Makes the corrugated boxes and cardboard packaging that protect everything from cereal to fresh meat, plus office paper—think the box your Amazon order arrives in.
Packaging is the cash engine, driving most of the USD 8.99B revenue with gross margins around 20% and net margins near 8.5% in 2025—recurring demand from shippers and retailers.
Scale in containerboard mills and integrated supply chains keep costs low, but International Paper and WestRock compete fiercely on price, and e-commerce shifts packaging specs—moat is eroding.
Hold (sector percentile 43) — value C+, growth B, profitability C+, momentum B+, revisions C. Updated daily, sector-relative, identical for every user.
Key events, in time order
PKG shares have risen 6% in 30 days since its earnings report, with investors watching for further momentum.
Bank of New York Mellon disclosed a new 3.14M-share stake in PKG in its latest 13F filing, indicating institutional interest.
Management cites strong corrugated demand while ongoing cost pressures weigh on profit
Revenue and EPS beat Wall Street estimates, though down year-over-year
None yet
None yet
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
