Packaging Corporation of America (PCA) will release its fourth quarter and full-year 2025 operating results after the market closes on Tuesday, January 27, 2026.
The US packaging group will hold a conference call the following morning, Wednesday, January 28, starting at 9:00 a.m. Eastern Time. The call will be led by chairman and chief executive Mark Kowlzan.
A live webcast will be available via the company’s investor relations website. A replay of the call will remain accessible until February 11, 2026.
Conference Call And Webcast Details
Date: Wednesday, January 28, 2026
Time: 9:00 a.m. Eastern Time
Registration: Pre-registration available to receive dial-in credentials
Webcast: Accessible via the PCA Investor Relations website
Replay: Available through February 11, 2026 (Access Code: 9224969)
Packaging Corporation of America is the third-largest containerboard producer in North America. The company operates 10 paper mills and 92 corrugated products plants and related facilities across the region.
Its containerboard and corrugated packaging are widely used in food, beverage, household goods, and FMCG supply chains, including secondary and shelf-ready packaging supplied to supermarkets and wholesalers.
Results from PCA are closely watched across US packaging, as the company’s shipment volumes, pricing approach, and operating discipline often reflect wider market conditions.
Demand trends will be one focus of the call. Containerboard shipments are commonly used as an early signal for activity across grocery, consumer goods, and e-commerce. Any update on customer ordering behaviour or inventory levels will be followed closely.
Cost pressure is expected to be another key topic. Energy, labour, and logistics costs remained elevated through 2025, affecting packaging suppliers across North America. Updates on cost control, efficiency, and margin protection will matter for customers planning packaging budgets for 2026.
Operational performance across PCA’s mill and plant network will also draw attention. With a large, integrated system, changes in utilisation rates or production balance can directly affect lead times, allocation, and service reliability.
Alongside containerboard, PCA also produces uncoated freesheet paper used mainly for office and printing applications. While this is not the core focus for grocery supply chains, it remains part of the company’s overall operating mix.
Why It Matters
For supermarket buyers, wholesalers, and FMCG suppliers, PCA’s results provide a useful read on the health of the packaging supply base in North America.
Containerboard costs influence case packaging, shelf-ready formats, and transport efficiency, all of which feed into total landed cost for grocery and FMCG products. Signals on demand, pricing discipline, or capacity management can affect packaging availability and contract negotiations.
Updates on operating stability and service levels also matter for buyers managing seasonal volumes, promotions, and private label ranges, where packaging reliability is critical.
As one of the largest suppliers in the market, PCA’s performance often sets expectations across US packaging for lead times, pricing behaviour, and supply discipline going into the new financial year.
Editor’s note
This article is based on Packaging Corporation of America’s official earnings announcement, conference call notice, and company background information published via regulatory filings and the company’s investor relations materials. No additional guidance or commentary has been added beyond confirmed disclosures.
