US · Consumer Cyclical · Packaging & Containers
EPS came in at 0.45 against a street estimate of 0.60 — a miss of 25.0%.
Analysts rate Smurfit WestRock plc a strong buy (16 buy, 0 hold, 0 sell out of 16) with an average price target of $56.37.
MIXED Q3 showed resilience despite severe energy and freight inflation. Pricing is catching up, North American volumes improved sequentially, but 2026 EBITDA expectations fell to approximately $4.7 billion and 2027 budgets remain unfinished. Q3 FY26 North America is gradually recovering; Europe faces exceptional energy inflation and potential industry rationalization; Latin America remains highly profitable. Analysts focused on price-cost recovery, converting margins, energy sensitivities, European supply-demand, and the lower 2026 earnings base. Management emphasized delayed pass-through, cost actions, and confidence in 2027 without giving quantified 2027 guidance. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.67% |
| Capital Research Global Investors | 8.13% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 5.35% |
| Nuveen, LLC | 4.73% |
| Vanguard Portfolio Management, LLC | 4.64% |
| Capital World Investors | 2.95% |
| Causeway Capital Management LLC | 2.87% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, net sales were $8,161 million, up from $8,003 million in the same period of 2025. | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $8,161 million, up from $8,003 million in Q3 2025. • Net income was $219 million, down from $24 | 2026-10-28 |
| Quarterly report · Q2 2026 SMURFIT WESTROCK PLC - FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net sales H1 2026: $15,743 million (vs. $15,596 mil | 2026-07-31 |
| Results announced · Q3 2026 SMURFIT WESTROCK PLC – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales: $8,031 million (Q2 2026) vs. $7,940 million (Q2 2025) – up 1.1% • Net I | 2026-07-29 |
| Quarterly report · Q1 2026 SMURFIT WESTROCK PLC – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $7,712 million vs. $7,656 million Q1 2025 (up 0.7%) • Gross profit | 2026-05-01 |
| Shareholder vote results · Q2 2026 SMURFIT WESTROCK PLC - 8-K SUMMARY HEADLINE NUMBERS • Annual General Meeting held May 1, 2026 • All director nominees elected with strong shareholde | 2026-05-01 |
| Results announced · Q2 2026 SMURFIT WESTROCK Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales: $7,712 million (up $56 million vs. Q1 2025: $7,656 million) • Net Income: $63 | 2026-04-30 |
| Proxy statement · Q2 2026 SMURFIT WESTROCK PLC — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 12 director nominees (Irial Finan, Anthony Smurfit, Ke | 2026-03-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.45 / share ex-date Nov 13, 2026 · pay Dec 10, 2026 | 2026-11-13 |
| Dividend | $0.45 / share ex-date Aug 14, 2026 · pay Sep 10, 2026 | 2026-08-14 |
| Dividend | $0.45 / share ex-date May 15, 2026 · pay Jun 10, 2026 | 2026-05-15 |
| Dividend | $0.45 / share ex-date Feb 17, 2026 · pay Mar 18, 2026 | 2026-02-17 |
| Dividend | $0.43 / share ex-date Nov 14, 2025 · pay Dec 18, 2025 | 2025-11-14 |
| Announcement | Date |
|---|---|
| 2030 financial targets and capital allocation priorities announced Smurfit Westrock plc announced its fourth quarter and full year 2025 financial results on February 11, 2026. The company also unveiled a Medium-Term Plan with financial targets extending to | 2026-02-11 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Smurfit WestRock plc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.