LSE$SW

Smurfit WestRock Public Limited Company · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Smurfit Westrock reported Q4 2024 net sales of $7.54 billion, net income of $146 million, and an adjusted EBITDA of $1.166 billion with a margin of 15.5%.

Headline financials

Total Revenue

$7.54B

No prior period
EPS (adj)

$0.28

No prior period
Adjusted EBITDA

$1.17B

No prior period
Adjusted EBITDA Margin

15.5%

No prior period
Adjusted Free Cash Flow

$257M

No prior period
Net Income Margin

1.9%

No prior period
Net Cash from Operations

$781M

No prior period
Net Income

$146M

No prior period
Operating Income

$401M

No prior period
Gross Profit

$1.44B

No prior period

Revenue & EPS history

Smurfit Kappa · Revenue · Quarterly

$7.54B

Q4 2024
Beat estimate in 2 of 6 quarters(33%)
ActualEstimate

Revenue by segment

Smurfit Kappa · $2.93B total across 3 segments · Q3 2023

  • Europe, MEA & APAC
    $2.19B
  • North America
    $401M
  • Latin America
    $341M

Forward guidance

The company anticipates an adjusted EBITDA of approximately $1.25 billion in Q1 2025, with strong operational efficiencies and ongoing synergy realization.

Tailwinds

  • Projected Q1 2025 adjusted EBITDA of $1.25 billion.
  • Operational synergies of $400 million remain on track.
  • Strong geographic reach and product portfolio drive growth.
  • Progressive dividend strategy supports investor confidence.
  • Performance-led culture fostering operational excellence.

Headwinds

  • Macroeconomic risks could impact performance.
  • Energy and raw material costs remain volatile.
  • Integration-related expenses still affecting results.
  • Competition in packaging sector remains high.
  • Foreign currency fluctuations may impact earnings.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 11 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+687.1%

Avg return

30 days after

45%

5 / 11 earnings

Positive

+15.2%

Q3 2024

Best reaction

-10.7%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.7%-0.4%+7578.9%
Q4 2025+9.9%+12.7%-13.1%
Q3 2025-10.7%-15.1%-17.2%
Q2 2025-2.6%-8.6%-1.7%
Q1 2025-3.7%-5.9%+3.1%
Q4 2024-5.1%+0.0%-17.5%
Q3 2023-2.1%-4.6%+2.2%
Q3 2024+15.2%+15.7%+23.1%
Q4 2017+2.4%+1.3%+8.5%
Q3 2017+2.4%+0.0%-8.8%
Q2 2017+1.4%+3.4%+0.4%

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