$SW

Smurfit WestRock PLC reports Q3 earnings on Wednesday, with analysts expecting EPS of $0.60 and revenue of $8.27B. This follows a weak Q2, but estimates have since improved. The company faces cost pressures and margin challenges, with investors watching pricing power and demand trends. All 16 analysts rate it a Strong Buy, with a mean target of $56.57. The stock trades at $42.24, below its 52-week high. Integration and antidumping petitions are also in focus.

Barclays analysts maintained Buy ratings on Smurfit Westrock (SW) and Rollins (ROL). SW has a $56.00 target (38.9% upside), while ROL has a $45.00 target (13.1% upside). TipRanks consensus for SW is Strong Buy, and for ROL is Hold.

Qualcomm (QCOM) is acquiring PickNik to expand in robotics. Capri Holdings (CPRI) rose 10% on potential acquisition interest. Evonik (EVKIY) gained 7.2% after BASF (BASFY) takeover reports. Smurfit Westrock (SW) agreed to buy CMPC's Chilean business for $420M. Brookfield (BN) is in talks to buy Actimize from Nice (NICE) for $2B.

Smurfit Westrock (SW) agreed to buy Empresas CMPC's Chilean containerboard and corrugated business for $420M, with completion expected by H1 2027. The deal, funded by SW's liquid resources, aims to strengthen its operations in Chile and support regional integration. SW closed at $46.49, up 0.09%.

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.