerboard business in August 2025, adding two mills and eight plants.

  • Since closing the Greif deal, significant upgrades have been made at Massillon and Riverville Mills, boosting combined run rate from 600,000 to over 800,000 tons in five months.

  • Cost efficiency and product quality have improved, with the integration process on track to fully operate as part of the company within six to seven months.

  • Expected $60 million in synergies from the Greif acquisition, enhancing scale and integration.

  • Transitioning from a centralized to a decentralized, entrepreneurial environment is a key integration challenge.

Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Packaging Corporation of America earnings date

Logotype for Packaging Corporation of America
Q1 202622 Apr, 2026
Packaging Corporation of America
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Packaging Corporation of America earnings date

Logotype for Packaging Corporation of America
Q1 202622 Apr, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Packaging Corporation of America (PCA) operates as a paper & packaging company in the United States. The company's Packaging segment offers various corrugated products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products. It also manufactures gypsum wallboard; and containerboard, which is used as a raw material by the company's packaging plants to produce corrugated products and by other manufacturers of paperboard products, including noncorrugated boxes, liquid or food containers, cartons, sacks, and envelopes. The company's Paper segment produces communication-based papers including coated paperboard used for packaging products such as cereal boxes and four-color printing for magazines and catalogs; whitetop liner used in the production of corrugated containers; recycled linerboard for use in the production of corrugated containers; and containerboard. As of December 31, 2018, it operated eight pulp mills, five paper mills, two converted facilities, two container plants, one heavy duty box plant, fifteen corrugated product plants, twenty-seven shipping/converting facilities.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage