---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-012986"
form_type: "8-K"
ticker: "SW"
cik: "0002005951"
company_name: "Smurfit Westrock plc"
filed_at: "2026-02-11T23:59:59+00:00"
generated_at: "2026-05-16T03:24:13.728840+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Smurfit Westrock Q4 adj EBITDA $1.17B, cuts 3,000 jobs; targets ~$7B EBITDA by 2030

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-012986
- form_type: 8-K
- ticker: SW
- cik: 0002005951
- company_name: Smurfit Westrock plc
- filed_at: 2026-02-11T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2005951/000110465926012986/0001104659-26-012986-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2005951/000110465926012986/tm265780d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-012986
- JSON: https://secwatch.observer/filing/0001104659-26-012986.json
- Plain text: https://secwatch.observer/filing/0001104659-26-012986.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.