PKG

Packaging Corporation of America (PKG) reported Q3 2026 adjusted EPS of $3.04, beating consensus estimates and guidance, driven by favorable pricing in the Packaging segment and contributions from the Greif acquisition. Net sales rose 12.5% year-over-year to $2.6B with gross margin expansion to 23.2%.

However, the company faces headwinds from higher labor, operating, and freight costs. Q4 guidance of $2.81 EPS reflects anticipated maintenance expenses and seasonal pressures.

Packaging Corp. (PKG) reported Q3 2026 earnings of $3.04 per share, beating consensus estimates of $2.95, with revenues of $2.6 billion exceeding expectations by 1.46%. The stock has gained 15.9% year-to-date, outperforming the S&P 500's 12.7% gain. However, the company received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions, and the Containers - Paper and Packaging industry ranks in the bottom 23% of all industries, which could limit future performance.

Packaging Corp. reported Q3 2026 revenue of $2.6 billion, up 12.5% year-over-year and beating consensus estimates by 1.46%. EPS of $3.04 exceeded expectations of $2.95 by 3.05%.

However, segment operating income fell short of analyst estimates across all divisions, with Packaging segment income at $407.7 million versus $482.65 million expected. The stock holds a Zacks Rank #3 (Hold) rating.