Earnings summaries and quarterly performance for Smurfit Westrock.
Executive leadership at Smurfit Westrock.
Anthony Smurfit
Detailed
President & Group Chief Executive Officer
CEO
Ben Garren
Detailed
Executive Vice President & Group General Counsel
Ken Bowles
Detailed
Executive Vice President & Group Chief Financial Officer
Laurent Sellier
Detailed
President & Chief Executive Officer, North America (including Mexico)
Saverio Mayer
Detailed
President & Chief Executive Officer, Europe, MEA and APAC
Board of directors at Smurfit Westrock.
Alan Wilson
Detailed
Director
Carol Fairweather
Detailed
Director
Carole Brown
Detailed
Director
Colleen Arnold
Detailed
Director
Irial Finan
Detailed
Chair of the Board
Jørgen Buhl Rasmussen
Detailed
Director
Kaisa Hietala
Detailed
Senior Independent Director
Lourdes Melgar
Detailed
Director
Mary Lynn Ferguson-McHugh
Detailed
Director
Suzan Harrison
Detailed
Director
Terrell Crews
Detailed
Director
Timothy Bernlohr
Detailed
Director
Research analysts who have asked questions during Smurfit Westrock earnings calls.
Charlie Muir-Sands
BNP Paribas
6 questions for SW
Also covers: GPK, IP, PKG
Gabe Hajde
Wells Fargo & Company
6 questions for SW
Also covers: AMBP, AMCR, ATR +11 more
Mark Weintraub
Seaport Research Partners
6 questions for SW
Also covers: GPK, IP, LPX +5 more
Philip Ng
Jefferies
6 questions for SW
Also covers: AWI, AZEK, BALL +26 more
Anthony Pettinari
Citigroup Inc.
5 questions for SW
Also covers: AMBP, AMCR, AVY +26 more
Michael Roxland
Truist Securities
5 questions for SW
Also covers: AMBP, AMCR, AVY +16 more
Lars Kjellberg
Stifel
4 questions for SW
Also covers: GPK, MATV
Lewis Roxburgh
Goodbody
4 questions for SW
Detlef Winckelmann
JPMorgan Chase & Co.
3 questions for SW
George Staphos
Bank of America
3 questions for SW
Also covers: AMBP, AMCR, ATR +18 more
Patrick Mann
Bank of America
2 questions for SW
Also covers: MT, OUTKY
Reinhardt van der Walt
Bank of America Merrill Lynch
2 questions for SW
Also covers: MT
Gaurav Jain
Barclays
1 question for SW
Also covers: BTI, MO, PM
Kevin Fogarty
Deutsche Bank AG
1 question for SW
Also covers: HMKIY
Matthew McKellar
RBC Capital Markets
1 question for SW
Also covers: CLW, IP, JHX +8 more
Pallav Mittal
Barclays
1 question for SW
Recent press releases and 8-K filings for SW.
Smurfit Westrock cuts full-year profit forecast
SW
Guidance Update
Profit Warning
Demand Weakening
- Smurfit Westrock cut its full-year adjusted core profit forecast to $4.9 billion–$5.1 billion, down from $5.0 billion–$5.2 billion, citing weak U.S. demand and factory downtime.
- Third-quarter net sales rose to $8 billion, while EPS came in at $0.58, missing the Zacks Consensus of $0.68 by 14.7%.
- SG&A expenses fell 4.4% to $963 million, and transaction/integration costs declined to $15 million from $267 million.
- The board approved a quarterly dividend of $0.4308 per share, up from $0.3025 a year earlier and unchanged from Q2 2025.
Oct 29, 2025, 1:37 PM
Smurfit Westrock reports Q3 2025 results
SW
Earnings
Guidance Update
- Smurfit Westrock delivered net sales of $8.0 billion, adjusted EBITDA of $1.3 billion (16% margin) and adjusted free cash flow of $579 million in Q3 2025.
- North America achieved $4.7 billion in net sales and $810 million in adjusted EBITDA at a 17.2% margin, driven by higher prices, synergy gains and value-over-volume strategy.
- EMEA & APAC posted $2.8 billion in net sales and $419 million in EBITDA (14.8% margin), while Latin America delivered $500 million in net sales and $116 million in EBITDA (over 21% margin).
- Full-year adjusted EBITDA guidance narrowed to $4.9 billion–$5.1 billion, with $2.4 billion–$2.5 billion CapEx planned for 2026 and $400 million of run-rate synergies on track.
Oct 29, 2025, 11:30 AM
Smurfit Westrock delivers Q3 2025 financial results
SW
Earnings
Guidance Update
- Smurfit Westrock reported net sales of $8.0 billion, adjusted EBITDA of $1.3 billion (margin 16.3%), and adjusted free cash flow of $579 million in Q3 2025.
- By region, North America achieved net sales of $4.7 billion, EBITDA of $810 million (17.2% margin); EMEA/APAC delivered $2.8 billion net sales and $419 million EBITDA (14.8% margin); Latin America posted $500 million net sales with $116 million EBITDA (over 21% margin).
