SW
Smurfit WestrockPrevious close
43.09
Change
+0.56 / +1.32%
P/E (TTM) ?
44.7
Market Cap
$22.1B
1M
−2.29%
S&P 500 −0.91% over same period
Volume / Avg Volume
5.2M / 5.6M
0.95× average
Latest earnings analysisFY2026 Q2Reported 2026-07-29
Smurfit Westrock Q2 FY2026: sales up 1.1%, margins squeezed
Smurfit Westrock's second quarter of fiscal 2026 showed modest top-line growth and weak profit: sales rose 1.1% to $8.03 billion, but net income was just $89 million and Adjusted EBITDA fell to $1.14 billion from $1.21 billion. The investment case now rests on management's pledge to recover freight and other input costs in the second half, not on this quarter's earnings. View: Neutral.
Read the full analysis →Revenue$8.03BYoY +1.10%
EPS (non-GAAP)$0.35Missest. $0.44
Next-day move−1.53%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-29 | $8.0B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-30 | $7.7B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-11 | $31.2B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-29 | $8.0B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-30 | $7.9B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-01 | $7.7B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 40 of its 5-year rangeMid-range
5-year range 29.3 – 166.9 · Median 50.5
Last 4 quarters: $0 in buybacks + $924M in dividends, 4.19% of market cap combined
P/E (TTM)
44.7
P/B
1.2
P/S
0.7
Dividend Yield
4.16%
Earnings Reaction
Over the last 6 reports, the stock moved ±3.3% on average on the first trading day after, rising 3 times
Most recent −1.53%
Volatility & Correlation
1-year beta 1.38 · Correlation with S&P 500 0.41High beta
Annualized volatility 43% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 11 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 8.03 | +1.1% | 17.4% | 0.09 | 0.17 |
| FY2026 Q1 | 7.71 | +0.7% | 16.4% | 0.07 | 0.12 |
| FY2025 Q4 | 7.58 | +0.5% | 18.2% | 0.10 | 0.18 |
| FY2025 Q3 | 8.00 | +4.3% | 19.6% | 0.25 | 0.47 |
| FY2025 Q2 | 7.94 | +167.4% | 19.1% | -0.03 | -0.05 |
| FY2025 Q1 | 7.66 | +161.3% | 20.6% | 0.38 | 0.73 |
| FY2024 Q4 | 7.54 | — | 19.1% | 0.15 | -0.12 |
| FY2024 Q3 | 7.67 | +163.2% | 17.6% | -0.15 | -0.30 |
| FY2024 Q2 | 2.97 | — | 23.3% | 0.13 | 0.51 |
| FY2024 Q1 | 2.93 | — | 24.2% | 0.19 | 0.73 |
| FY2023 Q3 | 2.92 | — | 25.5% | 0.23 | 0.88 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| SW | 44.7 | +1.1% | 17.4% | −2.29% | Neutral |
| LIN | 32.0 | +9.2% | — | +8.34% | Bullish |
| NEM | 12.5 | +15.2% | — | −7.57% | Bullish |
| FCX | 30.5 | −8.1% | 30.0% | −10.76% | Bullish |
| ECL | 41.0 | +12.7% | 44.1% | +10.34% | Bullish |
| SHW | 29.9 | +7.9% | 47.8% | +2.89% | Bullish |
| APD | — | +4.6% | 32.8% | +13.73% | Neutral |
| NUE | 17.1 | +23.0% | 19.6% | +17.16% | Bullish |
| CRH | 15.6 | +3.0% | 38.8% | +9.67% | Bullish |