PCA(US:PKG) ZACKS·2026-01-28 01:01Core Insights - Packaging Corp. reported $2.36 billion in revenue for Q4 2025, a year-over-year increase of 10.1%, but fell short of the Zacks Consensus Estimate of $2.42 billion by 2.42% [1] - The company's EPS for the quarter was $2.32, down from $2.47 a year ago, resulting in an EPS surprise of -3.73% compared to the consensus estimate of $2.41 [1] Financial Performance - Segment Sales for Packaging reached $2.19 billion, matching analyst estimates and reflecting a 10.8% increase year-over-year [4] - Segment Sales for Corporate and Other amounted to $19.8 million, exceeding the estimated $18.01 million, with a year-over-year growth of 4.2% [4] - Segment Sales for Paper were reported at $154.3 million, surpassing the average estimate of $149.99 million, showing a year-over-year increase of 1.9% [4] Operating Income - Segment operating income for Packaging was $309.2 million, below the average estimate of $356.5 million [4] - Segment operating loss for Corporate and Other was reported at -$31.7 million, better than the estimated -$40.37 million [4] - Segment operating income for Paper was $32.7 million, which was lower than the average estimate of $35.89 million [4] Stock Performance - Over the past month, shares of Packaging Corp. have returned +6.3%, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]