Filings monitor · PKG

What PACKAGING CORP OF AMERICA's SEC filings said

10-Q for 2026Q3, filed 5 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Headcount / Restructuring77 · importance in its document · 10-Q · 2026Q3
   PCA recorded $96 million of special-item expense in the first nine months of 2026, compared with $9 million in the same 2025 period. The 2026 charges included $60 million for discontinuing the No. 2 machine and kraft pulping facilities at…
2. Acquisition / Partnership / Divestiture71 · importance in its document · 10-Q · 2026Q3
   PCA completed its $1.8 billion cash acquisition of Greif’s containerboard business on September 2, 2025; the acquired operations include two mills with approximately 800,000 tons of annual capacity and eight sheet feeder and corrugated…
3. Interest Expense Increase63 · importance in its document · 10-Q · 2026Q3
   Net interest expense increased $53 million to $98.3 million in the first nine months of 2026 from $45.2 million in the same period of 2025. In the third quarter, interest expense increased $13 million to $32.3 million from $19.3 million.…
4. Capital Expenditures60 · importance in its document · 10-Q · 2026Q3
   PCA expects 2026 capital investments of $865 million to $890 million. The company estimates approximately $21 million of 2026 capital expenditures to comply with environmental regulations. Management notes that total capital investments…
5. Revenue Performance and Mix54 · importance in its document · 8-K exhibit · 22 Oct 2026
   Third-quarter 2026 net sales were $2,601.7 million, up 12.5% from $2,313.4 million in 2025; nine-month sales rose 12.6% to $7,459.3 million from $6,625.7 million. Packaging segment sales increased to $2,414.0 million from $2,128.1…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 5 Nov 2026

Full report · Filing on EDGAR

• Headcount / RestructuringImportance 77
  PCA recorded $96 million of special-item expense in the first nine months of 2026, compared with $9 million in the same 2025 period. The 2026 charges included $60 million for discontinuing the No. 2 machine and kraft…
• Acquisition / Partnership / DivestitureImportance 71
  PCA completed its $1.8 billion cash acquisition of Greif’s containerboard business on September 2, 2025; the acquired operations include two mills with approximately 800,000 tons of annual capacity and eight sheet…
• Interest Expense IncreaseImportance 63
  Net interest expense increased $53 million to $98.3 million in the first nine months of 2026 from $45.2 million in the same period of 2025. In the third quarter, interest expense increased $13 million to $32.3 million…
• Capital ExpendituresImportance 60
  PCA expects 2026 capital investments of $865 million to $890 million. The company estimates approximately $21 million of 2026 capital expenditures to comply with environmental regulations. Management notes that total…
• Revenue Performance and MixImportance 54
  Net sales for the third quarter of 2026 increased 12.5% year over year to $2,602 million, while nine-month sales rose 12.6% to $7,459 million. Packaging sales rose 13.4% to $2,414 million in the quarter, reflecting…
• Product Pricing and MixImportance 48
  Reported North American containerboard prices rose by a net $20 per ton for linerboard and corrugating medium in the first quarter of 2026, followed by another $80 per ton increase in the second quarter. In September,…
• Operating Margin DriversImportance 41
  Third-quarter gross profit increased $100 million year over year, driven principally by Packaging price and mix, the Greif contribution, and favorable legacy Packaging volume; higher freight, labor and operating…
• Guidance / OutlookImportance 40
  For the fourth quarter of 2026, management expects solid corrugated-products demand with seasonal improvement and total shipments above the third quarter, while shipments per day are expected to be around the…
• Liquidity and Cash PositionImportance 36
  At September 30, 2026, PCA held $535 million of cash and cash equivalents and $227 million of marketable debt securities and other. The company also had $573 million of unused borrowing capacity under its revolving…
• Capital Return ProgramImportance 33
  PCA paid $357 million in dividends during the first nine months of 2026, up from $337 million in the comparable 2025 period. The company repurchased and retired 0.3 million common shares for $59 million during the…
• ESG and sustainabilityImportance 25
  During the three and nine months ended September 30, 2026, PCA recorded charges that included write-offs of expenditures related to sustainability and renewable-energy projects. The write-offs followed the company’s…
• Market Demand TrendsImportance 25
  North American industry-wide corrugated products shipments declined 1.6% both in total and per workday in the third quarter of 2026 year over year, while PCA’s total corrugated shipments rose 10.6% per day and in…

8-K filings last 12 months

• Results (release not read)22 Oct 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Revenue Performance and Mix · Market Demand Trends · Capital Expenditures
• Results (release not read)23 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)23 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)3 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)28 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20
• Restructuring, first in three years · Impairment, first in three years4 Dec 2025 · 8-K Items 2.05, 2.06 · Flagged · rule score 65

Earlier reports

• 10-Q · 2026Q2filed 7 Aug 2026
  Capital Expenditure Outlook · Acquisition / Partnership / Divestiture · Capital Expenditures

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.