Smurfit Westrock

SW

Market cap $21.8B

Mondi's profit warning triggered a short-term sell-off across packaging names, offering an attractive re-entry opportunity into Smurfit Westrock. The company will likely benefit from operational synergies and improving North American margins through restructuring and asset optimization. SW is well-positioned vs. peers like Mondi, trading at a 20% sector discount. Smurfit Westrock is underpinned by strong execution and a solid M&A track record.

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE:SW; LSE:SWR) plans to release its financial results for the third quarter ended September 30, 2025 on Wednesday, October 29, 2025 at 6:30 am ET (10:30 am GMT). Smurfit Westrock's earnings release and related materials will be available at smurfitwestrock.com At 7:30 am ET (11:30 am GMT) on the same day, Smurfit Westrock's senior management team will host a webcast for analysts and institutional investors. The webcast will be available at https.

The near-term outlook for the Zacks Paper and Related Products industry is uncertain. Stocks like SW and SUZ are braving the industry headwinds.

Q2 results showed stable EBITDA margins, strong North American recovery, and management reaffirmed full-year guidance. Operational efficiencies, facility closures, and a value-over-volume strategy are expected to drive long-term margin expansion. Valued at a 20% discount compared to peers, Smurfit WestRock offers an attractive upside potential.

Smurfit Westrock Plc (NYSE:SW ) Q2 2025 Earnings Conference Call July 30, 2025 7:30 AM ET Company Participants Anthony Paul J. Smurfit - President, Group CEO & Director Ciaran Potts - Corporate Participant Ken Bowles - Executive VP, Group CFO & Executive Director Conference Call Participants Anthony James Pettinari - Citigroup Inc., Research Division Charlie Muir-Sands - BNP Paribas Exane, Research Division Detlef Winckelmann - JPMorgan Chase & Co, Research Division Gabrial Shane Hajde - Wells Fargo Securities, LLC, Research Division Lars F.

SW misses Q2 EPS estimates despite surging sales and EBITDA growth across all regions post-merger.

Although the revenue and EPS for Smurfit Westrock (SW) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Smurfit Westrock (SW) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.69 per share a year ago.

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the second quarter ended June 30, 2025. Key points: Second quarter Net Sales of $7,940 million Second quarter Net Loss of $26 million, with a Net Income Margin of negative 0.3% Second quarter Adjusted EBITDA1 of $1,213 million, with an Adjusted EBITDA Margin1 of 15.3% Quarterly dividend of $0.4308 per ordinary share On July 2, Fitch upgraded our long-term issuer rating to BBB+ with stabl.

SW's Q2 earnings are likely to have declined as merger costs and inflationary pressures weigh on margins.