LSE$SW

Smurfit WestRock Public Limited Company · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Smurfit Westrock reported Q4 2025, revenue of $758M, net income of $98M.

For Q4 2025, Smurfit Westrock reported revenue of $758M, net income of $98M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $758M.
  • Net income $98M.
  • Smurfit Westrock highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

£758M

Previous: £7.54B-89.9%
EPS (adj)

£0.34

Previous: £0.28+21.4%
Adjusted EBITDA

£1.17B

Previous: £1.17B+0.5%
Adjusted EBITDA Margin

15.5%

Previous: 15.5%+0.0%
Adjusted Free Cash Flow

£679M

Previous: £257M+164.2%
Net Income Margin

1.3%

Previous: 1.9%-31.6%
Net Cash from Operations

£1.2B

Previous: £781M+53.0%
Net Income

£98M

Previous: £146M-32.9%
Operating Income

£389M

Previous: £401M-3.0%
Gross Profit

£1.38B

Previous: £1.44B-4.2%

Revenue & EPS history

Smurfit Kappa · Revenue · Quarterly

£758M

Q4 2025-89.9%vs 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 release discusses Smurfit Westrock's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Smurfit Westrock cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 2025

Historical avgQ4 2025

+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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