At the archive date, PACKAGING CORP OF AMERICA was expected to release its Q3 2026 10-Q filing on October 20, 2026. Last quarter: PCA’s Q2 FY2026 results were marked by the Greif acquisition driving revenue growth but compressing margins and net income due to higher costs and special items.
EPS Estimate
$2.95
Revenue Estimate
$2.64B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the PKG page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
On September 2, 2025, PCA acquired the containerboard business of Greif, Inc. for $1.8 billion in cash, adding two mills with approximately 800,000 tons of capacity and eight sheet feeder and corrugated plants. The operating results are included in the Packaging segment from the acquisition date.
Packaging segment EBITDA excluding special items increased $35.7 million to $488.6 million in Q2 FY2026, driven by contribution from the acquired business and higher sales and production volume, partially offset by higher freight and logistics expenses.
Freight rates increased significantly during the second quarter primarily as a result of higher diesel fuel prices, and recycled fiber prices have increased throughout the first half of the year, pressuring margins.
Revenue
$2.49B
+14.67% YoY
EPS (Diluted)
$2.15
-19.48% YoY
Gross Margin
20.6%
-1.7 pts YoY
Operating Income
$291.2M
-12.74% YoY
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