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Mar 31, 2025
PCA Q1 2025 Earnings Report
PCA reported strong Q1 results with record revenue and higher EPS driven by packaging segment performance.
Key Takeaways
Packaging Corporation of America delivered a robust Q1 2025, achieving record first-quarter revenue and increased earnings driven by improved pricing and mix in its Packaging segment, despite cost pressures and trade uncertainty.
Achieved record Q1 revenue of $2.141 billion.
Reported EPS of $2.26 and adjusted EPS of $2.31, beating guidance by $0.10.
Net income increased to $204 million, reflecting operational efficiencies and cost control.
Packaging segment drove growth with strong box demand and effective price increases.
Revenue by Segment
Forward Guidance
PCA expects Q2 2025 EPS of $2.41, reflecting implementation of price increases and scheduled maintenance impacts.
Positive Outlook
- Domestic prices expected to improve in Packaging segment.
- Box shipments forecasted to increase.
- Continued implementation of higher published paper prices.
- Strong balance sheet and capital position.
- Ongoing cost reduction initiatives to mitigate inflation.
Challenges Ahead
- Uncertainty from global trade tensions may impact demand.
- Higher Q2 operating costs due to adjusted maintenance outage schedule.
- Planned outage at International Falls mill to reduce Paper segment volume.
- Rail contract rate hikes to increase freight and logistics expenses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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