earnings
confidence high
sentiment neutral
materiality 0.75
Smurfit Westrock Q4 adj EBITDA $1.17B, cuts 3,000 jobs; targets ~$7B EBITDA by 2030
Smurfit Westrock plc
2025-FY EPS reported
$1.33
revenue$31,179,000,000
- Q4 net sales $7,580M (flat YoY); net income $98M (down from $146M); adj EPS $0.34 (down from $0.47).
- Full-year adj EBITDA $4,939M; exceeded $400M synergy target; closed ~600K tons capacity; cut 3,000 headcount.
- Dividend raised 5% to $0.4523/share; progressive dividend policy with ~$5B total payouts 2026-2030.
- 2030 targets: ~$7B adj EBITDA, ~7% CAGR, ~300bps margin expansion, ~$14B cumulative discretionary FCF.
- Capital allocation: net debt/EBITDA below 2.0x, share buybacks from 2027, investment in growth.