{"slug":"packaging-corporation-of-america","name":"패키징 코퍼레이션 오브 아메리카","name_en":"Packaging Corporation of America","ticker":"PKG","updated_at":"2026-09-24T12:34:53.239925+00:00","canonical":"https://valuechain.wiki/packaging-corporation-of-america","citable":"밸류체인 그래프 기준 패키징 코퍼레이션 오브 아메리카의 직접 연결 기업은 2곳(관계 기준 공급 1·매출 1)이고, 사슬을 2차까지 넓히면 3곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Packaging Corporation of America is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 3 companies within two hops; the links are backed by 9 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"골판지 원지·상자 제조사","kicker_en":"Containerboard and corrugated packaging producer","lead":"패키징 코퍼레이션 오브 아메리카는 컨테이너보드와 골판지 포장재를 주력으로 만들고, Boise Paper 브랜드로 비도공 인쇄용지도 판매한다. 목재 섬유와 회수 섬유, 에너지, 제지 설비와 포장 부품에 돈을 쓰며 식품·소비재 기업과 공공기관에 포장재를 공급한다.","lead_en":"Packaging Corporation of America primarily makes containerboard and corrugated packaging and also sells uncoated freesheet under the Boise Paper brand. Its operating inputs include wood and recovered fiber, energy, papermaking equipment, and packaging components, while its customers include food and consumer-goods companies and public agencies.","categories":[{"key":"paper-packaging-products","ko":"제지·포장재","en":"Paper & Packaging Products","theme":"materials-chemicals","theme_ko":"산업 소재·화학","theme_en":"Industrial Materials & Chemicals","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"포장","note":"컨테이너보드와 골판지 포장 제품"},{"name":"제지","note":"비도공 인쇄·사무용지"},{"name":"기업 및 기타","note":"지원 조직과 운송 자산 등"}],"total":"FY2025 총매출 89억8,930만 달러","track":"C"},"segments_en":{"parts":[{"name":"Packaging"},{"name":"Paper"},{"name":"Corporate and Other"}],"total":"FY2025 total revenue of $8.989 billion"},"returns_yearly":{"2021":1.5,"2022":-2.6,"2023":31.9,"2024":41.7,"2025":-6.1,"2026":13.9},"return_asof":"2026-10-09","value_chain":{"leading":[{"slug":"unitedhealth-group","name":"유나이티드헬스 그룹","name_en":"UnitedHealth Group Incorporated","tier":3,"returns_yearly":{"2021":45.2,"2022":6.9,"2023":0.8,"2024":-2.4,"2025":-33.1,"2026":21.9}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":2,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":0.6}},{"slug":"hershey-company","name":"허쉬","name_en":"The Hershey Company","tier":1,"returns_yearly":{"2021":29.6,"2022":21.9,"2023":-17.9,"2024":-6.5,"2025":11,"2026":-2.7}}],"benefiting":[{"slug":"cms-energy","name":"CMS 에너지","name_en":"CMS Energy Corporation","tier":1,"returns_yearly":{"2021":9.7,"2022":0.2,"2023":-5.2,"2024":18.6,"2025":8.1,"2026":-4.1}}],"analysis":"골판지 원지·상자 제조사 기업. 2026년 +16.5%다. 본주(+16.5%)와 수요단(평균 -2.7%)이 같은 보폭으로 움직인다.","analysis_en":"Packaging Corporation of America operates across Containerboard and corrugated packaging producer. It is +16.5% in 2026. The stock (+16.5%) and its demand side (avg -2.7%) are moving in step. Its operating inputs include wood and recovered fiber, energy, papermaking equipment, and packaging components, while its customers include food and consumer-goods companies and public agencies.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Greif 컨테이너보드 사업","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2025-09-02","basis":"Greif 컨테이너보드 사업 현금 인수가격","value":1800000000,"period":"2025 acquisition","basis_en":"Cash purchase price for Greif's containerboard business","qualifier":null},"note":"PCA는 2025년 9월 Greif의 컨테이너보드 사업을 현금 18억 달러에 인수해 제지공장 2곳과 시트피더·골판지 공장 8곳을 편입했다. SEC 공시와 매도자 발표가 거래 금액과 완료를 각각 확인한다.","note_en":"PCA completed its $1.8 billion cash acquisition of Greif's containerboard business in September 2025, adding two mills and eight sheet-feeder and corrugated plants. PCA's SEC filing and