secwatch.observer — SEC 8-K summary
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Issuer:     Smurfit Westrock plc (SW)
CIK:        0002005951
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001104659-26-012986
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2005951/000110465926012986/0001104659-26-012986-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2005951/000110465926012986/tm265780d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-012986

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