Packaging Corp. (PKG) reported $2.36 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 10.1%. EPS of $2.32 for the same period compares to $2.47 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.42 billion, representing a surprise of -2.42%. The company delivered an EPS surprise of -3.73%, with the consensus EPS estimate being $2.41.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Packaging Corp. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Segment Sales- Packaging: $2.19 billion versus $2.19 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.8% change.
- Segment Sales- Corporate and Other: $19.8 million versus $18.01 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change.
- Segment Sales- Paper: $154.3 million versus the three-analyst average estimate of $149.99 million. The reported number represents a year-over-year change of +1.9%.
- Segment operating income (loss) excluding special items- Packaging: $309.2 million compared to the $356.5 million average estimate based on two analysts.
- Segment operating income (loss) excluding special items- Corporate and Other: $-31.7 million versus the two-analyst average estimate of $-40.37 million.
- Segment operating income (loss) excluding special items- Paper: $32.7 million versus $35.89 million estimated by two analysts on average.
View all Key Company Metrics for Packaging Corp. here>>>
Shares of Packaging Corp. have returned +6.3% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Packaging Corporation of America (PKG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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