Smurfit Westrock plc (SW) Form 8-K — Oct 28, 2026
Smurfit Westrock reported Q3 2026 net sales of $8,161 million, up slightly from $8,003 million a year ago, but net income fell to $219 million from $245 million and Adjusted EBITDA declined to $1,205 million (14.8% margin) from $1,302 million (16.3% margin). Adjusted Basic EPS dropped to $0.45 from $0.58, driven by what management called unprecedented cost inflation and weaker-than-anticipated converting volumes. CEO Tony Smurfit said pricing initiatives across most paper grades should more than offset input costs, with full benefits expected into 2027.
Key figures
- Eps
- 0.42
- Revenue
- 8161
- Guidance
- Full year 2026 Adjusted EBITDA estimated at approximately $4.7 billion; expects to absorb ~$700 million of additional freight and energy costs in 2026
- Net Income
- 219
- Revenue Yoy
- +2.0% ($8,161M vs $8,003M)
- Total Assets
- 45145
- Cash Position
- 723
- Shares Outstanding
- 524526075
- Adjusted eps q3
- $0.45 (vs $0.58 prior year)
- Adjusted ebitda q3
- $1,205 million
- Quarterly dividend
- $0.4523 per share
- Latam adjusted ebitda
- $126 million (21.4% margin)
- Operating cash flow q3
- $874 million (vs $1,133 million prior year)
- Adjusted ebitda margin q3
- 14.8% (vs 16.3% prior year)
- Emea apac adjusted ebitda
- $379 million (13.4% margin)
- North america adjusted ebitda
- $760 million (15.6% margin)
AI analysis
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