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AI brief of an SEC Form 8-K · Packaging Corporation of America (PKG)

Packaging Corp. of America Q4 EPS $1.13 vs $2.45; sales rise to $2.4 billion

Mixed Impact 3 of 5 earnings Written later

Packaging Corporation of America reported fourth quarter 2025 net income of $102 million, or $1.13 per share, down from $221 million, or $2.45 per share, a year earlier, while net sales rose to $2.4 billion from $2.1 billion. Excluding special items, including Wallula mill restructuring charges of $128.0 million, quarterly EPS was $2.32 versus $2.47, and full year EPS excluding special items rose to $9.84 from $9.04. The company expects first quarter 2026 earnings of $2.20 per share excluding special items, and said fourth quarter results were below its own guidance.

Key points

  • Q4 2025 reported net income $101.8 million, or $1.13 per share, versus $221.1 million, or $2.45 per share, in Q4 2024
  • Full year 2025 net income excluding special items was $888 million, or $9.84 per share, versus $814.5 million, or $9.04 per share, in 2024
  • Q4 2025 results were lower than fourth quarter guidance due to unfavorable December volume and mix
  • First quarter 2026 earnings are expected to be $2.20 per share excluding special items

The filing

CompanyPackaging Corporation of America (PKG)
Form8-K, current report
Filed with the SECJan 27, 2026, 6:00 PM ET
Accession number0001193125-26-025053

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 27, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.