PKG · Packaging Corp Of America
$256.01
+0.53 (+0.21%)
At close · Aug 5
Market Cap
$22.37B
Shares
89.10M
Packaging Corp Of America Earnings Call Transcripts
Every quarterly earnings call for Packaging Corp Of America (PKG) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲6.3%
$2.13B
$262.50M
'22 Q3
22-10-25
▼3.2%
$1.98B
$211.60M
'22 Q4
23-01-26
▼7.5%
$1.98B
$190.10M
'23 Q1
23-04-25
▼12.7%
$1.95B
$202.70M
'23 Q2
23-07-25
▼8.9%
$1.94B
$183.20M
'23 Q3
23-10-24
▼2%
$1.94B
$189.20M
'23 Q4
24-01-25
▲0.2%
$1.98B
$146.90M
'24 Q1
24-04-23
▲6.3%
$2.08B
$198.90M
'24 Q2
24-07-24
▲12.7%
$2.18B
$238.10M
'24 Q3
24-10-23
▲10.7%
$2.15B
$221.20M
'24 Q4
25-01-29
▲8.2%
$2.14B
$203.80M
'25 Q1
25-04-23
▲4.6%
$2.17B
$241.50M
'25 Q2
25-07-24
▲6%
$2.31B
$226.90M
'25 Q3
25-10-23
▲10.1%
$2.36B
$101.90M
'25 Q4
26-01-28
LATEST
▲10.6%
$2.37B
$170.90M
'26 Q1
26-04-23
Earnings call
FY26 · Q2
2026-07-23
Q2 2026 Packaging Corporation of America Earnings Conference Call
Confident tone
Greif Containerboard acquisition integration
Corrugated volumes and shipments
Capital investments and mill reliability
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-10
Wells Fargo’s 16th Annual Industrials and Materials Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-23
Packaging Corp Of America Q1 FY2026 Earnings Call
Confident tone
Capital projects / gas turbines
Greif acquisition and integration
Containerboard demand and supply tightness
Revenue
$2.37B
▲ 10.6% YoY Diluted EPS
$1.91
▼ 15.5% YoY Gross margin
19.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-01-28
Packaging Corp Of America Q4 FY2025 Earnings Call
Confident tone
Containerboard demand and operating rate
Shipping volumes and customer demand
Capital projects / Energy investments
Revenue
$2.36B*
▲ 10.1% YoY Gross margin
18.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Packaging Corp Of America Q3 FY2025 Earnings Call
Positive tone
Mill Maintenance and Reliability
Capital Projects and Energy Initiatives
Customer End Markets
Revenue
$2.31B
▲ 6% YoY Diluted EPS
$2.51
▼ 4.9% YoY Gross margin
21.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Packaging Corp Of America Q2 FY2025 Earnings Call
Confident tone
Corrugated and Packaging Demand
Greif Containerboard Acquisition
Cost Management and Inflation
Revenue
$2.17B
▲ 4.6% YoY Diluted EPS
$2.67
▲ 20.8% YoY Gross margin
22.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
Packaging Corp Of America Q1 FY2025 Earnings Call
Confident tone
Containerboard and box volume
Capital projects and capacity expansion
Pricing and margin expansion
Revenue
$2.14B
▲ 8.2% YoY Diluted EPS
$2.26
▲ 38.7% YoY Gross margin
21.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-29
Packaging Corp Of America Q4 FY2024 Earnings Call
Confident tone
Packaging Segment Performance
Containerboard Price Increases
Cost Inflation
Revenue
$2.15B*
▲ 10.7% YoY Gross margin
21.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
Packaging Corp Of America Q3 FY2024 Earnings Call
Confident tone
Capital spending and operations
Pricing implementation
Packaging volume growth
Revenue
$2.18B
▲ 12.7% YoY Diluted EPS
$2.64
▲ 30% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
Packaging Corp Of America Q2 FY2024 Earnings Call
Positive tone
Third quarter outlook
Price increases implementation
Paper segment performance
Revenue
$2.08B
▲ 6.3% YoY Diluted EPS
$2.21
