Packaging Corporation of America · PKG · Next earnings

Packaging Corporation of America reports Tuesday, Jan 26, 2027

PKG reports after market close with consensus EPS at $2.81 and revenue at $2.62B. Last quarter: PCA beats Q3 expectations as Greif synergies offset cost pressure

Reports After market close83 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $2.81 Calendar consensus
Consensus revenue $2.62B Calendar consensus
Report date Jan 26, 2027 Tuesday, date estimated
Session After market close 83 days away

Where PKG left off: FY2026 Q3

Full report

PCA beats Q3 expectations as Greif synergies offset cost pressure

EPS surprise +3.8% Reported $3.04 vs $2.93
Revenue surprise -0.4% Reported $2.60B vs $2.61B
Stock move +4.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Q4 EPS guidance of $2.81 implies flat-to-slightly-lower earnings despite price improvements and slightly lower expected volumes.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising recycled-fiber, power, chemical and freight costs could pressure margins.
  • Maintenance outages could be more expensive or run beyond schedule.
  • Seasonal volume weakness and agricultural-market volatility could weigh on demand.
  • Inflation in labor and contractor rates could raise project costs.
  • A shift toward lower-margin e-commerce mix could dilute profitability.

Questions analysts left open

  • Whether volume growth can continue as the containerboard market tightens.
  • Whether higher pricing affects volume and customer mix.
  • The scale and timing of maintenance-outage expenses.
  • The cost and timing of planned capital projects.
  • The pace of additional Greif integration synergies.

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Recent PKG quarters

All PKG earnings
+4.2%FY2026 Q3+2.5%FY2026 Q2+4.8%FY2026 Q1-2.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.