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AI English summary of an SEC filing — figures as filed

Packaging Corporation of America logoPackaging Corporation of America PKG

PCA said net income for Q3 2026 was $262 million, or $2.93 per share, and net income excluding special items was $272 million, or $3.04 per share. Net sales for Q3 were $2.6 billion in 2026 and $2.3 billion in 2025.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. PCA said net income for Q3 2026 was $262 million, or $2.93 per share, and net income excluding special items was $272 million, or $3.04 per share. Net sales for Q3 were $2.6 billion in 2026 and $2.3 billion in 2025.

  2. The company said diluted EPS excluding special items for Q3 rose $.31 from a year earlier, with $.24 from the acquired Greif operations and $.07 from the legacy business. Greif operations earned $.13 per share in Q3 2026, compared with a loss of ($.11) in Q3 2025.

  3. Packaging Corporation of America reported segment operating income excluding special items for Q3 2026 of $407.7 million for Packaging, $29.0 million for Paper and $(38.9) million for Corporate and Other, for a total of $397.8 million, compared with $350.8 million in Q3 2025.

  4. The company said it expects fourth-quarter earnings of $2.81 per share, excluding special items, which is the Q4 2026 outlook. The company said containerboard production will be lower due to maintenance outages at 3 of its mills, and it cited higher freight costs and recycled fiber costs.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 2026 Net Income and EPS

PCA said net income for Q3 2026 was $262 million, or $2.93 per share, and net income excluding special items was $272 million, or $3.04 per share. Net sales for Q3 were $2.6 billion in 2026 and $2.3 billion in 2025.

Source · Based on the filing body and exhibits

Factors Behind Change in EPS Excluding Special Items

The company said diluted EPS excluding special items for Q3 rose $.31 from a year earlier, with $.24 from the acquired Greif operations and $.07 from the legacy business. Greif operations earned $.13 per share in Q3 2026, compared with a loss of ($.11) in Q3 2025.

Source · Based on the filing body and exhibits

Q3 Segment Adjusted Operating Income

Packaging Corporation of America reported segment operating income excluding special items for Q3 2026 of $407.7 million for Packaging, $29.0 million for Paper and $(38.9) million for Corporate and Other, for a total of $397.8 million, compared with $350.8 million in Q3 2025.

Source · Based on the filing body and exhibits

Q4 EPS Outlook

The company said it expects fourth-quarter earnings of $2.81 per share, excluding special items, which is the Q4 2026 outlook. The company said containerboard production will be lower due to maintenance outages at 3 of its mills, and it cited higher freight costs and recycled fiber costs.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.