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Advisors Preferred LLC bought a new position in shares of Smurfit Westrock PLC (NYSE:SW – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 75,037 shares of the company’s stock, valued at approximately $3,446,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. CYBER HORNET ETFs LLC purchased a new stake in shares of Smurfit Westrock during the second quarter worth about $29,000. DV Equities LLC purchased a new position in Smurfit Westrock in the fourth quarter valued at about $28,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in Smurfit Westrock in the fourth quarter valued at about $28,000. Root Financial Partners LLC grew its stake in Smurfit Westrock by 187.6% during the 1st quarter. Root Financial Partners LLC now owns 768 shares of the company’s stock valued at $31,000 after purchasing an additional 501 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in Smurfit Westrock during the 4th quarter valued at approximately $31,000. 83.38% of the stock is currently owned by hedge funds and other institutional investors.

Smurfit Westrock Price Performance Shares of NYSE SW opened at $48.16 on Friday. The company has a current ratio of 1.45, a quick ratio of 0.96 and a debt-to-equity ratio of 0.73. The company has a market capitalization of $25.26 billion, a price-to-earnings ratio of 51.23, a price-to-earnings-growth ratio of 0.89 and a beta of 0.96. Smurfit Westrock PLC has a twelve month low of $32.73 and a twelve month high of $52.65. The business has a 50 day simple moving average of $46.11 and a 200-day simple moving average of $43.43.

Smurfit Westrock (NYSE:SW – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $0.35 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.07). The business had revenue of $8.03 billion during the quarter, compared to the consensus estimate of $7.93 billion. Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The company’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($0.05) earnings per share. As a group, equities research analysts expect that Smurfit Westrock PLC will post 2.06 earnings per share for the current year. Smurfit Westrock Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $0.4523 per share. The ex-dividend date is Friday, August 14th. This represents a $1.81 dividend on an annualized basis and a yield of 3.8%. Smurfit Westrock’s payout ratio is currently 192.55%.

Analysts Set New Price Targets A number of equities analysts have issued reports on the company. Seaport Research Partners reaffirmed a “buy” rating and issued a $54.00 target price on shares of Smurfit Westrock in a research report on Wednesday, August 12th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Smurfit Westrock in a research report on Tuesday, June 23rd. They set a “buy” rating and a $57.00 price target for the company. Weiss Ratings raised shares of Smurfit Westrock from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 16th. JPMorgan Chase & Co. increased their price objective on shares of Smurfit Westrock from $65.00 to $71.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Finally, Zacks Research raised shares of Smurfit Westrock from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 6th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Smurfit Westrock currently has an average rating of “Moderate Buy” and a consensus price target of $57.62.

View Our Latest Stock Report on SW

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Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.

See Also Five stocks we like better than Smurfit Westrock 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding SW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Smurfit Westrock PLC (NYSE:SW – Free Report).

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Empowered Funds LLC lessened its holdings in Smurfit Westrock PLC (NYSE:SW – Free Report) by 34.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,363 shares of the company’s stock after selling 11,821 shares during the period. Empowered Funds LLC’s holdings in Smurfit Westrock were worth $891,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of SW. Norges Bank acquired a new stake in Smurfit Westrock in the fourth quarter valued at approximately $495,335,000. Capital Research Global Investors increased its position in shares of Smurfit Westrock by 31.2% in the fourth quarter. Capital Research Global Investors now owns 36,127,677 shares of the company’s stock valued at $1,397,057,000 after buying an additional 8,596,558 shares in the last quarter. Orbis Allan Gray Ltd lifted its position in shares of Smurfit Westrock by 81.9% during the 2nd quarter. Orbis Allan Gray Ltd now owns 18,400,418 shares of the company’s stock valued at $793,978,000 after buying an additional 8,286,205 shares in the last quarter. AQR Capital Management LLC grew its stake in Smurfit Westrock by 8,132.7% in the 4th quarter. AQR Capital Management LLC now owns 5,724,100 shares of the company’s stock valued at $221,351,000 after acquiring an additional 5,654,571 shares during the period. Finally, Ruffer LLP grew its stake in Smurfit Westrock by 473.3% in the 4th quarter. Ruffer LLP now owns 4,504,151 shares of the company’s stock valued at $174,447,000 after acquiring an additional 3,718,562 shares during the period. Hedge funds and other institutional investors own 83.38% of the company’s stock.

