Replay available

Packaging Corporation of America (PKG) Q2 2026 Earnings Call

Packaging Corporation of America (NYSE: PKG) Q2 2026 earnings conference call, held 2026-07-23. Replay captured from the company's public earnings webcast.

Thu, July 23, 2026 at 9:00 AMendedReplay
Packaging Corporation of America (PKG) Q2 2026 Earnings Call

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Featured presenters

Mark Kowlzan

Chairman and Chief Executive Officer of Packaging Corporation of America

Tom Hassfurther

President of Packaging Corporation of America

Kent Pflederer

Chief Financial Officer of Packaging Corporation of America

George Staffos

Analyst at Bank of America Securities

Mike Roxland

Analyst at Truist Securities

Mark Weintraub

Analyst at Seaport Research Partners

Gabe Heide

Analyst at Wells Fargo Securities

Anoja Shah

Analyst at UBS

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.613 Thank you for joining Packaging Corporation of America's second quarter 2026 earnings 00:00:04.613 -- 00:00:09.776 results conference call. Your host today will be Mark Kowlzan, Chairman 00:00:09.776 -- 00:00:12.937 and Chief Executive Officer of PCA. 00:00:12.937 -- 00:00:17.079 Upon conclusion of his narrative, there will be a Q&A session. 00:00:17.079 -- 00:00:18.940 I would now like to turn the floor over to Mr. 00:00:18.940 -- 00:00:22.641 Kowlzan. Please proceed when you are ready. 00:00:23.162 -- 00:00:27.292 Thanks, Jamie. Good morning, everyone, and thank you all for participating in Packaging 00:00:27.292 -- 00:00:32.296 Corporation of America's second quarter 2026 earnings release conference call. 00:00:32.296 -- 00:00:36.719 Again, I'm Mark Kowlzan, Chairman and CEO of Packaging Corporation of America, and with 00:00:36.719 -- 00:00:41.303 me on the call today is Tom Hassfurther, President, and Kent Pflederer, our Chief Financial 00:00:41.303 -- 00:00:46.226 Officer. I'll begin the call, as usual, with an overview of our second quarter results, 00:00:46.226 -- 00:00:50.690 and then I'll be turning the call over to Tom and Kent, who will provide further details. 00:00:50.690 -- 00:00:54.952 I'll then wrap things up, and then we'll be glad to take questions. 00:00:56.318 -- 00:01:00.121 Yesterday, we reported second quarter net income of $192 million or $2.15 per share. 00:01:00.121 -- 00:01:04.724 Excluding special items, the second quarter 2026 net income was $210 million or $2.35 00:01:04.724 -- 00:01:08.246 per share compared to the second quarter of 2025's net income of $224 million or $2.48 00:01:08.246 -- 00:01:10.346 per share. 00:01:22.782 -- 00:01:27.966 Second quarter net sales were $2.5 billion in 2026 and 00:...