Greif's announcement confirm the price and closing.","sources":[{"stance":"mentions","publisher":"인베스팅닷컴 코리아","publisher_en":"Investing.com Korea","kind":"news","lang":"ko","published_at":"2026-09-10","url":"https://kr.investing.com/news/transcripts/article-93CH-2090319","title":"Packaging Corporation of America, Jefferies 글로벌 산업 컨퍼런스에서 공급 부족 강조","title_en":"Packaging Corporation of America Highlights Supply Tightness at Jefferies Global Industrials Conference","excerpt":"Greif 인수는 높은 생산량, 개선된 가동 시간 및 목표를 초과하는 시너지 효과로 기대를 계속해서 뛰어넘고 있다.","excerpt_en":"The Greif acquisition continued to exceed expectations through higher output, improved uptime, and synergies ahead of target."},{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-26","url":"https://www.sec.gov/Archives/edgar/data/75677/000119312526074129/pkg-20251231.htm","title":"PACKAGING CORP OF AMERICA 10-K (2026-02-26)","title_en":"PACKAGING CORP OF AMERICA 10-K (2026-02-26)","excerpt":"PCA는 2025년 9월 2일 Greif의 컨테이너보드 사업을 현금 18억 달러에 인수했다고 공시했다.","excerpt_en":"On September 2, 2025, we completed the acquisition of the containerboard business of Greif, Inc. for $1.8 billion in cash."},{"stance":"confirms","publisher":"Greif","publisher_en":"Greif, Inc.","kind":"ir","lang":"en","published_at":"2025-09-02","url":"https://investor.greif.com/news-releases/news-release-details/greif-completes-sale-containerboard-business","title":"Greif, 컨테이너보드 사업 매각 완료","title_en":"Greif Completes Sale of Containerboard Business","excerpt":"Greif는 컨테이너보드 사업을 PCA에 매각하는 거래를 완료했다고 발표했다.","excerpt_en":"Greif ... completed the previously announced sale of its containerboard business to Packaging Corporation of America."},{"stance":"mentions","publisher":"Fastmarkets PPI Pulp & Paper Week","publisher_en":"Fastmarkets PPI Pulp & Paper Week","kind":"research","lang":"en","published_at":"2025-07-11","url":"https://www.fastmarkets.com/uploads/2025/07/PPIPPW_26_2025.pdf","title":"PCA의 Greif 인수 계획으로 미국 상위 3개사 컨테이너보드 생산능력 점유율 66%","title_en":"PCA ups Top 3 US containerboard capacity share to 66% with planned acquisition of Greif Containerboard","excerpt":"Fastmarkets는 거래 완료 시 PCA의 미국 컨테이너보드 생산능력 점유율이 12.3%에서 15.0%로 높아진다고 분석했다.","excerpt_en":"PCA will be third at 15.0% ... Before PCA announced its $1.8 billion deal ... PCA was 12.3%."},{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-07-01","url":"https://www.sec.gov/Archives/edgar/data/75677/000119312525153436/d864746d8k.htm","title":"Packaging Corporation of America 8-K","title_en":"Packaging Corporation of America Form 8-K","excerpt":"PCA는 Greif의 컨테이너보드 사업을 현금 18억 달러에 인수하는 최종 계약을 발표했다.","excerpt_en":"PCA ... entered into a definitive agreement to acquire the containerboard business of Greif, Inc. for $1.8 billion in cash."}]},{"direction":"revenue","counterparty":"허쉬","counterparty_slug":"hershey-company","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-12-31","basis":"허쉬의 PCA 펄프·종이 포장재 구매액","value":null,"period":"FY2024","basis_en":"Hershey purchases of pulp and paper packaging from PCA","qualifier":"confirmed_no_disclosed_value"},"note":"허쉬는 2024년 글로벌 펄프·종이 포장재 1차 공급사 명단에 PCA를 포함했다. 상대별 구매액은 공개하지 않았다.","note_en":"Hershey listed PCA among its global Tier 1 pulp and paper packaging suppliers for 2024. The customer-specific purchase amount was not disclosed.","sources":[{"stance":"confirms","publisher":"허쉬","publisher_en":"The Hershey Company","kind":"ir","lang":"en","published_at":"2025-11-25","url":"https://www.thehersheycompany.com/content/dam/hershey-corporate/documents/pdf/Hershey%27s%20Pulp%20and%20Paper%20Sourcing%20Data.pdf?1=","title":"2024 펄프·종이 포장재 추적성 공급사 및 제지공장 목록","title_en":"2024 Pulp & Paper Packaging Traceability - Supplier and Mill List","excerpt":"허쉬의 2024년 1차 공급사 명단에 Packaging Corporation of America가 포함됐다.","excerpt_en":"Packaging Corporation of America appears in Hershey’s 2024 Tier 1 supplier list."