Behind 203,000 tonnes, 45,000 tonnes moved
When acquisition volumes, internal transfers, price increases and product mix are separated, where do the assets worth buying appear in Japan’s paperboard-box M&A market?
In 2025, PCA acquired two paper mills and eight converting sites for $1.8 billion.
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Translated from Japanese by AI. The Japanese original is authoritative.
A major US packaging company’s two acquired mills produced 203,000 tonnes even during scheduled maintenance. The figure is for the July-September quarter of 2026 and includes a major scheduled shutdown at the Riverville mill. To read the effect of an acquisition, production volume, internal transfers and price effects need to be separated.…
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Sources
- Packaging Corporation of America公式発表 / 2025-07-01
- PCA Acquisition Presentation（SEC提出資料） / 2025-07-01
- PCA 2026年第3四半期決算説明会 / 2026-10-22
- PCA 2026年第2四半期決算説明会 / 2026-07-23
- PCA Reports Third Quarter 2026 Results（SEC提出資料） / 2026-10-21
- PCA公式決算発表 / 2026-07-22
- Greif Containerboard Divestment Conference Call（SEC提出資料） / 2025-07-03
- Greif公式売却発表 / 2025-07-01
- PCA決算説明会書き起こし（The Motley Fool） / 2026-04-21
- 全国段ボール工業組合連合会「2026年段ボールの需要予測」 / 2025-12-12
- 全国段ボール工業組合連合会「支給原紙取引の負担実態」 / 2026-05-25
- PCA Boise買収発表 / 2013-09-16
- PCA 2026年第2四半期10-Q（SEC提出資料）
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