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Packaging Corporation of America

NYSE•PKG
執行長: Mr. Mark W. Kowlzan
板塊: Consumer Cyclical
行業: 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.
聯絡資訊
1 North Field Court, Lake Forest, IL, 60045, United States
847-482-3000
www.packagingcorp.com
市值
$18.47B
本益比 (TTM)
24.1
19.5
股息率
2.4%
52周最高
$249.51
52周最低
$176.45
52周範圍
42%
排名23Top 9.4%
5.8
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 5.8 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$2.36B+10.13%
近4季度走勢

每股收益

$1.13-54.06%
近4季度走勢

自由現金流

$127.60M+0.00%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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
54.9%
-2.9pp
BURL stock ticker logoBURL
40.1%
-3.3pp

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
RL$22.40B24.634.7%51.4%
IHG$21.28B34.0-23.5%86.4%
BURL$21.26B35.739.8%60.5%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
3.4%
溫和增長
4季度淨利複合增長率
-20.8%
盈利能力下滑
現金流穩定性
100%
現金流表現優異

深度研究

下次財報:2026年4月20日
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