}]},{"direction":"revenue","counterparty":"미국 우정청","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-07-01","basis":"미국 우정청과 PCA의 공급 계약 금액","value":null,"period":"2025 supplier program","basis_en":"Value of PCA supply contracts with the U.S. Postal Service","qualifier":"confirmed_no_disclosed_value"},"note":"미국 우정청은 PCA를 2025년 핵심 공급사 성과상 수상 기업으로 선정했다. 해당 계약의 품목과 금액은 공개하지 않았다.","note_en":"The U.S. Postal Service named PCA a 2025 Supplier Performance Award recipient, identifying it as a key supplier. Contract scope and value were not disclosed.","sources":[{"stance":"confirms","publisher":"미국 우정청 직원 뉴스","publisher_en":"USPS Employee News","kind":"news","lang":"en","published_at":"2026-07-01","url":"https://news.usps.com/2026/07/01/these-companies-are-supply-chain-champions/","title":"이 기업들은 공급망의 모범 기업이다","title_en":"These companies are supply chain champions","excerpt":"미국 우정청은 PCA를 2025년 Supplier Performance Award 수상사로 열거했다.","excerpt_en":"Supplier Performance Awards: ... Packaging Corp. of America."}]},{"direction":"cost","counterparty":"ANDRITZ","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2009-11-05","basis":"PCA Valdosta 제지공장 회수 보일러 설비 주문액","value":null,"period":"2009 equipment order","basis_en":"Value of PCA's recovery-boiler equipment order for the Valdosta mill","qualifier":"confirmed_no_disclosed_value"},"note":"PCA는 Valdosta 제지공장용 고에너지 회수 보일러와 염화물·칼륨 제거 시스템을 ANDRITZ에 발주했다. 주문 금액은 공개되지 않았다.","note_en":"PCA ordered a high-energy recovery boiler and chloride and potassium removal system from ANDRITZ for its Valdosta mill. The order value was not disclosed.","sources":[{"stance":"confirms","publisher":"ANDRITZ","publisher_en":"ANDRITZ","kind":"ir","lang":"en","published_at":"2009-11-05","url":"https://www.andritz.com/newsroom-en/pulp-paper/high-energy-recovery-boiler-packaging-corporation-america","title":"ANDRITZ PULP & PAPER, PCA에 고에너지 회수 보일러 공급","title_en":"ANDRITZ PULP & PAPER to supply new High Energy Recovery Boiler to Packaging Corporation of America","excerpt":"ANDRITZ는 PCA로부터 Valdosta 공장용 고에너지 회수 보일러 공급 주문을 받았다.","excerpt_en":"ANDRITZ has received an order from Packaging Corporation of America to deliver a High Energy Recovery Boiler."}]},{"direction":"cost","counterparty":"CMS 에너지","counterparty_slug":"cms-energy","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2023-08-06","basis":"Filer City 발전소가 PCA 제지공장에 판매하는 증기 대금","value":null,"period":"ongoing supply relationship","basis_en":"Payments for steam supplied by the Filer City plant to PCA's paper mill","qualifier":"confirmed_no_disclosed_value"},"note":"CMS 에너지의 비규제 자회사 NorthStar Clean Energy가 공동 보유한 Filer City 발전소는 인접한 PCA 제지공장에 공정용 증기를 판매한다. 공개 자료에는 PCA의 증기 구매액이 없다.","note_en":"The Filer City plant, jointly owned by CMS Energy subsidiary NorthStar Clean Energy, sells process steam to PCA's adjacent paper mill. PCA's purchase amount is not public.","sources":[{"stance":"confirms","publisher":"바이오에너지 인터내셔널","publisher_en":"Bioenergy International","kind":"news","lang":"en","published_at":"2023-08-06","url":"https://bioenergyinternational.com/bw-awarded-beccs-study-for-coal-to-biomass-project/","title":"B&W, 석탄에서 바이오매스로 전환하는 프로젝트의 BECCS 연구 수주","title_en":"B&W awarded BECCS study for coal-to-biomass project","excerpt":"Filer City 발전소의 증기는 인접한 PCA 제지공장에 판매되며, NorthStar는 CMS 에너지의 완전 자회사다.","excerpt_en":"Steam is sold to Packaging Corporation of America for use in their adjacent paper mill."}]}]}