| PKG |
Report |
EPS ex-items (Q2 2026) |
BEAT |
pred ~$2.45 vs. cons $2.35 |
MEDIUM |
| PKG |
Report |
Packaging EBITDA (Q2 2026) |
BEAT |
pred ~$490M vs. cons $474M |
MEDIUM |
| PKG |
Report |
Corrugated Volume - Packaging KTons (Q2 2026) |
BEAT |
pred ~1,380 KTons vs. cons 1,343 KTons |
MEDIUM |
| PKG |
Guide |
Q3 2026 EPS (Q3 2026) |
LOWER |
guide ~$3.20-$3.30 vs. cons $3.47 |
MEDIUM |
| PKG |
Guide |
FY 2026 EPS implied (FY 2026) |
LOWER |
implied ~$10.15-$10.35 vs. cons $10.40 |
LOW |
| PKG |
Guide |
Q3 demand/volume tone (Q3 2026) |
UNCHANGED |
Strong, mills full, price increases substantially recognized in Q3 |
HIGH |
| PKG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| PKG |
Return |
5-day cumulative residual |
+0.5% (FADE) |
FADE - Q3 guide cut flows through sell-side models trimming near-term estimates even as Q3 narrative remains intact |
MEDIUM |