Packaging Corporation of America (PKG) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript

George Staphos
BofA Securities, Research Division

Hope you all are doing well for day 2, and we’re starting off with a bang with Packaging Corporation of America. I’ve covered PCA, actually, in theory, back to when it was still part of Tenneco, it goes back to the 1990s. And there — I don’t know if there’s any company that has kind of your continuity and tenure of management, Mark, in the industry, packaging or paper and forest. Mark Kowlzan, we’re delighted the Chief Executive Officer, is here for some formal remarks. He’s been with the company 30 years. Kent Pflederer, Chief Financial Officer, has been with the company for 19 years and in the audience today as well as Ray Shirley, EVP of Corrugated. He’s been with PCA 30 years as well. So again, not many companies can support that. And Mark, without any further ado, I turn it over to you.

Mark Kowlzan
Chairman of the Board & CEO

Thanks, George. Appreciate it very much, and welcome, everybody. Thanks for taking the time to be with us this morning. We’re going to spend a couple of minutes. We want to update you on the first 2 months of the quarter. So I’m going to read through this like it was like beginning of an earnings call. So you got to bear with me before we get to the Q&A on the fireside chat. So keeping with the spirit of a fireside chat, we’re not going to give you a formal presentation with slides today. We have an investor presentation up on our