- Operational improvements included cutting loss-making corrugated units by 50%, with over 70% of corrugated operations now profitable; closing one California facility and eight others; and idling 500,000 tons of paper capacity. The synergy program is on track for $400 million in annual run-rate savings.
- Full-year 2025 adjusted EBITDA guidance was narrowed to $4.9–$5.1 billion, and 2026 capital expenditure is planned at $2.4–$2.5 billion, with additional Q4 economic downtime to optimize the system.
Oct 29, 2025, 11:30 AM
Smurfit Westrock reports Q3 2025 results with $1.3 B adjusted EBITDA
SW
Earnings
Guidance Update
Demand Weakening
- Q3 net sales of $8.0 billion, adjusted EBITDA of $1.3 billion, and EBITDA margin of 16.3%.
- Regional performance: North America net sales $4.7 billion and EBITDA $810 million (17.2% margin); EMEA/APAC net sales $2.8 billion and EBITDA $419 million (14.8%); Latin America net sales $500 million and EBITDA $116 million (>21%).
- Strong cash flow: operating cash flow of $1.1 billion and adjusted free cash flow of $580 million in the quarter.
- 2026 CapEx guidance set at $2.4–2.5 billion, broadly in line with 2025 spending.
- Full-year adjusted EBITDA guidance narrowed to $4.9–5.1 billion, reflecting planned Q4 economic downtime (approx. $60–70 million impact) primarily in North America.
Oct 29, 2025, 11:30 AM
Smurfit Westrock announces Q3 2025 results
SW
Earnings
Guidance Update
Dividends
- Net sales of $8.003 billion with Adjusted EBITDA of $1.302 billion and an Adjusted EBITDA margin of 16.3% in Q3 2025.
- Adjusted Free Cash Flow of $579 million, driven by $1.133 billion of operating cash flow and $610 million of capital expenditures.
- Reiterated FY 2025 Adjusted EBITDA guidance of $4.9 billion–$5.1 billion; capex expected at $2.2 billion–$2.4 billion in 2025 and $2.4 billion–$2.5 billion in 2026.
- Continued progressive dividend policy, with the latest quarterly dividend at $0.4308 per share.
Oct 29, 2025, 11:30 AM
Smurfit Westrock reports Q3 2025 results
SW
Earnings
Guidance Update
Dividends
- Smurfit Westrock posted net sales of $8.003 billion and net income of $245 million, yielding a 3.1% net income margin in Q3 2025.
- The company achieved Adjusted EBITDA of $1.302 billion with a 16.3% margin for the quarter.
- Net cash provided by operating activities was $1.133 billion, and adjusted free cash flow amounted to $579 million.
- The Board declared a quarterly dividend of $0.4308 per ordinary share, payable December 18, 2025.
- Full-year 2025 Adjusted EBITDA guidance is $4.9–$5.1 billion, and 2026 capital expenditures are expected to be $2.4–$2.5 billion.
Oct 29, 2025, 10:48 AM
Smurfit Westrock reports Q3 2025 results
SW
Earnings
Guidance Update
Dividends
- Net sales of $8,003 million, net income of $245 million (3.1% margin) and Adjusted EBITDA of $1,302 million (16.3% margin) in Q3 2025.
- Segment Adjusted EBITDA: North America $810 million (17.2% margin); EMEA & APAC $419 million (14.8%); Latin America $116 million (21.3%).
- Full-year 2025 Adjusted EBITDA guidance set at $4.9–5.1 billion; 2026 capital spend planned at $2.4–2.5 billion.
- Quarterly dividend of $0.4308 per share declared, payable December 18, 2025.
- Net cash provided by operating activities of $1,133 million and Adjusted Free Cash Flow of $579 million in Q3 2025.
Oct 29, 2025, 10:30 AM
Smurfit WestRock Q1 2025 Earnings, Dividend & Guidance Update
SW
Earnings
Guidance Update
Dividends
New Projects/Investments
- Strong Q1 performance with Adjusted EBITDA of $1.252 billion (16.4% margin) on net sales of approximately $7.6 billion and net income of $382 million, reflecting double-digit growth and robust integration efforts.
- Declared a quarterly dividend of $0.4308 per share, with payment scheduled for June 18, 2025.
- Regional highlights: North America posted net sales of $4.7 billion with $785 million in adjusted EBITDA, while EMEA/APAC and Latin America delivered net sales of $2.6 billion and $0.5 billion respectively, with LATAM exceeding a 22% EBITDA margin.
- Achieved $80 million in synergies in Q1, complementing the ongoing synergy program targeting a full run rate of $400 million and cost takeouts from closing mills totaling nearly 600,000 tonnes.
- Guidance projects Q2 Adjusted EBITDA of approximately $1.2 billion and FY 2025 Adjusted EBITDA between $5.0 and $5.2 billion.
- Continued investments in asset optimization include the authorization of about 25 new converting machines starting in 2026 to further streamline operations and reduce costs.
May 1, 2025, 11:31 AM
Quarterly earnings call transcripts for Smurfit Westrock.
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