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Packaging Corporation of America
Packaging Corporation of America (PKG) investor relations material
Packaging Corporation of America Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary9 Dec, 2025
Strategic positioning and operational highlights
Ranks among the top three North American producers of containerboard and corrugated packaging, with a strong presence in uncoated freesheet paper and a consistent profitable growth strategy.
Maintains a robust national footprint, leveraging best-in-class operations and a low-cost integrated supply chain.
Management team has a proven track record of navigating economic cycles and sustaining industry-leading margins.
Recent Greif acquisition enhances integration, asset utilization, and capital deployment efficiency.
Strong balance sheet supports reinvestment, shareholder returns, and strategic growth.
Financial performance and capital allocation
Q3 2025 net sales rose 6% year-over-year to $2.3 billion, with EPS (excluding special items) at $2.73 and packaging EBITDA margin at 23.1%.
Free cash flow has remained strong, with $601 million generated YTD Q3 2025 and a history of consistent cash generation.
Capital expenditures and acquisitions have totaled over $5 billion since 2017, supporting both organic and strategic growth.
Maintains a 5-year average dividend payout ratio of 50% and yield of 3%, with a sustainable approach to shareholder returns.
Return on invested capital (ROIC) averaged 16.5% over seven years, consistently exceeding the 8% WACC.
Growth, integration, and acquisition strategy
Corrugated products volume has outperformed the industry, with a 2.8% CAGR since 2017 versus industry decline.
Integration rate for containerboard supply remains high, supporting average packaging segment EBITDA margins above 22%.
Greif acquisition (completed August 2025) added two mills and eight plants, with $1.2 billion in LTM sales and $230 million EBITDA.
Acquisition rationale includes enhanced scale, cost synergies, and access to a stable customer base.
Wallula mill reconfiguration expected to yield $75–$85 million in annual savings, with capacity shifts to lower-cost facilities.
Greif integration progress and synergy realization
Wallula reconfiguration: capacity shift and cost savings
Corrugated volume trends: legacy vs. Greif performance
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Next Packaging Corporation of America earnings date
Q4 202528 Jan, 2026
Packaging Corporation of America
Next Packaging Corporation of America earnings date
Q4 202528 Jan, 2026
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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.
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