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Smurfit Westrock (SW) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 05, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.44

Last Year’s EPS

-0.05

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 10 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mix of solid operational and commercial progress — Q1 adj. EBITDA was in line with plan, regions EMEA/APAC and Latin America outperformed with healthy margins, the company secured significant new customers and reaffirmed full-year guidance while launching an ambitious medium-term plan. These positives were tempered by meaningful near-term cost headwinds (notably energy and freight), Q1 weather and downtime impacts, some lingering volume weakness earlier in the year, and targeted asset closures. Management emphasized improving demand trends entering Q2 and active commercial and cost actions to restore margins.

Company Guidance

Management guided Q2 adjusted EBITDA of $1.1–$1.2 billion and reaffirmed full‑year 2026 adjusted EBITDA of $5.0–$5.3 billion; they also reiterated the medium‑term targets of $7 billion adjusted EBITDA and a 19% group margin by 2030, ~7% adjusted EBITDA CAGR and >300 bps margin expansion, and $14 billion of discretionary free cash flow over the plan. Q1 results were adjusted EBITDA $1,076 million (14% margin), with regional Q1 results of North America $597 million (13.3% margin; ~ $55 million weather impact and $74 million downtime, ~half unplanned), EMEA/APAC $421 million (15.2% margin) and Latin America $109 million (>20% margin). Operational metrics and actions called out included ~600 new corrugated customers added in the quarter, >250 million consumer units converted/being converted to SBS/CUK, 34 innovation centers globally (200+ customers at the Amsterdam event), a planned recycled‑paper price increase of €100/ton and contemplated closure of four small converting sites and a ~200,000 tpy U.K. paper mill. On costs and hedging, management said Q2 gas hedges are ~50% (and ~1/3 each for Q3/Q4), energy headwind for the year is now estimated at roughly $270–$290 million (versus ~$80 million previously cited), recovered‑fiber headwind of ~ $20 million in Q2, and freight pressure of about a $50 million headwind for the year, while lower downtime is expected to benefit Q2 by roughly $40 million.

Group Adjusted EBITDA and Margin in Q1

Delivered adjusted EBITDA of $1,076 million with an adjusted EBITDA margin of 14% for Q1 2026, described as essentially in line with plan.

Regional Performance — North America

North America reported adjusted EBITDA of $597 million and an adjusted EBITDA margin of 13.3%. Management noted demand improvement entering Q2 and expects no material downtime in Q2 after weather and downtime disruption in Q1.

Regional Performance — EMEA & APAC

EMEA & APAC delivered adjusted EBITDA of $421 million with an adjusted EBITDA margin of 15.2%, with management noting significant outperformance versus peers and strong value from the innovation platform.

Regional Performance — Latin America

Latin America generated adjusted EBITDA of $109 million and an adjusted EBITDA margin above 20%, highlighting tightening markets, improved pricing and completion of a corrugated box plant acquisition in Ecuador.

Customer Wins and Commercial Momentum

Entered contracts with over 600 new corrugated customers in North America during the quarter; new-customer volume in April was ~30% higher than March. Management reported strengthening order books and said many paper grades are effectively sold out.

Commercial Price Actions

Announced and/or implemented a series of price increases: recycled paper price rises in Europe of EUR 100/ton, and recent North American containerboard/grade-specific increases (including a recently announced ~$50/ton action) with staged implementation expected through Q2–Q3.

Medium-Term Targets and Capital Allocation

Launched a medium-term plan targeting $7 billion adjusted EBITDA and a 19% group adjusted EBITDA margin by 2030, and $14 billion of discretionary free cash flow over the life of the plan. Management reaffirmed full-year 2026 adjusted EBITDA guidance of $5.0–$5.3 billion and Q2 adj. EBITDA guidance of $1.1–$1.2 billion.

Integration, Innovation and Talent

Management highlighted strong integration progress post-combination, a global network of 34 innovation centers, a recent innovation and sustainability event in Amsterdam attended by ~200 customers, and improved recruitment and cultural momentum.

Smurfit Westrock (SW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2026 (Q2)	0.43 / -	-0.05	―	―	―
Apr 30, 2026	2026 (Q1)	0.39 / 0.33	0.73	-54.79% (-0.40)
Feb 11, 2026	2025 (Q4)	0.48 / 0.34	0.28	21.43% (+0.06)
Oct 29, 2025	2025 (Q3)	0.67 / 0.58	-0.3	293.33% (+0.88)
Jul 30, 2025	2025 (Q2)	0.59 / -0.05	0.589	-108.49% (-0.64)
May 01, 2025	2025 (Q1)	0.67 / 0.73	0.553	32.01% (+0.18)
Feb 12, 2025	2024 (Q4)	0.65 / 0.28	1.182	-76.31% (-0.90)
Oct 30, 2024	2024 (Q3)	0.73 / -0.30	0.914	-132.82% (-1.21)
Jul 30, 2024	2024 (Q2)	0.75 / 0.59	2.155	-72.67% (-1.57)
Feb 07, 2024	2023 (Q4)	- / 1.18	2.383	-50.40% (-1.20)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2026	$39.23	$37.96	-3.25%
Feb 11, 2026	$44.84	$49.27	+9.90%
Oct 29, 2025	$41.71	$36.63	-12.18%
Jul 30, 2025	$46.20	$45.39	-1.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Smurfit Westrock PLC (SW) report earnings?

Smurfit Westrock PLC (SW) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).

What is Smurfit Westrock PLC (SW) earnings time?

Smurfit Westrock PLC (SW) earnings time is at Aug 05, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SW EPS forecast?

SW EPS forecast for the fiscal quarter 2026 (Q2) is 0.44.