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Smurfit Westrock PLC (SW)
NYSE:SW
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.44Last Year’s EPS
0.73Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive outlook: management reported record adjusted EBITDA and strong cash generation, achieved and exceeded synergy targets, strengthened the balance sheet (Fitch upgrade), and presented a detailed medium-term plan with clear targets (USD 7B EBITDA by 2030, USD 14B FCF 2026–2030). At the same time, meaningful near-term operational challenges remain — notably North American volume declines, mill downtime costs (~USD 85M in Q4; USD 220M for the year), plant closures (La Tuque), and energy headwinds — all of which add execution risk. Overall, the positives (record earnings, cash flow, integration progress, credible 2030 plan, capital return commitments and credit upgrade) outweigh the lowlights, but success depends on execution on volume recovery, value-selling in North America, and managing cost/energy pressures.Company Guidance
Record Annual Adjusted EBITDA and Strong Quarterly Result
Smurfit Westrock reported a record adjusted EBITDA of USD 4.939 billion for FY2025 and USD 1.172 billion for Q4. The company stated this is the largest outturn by any packaging company globally.
Robust Cash Generation
Adjusted free cash flow was USD 679 million in the quarter and over USD 1.5 billion for the full year. The medium-term plan targets approximately USD 14 billion of adjusted free cash flow from 2026–2030 (17% CAGR).
Solid Margins and Regional Outperformance
Group adjusted margin was 15.5% for the quarter and similar for the year. Regional performance: North America adjusted EBITDA USD 651 million with 14.7% margin; Europe adjusted EBITDA USD 438 million with margins >16%; Latin America adjusted EBITDA >USD 130 million with margins >24%.
Balance Sheet Improvements and Credit Upgrade
Company reduced leverage to 2.6x net debt/EBITDA (moving toward a target of 2.0x), successfully refinanced debt (next maturity pushed to 2028) with average interest rate ~4.64%, and received a Fitch upgrade to BBB+.
Capital Allocation and Shareholder Returns
Dividend increased by 5% in the quarter. Medium-term plan expects approximately USD 5 billion in dividends through 2026–2030 and contemplates share buybacks beginning in 2027, subject to Board approval.
Synergies and Integration Progress
Integration exceeded initial synergy target of USD 400 million. The company highlighted successful refinancing, system optimization, and achievement of synergy targets during the first full year of combined operations.
Medium-Term Ambition: Clear Financial Targets to 2030
Plan targets USD 7 billion adjusted EBITDA by 2030 (~7% CAGR), margin expansion to ~19% (+~300 basis points), approximately USD 13 billion cumulative CapEx through 2030 (USD 9B maintenance, USD 4B growth), and ~700 bps improvement in ROCE to ~15%.
Commercial and Innovation Capabilities
Emphasis on Design2Market digital/AI tools (ShelfSmart AI, SupplySmart Analyzer, Innobook, Paper-to-Box AI), 34+ experience centers and 2,000+ designers to accelerate value-selling, with near 50% success rate for new business initiatives highlighted as a commercial strength.
SW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $45.75 | $50.28 | +9.90% |
Oct 29, 2025 | $42.56 | $37.38 | -12.18% |
Jul 30, 2025 | $47.14 | $46.32 | -1.74% |
May 01, 2025 | $40.72 | $39.21 | -3.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Smurfit Westrock PLC (SW) report earnings?
Smurfit Westrock PLC (SW) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Smurfit Westrock PLC (SW) earnings time?
Smurfit Westrock PLC (SW) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SW EPS forecast?
SW EPS forecast for the fiscal quarter 2026 (Q1) is 0.44.