▼ 1.3% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-23
Packaging Corp Of America Q1 FY2024 Earnings Call
Confident tone
Containerboard and Corrugated Demand
Pricing and Mix
Cost Management and Inputs
Revenue
$1.98B
▲ 0.2% YoY Diluted EPS
$1.63
▼ 22.7% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-25
Packaging Corp Of America Q4 FY2023 Earnings Call
Positive tone
Packaging segment volume and demand
Wallula mill restart
Capital expenditures and balance sheet
Revenue
$1.94B*
▼ 2% YoY Gross margin
21.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-24
Packaging Corp Of America Q3 FY2023 Earnings Call
Revenue
$1.94B
▼ 8.9% YoY Diluted EPS
$2.03
▼ 27.5% YoY Gross margin
21.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-25
Packaging Corp Of America Q2 FY2023 Earnings Call
Revenue
$1.95B
▼ 12.7% YoY Diluted EPS
$2.24
▼ 30% YoY Gross margin
22.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-25
Packaging Corp Of America Q1 FY2023 Earnings Call
Revenue
$1.98B
▼ 7.5% YoY Diluted EPS
$2.11
▼ 21.9% YoY Gross margin
21.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-01-26
Packaging Corp Of America Q4 FY2022 Earnings Call
Revenue
$1.98B*
▼ 3.2% YoY Gross margin
22.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-25
Packaging Corp Of America Q3 FY2022 Earnings Call
Revenue
$2.13B
▲ 6.3% YoY Diluted EPS
$2.80
▲ 6.5% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-26
Packaging Corp Of America Q2 FY2022 Earnings Call
Revenue
$2.24B
▲ 19% YoY Diluted EPS
$3.20
▲ 47.5% YoY Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-25
Packaging Corp Of America Q1 FY2022 Earnings Call
Revenue
$2.14B
▲ 18.2% YoY Diluted EPS
$2.70
▲ 54.3% YoY Gross margin
25.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-01-27
Packaging Corp Of America Q4 FY2021 Earnings Call
Revenue
$2.04B*
▲ 19.2% YoY Gross margin
25.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-26
Packaging Corp Of America Q3 FY2021 Earnings Call
Revenue
$2.00B
▲ 18.1% YoY Diluted EPS
$2.63
▲ 80.1% YoY Gross margin
25.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-26
Packaging Corp Of America Q2 FY2021 Earnings Call
Revenue
$1.88B
▲ 21.9% YoY Diluted EPS
$2.17
▲ 267.8% YoY Gross margin
23.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-27
Packaging Corp Of America Q1 FY2021 Earnings Call
Revenue
$1.81B
▲ 5.8% YoY Diluted EPS
$1.75
▲ 17.4% YoY Gross margin
22.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-27
Packaging Corp Of America Q4 FY2020 Earnings Call
Revenue
$1.71B
▼ 0.3% YoY Diluted EPS
$1.30
▼ 9.1% YoY Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-27
Packaging Corp Of America Q3 FY2020 Earnings Call
Revenue
$1.69B
▼ 3.3% YoY Diluted EPS
$1.46
▼ 22.8% YoY Gross margin
20.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-28
Packaging Corp Of America Q2 FY2020 Earnings Call
Revenue
$1.54B
▼ 12.4% YoY Diluted EPS
$0.59
▼ 71.1% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-28
Packaging Corp Of America Q1 FY2020 Earnings Call
Revenue
$1.71B
▼ 1.4% YoY Diluted EPS
$1.49
▼ 24.4% YoY Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-29
Packaging Corp Of America Q4 FY2019 Earnings Call
Revenue
$1.72B
▼ 1.5% YoY Diluted EPS
$1.43
▼ 33.8% YoY Gross margin
22.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
75677
CUSIP
695156109
13F (30d)
451 filings
424 filers
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