Smurfit WestRock plcNYSE: SW
Materials · Paper & Plastic Packaging Products & Materials
$39.70
+3.40%
Vol: 4.3M
Research Digest
Friday, May 1, 2026
Smurfit Westrock beats Q1 guidance with 14% EBITDA margin, targets 7% CAGR growth
Smurfit Westrock reported Q1 2026 net sales of $7.712B, net income of $63M with 0.8% margin, and adjusted EBITDA of $1.076B with 14.0% margin. Results were negatively impacted by $65M from adverse weather. Containerboard pricing increased $20/ton in Q1 with additional $30/ton increases in April. Company launched medium-term plan targeting 7% CAGR adjusted EBITDA growth and 300+ bps margin expansion to 2030. Full-year 2026 guidance for adjusted EBITDA of $5.0-$5.3B reaffirmed.
Previous Market Intelligence
13 daysApr 30Smurfit Westrock reported Q1 2026 net sales of $7.712B with adjusted EBITDA of $1.076B (14.0% margin) though earnings were negatively impacted by $65M in adverse weather costs.Positive▶
Smurfit Westrock reported Q1 2026 results with net sales of $7.712B, net income of $63M (0.8% margin), and adjusted EBITDA of $1.076B (14.0% margin). Results were negatively impacted by $65M due to adverse North American weather. Demand across all paper grades improved progressively with containerboard pricing up $20/ton in Q1 and further $30/ton increases implemented in April. Company declared $0.4523 quarterly dividend and guided to Q2 EBITDA of $1.1-$1.2B and full-year EBITDA of $5.0-$5.3B. Company is reviewing London Stock Exchange listing with decision expected in May. Average analyst rating is Strong Buy with $53.58 PT.
Apr 29Smurfit Westrock set to report Q1 2026 earnings April 30; analysts expect $0.41 EPS on revenue of $7.58B but cautious after February missNeutral▶
Smurfit Westrock is set to report Q1 2026 financial results on Thursday, April 30 at 6:30 am ET. Analysts expect earnings of $0.41 per share on revenue of $7.58 billion. This closely watched report represents test of whether company can stabilize after disappointing investors in prior quarter (February 2026) when it reported $0.34 EPS against consensus of $0.50—a 32% shortfall that sent shares lower. Over past 90 days, revenue estimates for FY26 declined from $25.98B to $25.31B, and FY27 from $27.27B to $26.33B. Full-year 2026 earnings estimates revised down from $2.35 to $1.93 per share. Despite headwinds, all 15 analysts covering SW rate it Strong Buy with mean price target of $54.54, implying 34% upside from current $40.56.
Apr 16Smurfit Westrock up 6.78% after Q4 2025 revenue $7.58B; stock at $54.08 target per 12 analysts with Strong Buy rating.Positive▶
Smurfit Westrock reported Q4 2025 revenue of $7.58 billion with adjusted EBITDA of $1.172 billion, exceeding its $400 million committed synergy target for 2025. Massachusetts Financial Services lifted position by 106.5% in Q4, acquiring 1.32 million shares. SW rose 2.4% as investors reacted to strong packaging demand signals. Stock advanced 6.78% with latest close at $42.45. Analyst consensus rates stock Strong Buy with 12-month target of $54.08, indicating 27.91% upside. Company recognized with Clean200 listing, named Ryder Cup Worldwide Partner, Haleon Supplier of the Year, and Fortune most admired company.
Apr 15UBS lowers Smurfit Westrock price target to $56 while maintaining Buy; stock surges 7% on packaging demand.Mixed▶
UBS analyst maintained Buy rating for Smurfit WestRock but lowered price target from $60.00 to $56.00 on April 13. The stock soared 7.18% in a single session. Wells Fargo also maintains Buy. Analyst consensus is Strong Buy with $54.08 price target. The company announced a 300 million SEK investment in its Swedish paper mill recovery boiler.
Apr 14UBS maintained Buy but lowered price target to $56; stock surged 7%+ amid renewed analyst support despite sector headwinds.Mixed▶
UBS cut target from $60 to $56 while maintaining Buy; Barclays trimmed to $54. Stock jumped 7.18% in one session as analysts highlighted defensive cost structure and hedged European energy exposure. Wells Fargo dropped target to $50. JPMorgan and Goldman Sachs maintain support.
