Packaging Corporation of America
PKG
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
Packaging Corporation of America's move is being confirmed by its market group.
PKG accounts for 5.9% of the group's measured movement across 8.5 effective names. raw member direction is mixed; 7 of 11 SPY-adjusted paths align to the downside. Capital-flow agreement is 25%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
FELE, AGCO, TTC moved materially before PKG. PKG crossed its material path threshold at 15:00 ET.
- Revenue increased 14.7% versus the comparable filing period.
- Operating margin fell 3.7 percentage points.
5 of 11 members in Industrial Equipment & Vehicles are active. 0 of 8 disclosed connections are confirming.
- At least 8 of 11 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as SON begins moving with the group.
Invalidation: The live read weakens if participation falls to 3 of 11 members or fewer.
Who this business touches
The relationships behind PKG
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BCCBoise Cascade CompanypartnerFeb 26, 2026 ▾
“Corporate and Other Revenue Revenue in this segment primarily relates to Louisiana Timber Procurement Company, L.L.C.”
BCCBoise Cascade CompanysupplierMay 8, 2026 ▾
“Most of these purchases related to chip and log purchases by LTP from Boise Cascade's wood products business.”
Depended on by
SON37.8% of SONcustomerFeb 26, 2026 ▾
“Segment net sales increased $775.9 million over the corresponding prior year quarter primarily as a result of $758.2 million of net sales, including the impact of foreign exchange rates, attributable to Metal Packaging EMEA following the December 2024 acquisi…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 24 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PKG is currently a Leader in the organic co-movement group Industrial Equipment & Vehicles. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.