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Jun 30
PCA Q2 2025 Earnings Report
Packaging Corporation of America reported strong Q2 2025 earnings with higher operating income driven by improved pricing and mix in the Packaging segment.
Key Takeaways
PCA delivered solid Q2 2025 results with net income of $242 million and revenue of $2.17 billion. Strong Packaging segment performance and lower fiber costs offset higher maintenance and operating expenses.
Net income reached $242 million, up from $198.9 million in Q2 2024
EPS was $2.67, with adjusted EPS of $2.48 excluding special items
Revenue grew to $2.17 billion, driven by higher prices and mix in the Packaging segment
Operating income increased to $333.7 million, boosted by lower fiber costs and improved margins
PCA
PCA
PCA Revenue by Segment
Revenue by Segment
Packaging Revenue
CapyFin.comPaper Revenue
CapyFin.comCorporate and Other Revenue
CapyFin.com Forward Guidance
PCA expects Q3 2025 EPS of $2.80 excluding special items, with higher corrugated shipments, stable pricing, and slightly lower fiber costs, offset by higher freight expenses.
Positive Outlook
- Higher corrugated shipments expected in Q3 2025
- Slightly lower fiber costs anticipated
- No scheduled maintenance outages in Q3 2025
- Increased production and sales expected in the Paper segment
- Stable pricing expected in both Packaging and Paper segments
Challenges Ahead
- Higher freight costs due to rail rate increases
- Cautious ordering patterns persist among customers
- Lower export containerboard sales expected
- Economic uncertainty may impact demand
- Potential acquisition and integration costs for the pending Greif deal
Revenue & Expenses
Visualization of income flow from segment revenue to net income