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Dec 31, 2025
PCA Q4 2025 Earnings Report
Packaging Corporation of America reported Q4 2025 results with lower net income and EPS compared to the prior year, driven by weaker volume and higher costs.
Key Takeaways
PCA's Q4 2025 results showed a decline in profitability due to lower volumes in legacy packaging and acquired Greif business, along with increased operating costs. Adjusted EPS and revenue grew modestly year-over-year.
Net income fell to $102M, down from $221M in Q4 2024
Adjusted EPS was $2.32, slightly below last year’s $2.47
Revenue rose to $2.36B from $2.15B in Q4 2024
Weaker December demand and maintenance outages impacted results
Revenue by Segment
Forward Guidance
PCA expects higher per-day volumes and improved pricing in Q1 2026, but anticipates increased costs and production challenges due to winter conditions and scheduled outages.
Positive Outlook
- Higher per-day volume expected in legacy corrugated operations
- Continued strength in acquired Greif operations
- No planned outages at acquired mills in first half
- Domestic containerboard prices expected to rise
- Cost benefits from Wallula reconfiguration to begin in March
Challenges Ahead
- Two fewer operating days will reduce production
- Scheduled maintenance outage at Counce, TN mill
- Winter conditions to raise wood, energy, and chemical costs
- Labor and benefits costs to increase
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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