Apr 13Smurfit Westrock reports 47.7% FY25 revenue growth to $31.18B; analysts maintain Strong Buy despite recent price target cuts.Mixed▶
Smurfit Westrock reported FY 2025 revenue of $31.18B (up 47.7% YoY) and earnings of $699M (up 119%). Declared increased quarterly dividend. Announced permanent closure of one La Tuque, Quebec paper machine. JP Morgan and Barclays trimming price targets but consensus remains Strong Buy.
Apr 10Smurfit Westrock Q1 2026 earnings with analyst supportPositive▶
Q1 results with $0.34 EPS and $7.58B revenue. J.P. Morgan reiterated Buy at $55.56. Barclays Buy at $54. Dividend increased.
Apr 9Smurfit Westrock reports strong 2025 earnings with medium-term capital allocation plansNeutral▶
Smurfit Westrock released FY 2025 results on February 11, 2026, showing revenue of $31.2B (+47.7% YoY) and earnings of $699M (+119.1% YoY). The company outlined dividends of ~$5B for 2026-2030 and capacity for share buybacks from 2027. Despite 2025 strength, SW faced challenges with 5.8% YoY consumer packaging decline and 8.7% corrugated volume decline, prompting revised FY25 Adjusted EBITDA guidance to $4.9-5.1B. 2026 capital spend updated to $2.4-2.5B.
Apr 8Smurfit Westrock maintains Strong Buy analyst consensus with $54.08 PT reflecting 37.68% upside.Positive▶
SW $41.01 with Strong Buy consensus. Average PT $54.08 (37.68% upside). Barclays Overweight. P/E 30.37, 4.3% dividend yield. Closed coated recycled board mill in St. Paul.
Apr 7Smurfit Westrock Named 2026 Ryder Cup Worldwide Partner; Supplier AwardsMixed▶
Smurfit Westrock announced partnership as Worldwide Partner of the Ryder Cup returning to Ireland on March 26, 2026. Company was named 'Supplier of the Year' by Haleon on March 18, 2026, and received Clean200 sustainability listing on February 27, 2026. Announced facility closures with capacity reduction over 500,000 tons.
Apr 6Smurfit Westrock named Ryder Cup Worldwide Partner and Supplier of the Year; faces Teamsters strike at Wakefield.Mixed▶
Smurfit Westrock was named Worldwide Partner of the Ryder Cup for the event's return to Ireland and received "Supplier of the Year" recognition from Haleon. The company was also listed in Clean200 for sustainability credentials. However, the company faces significant labor challenges with a Teamsters strike at its Wakefield, Massachusetts plant, coinciding with announced facility closure and 91 job cuts. Current stock price is $41.01 with market capitalization of $21.5B. Barclays maintained an "Overweight" rating while lowering price target from $56 to $54. Average analyst target price is $55.87, implying 40.21% upside.
Apr 3Smurfit Westrock stock rose 6.78% on strong packaging sector demand; named finalist for Green Business Award.Positive▶
Smurfit Westrock shares surged 6.78% to $41.01 on positive sentiment in the packaging sector. Shortlisted for 2026 Green Business of the Year award. Completed acquisition of Cartomania in Ecuador, reinforcing #1 corrugated supplier position in Latin America. Wells Fargo maintains Buy.
Apr 2Barclays lowers Smurfit Westrock price target to $54 from $56; maintains Overweight on packaging demandMixed▶
Smurfit Westrock rose 2.4% as investors reacted positively to strong demand signals in packaging sector. Barclays decreased price target from $56 to $54 while maintaining Overweight rating on April 2, 2026. Current stock price is $41.01 with market cap of 21.5B, P/E ratio of 30.37, and dividend yield of 4.3%. Analyst consensus from 18 brokerage firms averages 1.8 recommendation (Outperform status). Polianta Ltd acquired 37,600 shares (~$1.45M) and SG Americas Securities LLC grew holdings by 941.5%. Company announced permanent closure of paper machine at La Tuque mill and paid quarterly dividend of $0.4523 per share (up from $0.43).
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SWSMURFIT | $39.70 | +3.40% | -4.3% | 12.3x | 1.05 | $20.1B |
| PKGPACKAGING | $217.86 | +2.07% | +3.9% | 17.6x | 0.92 | $19.0B |
| AMCRAMCOR | $37.81 | -0.62% | -4.5% | 8.7x | 0.71 | $17.6B |
| IPINTERNATIONAL | $31.94 | +4.98% | -12.9% | 11.0x | 1.10 | $16.1B |
| AVYAVERY | $163.33 | -0.37% | -3.2% | 14.7x | 1.00 | $12.6B |
| LINLINDE | $508.66 | +1.50% | +0.3% | 25.7x | 0.79 | $232.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.