SMURFIT WESTROCK

Morgan Stanley highlights Smurfit Westrock as a top pick after Q2 results and an updated outlook. Smurfit Westrock reported Q2 EBITDA of $1.14bn, just 2% below consensus, and reiterated a full‑year guidance of $4.9–5.1bn. The company announced price increases for containerboard and kraft paper in North America in response to tight supply and rising costs, and expects a Q4 run‑rate above $5.9bn with further upside potential for 2027. » Mere på de.investing.com

Smurfit Westrock reported net revenue of $8.03 billion for the second quarter, with adjusted earnings per share of $0.35 (reported $0.17) and a net profit of $88 million. Adjusted EBITDA was $1.14 billion, gross profit $1.40 billion and operating income $309 million. Significantly higher input costs, particularly freight, hurt results, although paper demand stayed strong and EMEA and APAC grew above average. For Q3 the company expects adjusted EBITDA of around $1.3 billion and a 2026 range of $4.9–$5.1 billion, with price adjustments expected to offset cost inflation. » Mere på de.investing.com

Smurfit Westrock has designed several paper-based packaging solutions for Coca-Cola China’s 2026 World Cup campaign, including an octagonal gift pack for eight cans, an octagonal pack for seven mini cans, a carrier-bag–style solution and an e‑commerce format. The designs were created after a workshop with Coca-Cola’s sales team and are intended for retail and online distribution to stand out on shelf and provide space for a World Cup souvenir. The collaboration aims to boost consumer spending during the tournament. » Mere på de.investing.com

Smurfit Westrock reports net revenue of USD 7.712 billion for the first quarter and a net profit of USD 63 million (USD 0.12/share) compared with USD 382 million a year earlier. Adjusted EBITDA fell to USD 1.076 billion with a margin of 14.0%, with adverse weather events reducing results by about USD 65 million, mainly in North America. The company gained more than 600 new customers in its corrugated business, raised containerboard prices in North America and commissioned a new plant in Ecuador. The board approved a quarterly dividend of USD 0.4523 per share; the London listing is under review. Adjusted EBITDA of USD 1.1–1.2 billion is expected for Q2, and the full-year guidance of USD 5.0–5.3 billion is confirmed. » Mere på de.investing.com

Analyst consensus expects for the quarter ending 31 March 2026 earnings per share of $0.406, a decline of 44.38% compared with the prior year. Revenue is seen on average at $7.59 billion, slightly below last year’s $7.66 billion. For the current fiscal year analysts forecast on average an EPS of $2.46 (prior year $1.34) and revenue of $31.70 billion (prior year $31.18 billion). » Mere på finanzen.net