Company Dossier · Materials
Packaging Corporation of America
- S&P 500
- Russell 1000
What Packaging Corporation of America is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $9.53 billion, up 10% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.74 billion, up 17% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.88 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.15 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.49 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 23, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed February 26, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $10.2 million on the open market.SEC Form 4
- 905 institutional managers reported a position at June 30, 2026 (+22 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2025: 2 (0 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Jul 17, 2026 →
Company Posture
How Company Posture is measured →What Packaging Corporation of America is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending78th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings60th pct
- Deals and private raises47th pct
- Patent publications9th pct
Confident ↔ Hedging
Mixed
- Call sentiment60th pct
- Call confidence46th pct
- Guidance changes51st pct
- Risk factors added27th pct
- Insider open-market trades43rd pct
- − Risk factors added
- + Call sentiment
- − Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver45th pct
- Stress filings48th pct
Credit
How these are built →Packaging Corporation of America's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$4.0B
- Due within a year $0.0B
- Longer term $4.0B
- Default point $2.0B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Aug 11, 2025 | $500M | 5.200% | 2035 (10y) | +93bp | 5.203% |
| Nov 27, 2023 | $400M | 5.700% | 2033 (10y) | +130bp | 5.710% |
From the pricing term sheets Packaging Corporation of America filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 6, 2026Patent
- Sep 15, 2026Patent
- Jul 17, 2026Risk event
- May 13, 20268-KShareholder vote resultsItem 5.07
- Mar 3, 20268-KDirector or officer changeItem 5.02
- Feb 26, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Dec 4, 20258-KExit or restructuring costsItem 2.05
- Dec 4, 20258-KMaterial impairmentItem 2.06
- Nov 25, 2025Patent
- Aug 6, 20258-KMaterial agreement signedItem 1.01
- Aug 6, 20258-KMaterial agreement terminatedItem 1.02
- Jul 3, 20258-KMaterial agreement signedItem 1.01
- May 27, 2025Patent
- May 12, 20258-KShareholder vote resultsItem 5.07
- Feb 28, 20258-KDirector or officer changeItem 5.02
- Feb 27, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Oct 22, 2024Patent
- Feb 29, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Avery Dennison AVY | $9.3B | $1.1B | Jun 30, 2026 |
| Sonoco SON | $7.5B | $0.2B | Mar 29, 2026 |
| Amcor AMCR | $23.5B | $1.2B | Jun 30, 2026 |
| International Paper IP | $24.2B | $0.5B | Jun 30, 2026 |
| Smurfit Westrock SW | $31.3B | $1.0B | Jun 30, 2026 |
| Commercial Metals CMC | $9.4B | $0.5B | Aug 31, 2026 |
| Celanese CE | $9.7B | $0.7B | Jun 30, 2026 |
| Eastman Chemical Company EMN | $8.9B | $0.5B | Jun 30, 2026 |