$SW

Smurfit Westrock (SW), Pratt Industries, and the United Steelworkers filed trade petitions on September 9, 2026, alleging unfair pricing of pizza box imports from China, Malaysia, and Turkey. The US Department of Commerce and International Trade Commission will investigate, with preliminary determinations expected by late October 2026. The petitioners claim a 130% increase in imports and pricing 96.62% to 568.50% below US prices, potentially impacting the US pizza box industry.

Smurfit Westrock PLC's stock fell 1.88% to $48.63 on Thursday, underperforming broader market gains. The S&P 500 and Dow Jones rose 0.72% and 0.20%, respectively. This ended a two-day winning streak for the company.

Smurfit Westrock reported Q2 2026 net income of US$89 million on sales of US$8,031 million, after a loss a year earlier, and its board approved a quarterly dividend of US$0.4523 per share payable Sept. 10, 2026. Management said it will prioritize Latin America, especially Brazil and Colombia, for internal investment and acquisitions.

Morgan Stanley analyst Ioannis Masvoulas named Smurfit Westrock its top pick in paper and packaging after the company’s Q2 results and guidance update. Smurfit Westrock reported Q2 2026 EBITDA of $1.14 billion, net debt of $13.5 billion, and narrowed full-year guidance to $4.9-5.1 billion. It also announced North American price increases for containerboard and kraft paper.

Smurfit Westrock downgraded its full-year adjusted core EBITDA guidance to $4.9 billion to $5.1 billion from $5.0 billion to $5.3 billion, citing freight costs higher than expected and expected to stay elevated for the rest of 2026, according to CFO Ken Bowles. Q2 adjusted EBITDA was $1.14 billion, down 6% y/y, including a $90 million freight hit.

United States / Packaging / NYSE:SW Smurfit Westrock (SW) Stock Finds Support In A Sharper Profit Turnaround July 30, 2026 The market clipped Smurfit Westrock only slightly after earnings, with the stock slipping about 1.5% to US$47.52, which barely registers against a strong 3 month run. That mild pullback sits awkwardly beside what really jumped out of this quarter. The story is all about earnings power.

Smurfit WestRock PLC (SW) discussed Q2 2026 earnings call outlook. CEO Anthony Smurfit said North America corrugated volumes should grow in Q3 or Q4 vs last year, with August and September expected positive. Paper markets are nearly sold out. CFO Kenneth Bowles cited a $300 million freight-cost headwind, with hedging and announced price increases to restore margins into 2027.

Smurfit Westrock lowered its full-year adjusted EBITDA forecast due to higher fuel and freight costs. It now expects $4.9-5.1 billion for 2024, down from $5.0-5.3 billion. Q2 adjusted EBITDA fell 6% to $1.14 billion, while net sales rose 1.1% to $8.03 billion, according to the company.

Smurfit Westrock plc (SW) reported Q2 2026 net income attributable to common shareholders of $89 mln, or $0.17 per diluted share, versus a $28 mln net loss a year earlier. Adjusted EBITDA was $1.14 bln vs $1.21 bln. Net sales rose to $8.03 bln from $7.94 bln. The board approved a $0.4523 quarterly dividend and guided Q3 adjusted EBITDA to about $1.3 bln, full-year $4.9-$5.1 bln.

Smurfit Westrock plc (NYSE: SW) reported Q2 2026 results for the quarter ended June 30. Net sales were $8,031 million, net income $88 million, and adjusted EBITDA $1,140 million (14.2% margin). Operating cash flow was $765 million. The company declared a $0.4523 quarterly dividend and guided Q3 adjusted EBITDA to about $1.3 billion and full-year $4.9 billion to $5.1 billion.