美国包装(PKG)
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What's in Store for Packaging Corp (PKG) in Q2 Earnings?
ZACKS· 2024-07-16 23:40
The Zacks Consensus Estimate for PKG's second-quarter revenues is pegged at $2.01 billion, indicating 3.1% growth from the year-ago reported figure. | --- | --- | --- | --- | --- | |---------|--------------------------------------|-------|-------|-------| | | de Consensus Estimate Trend (60 \nQ1 | Q2 | F1 | F2 | | Current | 2.11 | 2.33 | 8.33 | 9.29 | | | 2.10 | 2.33 | 8.33 | 9.29 | | | 2.10 | 2.33 | 8.27 | 9.19 | | | 2.10 | 2.33 | 8.27 | 9.18 | Solid Earnings Surprise History | --- | --- | --- | --- | --- ...
Packaging Corp. (PKG) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
ZACKS· 2024-07-16 23:07
The earnings report, which is expected to be released on July 23, 2024, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. Zacks Consensus Estimate Revenues are expected to be $2.01 billion, up 3.1% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial ...
Packaging Corp (PKG) Gains 49% in a Year: What's Aiding It?
ZACKS· 2024-06-25 23:55
In December 2021, the company acquired all assets of Advanced Packaging Corporation in a cash-free transaction. PKG acquired a full-line 500,000-square-foot corrugated products facility located in Grand Rapids, MI. The deal supported Packaging Corp's focus on enhancing its containerboard portfolio through organic box volume growth and strategic box plant acquisitions. Following the buyout, PKG's containerboard integration increased almost 80,000 tons. This enhanced its mill capacity and box plant operations ...
Packaging Corporation of America (PKG) Hits Fresh High: Is There Still Room to Run?
ZACKS· 2024-06-25 22:15
Have you been paying attention to shares of Packaging Corp. (PKG) ? Shares have been on the move with the stock up 3.3% over the past month. The stock hit a new 52-week high of $191.39 in the previous session. Packaging Corp. has gained 16.5% since the start of the year compared to the 4.8% move for the Zacks Industrial Products sector and the 7.1% return for the Zacks Containers - Paper and Packaging industry. What's Driving the Outperformance? The stock has a great record of positive earnings surprises, a ...
Packaging Corp (PKG) Gains on E-Commerce Demand Amid High Costs
ZACKS· 2024-05-31 00:56
Packaging Corporation of America (PKG) has been gaining from strong growth in e-commerce activities that continue to support packaging demand. Stable demand for food, beverages, medication and other consumer products bodes well for the Packaging segment. However, higher labor costs and planned annual outages mills will dent its results in 2024. The fall in reported benchmark pricing that took place late in 2023, with export prices remaining relatively unchanged, will impact margins. Demand in E-Commerce to ...
ParcelPal Provides Update on Status of MCTO
newsfilecorp.com· 2024-05-30 04:24
Vancouver, British Columbia--(Newsfile Corp. - May 29, 2024) - ParcelPal Logistics Inc. (OTC Pink: PTNYF) (CSE: PKG) (FSE: PT0) (the "Company" or "ParcelPal"), is providing an update on the status of a management cease trade order (the "MCTO") application that was announced on April 16, 2024 (the "Announcement") with its principal regulator, the British Columbia Securities Commission, who issued the MCTO on May 1, 2024. The Company applied for the MCTO in order to secure additional time for the Company to f ...
PCA(PKG) - 2024 Q1 - Quarterly Report
2024-05-08 22:09
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-15399 (Exact Name of Registrant as Specified in its Charter) Delaware 36-4277050 (State or Other Jurisdiction of (I.R.S. Employer Identificat ...
