Packaging Corporation of America PKG
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Full analysis: 23 Jul 2026
Latest news check: 16 Jul 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Existing position can be maintained at current valuation.
Stable profitability, strong market position and dividend policy are balanced by margin pressure and mature growth phase.
Market sentiment
6/10
→
Trend: Stable
The market focuses on volume growth and the dividend increase but remains concerned about cost inflation and shrinking margins.
Price context
The stock trades at 228.19 USD, 7.4 % below the 52-week high and 19.2 % above the low, reflecting a stable but not stretched positioning.
Risk assessment
4/10
Dilution:
Low
Strong cash flow and regular buybacks
Jurisdiction:
Low
Operations almost exclusively in the US
Execution:
Medium
Greif acquisition integration is main challenge
About the company
Packaging Corporation of America is a leading North American producer of containerboard and corrugated packaging. The company also operates Boise Paper for uncoated freesheet and is vertically integrated with multiple mills and converting facilities.
Sector:
Corrugated packaging and containerboard
Type:
Industrial
Next report
22 Oct 2026
Q3
Catalysts
Q4 2026
Q3 report
High
Horizon:
Bull case
Strong volume growth and dividend increase provide support despite margin pressure.
Bear case
Higher freight and operating costs squeeze margins and limit upside.
Signal rationale (informational)
Stable profitability, strong market position and dividend policy are balanced by margin pressure and mature growth phase.
Recent news
- Q2 2026 results showed 14.7 % revenue growth but lower margins due to higher costs. The dividend was raised 20 % in May 2026.
Key figures
Revenue
Q2 2026
USD 2.5B
Revenue TTM
TTM
USD 8.9B
EBITDA
Q2 2026
USD 486M
Net income
Q2 2026
USD 192M
Cash
Q2 2026
USD 667M
Total debt
Q2 2026
USD 4.0B
Gross margin
Q2 2026
21.8%
Shares outstanding
Q2 2026
88.5M
EPS
Q2 2026
USD 2.17
Price & valuation
Last close
USD 257
Market Cap
USD 22.8B
1 week
+0.6 %
3 months
+18.0 %
12 months
+29.4 %
From 52w high
0.0 %
From 52w low
+34.3 %
Exchange
NYSE
Type
Industrials
Sector
Corrugated packaging and containerboard
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.