Smurfit Westrock Trading Down 2.8% Shares of SW stock opened at $47.86 on Tuesday. The stock’s fifty day moving average is $45.69 and its two-hundred day moving average is $43.30. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.96 and a current ratio of 1.45. The firm has a market capitalization of $25.10 billion, a P/E ratio of 50.92, a PEG ratio of 0.90 and a beta of 0.96. Smurfit Westrock PLC has a fifty-two week low of $32.73 and a fifty-two week high of $52.65.

Smurfit Westrock (NYSE:SW – Get Free Report) last announced its earnings results on Wednesday, July 29th. The company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.42 by ($0.07). The business had revenue of $8.03 billion for the quarter, compared to analyst estimates of $7.93 billion. Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The company’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same period last year, the firm earned ($0.05) EPS. Research analysts expect that Smurfit Westrock PLC will post 2.06 earnings per share for the current fiscal year. Smurfit Westrock Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $0.4523 per share. The ex-dividend date is Friday, August 14th. This represents a $1.81 dividend on an annualized basis and a yield of 3.8%. Smurfit Westrock’s payout ratio is presently 192.55%.

Analysts Set New Price Targets A number of equities analysts have weighed in on the stock. Seaport Research Partners restated a “buy” rating and set a $54.00 price objective on shares of Smurfit Westrock in a research report on Wednesday, August 12th. Zacks Research upgraded shares of Smurfit Westrock from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. boosted their target price on shares of Smurfit Westrock from $65.00 to $71.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Morgan Stanley restated an “overweight” rating and set a $57.00 price target on shares of Smurfit Westrock in a research report on Wednesday, May 6th. Finally, Wells Fargo & Company raised their price target on shares of Smurfit Westrock from $52.00 to $55.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $57.62.

Get Our Latest Research Report on Smurfit Westrock

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Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.

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Posted by Defense World Staff on Aug 1st, 2026

Amundi lessened its position in shares of Smurfit Westrock PLC (NYSE:SW – Free Report) by 4.6% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,964,673 shares of the company’s stock after selling 190,316 shares during the quarter. Amundi owned about 0.76% of Smurfit Westrock worth $157,992,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in SW. EverSource Wealth Advisors LLC boosted its stake in Smurfit Westrock by 63.8% during the 1st quarter. EverSource Wealth Advisors LLC now owns 9,877 shares of the company’s stock worth $394,000 after purchasing an additional 3,847 shares during the period. Royal Bank of Canada grew its position in Smurfit Westrock by 5.1% during the 1st quarter. Royal Bank of Canada now owns 1,820,494 shares of the company’s stock worth $72,547,000 after purchasing an additional 88,309 shares during the last quarter. Recurrent Investment Advisors LLC increased its stake in Smurfit Westrock by 113.5% in the first quarter. Recurrent Investment Advisors LLC now owns 26,095 shares of the company’s stock valued at $1,040,000 after purchasing an additional 13,874 shares during the period. Redwood Grove Capital LLC increased its stake in Smurfit Westrock by 9.2% in the first quarter. Redwood Grove Capital LLC now owns 449,636 shares of the company’s stock valued at $17,918,000 after purchasing an additional 38,000 shares during the period. Finally, Rokos Capital Management LLP purchased a new stake in shares of Smurfit Westrock in the first quarter valued at about $3,986,000. Institutional investors and hedge funds own 83.38% of the company’s stock.

