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Smurfit Westrock (SW)
NYSE:SW
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.63Last Year’s EPS
0.59Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 12.03%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a strong financial performance with significant improvements in EBITDA and successful synergy realization. However, uncertainties in demand, increased input costs, and necessary capacity rationalizations pose challenges moving forward.Company Guidance
During the Smurfit Westrock 2025 Q1 earnings call, the company provided guidance that included a strong performance with net sales of over $7.6 billion and an adjusted EBITDA of $1.252 billion, resulting in a margin of 16.4%. The company remains on track to achieve $400 million in synergies by the end of 2025, with $80 million already realized in Q1. For the full year, Smurfit Westrock anticipates adjusted EBITDA of $5 to $5.2 billion despite planning to incur $100 million in additional downtime costs for Q2. The company also announced its strategy to implement 140 quick-win projects aimed at delivering $50 million in additional EBITDA in North America and 60 projects in Europe and APAC expected to contribute $20 million in 2026 and beyond.Strong First Quarter Performance
Net sales of over $7.6 billion and adjusted EBITDA of $1.252 billion with a margin of 16.4%, indicating a significant improvement compared to the same period last year.
Progress in Synergy Program
On track to deliver $400 million in synergies by the end of 2025, with $80 million recognized in Q1. Additional opportunities of at least $400 million identified.
North American Margin Improvement
North America operations delivered net sales of $4.7 billion with an adjusted EBITDA of $785 million and a margin of 16.8% due to higher selling prices and reduced SG&A costs.
Cost Management and Investment
Authorized investment in 25 new converting machines to improve efficiency and reliability, with quick-win projects expected to deliver $70 million in additional EBITDA.
Improved Integration Levels
Closure of two mills improves integration levels to 89% for container board and 71% for paper board.
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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
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SW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2025 | $41.63 | $40.10 | -3.68% |
Feb 12, 2025 | $52.72 | $50.06 | -5.05% |
Oct 30, 2024 | $43.68 | $48.92 | +12.00% |
Jul 30, 2024 | $45.33 | $43.49 | -4.06% |
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.
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FAQ
When does Smurfit Westrock (SW) report earnings?
Smurfit Westrock (SW) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Smurfit Westrock (SW) earnings time?
Smurfit Westrock (SW) earnings time is at Aug 05, 2025, TBA Not 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 2025 (Q2) is 0.63.
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