| PKG |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.38 vs. cons $2.33 |
MEDIUM |
| PKG |
Report |
Net sales |
BEAT |
pred ~$2.48B vs. cons $2.45B |
MEDIUM |
| PKG |
Report |
Adjusted EBITDA |
BEAT |
pred ~$503M vs. cons $495M |
MEDIUM |
| PKG |
Guide |
3Q26 adjusted EPS outlook |
LOWER |
guide ~$2.76 vs. cons $2.83 (3Q26) |
MEDIUM |
| PKG |
Guide |
3Q26 net containerboard-price realization |
LOWER |
guide ~$43/ton vs. cons $50/ton (3Q26) |
MEDIUM |
| PKG |
Guide |
2026 capital expenditures |
UNCHANGED |
guide ~$855M vs. cons $855M (FY26) |
HIGH |
| PKG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.8% |
— |
MEDIUM |
| PKG |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
A ~$2.38 EPS beat versus $2.33 consensus is outweighed by a ~$2.76 3Q outlook versus $2.83 consensus: less-than-full $50/ton price realization and persistent cost pressure imply out-period estimate cuts. |
MEDIUM |