PACKAGING CORP OF AMERICA — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Packaging Corporation of America reported Q3 2026 net income of $262M ($2.93 diluted EPS) versus $227M ($2.51 EPS) in Q3 2025. Excluding special items, Q3 2026 EPS was $3.04 versus $2.73 in Q3 2025 (up $0.31 or 11%). Net sales were $2.6B (Q3 2026) versus $2.3B (Q3 2025). The acquired Greif containerboard business contributed $0.24 per share of the earnings gain. Special items included $12.5M pre-tax charges for facility closures, Greif integration costs ($3.0M), a corrugated facility fire ($3.0M), and Wallula mill restructuring ($0.3M Q3; $60M YTD). Q4 2026 guidance: $2.81 EPS excluding special items.
Why this rating
Strong operational execution and Greif acquisition integration; however, $0.13 beat is modest (4% above guidance), and YTD net income down 7% ($625M vs $672M). Costs and headwinds offset gains. Positive but not transformational for $16.7B company.
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