Smurfit Westrock Q4 net sales rise slightly

Smurfit WestRock

11/02/2026 11:37

Overview

Paper packaging provider's Q4 net sales rose slightly to $7.58 bln

Q4 net income decreased to $98 mln from $146 mln last year

Company reduced headcount by over 3,000 and closed high-cost capacity

Outlook

Smurfit Westrock expects Q1 2026 Adjusted EBITDA between $1.1 bln and $1.2 bln

Company anticipates full-year 2026 Adjusted EBITDA between $5.0 bln and $5.3 bln

Company sees better industry operating environment despite recent weather events

Result Drivers

SYNERGY TARGET EXCEEDED - Smurfit Westrock surpassed its $400 mln synergy target and implemented customer-centric initiatives

CAPACITY CLOSURES - Co closed 600,000 tons of high-cost capacity as part of portfolio optimization

REGIONAL PERFORMANCE - EMEA and APAC regions delivered strong performance due to integrated platform, LATAM showed growth from market positions and projects

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Sales
$7.58 bln
Q4 EPS
$0.18
Q4 Net Income
$98 mln
Q4 Adjusted EBITDA
$1.17 bln
Q4 Basic EPS
$0.19
Q4 Gross Profit
$1.38 bln
Q4 Operating Income
$389 mln
Q4 Pretax Profit
$175 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the paper packaging peer group is "buy"

Wall Street's median 12-month price target for Smurfit WestRock PLC is GBp3,895.26, about 19% above its February 10 closing price of GBp3,274.00

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw6cK8FJa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)