SMURFIT KAP.GR.UNSP.ADR/1

Smurfit Westrock beat revenue expectations with $7.712 billion in sales but saw adjusted EBITDA fall 14.1% to $1.076 billion and margin compress to 14.0%. Earnings per share of $0.33 missed estimates, and GAAP net income plunged to $63 million, driven by downtime, weather-related costs and higher freight and energy expenses. Regionally, North America showed pronounced weakness in volumes and profitability, while EMEA & APAC were more resilient and LATAM was the most profitable. Management reiterated the full-year outlook (adjusted EBITDA $5.0–5.3 billion) and presented a mid-term plan to 2030 targeting roughly $7 billion of EBITDA; the stock fell about 5.6% pre-market. » Plus sur de.investing.com

Smurfit Westrock is raising prices for US corrugated raw paper by $50 per ton effective June 1. The announcement, reported by industry service RISI and cited by Citi analyst Anthony Pettinari, revived shares of Smurfit Westrock, International Paper and Packaging Corporation, which initially fell but then gained significantly. Pettinari expects competitors may follow suit. » Plus sur de.investing.com

Smurfit Westrock reported a net profit of $98m for Q4 2025, down from $146m a year earlier; net profit margin fell from 1.9% to 1.3%. Quarterly revenue rose slightly to $7.58bn, adjusted EBITDA was $1.17bn with a margin of 15.5% and remained largely stable. For full-year 2025 the company posted a net profit of $699m on revenue of $31.18bn, driven by the merger of Smurfit Kappa and WestRock; operating cash flow and adjusted free cash flow improved substantially. Smurfit Westrock exceeded synergy targets, announced cost reductions and job cuts, increased the quarterly dividend by 5%, and expects adjusted EBITDA of $1.1–1.2bn for Q1 2026 and $5.0–5.3bn for 2026. » Plus sur de.investing.com