Packaging Corporation of America’s fourth quarter results were met with a negative reaction from the market, as both revenue and non-GAAP earnings per share came in below Wall Street expectations. Management attributed the underperformance to higher operating and maintenance costs, as well as lower production and sales volumes in the legacy business. CEO Mark Kowlzan described the period as one of “challenging business conditions at various times,” emphasizing the impact of outages, integration expenses from the Greif acquisition, and unexpected freight and depreciation costs. Despite these setbacks, the company highlighted steady progress in integrating acquired assets and maintaining operational performance across its mills.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Packaging Corporation of America (NYSE:PKG) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 10.1% year on year to $2.36 billion. Its non-GAAP profit of $2.32 per share was 3.9% below analysts’ consensus estimates.
Packaging Corporation of America currently trades at $212.17 per share and has shown little upside over the past six months, posting a middling return of 4%. The stock also fell short of the S&P 500’s 10.5% gain during that period.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Packaging Corporation of America (NYSE:PKG) and the best and worst performers in the industrial packaging industry.
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Packaging Corporation of America (PKG) offers a strong dividend yield with a history of reliable growth, supported by solid earnings power and a robust balance sheet for income investors.
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Shares of packaging Corporation of America (NYSE:PKG)
fell 5.4% in the afternoon session after a report from Bloomberg Intelligence indicated that demand for boxes was expected to weaken. The report, which surveyed managers, noted that box demand was forecasted to rise only 1.3% in December compared to the previous year. This was a decrease from a September forecast of a 1.6% increase. The revision marked the third consecutive month that sentiment from initial expectations had declined, raising concerns about future sales for the packaging company.
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