Packaging Corporation of America (PKG) reported adjusted earnings per share (EPS) of $2.65 in the third quarter of 2024, beating the Zacks Consensus Estimate of earnings of $2.48. The bottom line was higher than the company’s earnings guidance of $2.45 per share and grew 29% year over year. The upside was driven by higher volume in both segments, and increased prices and mix in the Packaging segment, partially offset by lower prices and mix in the Paper segment. Including one-time items, earnings in the rep ...

财务数据和关键指标变化 - 第三季度净收入为2.38亿美元，每股收益为2.64美元，剔除特殊项目后净收入为2.39亿美元，每股收益为2.65美元，相较于2023年第三季度的1.85亿美元和每股2.05美元有所增长 [3] - 第三季度净销售额为22亿美元，较2023年的19亿美元增长 [3] - EBITDA（剔除特殊项目）为4.61亿美元，较2023年的3.88亿美元增长 [3] 各条业务线数据和关键指标变化 - 包装业务的EBITDA（剔除特殊项目）为4.46亿美元，销售额为20亿美元，利润率为22.2%，相比于去年的3.74亿美元和18亿美元的21.3%利润率有所提升 [5] - 纸张业务的EBITDA（剔除特殊项目）为4300万美元，销售额为1.59亿美元，利润率为27.0%，相比于去年的3500万美元和1.58亿美元的22.4%利润率也有所提升 [9] 各个市场数据和关键指标变化 - 国内的箱板和瓦楞纸产品价格与2023年第三季度持平，较2024年第二季度上涨0.35美元 [8] - 电子商务领域的需求持续增长，成为主要增长点 [15][16] 公司战略和发展方向和行业竞争 - 公司计划在未来几年内继续投资于新工厂和设备，以满足客户需求并提升生产能力 [19][20] - 公司在过去五年内在箱板系统上投资了20亿美元，旨在提高生产能力和产品质量 [20] 管理层对经营环境和未来前景的评论 - 管理层预计包装业务的需求将保持强劲，但由于运输天数减少和自然灾害影响，整体出货量可能受到影响 [12] - 纸张业务的出货量预计将低于季节性强劲的第三季度，但价格和组合将保持相对平稳 [13] 其他重要信息 - 第三季度的现金流为3.27亿美元，自由现金流为1.8亿美元，现金及市场证券总额为8.41亿美元 [10] - 计划的年度维护停机费用略有调整，预计第四季度的费用为每股0.20美元 [11] 问答环节所有提问和回答 问题: 关于第四季度的订单和账单情况 - 订单和账单较2023年增长超过8%，主要来自电子商务领域的强劲需求 [15][16] 问题: 关于未来的投资计划 - 公司将继续根据客户需求进行投资，保持增长 [17][19] 问题: 关于纸张供应的未来计划 - 未来将优化现有设施，并考虑更大的项目以满足客户需求 [53]

Packaging Corp. (PKG) reported $2.18 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 12.7%. EPS of $2.65 for the same period compares to $2.05 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.1 billion, representing a surprise of +3.89%. The company delivered an EPS surprise of +6.85%, with the consensus EPS estimate being $2.48.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Packaging Corp. (PKG) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.85%. A quarter ago, it was expected that this maker of containerboard and corrugated packaging products would post earnings of $2.12 per share when it actually produced earnings of $2.20, delivering a surprise of ...

Exhibit 99.1 PACKAGING CORPORATION OF AMERICA REPORTS THIRD QUARTER 2024 RESULTS Lake Forest, IL, October 22, 2024 – Packaging Corporation of America (NYSE: PKG) today reported third quarter 2024 net income of $238 million, or $2.64 per share, and net income of $239 million, or $2.65 per share, excluding special items. Third quarter net sales were $2.2 billion in 2024 and $1.9 billion in 2023. Diluted earnings per share attributable to Packaging Corporation of America shareholders | --- | --- | --- | --- | ...

In its upcoming report, Packaging Corp. (PKG) is predicted by Wall Street analysts to post quarterly earnings of $2.47 per share, reflecting an increase of 20.5% compared to the same period last year. Revenues are forecasted to be $2.1 billion, representing a year-over-year increase of 8.2%. The current level reflects an upward revision of 0.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initia ...

Packaging Corporation of America (PKG) is set to release third-quarter 2024 results on Oct. 22, after the closing bell. The Zacks Consensus Estimate for PKG's third-quarter revenues is pegged at $2.1 billion, indicating 8.2% growth from the year-ago reported figure. The consensus estimate for earnings is pegged at $2.47 per share. The Zacks Consensus Estimate for PKG's third-quarter earnings has been unchanged for the past 60 days. The estimate indicates a year-over-year increase of 20.5%. | --- | --- | --- ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock cha ...

Packaging Corp. (PKG) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Since a changing earni ...

Shares of Packaging Corporation of America (PKG) have scaled a new 52-week high of $204.58 on Aug 23, before closing the session lower at $203.81. PKG currently has a market capitalization of $18.3 billion and flaunts a Zacks Rank #1 (Strong Buy). So far this year, Packaging Corp's shares have gained 25.1%. PKG has outperformed the industry's 14% growth and the S&P 500's 18.1% rise. Meanwhile, the Industrial Products sector has gained 7.9%. Image Source: Zacks Investment Research What's Driving the PKG Stoc ...