Smurfit Westrock

SW

Market cap $18.6B

Smurfit Westrock (SW) reported earnings 30 days ago. What's next for the stock?

Downtrodden names expected to come roaring back include Adobe, Block and Salesforce.

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.

It published its third-quarter figures, and possibly wishes it hadn't. It whiffed by quite a margin on adjusted net income.

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.

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the third quarter ended September 30, 2025. Key points: Net Sales of $8,003 million Net Income of $245 million, with a Net Income Margin of 3.1% Adjusted EBITDA1 of $1,302 million, with an Adjusted EBITDA Margin1 of 16.3% Net Cash Provided by Operating Activities of $1,133 million Adjusted Free Cash Flow1 of $579 million Quarterly dividend of $0.4308 per ordinary share Smurfit Westrock p.