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Packaging Corporation of America

NYSE•PKG
CEO: Mr. Mark W. Kowlzan
板块: Consumer Cyclical
行业: Packaging & Containers
上市日期: 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.
联系方式
1 North Field Court, Lake Forest, IL, 60045, United States
847-482-3000
www.packagingcorp.com
市值
$20.92B
市盈率 (TTM)
27.1
20.4
股息率
2.1%
52周最高
$249.51
52周最低
$172.72
52周范围
78%
排名23Top 9.4%
5.8
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 5.8 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$2.36B+10.13%
近4季度走势

每股收益

$1.13-54.06%
近4季度走势

自由现金流

$127.60M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

BBY stock ticker logoBBY
$41.69B
+0.4%
IP stock ticker logoIP
$24.90B
+33.7%
GPC stock ticker logoGPC
$24.30B
+3.5%

毛利率 (最新季度)

RL stock ticker logoRL
69.9%
+1.0pp
LULU stock ticker logoLULU
55.6%
-2.9pp
BURL stock ticker logoBURL
40.6%
-3.3pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
IP$22.48B-6.4-20.4%28.5%
RL$21.82B23.934.7%51.4%
AMCR$21.20B35.66.1%45.6%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
3.4%
温和增长
4季度净利润复合增长率
-20.8%
盈利能力下滑
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年4月20日
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每股收益:-
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营业收入:-
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