Packaging Corporation of America (PCA) is a U.S.-based enterprise specializing in the production and sale of containerboard and corrugated packaging materials. Its ...
Packaging Corporation of America (PCA) is a vertically integrated manufacturer with a rich history dating back to 1867. The company operates in two primary segments: Packaging and Paper. The Packaging segment produces containerboard and a wide variety of corrugated products, including shipping containers, multi-color retail displays, honeycomb protective packaging, and ...Packaging Corporation of America (PCA) is a vertically integrated manufacturer with a rich history dating back to 1867. The company operates in two primary segments: Packaging and Paper. The Packaging segment produces containerboard and a wide variety of corrugated products, including shipping containers, multi-color retail displays, honeycomb protective packaging, and specialized packaging for perishable goods like meat and produce. The Paper segment manufactures communication papers, such as office paper, and specialty printing and converting papers. PCA is the third-largest producer of containerboard in the U.S. and a leading producer of uncoated freesheet paper in North America. With approximately 16,800 employees, the company operates nine containerboard mills, 91 corrugated products facilities, and paper mills, serving customers through a direct sales force and distribution partners. In 2025, PCA generated net sales of $9 billion. Financially, PCA shows a market cap of ~$22.8 billion, with a price-to-earnings ratio of 33.1 and a dividend yield of 2.1%. The company maintains a solid balance sheet with a debt-to-equity ratio of 0.945 and an interest coverage ratio of 10.2. Under the leadership of Chairman and CEO Mark W. Kowlzan, PCA focuses on innovation, operational excellence, and sustainable practices. The company's commitment to quality and customer service is evident in its integrated approach, from mill to box plant, ensuring reliable supply and customized solutions. PCA also emphasizes employee development and community engagement, positioning itself for long-term growth in the packaging industry.
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Estimación de EPS 2.92 · Fin del periodo fiscal 2026-09-30
D-47
Tendencia de 5 años (ingresos, beneficios, FCF)
Métrica
Último
InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.
TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).
$9.0B
+7.2%
+5.2%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.
$768.9M
-4.5%
+12.4%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.
+21.0%
-1.2%
+7.6%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).
+14.0%
+6.3%
+16.2%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.
+8.6%
-10.9%
+6.9%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.
$728.6M
+39.7%
+3.3%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.
+8.1%
+30.3%
-1.7%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.
94.9%
+50.8%
-0.7%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.
3.17x
-1.9%
-4.2%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.
Operator: Thank you for joining Packaging Corporation of America's Second Quarter 26 Earnings Results Conference Call. Your host today will be Mark W. Kowlzan, Chairman and Chief Executive Officer of PCA. Upon conclusion of his narrative, there will be a Q&A session. I would now like to turn the floor over to Mr. Kowlzan. Please proceed when you are ready.
Mark W. Kowlzan: Thanks, Jamie, and good morning, everyone, and thank you all for participating in Packaging Corporation of America's second quarter 26 Earnings Release Conference Call. Again, I am Mark W. Kowlzan, Chairman and CEO of Packaging Corporation of America. And with me on the call today is Tom Hassfurther, president and Kent A. Pflederer, our chief financial officer. I will begin the call as usual with an overview of our second quarter results and then I will be turning the call over to Tom and Kent who will provide further details. I will then wrap things up, and then we will be glad to take questions. Yesterday, we reported second quarter net income of $192 million or $2.15 per share. Excluding special items, the second quarter 26 net income was $210 million or $2.35 per share compared to the second quarter of 25's net income of $224 million or $2.48 per share. Second quarter net sales were $2.5 billion and 2026 and $2.2 billion in 2025. Total company EBITDA for the second quarter is excluding special items, $486 million in 2026, $451 million in 2025. Second quarter net income included special items expense of $0.20 per share, primarily for costs and write offs related to facilities closures, Wallula Mill restructuring charges and costs related to the acquisition and integration of the Greif containerboard business. Details of the special items for the second quarter of 26 and 2025 were included in the schedules that accompanied the press release. Excluding the special items, our earnings decreased by $0.13 per share compared to the second quarter of 25 resulting from a $0.27 decrease in legacy business earnings. Partially offset by $0.14 of earnings from the acquired Greif business. The decrease in the legacy earnings was driven primarily by higher freight costs of $0.26 higher corporate and other expenses, $0.12, lower price and mix in the packaging business, $0.11, higher labor and operating costs, $0.05, higher depreciation and amortization expenses, $0.03, higher fiber costs, $0.02, higher tax rates, $0.02, and higher interest expense. Excluding the Greif acquisition, indebtedness for $0.01. These items were partially offset by higher production and sales volume in the packaging business for $0.26, lower maintenance outage expense, $0.04, higher production and sales volume in the paper business for $0.03, and higher price and mix in the paper business, $0.02. Greif's earnings were driven by strong volumes in the corrugated business and improved operating performance in the mills and included a $0.04 benefit to depreciation expense due to measurement period adjustments to the …
