earnings
confidence high
sentiment negative
materiality 0.80
Smurfit Westrock Q1 Net Income $63M down from $382M YoY; Adjusted EBITDA $1,076M
Smurfit Westrock plc
2026-Q1 EPS reported
$0.12
revenue$7,712,000,000
- Net Sales $7,712M flat vs $7,656M YoY; Net Income fell 83% to $63M (0.8% margin).
- Adjusted EBITDA $1,076M (14.0% margin) vs $1,252M (16.4%) YoY, hit by $65M weather events.
- Quarterly dividend $0.4523 per share; containerboard prices up $20/ton in Q1, $30/ton in April.
- North America added 600+ corrugated customers; EMEA & APAC outperformed on improving demand.
- Asset optimization: consultations at UK mill (~200k tonnes) and four converting facilities.