Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, ...
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$1.77 per share
Est. EPS $0.63 · Revenue $8.29B · 6 analysts
Est. EPS $0.78 · Revenue $8.12B · 6 analysts
Est. EPS $2.26 · Revenue $32.25B · 7 analysts
$1.77 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $31.2B | +53.0% | +19.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $699.0M | +127.0% | +55.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +19.4% | -2.5% | +5.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +7.1% | +49.5% | -3.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +2.2% | +48.4% | +30.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.2B | +6958.8% | +171.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.8% | +4513.2% | +159.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 75.2% | -4.0% | -0.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.48x | +7.8% | +0.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $53.0B | +21.2% | +0.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.33 vs 2.40 | -44.6% | 0.17 vs 0.63 | -73.1% |
| Revenue Surprise | $31.2B vs $31.2B | -0.2% | $8.0B vs $8.3B | -3.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Bowles Ken | director, officer: Executive VP and Group CFO | Ordinary Shares | A | 234 | — |
| Aug 14, 2026 | SMURFIT ANTHONY P J | director, officer: President and Group CEO | Ordinary Shares | A | 784 | — |
| Aug 14, 2026 | Page Irene | officer: Chief Accounting Officer | Ordinary Shares | A | 29 | — |
| Aug 14, 2026 | Mayer Saverio | officer: See remarks | Ordinary Shares | A | 195 | — |
| Aug 14, 2026 | Henao Alvaro | officer: See remarks | Ordinary Shares | A | 67 | — |
Operator: Good day, and thank you for standing by. Welcome to the Smurfit Westrock 2026 Q2 Results Webcast and Conference Call. Please be advised that today's conference is being recorded. I would now like to turn the conference over to Ciaran Potts, Smurfit Westrock Group VP, Investor Relations. Please go ahead. Ciaran Potts: Thank you, Sharon. As a reminder, statements in today's press release and presentation and the comments made by management during this call may be considered forward-looking statements. These statements are subject to risks and uncertainties that could cause our actual results to differ materially from our expectations and projections. These risks and uncertainties include, but are not limited to, the factors identified in the earnings release and in our SEC filings as well as those discussed in our investor update presentation on our medium-term plan. The company undertakes no obligation to revise any forward-looking statements. Today's remarks also refer to certain non-GAAP financial measures. Where applicable, reconciliations to the most comparable GAAP measures are included in today's earnings release and in the appendix to the accompanying presentation, which are available at investors.smurfitwestrock.com. In addition, today's remarks include statements about Smurfit Westrock's medium-term financial goals and capital allocation priorities. These goals are aspirational and actual performance may differ, possibly materially, and no guarantees are made that these goals will be met. I'll now hand you over to Tony Smurfit, CEO of Smurfit Westrock. Anthony P. J. Smurfit: Thanks, Ciaran. I'm happy to be joined today by Ken Bowles, our EVP and CFO. Our second quarter results demonstrate the continued progress we have made in Smurfit Westrock with an adjusted EBITDA of $1.14 billion and an adjusted EBITDA margin of 14.2%. This is especially impressive when set against the very significant input costs we have absorbed with only early-stage momentum on price recovery. Cost increases, especially in freight have been a feature of the quarter. And as a result, we have raised containerboard prices. These will be recovered through our converting operations as we progress through this year and into next. Market conditions for practically all paper grades remain as tight as I can remember. Our focus remains on being the most innovative packaging partner, delivering superior quality and service for our customers and the go-to sustainable packaging partner of choice. And as such, we remain committed to improving all aspects of our business. We're also relentless in our approach to cost takeout, which we have again demonstrated through asset optimization with a number of closures in both our North American and EMEA and APAC regions. We have also continued focus on our owner-operator model, which I'm happy to report is showing considerable progress as we develop the new Smurfit Westrock culture. Turning to the regions and, firstly, to …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Anthony Paul J. Smurfit | President, Group Chief Executive Officer & Director | EUR 4,776,044 | Male | 1963 | Active |
Ken Bowles | Executive Vice President, Group Chief Financial Officer & Executive Director | EUR 3,799,417 | Male | 1971 | Active |
Laurent Sellier | President & Chief Executive Officer North America (Including Mexico) | EUR 2,723,586 | Male | 1968 | Active |
Saverio Mayer | President & Chief Executive Officer of Europe, MEA & APAC | EUR 2,354,740 | Male | 1966 | Active |
Charles Garren Jr. | EVP & Group General Counsel | EUR 1,313,201 | Male | 1962 | Active |
Sharon Whitehead | Chief Human Resources Officer | — | Female | 1974 | Active |
Ciaran Potts | Head of Investor Relations | — | Male | — | Active |
Alvaro Henao | President & Chief Executive Officer of LATAM | — | Male | 1966 | Active |
Irene Page | Group Chief Accounting Officer | — | Female | 1970 | Active |
Garrett Quinn | Group Chief Sustainability Officer | — | Male | 1979 | Active |
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Empowered Funds LLC lessened its holdings in Smurfit Westrock PLC (NYSE: SW) by 34.6% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,363 shares of the company's stock after selling 11,821 shares during the period. Empowered Funds
Amundi lessened its position in shares of Smurfit Westrock PLC (NYSE: SW) by 4.6% during the first quarter, according to its most recent filing with the Securities and 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
Access Investment Management LLC trimmed its position in shares of Smurfit Westrock PLC (NYSE: SW) by 56.0% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 145,675 shares of the company's stock after selling 185,600 shares during the quarter. Smurfit Westrock
DUBLIN--(BUSINESS WIRE)--Today Smurfit Westrock plc (the “Company”) filed its quarterly report on Form 10-Q for the quarterly period ended June 30, 2026 with the U.S Securities and Exchange Commission (the “SEC”). The Form 10-Q is available to view on the SEC's website at: https://www.sec.gov and the Company's website at: https://investors.smurfitwestrock.com/financials/sec-filings/default.aspx.
