Smurfit Westrock plc
No SEC Form 4 filings for $SW in the last 30 days.
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.
Over the past 7 days, alphai's AI scored 3 news stories mentioning SW (Smurfit Westrock plc). Coverage has been balanced: 1 bullish, 1 neutral, and 1 bearish.
Recent SW coverage spans earnings, sector analysis and market movers.
Profitability returned in Q2 and the dividend approval create near-term support, while the Latin America pivot raises execution and acquisition-risk questions.
Guidance narrowing plus weaker North America volume and higher freight and energy costs are offset by announced price increases, implying near-term margin support but demand-volume risk.
Guidance reset is driven by freight cost inflation, with management expecting elevated freight for the rest of 2026 and a partial recovery via price increases and input-cost normalization.
The article frames a profit turnaround supported by margin and booking tightness, but flags freight as the key near-term earnings risk.
Guidance tone is margin-supportive via pricing, but near-term cost pressure is explicitly quantified.
alphai scores every news story that mentions SW with an AI model for sentiment and relevance, and aggregates insider trades from Smurfit Westrock plc's SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
6 min readMorgan 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.
4 min readSmurfit 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.
3 min readUnited 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.
5 min readSmurfit 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.
4 min readSmurfit Westrock downgraded its full-year adjusted core earnings (EBITDA) forecast to $4.9 billion to $5.1 billion from $5.0 billion to $5.3 billion, citing higher-than-expected freight costs expected to stay elevated. Q2 adjusted EBITDA was $1.14 billion, down 6% year-on-year, including a $90 million freight hit. The company expects volume growth in North America from September.
4 min readSmurfit Westrock plc (NYSE: SW) reported Q2 2026 results for the quarter ended June 30. Net sales were $8,031 million, net income $88 million (1.1% margin), and adjusted EBITDA $1,140 million (14.2% margin). Operating cash flow was $765 million. The company declared a $0.4523 per share dividend and guided Q3 adjusted EBITDA to about $1.3 billion and full-year to $4.9 billion to $5.1 billion.
6 min readSmurfit 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.
4 min readSmurfit 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.
2 min readSmurfit 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.
4 min read
