Company facts
- Industry
- Paperboard Containers & Boxes
- Headquarters
- Lake Forest, Illinois
- Most recent report
- 10-Q, filed Aug 7, 2026
- Filings on record
- 1,002+ filings
- On EDGAR
- CIK 75677
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 57
News 8 of 138
- 8-K Quarterly results Jul 23, 2026
- 8-K Shareholder vote results May 13, 2026
- 8-K Quarterly results Apr 23, 2026
- 8-K Leadership change Mar 3, 2026
- 8-K Quarterly results Jan 28, 2026
- 8-K Current report on a material event Dec 10, 2025
- 8-K Current report on a material event Dec 4, 2025
- 8-K Quarterly results Oct 23, 2025
Prospectuses and Registrations 8 of 36
- 424B5 Prospectus supplement for an offering Aug 13, 2025
- FWP Free writing prospectus Aug 11, 2025
- 424B3 Prospectus supplement for an offering Aug 11, 2025
- S-3ASR Automatic shelf registration Aug 11, 2025
- S-8 Registration statement for an employee plan May 8, 2024
- 424B5 Prospectus supplement for an offering Nov 29, 2023
- FWP Free writing prospectus Nov 27, 2023
- 424B3 Prospectus supplement for an offering Nov 27, 2023
Proxies 8 of 21
- DEFA14A Extra proxy material Mar 27, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 27, 2026
- DEFA14A Extra proxy material Mar 27, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 27, 2025
- DEFA14A Extra proxy material Apr 3, 2024
- DEFA14A Extra proxy material Mar 28, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 28, 2024
- DEFA14A Extra proxy material Mar 23, 2023
Ownership 8 of 690
- 4 Insider reported a trade Aug 24, 2026
- 144 Notice of a proposed sale of restricted stock Aug 20, 2026
- 4 Insider reported a trade Aug 11, 2026
- SCHEDULE 13G Large holder reported a passive stake Aug 7, 2026
- 4 Insider reported a trade Aug 5, 2026
- 144 Notice of a proposed sale of restricted stock Jul 28, 2026
- 4 Insider reported a trade May 28, 2026
- 144 Notice of a proposed sale of restricted stock May 27, 2026
Other 8 of 60
- 11-K Employee stock plan report May 28, 2026
- 11-K Employee stock plan report May 28, 2026
- ARS Annual report sent to shareholders Mar 27, 2026
- 11-K Employee stock plan report May 29, 2025
- 11-K Employee stock plan report May 29, 2025
- ARS Annual report sent to shareholders Mar 27, 2025
- UPLOAD Comment letter from SEC staff Oct 24, 2024
- CORRESP Reply to SEC staff Oct 15, 2024
What to read: Jun 2026 10-Q
SECSift found 2 of 13 sections worth reading, with 5 positive, 7 notable, and 4 negative flags.
Financial Statements (Item 1)
Core results, acquisition integration, restructuring, and new litigation risk.Notable- Wallula mill restructuring totaled $59.7M in H1 2026 (non-cash and cash charges).
- Quarterly dividend raised to $1.50 per share ($6.00 annual) from $1.25.
- Related-party sales to Boise Cascade rose to $39.4M in H1 2026 from $32.8M.
- Antitrust class action filed 7/29/25 claims price-fixing since Nov 2020; treble damages sought.
Management's Discussion (Item 2)
MD&A shows declining earnings, acquisition impact, and rising costs, critical for investors.Positive- Packaging EBITDA excl. special items up $36M to $489M in Q2 2026, driven by Greif and higher volume.
- Total corrugated shipments up 24.3% per day in Q2 2026; legacy up 4.1%.
- Containerboard prices increased net $100/ton through June 2026 ($20+$30+$50 per ton).
- Expect Q3 2026 earnings higher than Q2, driven by price increases and lower outage costs.
- Repurchased $59M of stock in H1 2026 (0.3M shares) vs zero in prior period.
NotableNegative- Net income fell 20% to $192M in Q2 2026 from $242M a year ago, despite higher sales.
- Legacy business earnings dropped ($0.27) per share; Greif only added $0.14 per share.
- Freight expenses surged: $28M headwind in Packaging segment in Q2 2026 vs prior year.
- Interest expense jumped $20M to $33M in Q2 2026 due to Greif financing and lower interest income.
What changed: Jun 2026 vs. Mar 2026
About 14% of PKG's Jun 2026 10-Q is new information. 37 paragraphs were added, 101 changed, and 23 removed. Below are the most important lines SECSift identified.
New
Changed
Removed
Everything here comes from Packaging Corp Of America's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 19, 2026, from the 10-Q for Jun 2026.