Packaging Corp of America (BSP:P1KG34)
R$ 590.63 (0%) Market Cap: 105.25 Bil Enterprise Value: 124.68 Bil PE Ratio: 33.25 PB Ratio: 4.97 GF Score: 85/100

Packaging Corp of America at Wells Fargo Industrials & Materials Conference Transcript

Jun 10, 2026 / 01:45PM GMT
Release Date Price: R$554.04 (-3.16%)
Gabrial Hajde

All right, everyone. Thanks for being here. Gabe Hajde, for those of you who may not know, Wells Fargo senior paper and packaging analyst. I'm joined by my colleagues today in the room, Richard Carlson and Bailey Gordon.

We'd like to welcome you to the Packaging Corporation of America presentation this morning. Representing the company are Chairman and CEO, Mark Kowlzan, to my right; and CFO, Kent Pflederer. Mark has been with the company since 1998 -- I believe I got that right -- CEO for the past 16 years and Chairman for about a decade. Kent took over as CFO just about a year ago, been with the company for 19 years and has also served as PCA's General Counsel.

Many of you in the room are familiar with PCA. They are solely a domestic producer of corrugated products and office printing paper, been in the corrugated business. They're the third largest supplier in North America, but often considerate best-in-class for sure from a margin standpoint, balance sheet management perspective, capital allocation.

On that note, I think you guys bumped our dividend last month by

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