Smurfit Westrock: Another Guidance Cut, But 2027 Recovery Keeps Us Bullish

Smurfit Westrock's Q3 revenue increased 2%, but higher production and freight costs pushed adjusted EBITDA down 7.5% and reduced margins by 150 basis points. Management lowered its FY2026 EBITDA guidance to $4.7 billion, prompting us to cut our earnings forecast by 6%. North American capacity closures, planned containerboard price increases and WestRock integration savings could support a stronger earnings recovery in 2027.

Seeking Alpha • 10 hours ago

What Smurfit Westrock (SW) Said on Its Q3 Earnings Call

Smurfit Westrock NYSE: SW reported third-quarter adjusted EBITDA of $1.205 billion and an adjusted EBITDA margin of 14.8%, as higher energy and freight expenses weighed on results. Chief Executive Officer Tony Smurfit said the company faced “unprecedented and greater-than-anticipated cost inflation,” with energy and freight costs expected to create an approximately $700 million year-over-year headwind in 2026.

MarketBeat • Oct 28, 2026

Smurfit Westrock Plc (SW) Q3 2026 Earnings Call Transcript

Smurfit Westrock Plc (SW) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 28, 2026

Smurfit Westrock Reports Third Quarter 2026 Results

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW) today announced the financial results for the third quarter ended September 30, 2026. Key Points: Net Sales of $8,161 million Net Income of $219 million, with a Net Income Margin of 2.7% Adjusted EBITDA1 of $1,205 million, with an Adjusted EBITDA Margin1 of 14.8% Net Cash Provided by Operating Activities of $874 million Quarterly dividend of $0.4523 per ordinary share Smurfit Westrock plc's performance for the three months ended September.

Business Wire • Oct 28, 2026

Smurfit Westrock (SW) Lags Q3 Earnings and Revenue Estimates

Smurfit Westrock (SW) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.58 per share a year ago.

Zacks Investment Research • Oct 28, 2026

Smurfit Westrock (SW) Reports Q3 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Smurfit Westrock (SW) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Oct 28, 2026

SW Q3 Earnings Miss Estimates on Higher Costs, Weak Volumes

Smurfit Westrock misses Q3 on earnings as higher freight, energy and raw material costs, plus weak volumes, pressure margins and lower its 2026 EBITDA outlook.

Zacks Investment Research • Oct 28, 2026

Smurfit Westrock Set to Report Q3 Earnings: What's in the Offing?

SW expects y/y revenue and earnings growth in Q3, but North American volume weakness and rising costs could offset packaging demand gains.

Zacks Investment Research • Oct 26, 2026

Smurfit Westrock to Announce 2026 Third Quarter Results on October 28, 2026

DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE:SW) plans to release its financial results for the third quarter ended September 30, 2026 on Wednesday, October 28, 2026 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://invest.

Business Wire • Oct 21, 2026

18 Ideal 'Safer' DiviDog Buys Readers Tagged In September

Top ten ReFa/Ro Dogs for September 2026 offer projected net gains of 40.66% to 122.87% by September 2027, per broker estimates. All ten IDEAL ReFa/Ro stocks have annual dividends from $1,000 invested exceeding their single share prices, signaling contrarian value opportunities. Analyst targets suggest five lowest-priced ReFa/Ro Dogs could deliver 92.27% net gains versus 70.37% for all ten, highlighting potential upside in low-priced names.

Seeking Alpha • Oct 21, 2026