Packaging Corporation of America (PCA) provided an update on its operations through November 2025 during the investor presentation.
PCA continues to forecast earnings of $2.40 per share for the fourth quarter of 2025, excluding special items.
Legacy PCA corrugated shipments have experienced a slight decline, while acquired Greif business shipments show significant growth compared to the previous year.
4Q 2025 Earnings Forecast
PCA expects earnings of $2.40 per share, excluding special items, for the fourth quarter of 2025.
Greif Business Performance
Acquired Greif business has outperformed expectations in Q4 2025, showcasing growth and integration success.
Mill Reconfigurations for Cost Savings
Anticipated annual savings of $75 to $85 million by reconfiguring the Wallula mill and shifting production to lower-cost facilities.
2026 Capital Plan
Development of the 2026 Capital Plan underway, with spending levels expected to be similar to 2025. Details to be shared in the Q4 earnings call.
- The strategic shift of legacy corrugated business to acquired Greif operations indicates successful integration and operational improvements.
- Anticipated cost savings from mill reconfigurations and production shifts highlight PCA's focus on efficiency and cost management.
PCA's investor presentation demonstrates a strategic focus on growth, operational efficiency, and cost management, positioning the company for continued success in the packaging industry.