Zacks Investment Research·Sep 24, 2026
Is Smurfit Westrock Set to Gain From Its Recent Portfolio Actions?SW's Chile deal and asset rationalization could strengthen its regional footprint, cut costs and support long-term growth.
Smurfit Westrock's dramatic deleveraging to a 0.05 D/E ratio in 2026Q2 from $14.3B debt in 2026Q1 suggests a strategic restructuring, yet underlying operational strain persists as gross margins contracted to 17.4% from 20.6% in 2025Q1. The company's capital-in...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stalled to 1.1% in 2026Q2 from 16.2% in 2025Q3, while gross margin compressed to 17.4% from 20.6% in 2025Q1, indicating persistent margin pressure.
Smurfit Westrock is a leading sustainable packaging partner with an unrivalled product portfolio, expertise, and global presence across 40 countries.
The company operates 500+ packaging facilities and 57 mills worldwide, offering significant scale and industry expertise.
A bullish thesis on Smurfit Westrock Plc has been highlighted by The Forward Ledger's Substack, indicating positive analyst sentiment.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.35-13.5% vs $0.40 | $8.0B+1.2% vs $7.9B |
Q2 2026 Apr 30, 2026 | $0.33-16.0% vs $0.39 | $7.7B+1.9% vs $7.6B |
Q1 2026 Feb 11, 2026 | $0.34-28.7% vs $0.48 | $7.6B+0.1% vs $7.6B |
Q4 2025 Oct 29, 2025 | $0.58-14.7% vs $0.68 | $8.0B+4.9% vs $7.6B |
SW's Chile deal and asset rationalization could strengthen its regional footprint, cut costs and support long-term growth.
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (“Smurfit Westrock” or the “Company”) (NYSE: SW) is pleased to announce its agreement to acquire the Chilean Containerboard and Corrugated business of Empresas CMPC S.A. (“CMPC”) for consideration of $420 million, which represents a post-synergy transaction multiple of less than 6 times Adjusted EBITDA. We believe the business is highly complementary to our existing operations and provides an excellent platform from which to continue growing alongsi.
TriMas (NASDAQ: TRS - Get Free Report) and Smurfit Westrock (NYSE: SW - Get Free Report) are both materials companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, earnings, profitability, analyst recommendations, institutional ownership, valuation and dividends. Risk and Volatility TriMas has a beta of 0.6,
Empowered Funds LLC lessened its holdings in Smurfit Westrock PLC (NYSE: SW) by 34.6% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,363 shares of the company's stock after selling 11,821 shares during the period. Empowered Funds
Benchmark SW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Smurfit Westrock plc (SW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $43.04 | $22.57B | 32.36 | 53.01% | 2.24% | 3.59% | 3.98% | |
| $32.53 | $17.23B | -4.85 | 33.71% | -14.2% | -22.39% | — | |
| $229.74 | $20.47B | 26.78 | 7.23% | 7.25% | 14.86% | — | |
| $8.96 | $2.65B | 6.05 | -2.16% | 2.25% | 5.92% | — | |
| $48.50 | $4.8B | 12.19 | 41.72% | 8.67% | 18.3% | — | |
| $42.15 | $6.21B | 12.29 | -0.61% | 9.43% | 48.39% | — |
Smurfit Westrock plc (SW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Smurfit Westrock plc (SW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
May 1, 2026·SEC
Apr 30, 2026·SEC
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Smurfit Westrock plc (SW) stock FAQ — growth, dividends, profitability & financials explained
Smurfit Westrock plc (SW) reported $30.31B in revenue for fiscal year 2025. This represents a 662% increase from $3.98B in 2004.
Smurfit Westrock plc (SW) grew revenue by 53.0% over the past year. This is strong growth.
Yes, Smurfit Westrock plc (SW) is profitable, generating $487.5M in net income for fiscal year 2025 (2.2% net margin).
Yes, Smurfit Westrock plc (SW) pays a dividend with a yield of 3.98%. This makes it attractive for income-focused investors.
Smurfit Westrock plc (SW) has a return on equity (ROE) of 3.6%. This is below average, suggesting room for improvement.
Smurfit Westrock plc (SW) generated $1.01B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
