US · Consumer Cyclical · Packaging & Containers
EPS came in at 0.35 against a street estimate of 0.42 — a miss of 16.7%.
Analysts rate Smurfit WestRock plc a strong buy (15 buy, 0 hold, 0 sell out of 15) with an average price target of $56.84.
CONFIDENT SW delivered $1.14B adj. EBITDA on 14.2% margin despite $300M freight cost headwinds. Paper mills sold out; corrugated volumes down 4.5% but turning positive in Q3/Q4. FY26 guidance $4.9–5.1B EBITDA; price recovery lagging costs into 2027. Q2 2026 All regions face cost inflation (freight, energy). North America taking value approach; EMEA absorbing costs near-term with price recovery lagging into 2027. LatAm most resilient. Analysts pressed timing of price realization (lagging 1–6 months), North American box margin recovery path (gradual, toward 8–9%), and competitive pricing strategy. Management consistently tied recovery to cost pass-through mechanics, expected positive volume inflection in H2, and disciplined capital allocation over market capacity expansion. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.54% |
| Capital Research Global Investors | 8.13% |
| Vanguard Capital Management, LLC | 6.47% |
| State Street Corp | 4.82% |
| Nuveen, LLC | 4.69% |
| Vanguard Portfolio Management, LLC | 4.64% |
| Causeway Capital Management LLC | 2.97% |
| Capital World Investors | 2.95% |
| Document | Date |
|---|---|
| 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 |
| Annual report FY2025 SMURFIT WESTROCK PLC – ANNUAL REPORT SUMMARY (2025) HEADLINE NUMBERS • Market capitalization: approximately $22,371 million as of June 30, 2025 • Sh | 2026-02-27 |
| Board / officer change · Q1 2026 SMURFIT WESTROCK PLC - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Member Departures: Terrell K. Crews and Lourdes Melgar are stepping down from t | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
| Dividend | $0.43 / share ex-date Aug 15, 2025 · pay Sep 18, 2025 | 2025-08-15 |
| 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.
Google PlayApp StoreData updated 2026-09-18.