More Smurfit Westrock News Here are the key news stories impacting Smurfit Westrock this week:

Positive Sentiment: Analyst price targets increased: Truist Financial raised its target from $55 to $57 and maintained a “buy” rating, while Wells Fargo lifted its target from $52 to $55 and assigned an “overweight” rating. The revised targets imply substantial potential upside from recent trading levels. Benzinga analyst coverage Positive Sentiment: Acquisition-led growth remains a focus: Smurfit Westrock is reportedly seeking acquisitions to support its next phase of expansion. Successful deals could strengthen its market position, broaden its product portfolio and improve long-term growth. Smurfit Westrock is Hunting for Acquisitions Positive Sentiment: Dividend supports shareholder returns: The company declared a quarterly dividend of $0.4523 per share, payable September 10 to shareholders of record August 14. The indicated annual yield is approximately 3.8%, providing income support for investors. Neutral Sentiment: Regulatory filing completed: Smurfit Westrock filed its Form 10-Q for the quarter ended June 30, 2026. The filing provides the detailed financial and operating disclosures investors will use to assess the quarter and outlook. Smurfit Westrock Form 10-Q Negative Sentiment: Quarterly earnings missed expectations: Smurfit Westrock reported adjusted earnings of $0.35 per share versus the $0.42 consensus estimate. Revenue of $8.03 billion exceeded forecasts and rose 1.1% year over year, but the earnings shortfall triggered a negative market reaction. Smurfit Westrock Shares Gap Down Following Weak Earnings Negative Sentiment: Cost pressures reduced the outlook: Higher freight, energy and other input costs pressured adjusted EBITDA, leading management to project full-year 2026 adjusted EBITDA of $4.9 billion to $5.1 billion. Investors are weighing this near-term margin pressure against the company’s longer-term growth prospects. Smurfit Westrock Signals 2026 EBITDA Outlook Wall Street Analysts Forecast Growth SW has been the subject of several recent research reports. Wall Street Zen upgraded shares of Smurfit Westrock from a “sell” rating to a “hold” rating in a research note on Saturday. Deutsche Bank Aktiengesellschaft started coverage on Smurfit Westrock in a research report on Tuesday, June 23rd. They set a “buy” rating and a $57.00 price objective for the company. Citigroup lifted their target price on Smurfit Westrock from $51.00 to $56.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. Wells Fargo & Company boosted their target price on Smurfit Westrock from $52.00 to $55.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Truist Financial upped their price target on Smurfit Westrock from $55.00 to $57.00 and gave the stock a “buy” rating in a research note on Thursday. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $57.23.

Read Our Latest Research Report on SW

Smurfit Westrock Stock Down 3.1% Shares of NYSE SW opened at $46.03 on Friday. The company has a quick ratio of 0.95, a current ratio of 1.45 and a debt-to-equity ratio of 0.73. Smurfit Westrock PLC has a 52 week low of $32.73 and a 52 week high of $52.65. The firm has a 50-day moving average price of $44.03 and a 200 day moving average price of $42.85. The stock has a market capitalization of $24.14 billion, a price-to-earnings ratio of 48.97, a price-to-earnings-growth ratio of 0.82 and a beta of 0.95.

Smurfit Westrock (NYSE:SW – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.07). Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The company had revenue of $8.03 billion for the quarter, compared to analysts’ expectations of $7.93 billion. During the same period in the prior year, the firm posted ($0.05) EPS. The firm’s quarterly revenue was up 1.1% on a year-over-year basis. Equities research analysts anticipate that Smurfit Westrock PLC will post 2.16 EPS for the current fiscal year.

Smurfit Westrock Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.4523 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.81 annualized dividend and a dividend yield of 3.9%. Smurfit Westrock’s payout ratio is 192.55%.

About Smurfit Westrock (Free Report)

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.

Further Reading Five stocks we like better than Smurfit Westrock Chevron’s Strong Quarter Shows Why It Still Leads the Energy Sector Amazon’s Earnings Beat Shows Why AWS Is Back at the Center of the Bull Case Apple’s Record Quarter Could Not Outrun Its Guidance Problem McKesson’s Compounding Keeps Adding Up Want to see what other hedge funds are holding SW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Smurfit Westrock PLC (NYSE:SW – Free Report).

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5 Dividend Kings to Buy in July with Irresistible Value and YieldSmurfit Westrock NYSE: SW reported second-quarter adjusted EBITDA of $1.14 billion and an adjusted EBITDA margin of 14.2%, as higher freight costs weighed on results and pricing actions had only begun to flow through to customers.

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Chief Executive Officer Tony Smurfit said the company absorbed “very significant input costs” during the quarter, particularly freight expenses, while price recovery remained in its early stages. The company has raised containerboard prices and expects those increases to be reflected in its converting operations over the remainder of 2026 and into 2027.

3 Dividend Kings With Income, Stability, and a Possible CatalystChief Financial Officer Ken Bowles said the company now expects full-year adjusted EBITDA of $4.9 billion to $5.1 billion. The principal change to its outlook was a higher freight-cost environment, which management attributed to increased fuel costs, shipping rates connected to the Middle East conflict and higher domestic transportation costs in Europe and North America.

Bowles said freight is now expected to represent approximately a $300 million year-over-year headwind, compared with an estimate of roughly $50 million at the end of April. Energy costs remained broadly consistent with the company’s previous assumptions, he said, while lower economic downtime of about $100 million and continuing cost-reduction initiatives are helping offset some inflation.

Pricing Actions Expected to Support 2027 Father's Day Investing: 3 Stocks Built for Long-Term ReturnsManagement said price increases will require time to be reflected in earnings because of contract and index-related lags. Smurfit said the company’s newly announced $100-per-ton North American containerboard increase is not included in its 2026 guidance, describing it instead as a foundation for 2027 results.

In Europe, the company recently announced an €80-per-ton increase for recycled board, which it expects to implement through September. Smurfit said recycled-paper pricing actions in Europe are primarily cost-driven, while kraftliner pricing reflects both supply-demand conditions and cost inflation.

The company also discussed pricing in solid bleached sulfate, or SBS, where management said market conditions have improved from a year earlier. Smurfit said the company’s SBS system is sold out, supported by new applications and customers switching among grades including SBS, coated unbleached kraft and coated recycled board. A second SBS increase announced in July is not yet reflected in industry publications and is expected to affect end customers mainly beginning next year, management said.

North American Operations Show Improvement North American corrugated volumes declined 4.8% on a same-day basis, or 4.5% on an absolute basis, during the second quarter. Bowles said the decline was in line with expectations as the company continues to prioritize value over volume, exiting lower-margin business while pursuing accounts that fit its decentralized operating model.

Management said order books and new-business pipelines have improved heading into August and September. Smurfit said the company expects corrugated volumes to become positive versus the prior year in either the latter part of the third quarter or the fourth quarter, aided by new customer wins and easier comparisons following the exit of a large e-commerce customer.

The North American mill system is generally full, with no commercial downtime anticipated for the rest of the year, according to Smurfit. He said the company is sold out across most paper grades, with limited open capacity in coated recycled board. The company is also working through delayed export orders and plans to reassess lower-priced export tonnage as domestic demand remains strong.

Smurfit said the North American corrugated converting business has moved from being heavily loss-making to generating EBITDA margins of roughly 3% to 4% on a static basis, before the effect of incoming paper-price changes. He said the company had reduced the number of loss-making operations from more than 80 at the start of its integration efforts to approximately 20, with management expecting to resolve about 10 of those facilities.

Regional Performance and Investment Plans In EMEA and APAC, corrugated volumes increased 1.9% on an absolute basis and 1.5% on a same-day basis. The mill system operated at full capacity, Bowles said, though freight and energy inflation pressured near-term margins. Smurfit said the region expects stronger second-half performance as input-cost recovery reaches corrugated-box customers.

Smurfit said European paper markets are sold out through year-end across most grades. He added that the company’s European operations could return to margins above 18% under a more stable cost environment, though he did not provide a specific timetable for reaching that level.

Latin America delivered another strong quarter, supported by healthy demand, corrugated-volume growth and improved operations following recent investments. Smurfit highlighted Brazil and Colombia as particularly strong markets and said the region provides opportunities for both internal investment and acquisitions.

The company expects capital expenditures of $2.4 billion to $2.5 billion in 2026, above maintenance spending. Bowles said the company’s medium-term capital program averages approximately $2.5 billion annually, with an average project size of about $4 million. Smurfit Westrock also declared a quarterly dividend of $0.4523 per ordinary share.

Bowles said the company remains committed to investment-grade ratings, citing its Baa2 positive outlook from Moody’s, BBB stable outlook from S&P and BBB+ stable outlook from Fitch. Management said its capital-allocation strategy continues to prioritize internally deployed capital, asset improvements, efficiency initiatives and growth investments.

Smurfit said the integration of Smurfit Kappa and WestRock continues to progress, with management teams now in place across the business. He said the company is focused on transferring operating practices, innovation and design capabilities across regions as it works to recover elevated costs and improve returns in the second half of 2026 and through 2027.

About Smurfit Westrock (NYSE:SW)Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.

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Adjusted EBITDA: $1.14 billion.Adjusted EBITDA Margin: 14.2%.Corrugated Volumes in North America: Down 4.8% on a same-day basis, 4.5% on an absolute basis.Corru

Key Takeaways SW missed Q2 earnings estimates as higher freight costs weighed on profitability despite higher sales.Smurfit Westrock expects Q3 adjusted EBITDA of about $1.3 billion and sees second-half momentum.SW projects full-year adjusted EBITDA of $4.9B-$5.1B despite higher freight and energy costs. Smurfit Westrock Plc (SW - Free Report) has reported second-quarter 2026 adjusted earnings of 35 cents per share, down 20% year over year. The figure missed the Zacks Consensus Estimate of 42 cents by 16.7%. Higher input costs, particularly freight, pressured profitability.

Net sales increased 1.1% year over year to $8.03 billion and surpassed the consensus estimate of $7.99 billion by 0.5%.

SW’s Gross Profit Falls in Q2Smurfit Westrock has reported an operating profit of $309 million, up 23.1% year over year. The company’s cost of sales increased 3.2% to $6.63 billion from the year-ago period. Gross profit fell 7.7% year over year to $1.40 billion.

Adjusted EBITDA declined to $1.14 billion from $1.21 billion a year ago, while the adjusted EBITDA margin contracted to 14.2% from 15.3%.

SW’s Q2 Segmental PerformanceIn North America, net sales totaled $4.74 billion, moving down marginally from $4.76 billion in the year-ago quarter. Adjusted EBITDA declined 6.4% year over year to $704 million. Corrugated volumes fell 4.8% on a days-adjusted basis, reflecting continued pressure in the region. However, SW noted improving commercial momentum, a supportive pricing backdrop and progress in cost-reduction initiatives.

The Europe, MEA & APAC segment delivered net sales of $2.83 billion, up 1.7% from $2.78 billion in the prior-year quarter. The segment’s adjusted EBITDA increased 2.2% year over year to $380 million. Corrugated volumes rose 1.5% on a days-adjusted basis, supported by strengthening containerboard markets, improving corrugated pricing and disciplined cost management.

Net sales of the LATAM segment were $559 million, up 7.9% year over year from $518 million. Adjusted EBITDA came in at $124 million compared with $123 million in the second quarter of 2025. Corrugated volumes increased 1% on a days-adjusted basis, aided by healthy demand across the key markets and pricing actions that helped offset inflationary pressures.

Smurfit Westrock’s Cash Position & Balance Sheet UpdatesSW had cash and cash equivalents of $677 million as of June 30, 2026, compared with $892 million at the end of 2025. Net cash provided by operating activities was $765 million compared with $829 million in the year-ago quarter. Capital expenditure totaled $465 million, down from $522 million in the prior-year period.

The company announced a quarterly dividend of 45.23 cents per ordinary share, payable Sept. 10, 2026, to shareholders of record as of Aug. 14.

SW’s 2026 EBITDA OutlookFor the third quarter of 2026, the company expects adjusted EBITDA of $1.3 billion. Full-year adjusted EBITDA is projected between $4.9 billion and $5.1 billion, with momentum through the second half of 2026.

The company expects 2026 freight and energy cost increases of $300 million and $220 million, respectively. Third-quarter year-over-year increases are projected at $80 million for freight and $70 million for energy.

Smurfit Westrock Stock’s Price PerformanceShares of the company have gained 10.1% in the past year against the industry’s 2.5% decline.

Image Source: Zacks Investment Research

Smurfit Westrock’s Zacks RankThe company currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

SW’s Peer PerformancePackaging Corporation of America (PKG - Free Report) reported second-quarter 2026 adjusted earnings of $2.35 per share, falling 5.2% year over year but beating the Zacks Consensus Estimate of $2.31.

Packaging Corp’s sales increased 14.7% year over year to $2.49 billion and surpassed the consensus estimate of $2.40 billion by 3.6%. Total corrugated products shipments reached an all-time quarterly record, rising 24.3% both per day and in total from the prior-year quarter.

Paper & Related Product Stocks Awaiting ResultsInternational Paper Company (IP - Free Report) is expected to release second-quarter 2026 results on July 30. The Zacks Consensus Estimate for the bottom line is pegged at a loss of 4 cents per share. The company posted earnings of 20 cents per share in the year-ago quarter.

The consensus estimate for International Paper’s top line is pegged at $6.17 billion, indicating an 8.8% decline from the prior-year reported figure.

Rayonier Advanced Materials (RYAM - Free Report) is expected to release second-quarter 2026 results on Aug. 4. The Zacks Consensus Estimate for the bottom line is pegged at a loss of 17 cents per share. The company incurred a loss of 43 cents per share in the year-ago quarter.

The consensus estimate for Rayonier Advanced Materials’ top line is pegged at $357.5 million, indicating 5.5% growth from the prior-year reported figure.

Smurfit Westrock (SW - Free Report) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this paper and packaging company would post earnings of $0.36 per share when it actually produced earnings of $0.33, delivering a surprise of -8.33%.

Over the last four quarters, the company has not been able to surpass consensus EPS estimates.

Smurfit Westrock, which belongs to the Zacks Paper and Related Products industry, posted revenues of $8.03 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.51%. This compares to year-ago revenues of $7.94 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Smurfit Westrock shares have added about 31.4% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Smurfit Westrock?While Smurfit Westrock has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Smurfit Westrock was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.78 on $8.31 billion in revenues for the coming quarter and $2.24 on $32.17 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Paper and Related Products is currently in the bottom 14% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Suzano S.A. Sponsored ADR (SUZ - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.

This company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents a year-over-year change of -91.6%. The consensus EPS estimate for the quarter has been revised 284.6% higher over the last 30 days to the current level.

Suzano S.A. Sponsored ADR's revenues are expected to be $2.32 billion, down 1.1% from the year-ago quarter.

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW) today announced the financial results for the second quarter ended June 30, 2026. Key Points: Net Sales of $8,031 million Net Income of $88 million, with a Net Income Margin of 1.1% Adjusted EBITDA1 of $1,140 million, with an Adjusted EBITDA Margin1 of 14.2% Net Cash Provided by Operating Activities of $765 million Quarterly dividend of $0.4523 per ordinary share Smurfit Westrock plc's performance for the three months ended June 30, 2026.

Smurfit Westrock (SW - Free Report) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis paper and packaging company is expected to post quarterly earnings of $0.42 per share in its upcoming report, which represents a year-over-year change of -6.7%.

Revenues are expected to be $7.99 billion, up 0.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.98% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Smurfit Westrock?For Smurfit Westrock, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Smurfit Westrock will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Smurfit Westrock would post earnings of $0.36 per share when it actually produced earnings of $0.33, delivering a surprise of -8.33%.

The company has not been able to beat consensus EPS estimates in any of the last four quarters.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Smurfit Westrock doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE:SW) plans to release its financial results for the second quarter ended June 30, 2026 on Wednesday, July 29, 2026 at 6.30 am ET (11.30 am BST). Smurfit Westrock's earnings release and related materials will be available at smurfitwestrock.com. At 7.30 am ET (12.30 pm BST) on the same day, Smurfit Westrock's senior management team will host a webcast for analysts and institutional investors. The webcast will be available at https://investors.sm.

On June 24, 2026, Smurfit WestRock PLC (SW) shares rose 5.0% to $46.56. The stock has shown strong price performance recently, with a one-month increase of 22.4

Nordea Investment Management AB cut its position in Smurfit Westrock PLC (NYSE: SW) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,450,082 shares of the company's stock after selling 324,141 shares during the period. Nordea Investment

Posted by Defense World Staff on Apr 8th, 2026

BIP Wealth LLC acquired a new stake in Smurfit Westrock PLC (NYSE:SW – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 62,379 shares of the company’s stock, valued at approximately $2,412,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Flagship Harbor Advisors LLC bought a new stake in Smurfit Westrock in the fourth quarter valued at about $341,000. Sound Income Strategies LLC increased its holdings in Smurfit Westrock by 79,790.6% in the fourth quarter. Sound Income Strategies LLC now owns 127,825 shares of the company’s stock valued at $5,459,000 after buying an additional 127,665 shares during the last quarter. Ascent Group LLC increased its holdings in Smurfit Westrock by 223.8% in the fourth quarter. Ascent Group LLC now owns 16,977 shares of the company’s stock valued at $657,000 after buying an additional 11,734 shares during the last quarter. Perpetual Ltd increased its holdings in Smurfit Westrock by 131.1% in the fourth quarter. Perpetual Ltd now owns 16,288 shares of the company’s stock valued at $630,000 after buying an additional 9,239 shares during the last quarter. Finally, FNY Investment Advisers LLC increased its holdings in Smurfit Westrock by 75.0% in the fourth quarter. FNY Investment Advisers LLC now owns 3,500 shares of the company’s stock valued at $135,000 after buying an additional 1,500 shares during the last quarter. 83.38% of the stock is owned by institutional investors.

Insider Activity at Smurfit Westrock In other news, CFO Ken Bowles sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $51.26, for a total transaction of $512,600.00. Following the completion of the transaction, the chief financial officer directly owned 151,644 shares in the company, valued at approximately $7,773,271.44. The trade was a 6.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Anthony P. J. Smurfit sold 40,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $51.54, for a total value of $2,061,600.00. Following the transaction, the chief executive officer owned 1,642,610 shares of the company’s stock, valued at approximately $84,660,119.40. This represents a 2.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.46% of the company’s stock.

Wall Street Analysts Forecast Growth Several brokerages recently weighed in on SW. Barclays lowered their price objective on Smurfit Westrock from $56.00 to $54.00 and set an “overweight” rating for the company in a report on Wednesday, April 1st. The Goldman Sachs Group assumed coverage on Smurfit Westrock in a report on Tuesday, March 24th. They issued a “buy” rating and a $49.00 price objective for the company. Morgan Stanley decreased their target price on Smurfit Westrock from $61.00 to $60.00 and set an “overweight” rating for the company in a research note on Friday, March 6th. Argus decreased their target price on Smurfit Westrock from $55.00 to $45.00 and set a “buy” rating for the company in a research note on Tuesday, December 9th. Finally, Royal Bank Of Canada lifted their target price on Smurfit Westrock from $51.00 to $57.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Smurfit Westrock has an average rating of “Moderate Buy” and an average price target of $55.73.

Check Out Our Latest Research Report on Smurfit Westrock

Smurfit Westrock Stock Performance Shares of SW stock opened at $39.30 on Wednesday. The company has a quick ratio of 0.95, a current ratio of 1.48 and a debt-to-equity ratio of 0.73. The business has a 50 day moving average of $43.31 and a two-hundred day moving average of $40.68. Smurfit Westrock PLC has a 52 week low of $32.73 and a 52 week high of $52.65. The company has a market cap of $20.60 billion, a P/E ratio of 29.55 and a beta of 1.06.

Smurfit Westrock (NYSE:SW – Get Free Report) last issued its earnings results on Friday, February 27th. The company reported $0.34 EPS for the quarter. The company had revenue of $7.58 billion during the quarter. Smurfit Westrock had a return on equity of 6.10% and a net margin of 2.24%. As a group, analysts anticipate that Smurfit Westrock PLC will post 3.25 EPS for the current year.

Smurfit Westrock Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Tuesday, February 17th were given a dividend of $0.4523 per share. This is a boost from Smurfit Westrock’s previous quarterly dividend of $0.43. This represents a $1.81 annualized dividend and a dividend yield of 4.6%. The ex-dividend date was Tuesday, February 17th. Smurfit Westrock’s payout ratio is presently 136.09%.

Smurfit Westrock Company Profile (Free Report)

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.

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DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE:SW; LSE:SWR) plans to release its financial results for the first quarter ended March 31, 2026 on Thursday, April 30, 2026 at 6.30 am ET (11.30 am BST). Smurfit Westrock's earnings release and related materials will be available at smurfitwestrock.com. At 7.30 am ET (12.30 pm BST) on the same day, Smurfit Westrock's senior management team will host a webcast for analysts and institutional investors. The webcast will be available at https://inv.

Prior to March 31, 2026, my REaders mentioned 40 equities in their comments. Some bad-news investments (ROgues) mixed with (mostly) FAvorites. Thus, readers spoke-up about their ReFa/Ro. Top ten ReFa/Ro Dogs are projected to deliver 24.15% to 63.09% net gains by March 2027, with an average estimated gain of 35.47%. All top ten ReFa/Ro Dogs currently have share prices below projected annual dividends from a $1k investment, meeting strict yield-based criteria.

The market expects Smurfit Westrock (SW - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 30. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis paper and packaging company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of -31.5%.

Revenues are expected to be $7.76 billion, up 1.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 10.97% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Smurfit Westrock?For Smurfit Westrock, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -28.31%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Smurfit Westrock will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Smurfit Westrock would post earnings of $0.46 per share when it actually produced earnings of $0.34, delivering a surprise of -26.09%.

Over the last four quarters, the company has beaten consensus EPS estimates just once.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Smurfit Westrock doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerInternational Paper (IP - Free Report) , another stock in the Zacks Paper and Related Products industry, is expected to report earnings per share of $0.23 for the quarter ended March 2026. This estimate points to no change from the year-ago quarter. Revenues for the quarter are expected to be $6.05 billion, up 2.5% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for International Paper has been revised 16.6% down to the current level. Nevertheless, the company now has an Earnings ESP of -19.66%, reflecting a lower Most Accurate Estimate.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that International Paper will beat the consensus EPS estimate. The company could not beat consensus EPS estimates in any of the last four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Smurfit Westrock offers compelling value as management targets margin expansion to PKG-like levels, with a disciplined, plant-level profitability focus. SW trades at a significant discount to peers, with a forward EV/EBITDA near 6.6x and a 4.5% yield, making it attractive for value investors. Management's strategy to exit low-margin contracts and empower local managers is driving margin improvement, aiming for 20% North American EBITDA margins by 2030.

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the first quarter ended March 31, 2026. Key Points: Net Sales of $7,712 million Net Income of $63 million, with a Net Income Margin of 0.8% Adjusted EBITDA1 of $1,076 million, with an Adjusted EBITDA Margin1 of 14.0% Net Cash Provided by Operating Activities of $204 million Quarterly dividend of $0.4523 per ordinary share Smurfit Westrock plc's performance for the three months ended Marc.

For the quarter ended March 2026, Smurfit Westrock (SW - Free Report) reported revenue of $7.71 billion, up 0.7% over the same period last year. EPS came in at $0.33, compared to $0.73 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $7.76 billion, representing a surprise of -0.66%. The company delivered an EPS surprise of -7.49%, with the consensus EPS estimate being $0.36.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Smurfit Westrock performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net sales (unaffiliated customers)- Europe, MEA and APAC: $2.77 billion versus the two-analyst average estimate of $2.8 billion. The reported number represents a year-over-year change of +7.3%.Net sales (unaffiliated customers)- LATAM: $540 million versus $524.52 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.6% change.Net sales (unaffiliated customers)- North America: $4.41 billion versus $4.45 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -3.7% change.View all Key Company Metrics for Smurfit Westrock here>>>

Shares of Smurfit Westrock have returned -1.1% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Smurfit Westrock Plc (SW) Q1 2026 Earnings Call Transcript

Revenues were slightly ahead of expectations, while EBITDA missed due to weather and cost pressures; underlying demand trends improved into April with order books strengthening materially. SW's value-over-volume strategy, price increases, and ongoing optimization support downside protection and margin expansion targets. Solid new customer momentum and announced price increases in North America and Europe should support margin recovery.