Smurfit Westrock (SW) reported earnings 30 days ago. What's next for the stock?
Smurfit Westrock stands out as a packaging leader, resilient to AI disruption due to its focus on physical goods distribution. SW's recent merger, cost synergies, and restructuring have improved efficiency, but high leverage and global economic weakness weigh on sentiment. Despite a Q3 earnings miss, the company trades at a discount to peers, maintains a well-covered 4.8% yield, and has received a Fitch ratings upgrade.
Smurfit Westrock presents a strong buying opportunity after a recent 11% share price decline. The company's operational synergies, global footprint, and ongoing restructuring support margin improvement and mitigate risks, despite a cautious Q4 outlook. Valuation remains attractive, with Smurfit Westrock trading at a discount to peers.
Smurfit Westrock posts mixed Q3 with earnings miss but stronger sales, while trimming its 2025 adjusted EBITDA outlook.
Smurfit Westrock Plc ( SW ) Q3 2025 Earnings Call October 29, 2025 7:30 AM EDT Company Participants Ciaran Potts - Head of Investor Relations Anthony P. J. Smurfit - President, Group CEO & Director Ken Bowles - Executive VP, Group CFO & Executive Director Conference Call Participants Michael Roxland - Truist Securities, Inc., Research Division Philip Ng - Jefferies LLC, Research Division Gabe Hajde - Wells Fargo Securities, LLC, Research Division George Staphos - BofA Securities, Research Division Charlie Muir-Sands - BNP Paribas Exane, Research Division Lewis Roxburgh - Goodbody Stockbrokers UC, Research Division Anthony Pettinari - Citigroup Inc., Research Division Mark Weintraub - Seaport Research Partners Presentation Operator Good day, and thank you for standing by.
The headline numbers for Smurfit Westrock (SW) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Smurfit Westrock (SW) came out with quarterly earnings of $0.58 per share, missing the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.48 per share a year ago.
SW is set to post Q3 results on Oct. 29, with revenues and EPS expected to rise despite merger costs and volume headwinds.
Smurfit Westrock (SW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Mondi's profit warning triggered a short-term sell-off across packaging names, offering an attractive re-entry opportunity into Smurfit Westrock. The company will likely benefit from operational synergies and improving North American margins through restructuring and asset optimization. SW is well-positioned vs. peers like Mondi, trading at a 20% sector discount. Smurfit Westrock is underpinned by strong execution and a solid M&A track record.
Q2 results showed stable EBITDA margins, strong North American recovery, and management reaffirmed full-year guidance. Operational efficiencies, facility closures, and a value-over-volume strategy are expected to drive long-term margin expansion. Valued at a 20% discount compared to peers, Smurfit WestRock offers an attractive upside potential.
Smurfit Westrock Plc (NYSE:SW ) Q2 2025 Earnings Conference Call July 30, 2025 7:30 AM ET Company Participants Anthony Paul J. Smurfit - President, Group CEO & Director Ciaran Potts - Corporate Participant Ken Bowles - Executive VP, Group CFO & Executive Director Conference Call Participants Anthony James Pettinari - Citigroup Inc., Research Division Charlie Muir-Sands - BNP Paribas Exane, Research Division Detlef Winckelmann - JPMorgan Chase & Co, Research Division Gabrial Shane Hajde - Wells Fargo Securities, LLC, Research Division Lars F.