Smurfit Westrock Cuts Full-Year EBITDA Outlook to ~$4.7B as Costs Bite
SW sits 30% above its 52-week low of $32.729.
Summary
Smurfit Westrock posted Q3 2026 net sales of $8,161 million and net income of $222 million, but Adjusted EBITDA fell to $1,205 million from $1,302 million a year earlier and the 14.8% margin compressed from 16.3%. Adjusted Basic EPS dropped to $0.45 from $0.58. The bigger issue is guidance: management now expects full-year 2026 Adjusted EBITDA of approximately $4.7 billion, citing unprecedented cost inflation and roughly $700 million of additional freight and energy costs for the year. CEO Tony Smurfit said pricing initiatives across most paper grades should more than offset input costs, but the full benefit only lands in 2027. North America held up with $760 million of Adjusted EBITDA at a 15.6% margin, while EMEA & APAC slipped to $379 million at 13.4%. The board declared a quarterly dividend of $0.4523 per share payable December 10, 2026 to holders of record November 13, 2026.
At the time of this announcement, SW was trading at $42.50 on NYSE in the Manufacturing sector, with a market capitalization of approximately $22.2B. The 52-week trading range was $32.73 to $52.65. This news item was assessed with negative market sentiment and an importance score of 8 out of 10. Source: BusinessWire.