Every 8-K that Packaging Corp Amer (PKG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PKG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PKG filings page.
Packaging Corporation of America reported second quarter 2026 net income of $192.1 million, or $2.15 diluted EPS, compared with $241.5 million, or $2.67, a year earlier. Excluding special items, net income was $210.1 million and diluted EPS was $2.35, versus $224.2 million and $2.48.
Net sales rose to $2.49 billion from $2.17 billion, driven by a 24.3% increase in total corrugated products shipments, including 4.1% growth in legacy operations, and contributions from the acquired Greif business. Corrugated shipments in legacy operations reached an all‑time quarterly record, and containerboard production was 1,415,000 tons.
The year‑over‑year EPS decline excluding special items reflected $0.27 lower earnings in the legacy business, partly offset by $0.14 of earnings from Greif. Management cited higher freight, corporate, labor, operating and fiber costs, partially offset by higher volumes and better paper pricing. EBITDA excluding special items increased to $485.7 million from $450.8 million. The company expects third quarter 2026 earnings of $2.91 per share, excluding special items.
Packaging Corporation of America held its 2026 Annual Meeting of Stockholders on May 12, 2026. Stockholders elected all nominated directors, with most receiving more than 78 million votes in favor; for example, Duane C. Farrington received 78,947,264 votes for and 561,789 against.
Stockholders also ratified the audit committee’s appointment of KPMG LLP as independent registered public accounting firm, with 82,796,126 votes for, 744,560 against, and 20,724 abstentions. In an advisory vote, stockholders approved PCA’s executive compensation, with 76,265,206 votes for, 2,299,022 against, 1,021,675 abstentions, and 3,975,507 broker non-votes.
Packaging Corporation of America reported first quarter 2026 net income of $171 million, or $1.91 per diluted share, compared with $2.26 a year earlier. Net sales rose to $2.37 billion from $2.14 billion, reflecting higher volumes and improved pricing, especially in legacy packaging.
Excluding special items, net income was $215 million, or $2.40 per share, up from $2.31 and above prior guidance of $2.20. EBITDA excluding special items increased to $485.5 million from $421.1 million, driven by favorable prices and mix, lower fiber and maintenance costs, and record shipments per day in legacy corrugated operations.
The company cited restructuring charges at its Wallula, Washington mill, acquisition and integration costs, and facility closures as special items. Management expects second quarter 2026 earnings of $2.33 per share excluding special items, supported by strong packaging demand, higher prices, and continued implementation of announced price increases.
Packaging Corporation of America announced governance and compensation updates. Long-time director Paul T. Stecko will retire from the board at the 2026 annual meeting, and the board will decrease in size from ten to nine directors at that time.
Fabian C. Strauss was promoted to Senior Vice President – Finance, Controller & Treasurer effective March 1, 2026, becoming the company’s principal accounting officer, with an annual base salary of $455,000 plus eligibility for incentive and equity awards. The company adopted updated forms of performance unit and RSU agreements for fiscal 2026 long-term incentives, including a clarified retirement definition. PCA also entered a post-retirement agreement with former CFO Robert Mundy, under which 9,928 restricted shares vest at his March 1, 2026 retirement date and he continues to vest in 3,900 TSR and 9,928 ROIC performance units under existing award terms.
Packaging Corporation of America filed a current report to furnish its fourth quarter and full year 2025 financial results. The company states that it issued a press release on January 27, 2026, and provides this release as Exhibit 99.1, incorporated by reference into the results section.
Packaging Corporation of America announced that its Chairman and CEO, Mark W. Kowlzan, and its Executive Vice President and CFO, Kent A. Pflederer, will meet with analysts and investors on December 10 and 11, 2025. These meetings are intended to provide an update and discussion about the company using a formal slide presentation.
The company furnished the slide deck as Exhibit 99.1 to this report so that all investors can access the same information shared in the meetings. The material is provided under Regulation FD, meaning it is being made publicly available for fair disclosure rather than as part of the company’s audited financial filings.
Packaging Corporation of America approved a plan to permanently shut down the No. 2 paper machine and kraft pulping facilities at its Wallula, Washington containerboard mill, while continuing to run the No. 3 paper machine and recycled pulping operations. The shutdown is expected to be completed by the end of the first quarter of 2026.
The company estimates total pre-tax restructuring charges of $205 million, largely recorded in the fourth quarter of 2025 and first quarter of 2026. This includes about $165 million of non-cash impairment and accelerated depreciation and $40 million of cash charges related to contract termination, severance, and other items. The plan is expected to reduce headcount by approximately 200 positions, reflecting a significant downsizing at the Wallula site.
Packaging Corporation of America furnished an 8-K to announce its third quarter 2025 financial results via a press release. The release, dated October 22, 2025, is provided as Exhibit 99.1 and incorporated by reference into Item 2.02. The company’s common stock trades on the NYSE under the symbol PKG.
Packaging Corporation of America (PKG) filed an 8-K referencing an earlier 8-K dated August 6, 2025 and a Current Report dated August 15, 2025 that described a senior note offering. The filing states that on September 2, 2025 the company fully drew down its Term Loan Facilities. The report is signed by Kent A. Pflederer, Executive Vice President and Chief Financial Officer.
Packaging Corporation of America (PKG) filed an 8-K disclosing documentation tied to a debt offering: an Underwriting Agreement dated August 11, 2025, an Officers' Certificate dated August 15, 2025 under the existing indenture, and legal opinions and consents from Mayer Brown LLP dated August 15, 2025. The filing specifies a new 5.200% Senior Notes due 2035 and references an Inline XBRL cover page data file. The 8-K is signed by Kent A. Pflederer, Executive Vice President and CFO. The disclosure is procedural and centers on offering documentation and counsel opinions for the specified senior notes.