Smurfit Westrock Reports Third Quarter 2026 Results
Smurfit Westrock reported Q3 2026 net sales of $8,161 million, up about 2% YoY, but net income fell to $219 million (2.7% margin) from $245 million a year earlier, with basic EPS of $0.42 versus $0.47. Adjusted EBITDA declined to $1,205 million (14.8% margin) from $1,302 million (16.3%), and operating cash flow dropped to $874 million from $1,133 million, driven by what management calls unprecedented cost inflation and weaker-than-anticipated converting volumes.
Key figures
- Eps
- 0.42
- Revenue
- 8161
- Guidance
- Full year 2026 Adjusted EBITDA estimated at approximately $4.7 billion, reflecting ~$700 million of additional freight and energy costs
- Revenue Yoy
- approximately 2% ($8,161M vs $8,003M)
- Net income
- 219000000
- Adjusted ebitda
- 1205000000
- Net income margin
- 2.7%
- Adjusted basic eps
- 0.45
- Operating cash flow
- 874000000
- Prior year basic eps
- 0.47
- Adjusted ebitda margin
- 14.8%
- Prior year adjusted ebitda
- 1302000000
- Freight energy cost headwind
- $700 million
- Quarterly dividend per share
- 0.4523
AI analysis
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