Every material Form 8-K Packaging Corporation of America filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Packaging Corporation of America reported third quarter 2026 net income of $262 million, or $2.93 per share, compared with $226.9 million, or $2.51 per share, a year earlier. Net sales were $2.6 billion, up from $2.3 billion, and excluding special items EPS was $3.04, above the company's prior third quarter guidance of $2.91. The company also guided fourth quarter 2026 earnings to $2.81 per share excluding special items, while nine-month net income fell to $625.3 million from $672.3 million.
Q3 2026 reported diluted EPS of $2.93 vs. $2.51 in Q3 2025; EPS excluding special items of $3.04 vs. $2.73
Q3 EPS excluding special items was $0.13 above the $2.91 guidance
Fourth quarter 2026 EPS guidance of $2.81 per share, excluding special items
Nine-month 2026 net income of $625.3 million vs. $672.3 million in the same period of 2025
Packaging Corporation of America reported second quarter 2026 net income of $192 million, or $2.15 per diluted share, down from $2.67 a year earlier, while net sales rose to $2.5 billion from $2.2 billion. Excluding special items, EPS was $2.35 versus $2.48, and the company said it expects third quarter 2026 EPS of $2.91 excluding special items.
Q2 2026 diluted EPS was $2.15 versus $2.67 in Q2 2025; excluding special items, $2.35 versus $2.48.
Net sales were $2.5 billion in Q2 2026 compared with $2.2 billion in Q2 2025; special items included Wallula mill restructuring charges of $6.3 million in the quarter.
Q2 2026 EPS was $0.02 above the company's prior second quarter guidance of $2.33 per share, excluding special items.
The company expects third quarter 2026 EPS of $2.91 per share, excluding special items.
Packaging Corporation of America reported first quarter 2026 net income of $170.9 million, or $1.91 per diluted share, down from $203.8 million, or $2.26, a year earlier, on net sales of $2.4 billion versus $2.1 billion. Excluding special items, diluted EPS rose to $2.40 from $2.31 and beat the company's $2.20 first quarter guidance, and the company expects second quarter 2026 EPS of $2.33 excluding special items.
Reported diluted EPS was $1.91 versus $2.26 a year earlier, with special items of $0.49 per share, mainly a $53.3 million charge tied to the Wallula, Washington containerboard mill restructuring.
Excluding special items, diluted EPS was $2.40 versus $2.31, which was $0.20 above first quarter guidance of $2.20.
Net sales rose to $2.37 billion from $2.14 billion, and total corrugated products shipments per day rose 21.8% including the acquired Greif business.
For the second quarter of 2026, the company expects EPS of $2.33 excluding special items, with further restructuring and integration costs expected.
Packaging Corporation of America said director Paul Stecko will retire from its board and not stand for reelection at the 2026 annual meeting, reducing the board from ten to nine directors. The company also promoted Fabian Strauss to Senior Vice President – Finance, Controller & Treasurer, effective March 1, 2026, making him principal accounting officer, and disclosed changes to its long-term equity award agreements and a retirement agreement with former CFO Robert Mundy.
Paul T. Stecko informed the board on February 25, 2026 of his retirement; the board will shrink from ten to nine directors at the 2026 annual meeting.
Fabian C. Strauss, age 45, was promoted to Senior Vice President – Finance, Controller & Treasurer on March 1, 2026, with an annual base salary of $455,000.
Robert Mundy retired as Special Advisor effective March 1, 2026; his 9,928 restricted shares vest as of the retirement date, subject to covenant compliance.
On February 25, 2026, new forms of performance unit and RSU award agreements were approved for awards from fiscal year 2026 onward.
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Packaging Corporation of America filing is on SEC EDGAR ↗. 8-K briefs of other companies →