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Packaging Corporation of America

NYSE•PKG
CEO: Mr. Mark W. Kowlzan
セクター: Consumer Cyclical
業種: Packaging & Containers
上場日: 2000-01-28
Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through three segments: Packaging, Paper, and Corporate and Other. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization, independent brokers, and distribution partners. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers. This segment sells white papers through its sales and marketing organization. The Corporate and Other segment includes corporate support staff services and related assets and liabilities; and transportation assets, such as rail cars and trucks for transportation. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.
連絡先情報
1 North Field Court, Lake Forest, IL, 60045, United States
847-482-3000
www.packagingcorp.com
時価総額
$19.26B
PER (TTM)
24.9
19.5
配当利回り
2.3%
52週高値
$249.51
52週安値
$172.72
52週レンジ
54%
順位23Top 9.4%
5.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$2.36B+10.13%
直近4四半期の推移

EPS

$1.13-54.06%
直近4四半期の推移

フリーCF

$127.60M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Net Sales Growth Net sales reached $8.99B USD in 2025, marking a solid 7.2% increase compared to 2024 results.
Strong Operating Cash Flow Operating cash flow provided $1.56B USD in 2025, a substantial $367M increase versus the prior year.
Underlying Profit Improvement Net income excluding special items totaled $888.0M USD in 2025, reflecting a positive $73.5M improvement.
Packaging Segment Boost Packaging segment operating income rose $23.8M to $1.13B USD, benefiting from Greif acquisition volume.

リスク要因

UFS Demand Decline Uncoated freesheet paper shipments decreased 9.6% in 2025 due to electronic data transmission alternatives adoption.
Paper Segment Sales Drop Paper segment net sales declined 1.5% to $615.4M USD, primarily driven by lower overall product volumes.
Inflationary Cost Pressures Total company costs reached $7.7B USD in 2025; inability to fully offset price increases risks profitability.
Debt Interest Rate Exposure Total debt outstanding is $4.0B USD; $1.0B USD floating rate debt exposes interest expense volatility.

見通し

Q1 2026 Earnings Forecast First quarter 2026 earnings expected lower than Q4 2025 due to seasonality, weather, and scheduled maintenance outages.
2026 Capital Expenditure Plan Capital investments projected between $800M USD and $870M USD for 2026, subject to economic conditions.
Fiber Cost Volatility Expected Recycled fiber usage increases in 2026, potentially leading to higher input costs and price volatility for fiber.

同業比較

売上高 (TTM)

DKS stock ticker logoDKS
$6.24T
+46296.7%
BBY stock ticker logoBBY
$41.69B
+0.4%
IP stock ticker logoIP
$24.90B
+33.7%

粗利益率 (最新四半期)

RL stock ticker logoRL
69.9%
+1.0pp
LULU stock ticker logoLULU
55.6%
-2.9pp
BURL stock ticker logoBURL
40.1%
-3.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RL$20.32B22.334.7%51.4%
IHG$19.62B31.4-23.5%86.4%
PKG$19.26B24.916.7%40.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.4%
緩やかな成長
4四半期純利益CAGR
-20.8%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月20日
|
EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし