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.
California Public Employees Retirement System lowered its position in Smurfit Westrock PLC (NYSE:SW – Free Report) by 2.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 847,401 shares of the company’s stock after selling 23,407 shares during the quarter. California Public Employees Retirement System owned 0.16% of Smurfit Westrock worth $33,769,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also recently added to or reduced their stakes in the company. Capital Research Global Investors lifted its stake in shares of Smurfit Westrock by 31.2% in the 4th quarter. Capital Research Global Investors now owns 36,127,677 shares of the company’s stock valued at $1,397,057,000 after purchasing an additional 8,596,558 shares in the last quarter. State Street Corp increased its position in Smurfit Westrock by 3.6% during the 4th quarter. State Street Corp now owns 24,652,132 shares of the company’s stock worth $953,311,000 after purchasing an additional 845,218 shares in the last quarter. Orbis Allan Gray Ltd raised its holdings in Smurfit Westrock by 81.9% in the second 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 during the period. Geode Capital Management LLC lifted its position in Smurfit Westrock by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 13,795,987 shares of the company’s stock valued at $531,483,000 after buying an additional 155,778 shares in the last quarter. Finally, Norges Bank acquired a new position in Smurfit Westrock during the fourth quarter valued at approximately $495,335,000. Hedge funds and other institutional investors own 83.38% of the company’s stock.
Analysts Set New Price Targets Several equities research analysts have issued reports on SW shares. JPMorgan Chase & Co. boosted their price objective on shares of Smurfit Westrock from $62.00 to $65.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Wells Fargo & Company raised their target price on shares of Smurfit Westrock from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. The Goldman Sachs Group began coverage on shares of Smurfit Westrock in a research report on Tuesday, March 24th. They set a “buy” rating and a $49.00 price target for the company. UBS Group cut their price objective on Smurfit Westrock from $60.00 to $56.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Finally, Barclays reduced their price objective on Smurfit Westrock from $54.00 to $52.00 and set an “overweight” rating on the stock in a research note on Thursday, May 21st. Eleven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Smurfit Westrock has an average rating of “Moderate Buy” and a consensus price target of $54.83.
View Our Latest Research Report on Smurfit Westrock
Smurfit Westrock Stock Performance Smurfit Westrock stock opened at $43.06 on Wednesday. Smurfit Westrock PLC has a 12-month low of $32.73 and a 12-month high of $52.65. The company has a market capitalization of $22.59 billion, a price-to-earnings ratio of 59.81, a price-to-earnings-growth ratio of 0.72 and a beta of 0.95. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.44 and a quick ratio of 0.95. The firm’s fifty day moving average price is $42.51 and its 200 day moving average price is $42.48.
Smurfit Westrock (NYSE:SW – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported $0.33 EPS for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.03). The firm had revenue of $7.71 billion during the quarter, compared to analyst estimates of $7.57 billion. Smurfit Westrock had a return on equity of 4.96% and a net margin of 1.22%.The business’s quarterly revenue was up .7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.74 EPS. On average, research analysts forecast that Smurfit Westrock PLC will post 2.24 EPS for the current fiscal year.
Smurfit Westrock Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were paid a $0.4523 dividend. The ex-dividend date was Friday, May 15th. This represents a $1.81 annualized dividend and a dividend yield of 4.2%. Smurfit Westrock’s payout ratio is 251.39%.
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) 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.
DUBLIN & NEW YORK--(BUSINESS WIRE)--Smurfit Westrock partnered with Coca-Cola China to launch a series of innovative paper-based packaging solutions for the brand's 2026 World Cup campaign, designed to deliver standout impact across both retail and e-commerce channels. The collaboration comes as global sporting events like the World Cup continue to drive significant spikes in consumer spending. Industry data shows major increases in sales of snacks and soft drinks during the 2022 World Cup1, as.
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
DUBLIN--(BUSINESS WIRE)--Further to the announcement made on 20 May 2026, Smurfit Westrock (NYSE: SW) today announces that: (i) the secondary listing of its ordinary shares on the equity shares (international commercial companies secondary listing) category of the Official List of the UK Financial Conduct Authority; and (ii) the admission to trading of its ordinary shares on the main market for listed securities of the London Stock Exchange, have been cancelled with effect from 8:00 a.m. (UK time) on 22 June 2026 (the “LSE Delisting”).
Smurfit Westrock’s ordinary shares are now solely listed on the New York Stock Exchange.
Smurfit Westrock has prepared answers to Frequently Asked Questions (the “FAQs”) in connection with the LSE Delisting, which are available at https://www.smurfitwestrock.com/-/m/files/Investors/FAQs-Ordinary-Shareholders.pdf. A helpline is also available to assist shareholders, the contact details for which are included in the FAQs.
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
Compagnie Lombard Odier SCmA cut its holdings in Smurfit Westrock PLC (NYSE:SW – Free Report) by 10.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 676,222 shares of the company’s stock after selling 81,664 shares during the quarter. Compagnie Lombard Odier SCmA owned 0.13% of Smurfit Westrock worth $26,149,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently modified their holdings of the company. TD Waterhouse Canada Inc. increased its stake in shares of Smurfit Westrock by 113.3% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 640 shares of the company’s stock valued at $27,000 after acquiring an additional 340 shares in the last quarter. CYBER HORNET ETFs LLC acquired a new position in shares of Smurfit Westrock during the 2nd quarter valued at $29,000. Root Financial Partners LLC bought a new position in Smurfit Westrock during the third quarter worth $33,000. Rexford Capital Inc. acquired a new stake in Smurfit Westrock in the second quarter worth $35,000. Finally, Groupe la Francaise acquired a new stake in Smurfit Westrock in the second quarter worth $51,000. 83.38% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Smurfit Westrock In other Smurfit Westrock news, CFO Ken Bowles sold 10,000 shares of Smurfit Westrock stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $51.26, for a total transaction of $512,600.00. Following the transaction, the chief financial officer directly owned 151,644 shares of the company’s stock, valued at $7,773,271.44. The trade was a 6.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Anthony P. J. Smurfit sold 40,000 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $51.54, for a total transaction of $2,061,600.00. Following the completion of the sale, the chief executive officer owned 1,642,610 shares of the company’s stock, valued at approximately $84,660,119.40. The trade was a 2.38% decrease in their position. The SEC filing for this sale provides additional information. 0.46% of the stock is currently owned by company insiders.
Smurfit Westrock Price Performance SW stock opened at $40.18 on Thursday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.95 and a current ratio of 1.48. The business has a 50-day simple moving average of $43.59 and a two-hundred day simple moving average of $40.83. The company has a market capitalization of $21.06 billion, a P/E ratio of 30.21 and a beta of 1.06. Smurfit Westrock PLC has a 52-week low of $32.73 and a 52-week high of $52.65.
Smurfit Westrock (NYSE:SW – Get Free Report) last issued its quarterly earnings data on Friday, February 27th. The company reported $0.34 EPS for the quarter. Smurfit Westrock had a return on equity of 6.10% and a net margin of 2.24%.The firm had revenue of $7.58 billion during the quarter. Research analysts expect that Smurfit Westrock PLC will post 3.25 EPS for the current fiscal year.
Smurfit Westrock Increases Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Investors of record on Tuesday, February 17th were given a $0.4523 dividend. This represents a $1.81 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend was Tuesday, February 17th. This is an increase from Smurfit Westrock’s previous quarterly dividend of $0.43. Smurfit Westrock’s payout ratio is currently 136.09%.
Analysts Set New Price Targets Several equities analysts have recently weighed in on SW shares. Barclays dropped their price objective on shares of Smurfit Westrock from $56.00 to $54.00 and set an “overweight” rating on the stock in a report on Wednesday. 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 report on Friday, March 6th. Citigroup upped their price target on Smurfit Westrock from $48.00 to $59.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Truist Financial set a $60.00 price target on Smurfit Westrock in a report on Thursday, February 12th. Finally, Royal Bank Of Canada raised their price objective 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 investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Smurfit Westrock presently has an average rating of “Moderate Buy” and an average target price of $55.73.
Check Out Our Latest Stock Analysis on Smurfit Westrock
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.
Featured Stories Five stocks we like better than Smurfit Westrock 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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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.
Featured Stories Five stocks we like better than Smurfit Westrock
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Alpha Omega Wealth Management LLC cut its holdings in shares of Smurfit Westrock PLC (NYSE:SW – Free Report) by 43.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,064 shares of the company’s stock after selling 36,945 shares during the quarter. Alpha Omega Wealth Management LLC’s holdings in Smurfit Westrock were worth $1,897,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. TD Waterhouse Canada Inc. grew its position in shares of Smurfit Westrock by 113.3% during the third quarter. TD Waterhouse Canada Inc. now owns 640 shares of the company’s stock valued at $27,000 after purchasing an additional 340 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new position in shares of Smurfit Westrock during the second quarter valued at about $29,000. Root Financial Partners LLC purchased a new position in shares of Smurfit Westrock during the third quarter valued at about $33,000. Rexford Capital Inc. purchased a new position in shares of Smurfit Westrock during the second quarter valued at about $35,000. Finally, Mather Group LLC. purchased a new position in shares of Smurfit Westrock during the third quarter valued at about $55,000. Hedge funds and other institutional investors own 83.38% of the company’s stock.
Smurfit Westrock Trading Down 0.2% SW opened at $42.20 on Friday. The firm has a market cap of $22.12 billion, a P/E ratio of 31.73 and a beta of 1.06. Smurfit Westrock PLC has a 12 month low of $32.73 and a 12 month high of $52.65. The company has a current ratio of 1.48, a quick ratio of 0.95 and a debt-to-equity ratio of 0.73. The stock has a 50-day moving average of $43.31 and a 200 day moving average of $40.70.
Smurfit Westrock (NYSE:SW – Get Free Report) last released its quarterly 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, research analysts forecast that Smurfit Westrock PLC will post 3.25 EPS for the current year.
Smurfit Westrock Increases Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Investors of record on Tuesday, February 17th were given a $0.4523 dividend. This is an increase from Smurfit Westrock’s previous quarterly dividend of $0.43. This represents a $1.81 annualized dividend and a yield of 4.3%. The ex-dividend date was Tuesday, February 17th. Smurfit Westrock’s dividend payout ratio (DPR) is 136.09%.
Wall Street Analyst Weigh In A number of brokerages have recently weighed in on SW. Citigroup raised their price objective on Smurfit Westrock from $48.00 to $59.00 and gave the company a “buy” rating in a research report on Friday, February 13th. The Goldman Sachs Group began coverage on Smurfit Westrock in a research report on Tuesday, March 24th. They set a “buy” rating and a $49.00 price objective for the company. Truist Financial set a $60.00 price objective on Smurfit Westrock in a research report on Thursday, February 12th. Morgan Stanley cut their price objective on Smurfit Westrock from $61.00 to $60.00 and set an “overweight” rating for the company in a research report on Friday, March 6th. Finally, Royal Bank Of Canada raised their price objective on Smurfit Westrock from $51.00 to $57.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Eleven analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Smurfit Westrock presently has a consensus rating of “Moderate Buy” and an average target price of $55.73.
Get Our Latest Report on Smurfit Westrock
Insider Activity In other Smurfit Westrock news, CEO Anthony P. J. Smurfit sold 40,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $51.54, for a total value of $2,061,600.00. Following the completion of the sale, the chief executive officer owned 1,642,610 shares of the company’s stock, valued at $84,660,119.40. This trade represents a 2.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Ken Bowles sold 10,000 shares of the firm’s stock in a transaction dated 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 sale, the chief financial officer directly owned 151,644 shares of the company’s stock, valued at approximately $7,773,271.44. The trade was a 6.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.46% of the stock is owned by company insiders.
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.
Featured Stories Five stocks we like better than Smurfit Westrock 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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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.
Benson Investment Management Company Inc. bought a new position in Smurfit Westrock PLC (NYSE:SW – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 164,665 shares of the company’s stock, valued at approximately $6,368,000. Smurfit Westrock comprises about 2.2% of Benson Investment Management Company Inc.’s portfolio, making the stock its 20th largest position.
Other institutional investors also recently modified their holdings of the company. TD Waterhouse Canada Inc. lifted its stake in shares of Smurfit Westrock by 113.3% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 640 shares of the company’s stock valued at $27,000 after purchasing an additional 340 shares during the period. CYBER HORNET ETFs LLC bought a new stake in Smurfit Westrock in the 2nd quarter valued at $29,000. Root Financial Partners LLC acquired a new stake in Smurfit Westrock in the 3rd quarter valued at approximately $33,000. Mather Group LLC. bought a new stake in shares of Smurfit Westrock in the third quarter worth $55,000. Finally, MUFG Securities EMEA plc bought a new position in shares of Smurfit Westrock in the 2nd quarter valued at about $63,000. Institutional investors and hedge funds own 83.38% of the company’s stock.
Smurfit Westrock Stock Performance NYSE SW opened at $42.28 on Friday. The company has a market capitalization of $22.16 billion, a price-to-earnings ratio of 31.79 and a beta of 1.06. The company has a quick ratio of 0.95, a current ratio of 1.48 and a debt-to-equity ratio of 0.73. Smurfit Westrock PLC has a twelve month low of $32.73 and a twelve month high of $52.65. The stock has a fifty day simple moving average of $43.21 and a 200 day simple moving average of $40.66.
Smurfit Westrock (NYSE:SW – Get Free Report) last released its quarterly earnings results on Friday, February 27th. The company reported $0.34 EPS for the quarter. Smurfit Westrock had a return on equity of 6.10% and a net margin of 2.24%.The firm had revenue of $7.58 billion for the quarter. Sell-side analysts expect that Smurfit Westrock PLC will post 3.25 EPS for the current year.
Smurfit Westrock Increases Dividend The company also recently announced a quarterly dividend, which was paid on Wednesday, March 18th. Investors of record on Tuesday, February 17th were issued a $0.4523 dividend. The ex-dividend date was Tuesday, February 17th. This is a positive change from Smurfit Westrock’s previous quarterly dividend of $0.43. This represents a $1.81 annualized dividend and a yield of 4.3%. Smurfit Westrock’s dividend payout ratio (DPR) is presently 136.09%.
Insider Transactions at Smurfit Westrock In other news, CFO Ken Bowles sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $51.26, for a total value of $512,600.00. Following the transaction, the chief financial officer directly owned 151,644 shares of the company’s stock, valued at $7,773,271.44. The trade was a 6.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Anthony P. J. Smurfit sold 40,000 shares of the 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 in the company, valued at $84,660,119.40. The trade was a 2.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.46% of the stock is owned by insiders.
Analysts Set New Price Targets SW has been the subject of a number of recent analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Smurfit Westrock in a research note on Monday, December 29th. Citigroup reduced their target price on shares of Smurfit Westrock from $59.00 to $53.00 and set a “buy” rating for the company in a research report on Tuesday. The Goldman Sachs Group started coverage on Smurfit Westrock in a research report on Tuesday, March 24th. They set a “buy” rating and a $49.00 price target on the stock. Morgan Stanley dropped their target price on shares of Smurfit Westrock from $61.00 to $60.00 and set an “overweight” rating for the company in a research report on Friday, March 6th. Finally, Truist Financial lowered their target price on Smurfit Westrock from $60.00 to $53.00 and set a “buy” rating for the company in a research note on Wednesday. Eleven investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $53.91.
Read Our Latest Report on Smurfit Westrock
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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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.
Exane Asset Management increased its holdings in shares of Smurfit Westrock PLC (NYSE:SW – Free Report) by 63.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 564,938 shares of the company’s stock after acquiring an additional 219,545 shares during the period. Smurfit Westrock makes up approximately 5.0% of Exane Asset Management’s portfolio, making the stock its 6th biggest holding. Exane Asset Management owned 0.11% of Smurfit Westrock worth $21,846,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. TD Waterhouse Canada Inc. grew its holdings in Smurfit Westrock by 113.3% in the third quarter. TD Waterhouse Canada Inc. now owns 640 shares of the company’s stock valued at $27,000 after purchasing an additional 340 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new stake in Smurfit Westrock in the second quarter valued at $29,000. Root Financial Partners LLC acquired a new stake in Smurfit Westrock in the third quarter valued at $33,000. Mather Group LLC. acquired a new stake in Smurfit Westrock in the third quarter valued at $55,000. Finally, MUFG Securities EMEA plc acquired a new stake in Smurfit Westrock in the second quarter valued at $63,000. Institutional investors and hedge funds own 83.38% of the company’s stock.
Insider Buying and Selling at Smurfit Westrock In other news, CFO Ken Bowles sold 10,000 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $51.26, for a total value of $512,600.00. Following the sale, the chief financial officer directly owned 151,644 shares in the company, valued at $7,773,271.44. This represents a 6.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Anthony P. J. Smurfit sold 40,000 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $51.54, for a total value of $2,061,600.00. Following the completion of the sale, the chief executive officer owned 1,642,610 shares in the company, valued at $84,660,119.40. This represents a 2.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.46% of the stock is owned by corporate insiders.
Analyst Upgrades and Downgrades Several analysts have weighed in on SW shares. Wells Fargo & Company lowered their target price on Smurfit Westrock from $55.00 to $50.00 and set an “overweight” rating on the stock in a report on Friday, March 20th. The Goldman Sachs Group started coverage on Smurfit Westrock in a report on Tuesday, March 24th. They issued a “buy” rating and a $49.00 target price on the stock. Morgan Stanley lowered their target price on Smurfit Westrock from $61.00 to $60.00 and set an “overweight” rating on the stock in a report on Friday, March 6th. Jefferies Financial Group set a $58.00 target price on Smurfit Westrock in a report on Thursday, February 12th. Finally, Royal Bank Of Canada set a $54.00 target price on Smurfit Westrock and gave the company an “outperform” rating in a report on Thursday. Eleven equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $53.91.
Read Our Latest Report on SW
Smurfit Westrock Stock Up 0.1% Shares of NYSE:SW opened at $42.28 on Monday. The company has a quick ratio of 0.95, a current ratio of 1.48 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 stock’s fifty day simple moving average is $43.21 and its 200-day simple moving average is $40.63. The company has a market capitalization of $22.16 billion, a P/E ratio of 31.79 and a beta of 1.06.
Smurfit Westrock (NYSE:SW – Get Free Report) last issued its quarterly earnings data on Friday, February 27th. The company reported $0.34 earnings per share (EPS) for the quarter. Smurfit Westrock had a return on equity of 6.10% and a net margin of 2.24%.The business had revenue of $7.58 billion for the quarter. As a group, equities research analysts forecast that Smurfit Westrock PLC will post 3.25 earnings per share for the current fiscal year.
Smurfit Westrock Increases Dividend The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Tuesday, February 17th were given a $0.4523 dividend. This is an increase from Smurfit Westrock’s previous quarterly dividend of $0.43. This represents a $1.81 annualized dividend and a dividend yield of 4.3%. The ex-dividend date was Tuesday, February 17th. Smurfit Westrock’s dividend payout ratio (DPR) is currently 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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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.
Key Takeaways Smurfit Westrock is set to post Q1 results, with revenues rising 1.4% but EPS expected to fall y/y.SW sees stable demand from essentials and e-commerce, but weak Europe volumes and box demand weigh.Smurfit Westrock faces merger costs, though pricing actions and cost cuts may offset some pressure. Smurfit Westrock PLC (SW - Free Report) is scheduled to report first-quarter 2026 results on April 30, before market open.
The Zacks Consensus Estimate for revenues is pegged at $7.76 billion, indicating 1.4% growth from the year-ago quarter's reported figure.
The consensus mark for earnings per share (EPS) is pegged at 50 cents, indicating a year-over-year dip from 73 cents. The bottom-line estimate has moved 26.4% south in the past 60 days.
Image Source: Zacks Investment Research
Smurfit Westrock’s Earnings Surprise HistoryThe company’s earnings beat the Zacks Consensus Estimate in one of the trailing four quarters and missed in the other three, delivering an average negative surprise of 12.4%.
Image Source: Zacks Investment Research
Factors Likely to Shape SW’s Q1 ResultsDemand for corrugated packaging and containerboard used to package essential items, such as food, beverages and medicines, has been stable. Strong growth in e-commerce and rising demand for paper as a sustainable packaging solution have favored the industry. These trends are expected to get reflected in Smurfit Westrock’s first-quarter 2026 results.
However, some of these gains are likely to have been offset by weak volumes in Europe and lower box demand. This is expected to hurt Smurfit Westrock’s quarterly results.
The merger-related costs are expected to have affected SW’s quarterly performance and free cash flow margin. Pricing actions and cost-saving initiatives are likely to have negated some of these headwinds.
Smurfit Westrock’s Q1 Segmental ProjectionThe Zacks Consensus Estimate for Europe, MEA and APAC’s revenues is pegged at $2.79 billion for the first quarter, indicating an increase from the $2.58 billion reported in the first quarter of 2025. The segment’s adjusted EBITDA is pegged at $424 million. In the prior-year quarter, the segment reported adjusted EBITDA of $389 million.
The estimates for the North America segment’s first-quarter 2026 revenues are pegged at $4.45 billion compared with the $4.58 billion reported in the year-ago quarter. The Zacks Consensus Estimate for the segment’s adjusted EBITDA is pegged at $624 million, suggesting a 20% year-over-year dip.
The LATAM segment’s revenue estimate is pegged at $524 million, suggesting year-over-year growth from $502 million. The Zacks Consensus Estimate for the segment’s adjusted EBITDA is pegged at $121 million, indicating a rise from the $115 million reported in the prior-year quarter.
What the Zacks Model Unveils for SW StockOur model does not predict an earnings beat for Smurfit Westrock this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is not the case here.
SW’s Earnings ESP: The Earnings ESP for Smurfit Westrock is 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
SW’s Zacks Rank: SW currently has a Zacks Rank #3.
Smurfit Westrock Stock’s Price PerformanceShares of the company have lost 2% in the past year compared with the industry’s 10.9% decline. During this time, the Basic Materials sector has jumped 49.8%, whereas the S&P 500 has grown 35.3%.
Image Source: Zacks Investment Research
Stocks Poised to Beat EstimatesHere are some Basic Materials stocks, which, according to our model, have the right combination of elements to post an earnings beat in their upcoming releases.
CF Industries Holdings, Inc. (CF - Free Report) , scheduled to release first-quarter earnings on May 6, has an Earnings ESP of +1.07% and flaunts a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
CF Industries’ earnings estimates for the first quarter have moved up 11.4% over the past 60 days. The estimate is pegged at $2.35 cents per share, indicating an increase of 27% from the year-ago quarter’s actual. CF Industries has a trailing four-quarter average earnings surprise of 13.1%.
Albemarle Corporation (ALB - Free Report) , scheduled to release first-quarter earnings on May 6, has an Earnings ESP of +20.12%. It carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Albemarle’s earnings for the first quarter is pegged at $1.24, indicating a turnaround from the loss of 18 cents incurred in the year-ago quarter. Albemarle has a trailing four-quarter average earnings surprise of 57.8%.
Kinross Gold Corporation (KGC - Free Report) , slated to release first-quarter 2026 earnings on April 29, has an Earnings ESP of +7.07% and a Zacks Rank #3.
The Zacks Consensus Estimate for Kinross Gold’s earnings for the first quarter is pegged at 68 cents, indicating a year-over-year upsurge of 126%. Kinross Gold has a trailing four-quarter average earnings surprise of 26.1%.
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.
In its upcoming report, Smurfit Westrock (SW - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $0.36 per share, reflecting a decline of 50.7% compared to the same period last year. Revenues are forecasted to be $7.76 billion, representing a year-over-year increase of 1.4%.
The current level reflects a downward revision of 11% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
That said, let's delve into the average estimates of some Smurfit Westrock metrics that Wall Street analysts commonly model and monitor.
The consensus among analysts is that 'Net sales (unaffiliated customers)- Europe, MEA and APAC' will reach $2.80 billion. The estimate points to a change of +8.7% from the year-ago quarter.
Analysts forecast 'Net sales (unaffiliated customers)- LATAM' to reach $524.52 million. The estimate points to a change of +4.5% from the year-ago quarter.
It is projected by analysts that the 'Net sales (unaffiliated customers)- North America' will reach $4.45 billion. The estimate indicates a year-over-year change of -2.8%.
According to the collective judgment of analysts, 'Adjusted EBITDA- North America' should come in at $624.10 million. Compared to the current estimate, the company reported $785.00 million in the same quarter of the previous year.
Analysts predict that the 'Adjusted EBITDA- LATAM' will reach $121.62 million. Compared to the current estimate, the company reported $115.00 million in the same quarter of the previous year.
Analysts expect 'Adjusted EBITDA- Europe, MEA and APAC' to come in at $424.25 million. Compared to the present estimate, the company reported $389.00 million in the same quarter last year.
View all Key Company Metrics for Smurfit Westrock here>>>
Shares of Smurfit Westrock have experienced a change of +1.8% in the past month compared to the +12.2% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), SW is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
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.
Smurfit Westrock (SW - Free Report) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -7.49%. A quarter ago, it was expected that this paper and packaging company 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 not been able to surpass consensus EPS estimates.
Smurfit Westrock, which belongs to the Zacks Paper and Related Products industry, posted revenues of $7.71 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.66%. This compares to year-ago revenues of $7.66 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 2.6% since the beginning of the year versus the S&P 500's gain of 4.2%.
What's Next for Smurfit Westrock?While Smurfit Westrock has underperformed 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 $0.68 on $7.93 billion in revenues for the coming quarter and $2.37 on $31.76 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 12% 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.
One other stock from the same industry, Rayonier Advanced Materials (RYAM - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.
This maker of cellulose products is expected to post quarterly loss of $0.62 per share in its upcoming report, which represents a year-over-year change of -26.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Rayonier Advanced Materials' revenues are expected to be $297.5 million, down 16.4% from the year-ago quarter.
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.
Key Takeaways SW Q1 earnings fell 51.5% y/y and missed estimates; revenues rose 0.7% but lagged forecasts.North America saw revenues drop 3.6% and EBITDA fall 23.9%, hurt by lower corrugated volumes.Europe and LATAM posted revenue growth, while SW reaffirmed its full-year 2026 EBITDA outlook of $5-$5.3B. Smurfit Westrock Plc (SW - Free Report) has posted adjusted earnings of 33 cents per share for the first quarter of 2026, down 51.5% from the year-ago period. The figure missed the Zacks Consensus Estimate of 36 cents.
Net revenues of $7.71 billion inched up 0.7% year over year but missed the consensus estimate of $7.76 billion.
SW’s Gross Profit Slips in Q1Smurfit Westrock reported operating profit of $253 million, down 54.2% year over year. The company’s cost of sales [SM1.1]increased 6% to $6.4 billion from the year-ago period. The gross profit fell 19.6% year over year to $1.3 billion.
Adjusted EBITDA declined to $1.08 billion from $1.25 billion a year ago, and the adjusted EBITDA margin contracted to 14% from 16.4%. Adverse weather events were a meaningful drag on quarterly net income and adjusted EBITDA, centered in the North American business.
Smurfit Westrock’s Q1 Segmental PerformanceIn North America, net revenues totaled $4.5 billion, down 3.6% year over year. While adjusted EBITDA was down 23.9% year over year to $597 million. Corrugated volumes were down 7.4% on a days-adjusted basis, underscoring the near-term pressure on the region that remains the company’s largest value creation opportunity.
Europe, MEA & APAC segment delivered net revenues of $2.8 billion, which marked an increase from $2.6 billion in the year-ago quarter. The segment’s adjusted EBITDA came in at $421 million, up 8.2% year over year. Corrugated volumes increased 0.3% on a days-adjusted basis, supported by solid order books in converting operations and increased demand for containerboard, alongside implemented containerboard price increases across Europe.
Net revenues of the LATAM segment were $0.5 billion, marking a year-over-year increase of 5.3%, aided by good volume growth in key markets. The adjusted EBITDA came in at $106 million compared with $115 million in the first quarter of 2025.
The company also highlighted an acquisition in Ecuador that expands geographic reach and strengthens global paper integration.
SW Cash Position & Balance Sheet UpdatesCash and cash equivalents ended the quarter at $674 million, down from $892 million at the start of the period. Net cash provided by operating activities was $204 million in the quarter compared with the prior-year quarter’s $235 million.
The company previously announced a quarterly dividend of 45.23 cents per share.
Smurfit Westrock Reaffirms 2026 Adjusted EBITDA OutlookFor the second quarter of 2026, SW expects adjusted EBITDA of $1.1-$1.2 billion. For 2026, the company reaffirmed its adjusted EBITDA outlook of $5-$5.3 billion, expecting a stronger and better industry operating environment.
The company also provided key planning items for 2026, including a capital expenditure of $2.4-$2.5 billion, depreciation and amortization of $2.6 billion, cash interest of $0.7 billion and cash taxes of $0.5 billion, with an effective tax rate near 29%.
SW Stock’s Price PerformanceShares of the company have lost 1.6% in the past year compared with the industry’s 8.5% decline. During this time, the Basic Materials sector has jumped 43.2%, whereas the S&P 500 has grown 34.1%.
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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 PerformanceInternational Paper Company (IP - Free Report) reported a first-quarter 2026 adjusted earnings of 15 cents per share, which missed the Zacks Consensus Estimate for earnings of 18 cents.
International Paper’s revenues were $5.97 billion in the quarter under review, up 1.2% from the year-ago quarter. The top line missed the Zacks Consensus Estimate of $6.04 billion.
Packaging Corporation of America (PKG - Free Report) posted adjusted earnings of $2.40 per share in the first quarter of 2026, up 3.9% from $2.31 a year ago. The reported figure beat the Zacks Consensus Estimate of $2.17 by 10.6%.
Packaging Corp’s revenues rose 10.6% year over year to $2.37 billion but missed the consensus mark of $2.41 billion by 1.9%.
Paper & Related Product Stock Awaiting ResultsRayonier Advanced Materials (RYAM - Free Report) is expected to release first-quarter 2026 results on May 5. The Zacks Consensus Estimate for the bottom line is pegged at a loss of 62 cents per share. The company posted a loss of 49 cents in the year-ago quarter.
The consensus estimate for Rayonier Advanced Materials’ top line is pegged at $297.5 million, indicating a 16% decline from the prior-year reported figure.
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (the “Company”) today filed a Form 8-K with the U.S. Securities and Exchange Commission (the “SEC”) which notes that the Company held its 2026 annual general meeting of shareholders (the “Annual General Meeting”) earlier today, May 1, 2026 and that all directors put forward for election at the Annual General Meeting were elected by the shareholders and all other resolutions recommended by the Company's Board of Directors were passed at the Annual General Meeting. The Form 8-K (which provides the results of the polls conducted in connection with the Annual General Meeting) is available on the SEC's website at https://www.sec.gov and on the Company's website at https://investors.smurfitwestrock.com/financials/sec-filings/default.aspx
In accordance with UKLR 14.3.6 and UKLR 14.3.7, copies of the resolutions passed at the Annual General Meeting, other than ordinary business, will be submitted to the National Storage Mechanism and will shortly be available for inspection at https://data.fca.org.uk/#/nsm/nationalstoragemechanism
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.
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock, today announces its intention to delist from the London Stock Exchange (the “LSE”) (the “LSE Delisting”). Once the LSE Delisting takes effect, the Company will be solely listed on the New York Stock Exchange. Background to and Reasons for the LSE Delisting On 30 April 2026, Smurfit Westrock announced its intention to undertake a review of its listing on the LSE. As part of the review, the Company carefully considered, among other factors, the level of.
