Smurfit Westrock Plc outlook: containerboard pricing power, merger synergies and EBITDA leverage, but valuation looks full.

Following a “mild recession,” recovery could be in store — but not a big one. Muted consumer spending will play a large role in containerboard demand, say analysts from BofA Securities, Jefferies, ...

PKG raises containerboard prices $70/ton effective March 1; Jefferies expects industry to follow, lifting EBITDA 10–20%.

UBS analysts are growing more constructive on the North American containerboard sector heading into 2026, citing tightening supply, improving demand fundamentals and the potential for a successful ...

Packaging Corporation of America recently announced a US$70 per ton price increase for containerboard, effective March 1, ...

The AF&PA has reported declining containerboard production for export and domestic markets, while boxboard production essentially was flat. The AF&PA has reported declines in both containerboard ...

Packaging Corp. of America (PCA) has agreed to acquire the containerboard business of Delaware, Ohio-based packaging company Greif Inc. in a deal worth $1.8 billion. The transaction is expected to ...