NASDAQ$WEST

Westrock Coffee Company · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

WEST reported Q4 2025, revenue of $339.5M, net loss of $22.6M.

For Q4 2025, WEST reported revenue of $339.5M, a net loss of $22.6M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $339.5M.
  • Net loss $22.6M.
  • WEST MD&A covers liquidity, credit, and operating priorities.

Headline financials

Total Revenue

$340M

Previous: $229M+48.3%
EPS (adj)

-$0.23

Previous: -$0.26+11.5%
Consolidated Adjusted EBITDA

$23M

Previous: $13.3M+72.2%
Bev Solutions Adj EBITDA

$18.8M

Previous: $17.8M+5.4%
SS&T Adj EBITDA

$5.53M

Previous: $3.13M+76.5%
Secured Net Leverage Ratio

3.85

No prior period
Net Income

-$22.6M

Previous: -$24.6M+8.1%
Operating Income

-$8.75M

Previous: -$9.84M+11.1%
Gross Profit

$38.9M

Previous: $38M+2.3%

Revenue & EPS history

Westrock Coffee · Revenue · Quarterly

$340M

Q4 2025+48.3%vs Q4 2024
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Revenue by segment

Westrock Coffee · $177M total across 1 segment · Q3 2023

  • Beverage Solutions
    $177M+1.9%

Forward guidance

Updated 2026 consolidated adjusted EBITDA outlook (29–44% growth vs FY25).

Tailwinds

  • Q4 net sales +48.3%; Conway facility scale-up largely complete.
  • SS&T segment EBITDA improved.

Headwinds

  • FY25 net loss $90.4M; gross profit -2%.
  • Customer consolidation and RTD demand assumptions.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.5%

Avg return

Earnings day

+3.4%

Avg return

5 days after

+2.8%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+18.4%

Q1 2025

Best reaction

-14.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%+42.2%+24.2%
Q4 2025-3.7%+11.9%+22.5%
Q3 2025-1.5%+0.0%+2.8%
Q1 2025+18.4%+20.2%+9.8%
Q4 2024-10.9%+5.8%-10.0%
Q3 2024-2.8%-4.7%-6.7%
Q2 2024-3.1%-4.4%-14.7%
Q1 2024-0.8%+1.5%-2.4%
Q4 2023+15.4%+6.1%+10.7%
Q3 2023-14.2%-8.3%+8.9%
Q2 2023-3.7%+0.0%-5.3%
Q1 2023-6.4%-8.2%-3.0%
Q2 2022+1.7%+1.6%+3.4%
Q4 2022-0.3%+5.7%+11.3%
Q3 2022+2.6%+1.4%+10.9%
Q3 2021+2.6%+1.4%+10.9%
Q4 2020+9.9%-2.1%-5.8%
Q1 2022+9.9%-2.1%-5.8%
Q4 2021+9.9%-2.1%-5.8%
Q2 2021+9.9%+2.3%-0.1%
Q1 2021

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