Packaging & Containers · Consumer Cyclical
Mike Roxland
Analyst
Truist Securities
Equibles does not estimate personal net worth.
About Mike Roxland
Mike Roxland is recorded as Analyst at Truist Securities. Mike Roxland has spoken on 29 earnings calls across 15 companies, most recently for Packaging Corp Of America on October 22, 2026. Those appearances were for Avery Dennison Corp (AVY), O-I Glass, Inc. (OI), Silgan Holdings Inc (SLGN), Clearwater Paper Corp (CLW), Packaging Corp Of America (PKG) and 10 other companies. The companies whose calls Mike Roxland spoke on are classified in the Consumer Cyclical, Basic Materials, Real Estate and Industrials sectors.
Mike Roxland on recent calls
“First question, it seems like the Greif assets provided most of the upside to 3Q as price cost overall was neutral based on our estimate. First, would you agree with that assessment? and if so, what drove the strong performance at Greif and why was it better than expected?”
“Steve, just wanted to follow up quickly with you. You mentioned that in terms of the 1H or the transition period outlook, some modest volume growth. Any way to quantify that is 25 bits, 50 bits, what type of volume growth are you embedding within the transition period outlook?”
“So that really implies then a timeline that you'll have a decision made regarding the EU and what's happening with your European operations around end of year.”
“Why have you been downsizing your position in the Pacific Northwest?”
“Please proceed with your question. yeah thank you dianne greg gillie for taking my question um a really high level question here i'm just i want to get a sense uh diana from you of how you think about volume growth in your base label business um your number of leading cpgs recently said they're done lowering prices uh…”
Affiliation history
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Truist Securities
Analyst
Transcript header (unverified)
Current
Company network
Packaging & Containers · Consumer Cyclical
SLGN
Packaging & Containers · Consumer Cyclical
Paper & Paper Products · Basic Materials
Packaging & Containers · Consumer Cyclical
RYN
REIT - Specialty · Real Estate
Packaging & Containers · Consumer Cyclical
BCC
Lumber & Wood Production · Basic Materials
AMCOR PLC
Packaging & Containers · Consumer Cyclical
SLVM
Paper & Paper Products · Basic Materials
Packaging & Containers · Consumer Cyclical
Building Products & Equipment · Industrials
BALL
Packaging & Containers · Consumer Cyclical
Packaging & Containers · Consumer Cyclical
Packaging & Containers · Consumer Cyclical
Recent activity
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Earnings call
Amcor plc Amcor Fiscal 2026 Full Year and Fourth Quarter Results 8.00am ET / 10.00pm AEST August 12, 2026
AMCOR PLC
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