PCA(PKG) - 2024 Q1 - Earnings Call Transcript
2024-04-24 06:33
财务数据和关键指标变化 - 2024年第一季度净收入为1.47亿美元,每股收益1.63美元,剔除特殊项目后净收入为1.55亿美元,每股收益1.72美元,相比2023年同期的1.98亿美元和2.20美元有所下降 [90] - 第一季度EBITDA为3.33亿美元,低于2023年同期的4.05亿美元 [90] - 每股收益下降0.48美元,主要由于包装和纸张部门价格和组合下降,以及更高的折旧和维修费用 [3] - 运营和转换成本降低0.15美元,主要得益于良好的流程效率和成本控制 [3] - 第一季度自由现金流创纪录,达到1.84亿美元 [14] 各条业务线数据和关键指标变化 - 包装业务第一季度EBITDA为3.26亿美元,销售额为18亿美元,利润率为18.1%,低于2023年同期的3.92亿美元和21.7%的利润率 [5] - 纸张业务第一季度EBITDA为4100万美元,销售额为1.64亿美元,利润率为25%,与2023年同期持平 [11] - 包装业务需求超出预期,集装箱板和瓦楞产品需求强劲 [5] - 纸张业务销售额同比增长14%,主要得益于新客户的增量订单 [11] 各个市场数据和关键指标变化 - 国内集装箱板和瓦楞产品价格和组合较2023年第四季度略有上升,但较2023年第一季度下降1.19美元 [8] - 出口集装箱板价格和组合较2023年第四季度下降0.01美元,较2023年第一季度下降0.14美元 [8] - 订单积压保持强劲,尽管需求受到通胀和高利率的挑战 [8] 公司战略和发展方向和行业竞争 - 公司持续投资于箱厂系统的资本支出和优化策略,以提升客户满意度和收入增长 [9] - 公司计划通过价格调整和成本控制来应对通胀压力 [17] - 公司预计第二季度包装业务需求将继续强劲,纸张业务订单也将保持强劲,但产量将受到维修停工的影响 [16] 管理层对经营环境和未来前景的评论 - 管理层预计第二季度每股收益为2.07美元,主要由于价格调整和成本控制 [17] - 通胀压力持续存在,特别是能源、化学品和物流成本 [33] - 公司将继续通过技术投资和流程优化来提升竞争力 [97] 其他重要信息 - 公司完成了Jackson工厂的转换项目,提前完成并提高了生产效率 [45] - 公司预计全年资本支出在4亿美元左右,具体数字将在7月更新 [52] 问答环节所有的提问和回答 问题: 第二季度早期订单和账单趋势 - 订单保持强劲,预计第二季度和全年需求将继续增长 [21][22] 问题: 垂直整合和业务组合 - 第一季度垂直整合率约为93%,略高于第四季度 [24] - 出口吨位在第一季度与第四季度相比略有下降,但总体保持平稳 [28][31] 问题: 需求改善的行业和终端市场 - 需求在所有行业都有显著改善,包括电子商务、农业、食品和制造业 [38] 问题: 箱厂资本支出的剩余工作 - 公司将继续投资于箱厂系统,以支持客户需求和增长 [39][41] 问题: Jackson工厂的产能 - Jackson工厂的年化产能预计为520万吨 [46][48] 问题: 第二季度需求趋势 - 需求仍在上升,尽管增速有所放缓,预计第三和第四季度将继续增长 [51] 问题: 全年资本支出计划 - 公司预计全年资本支出在4亿美元左右,具体数字将在7月更新 [52] 问题: 价格调整和成本压力 - 公司正在努力与客户讨论价格调整机制,以应对通胀压力 [59][73] 问题: 箱厂投资对市场份额的影响 - 箱厂投资显著提升了公司的竞争力和市场份额 [80][81] 问题: 价格调整的进展 - 价格调整将按正常流程进行,预计在90天内完成 [85] 问题: 竞争对手合并对行业的影响 - 公司不认为竞争对手的合并会对国内市场产生重大影响 [86][92] 问题: 技术投资对财务表现的持续影响 - 技术投资将继续为公司带来显著的财务收益 [96][97] 问题: 第一季度行业表现 - 公司预计将继续超越行业表现,尽管行业整体也有所改善 [101][105]
PCA(PKG) - 2024 Q1 - Quarterly Results
2024-04-23 06:05
Exhibit 99.1 PACKAGING CORPORATION OF AMERICA REPORTS FIRST QUARTER 2024 RESULTS Lake Forest, IL, April 22, 2024 – Packaging Corporation of America (NYSE: PKG) today reported first quarter 2024 net income of $147 million, or $1.63 per share, and net income of $155 million, or $1.72 per share, excluding special items. First quarter net sales were $2.0 billion in 2024 and 2023. Diluted earnings per share attributable to Packaging Corporation of America shareholders Three Months Ended March 31, 2024 2023 Chang ...
PCA(PKG) - 2023 Q4 - Annual Report
2024-03-01 01:14
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number 1-15399 (Exact Name of Registrant as Specified in its Charter) | Delaware | | --- | (State or Other Jurisdiction of Incorporation or Organization) 1 No ...