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Packaging Corporation of America
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 23 lip 2026 i 23 kwi 2026
Net income up 12.4% on the previous quarter. Management sounded cautious, in its script and in answers to analysts.
1 · Liczby
+12,4%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 192,1 mln vs 170,9 mln
Przychody +5,2%
Against the same quarter last year (II kw. 2025) it is −20.5%, so the move on last quarter looks seasonal or timing-related rather than a trend.
2 · Jak mówił zarząd
Ostrożny
Less upbeat than 96% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza
Third-quarter earnings are expected to be $2.91 per share, excluding special items.
Między wierszami
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Główny temat
Executing gas turbine projects is needed to realize benefits, while utility outages caused production interruptions.
Cytat ze źródła
“This further emphasizes our need to execute and realize the benefits of the gas turbine projects, which will reduce, if not eliminate... Operational performance was a mixed bag during the quarter, as we were hit with some production interruptions resulting from utility power outages across the mill system. It is also a testament to the organization that we are able to work through and minimize the effects of these issues to achieve the production we achieved given that we had completed outages at...”
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Prognoza
Corrugated products volume is expected to increase in the third quarter amid continued strong Packaging demand.
Cytat ze źródła
“Looking ahead, as we move from the second quarter into the third quarter, we expect continued strong demand in the Packaging segment and corrugated products volume to increase...”
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Liczba
Quarter net sales reached $2.5 billion in 2026 compared to $2.2 billion in 2025.
Cytat ze źródła
“Second quarter net sales were $2.5 billion and 2026 and $2.2 billion in 2025.”
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Słabnie
Packaging EBITDA excluding special items totaled $489 million, with containerboard output at 1.42 million tons and Greif results beating expectations.
Cytat ze źródła
“Looking at our packaging business, EBITDA excluding special items in the second quarter of 26 of $489 million with sales... Greif's earnings contribution also exceeded our expectations. We produced 1.42 million tons of containerboard during the quarter.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$229.31
zamknięcie z 2026-10-05
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+14,4% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“The state of the art 550 thousand-square-foot facility will further enhance our capabilities to serve and grow with our customer base in a very strategic area for us while improving...”
“And then, of course, we had we had the $20 reduction that was announced in RISI, which, which impacted price as well.”
“Excluding the special items, our earnings decreased by $0.13 per share compared to the second quarter of 25 resulting from a $0.27 decrease in legacy business earnings.”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 2,49 mld | 2,37 mld | +5,2% | 2,17 mld | +14,7% |
| Zysk brutto ze sprzedaży | 512,5 mln | 452,9 mln | +13,2% | 483,0 mln | +6,1% |
| Zysk operacyjny | 291,2 mln | 251,3 mln | +15,9% | 333,7 mln | −12,7% |
| Zysk netto | 192,1 mln | 170,9 mln | +12,4% | 241,5 mln | −20,5% |
| Zysk na akcję | 2,15 | 1,91 | +12,6% | 2,67 | −19,5% |
Tematy
Najczęściej omawiane teraz
- Nowe Packaging Corporation of America had at least 5 distinct utility power outage situation at, a number of the mills.
- Nowe Packaging Corporation of America will be lapping a full year come September, but it is it is feeling pretty bullish on the productivity...
- Quarter net income included special items expense of $0.20 per share, primarily for costs and write offs related to...
- As Mark alluded to earlier, Packaging Corporation of America was able to meaningfully increase its inventory during the first week of July…
- Export containerboard prices were $0.01 above last year's second quarter and $0.02 above the first quarter of 26.
Zniknęło od I kw. 2026
- Słabnie Excluding special items, first quarter 2026 net income was $215 million or $2.40 per share compared to the first quarter...
- Słabnie Quarter net sales were $2.4 billion in 2026 and $2.1 billion in 2025.
- Słabnie Packaging Corporation of America saw good growth across its entire book of business with legacy shipments running consistently 2% to 3%…
- Słabnie This is lower than Packaging Corporation of America's forecasted 2026 full year book effective rate of 25% due to favorability from the…