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Just reported
Q3 2026 results
From Smurfit Westrock's results release of October 28, 2026; its quarterly report has since been filed.
Revenue
Actual
$8.16B
+2.0% y/y
+1.6% q/qGuided
—
No guide given
EPS, GAAP
Actual
$0.42
-11% y/y
+147% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$487M
-7.4% y/y
+58% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes Smurfit Westrock is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Packaging and Containers
Graded A or B and worth $2B or more: A first, then the largest.
AVYAvery Dennison Corporation$14.2BA+
BALLBall Corporation$17.1BB
CCKCrown Holdings, Inc.$13.2BB
AMBPArdagh Metal Packaging S.A.$2.8BB
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.Aug 4, 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.Oct 27, 2026FBGraded F, now B
AZOAutoZone, Inc.Oct 26, 2026CBGraded C, now B
HSAIHesai GroupNov 10, 2026CBGraded C, now B
YUMCYum China Holdings, Inc.Nov 5, 2026BAGraded B, now A
How it makes money
- Packaging products80%
- Paper20%
Shares of revenue are estimates for quarter ended March 31, 2026, high confidence, not figures from a filing.
Competes with
What it sells6
Corrugated containers
Fluted-paper boxes and other protective packaging used to ship, store and display food, household goods and industrial products.
Consumer packaging
Printed folding cartons, labels and inserts used for products such as food, drinks, medicines and personal-care goods.
Containerboard and paperboard
Paper grades used to make corrugated boxes, cartons and other packaging; some is sold to outside manufacturers.
Show 3 more
Paper sacks
Heavy-duty paper bags used for materials such as building supplies, agricultural products, chemicals and animal feed.
Bag-in-box packaging
A flexible bag with a tap, usually placed inside a corrugated box, for packaging liquids such as wine.
Solidboard packaging
Thick, layered paper packaging for goods such as fresh food that may need protection from moisture or cold.
Who buys it4
- Food and drink manufacturers, which order boxes, cartons and other packaging for products they ship or sell.
- Consumer-goods makers, including household and personal-care brands, which buy packaging made to their product and printing specifications.
- Pharmaceutical and health-care companies, which buy cartons, labels and inserts for medicines and related products.
- Industrial and agricultural businesses, which buy shipping boxes, paper sacks and other packaging for goods and materials.
What it stands on, and what could break it
What the business leans on
- 1Paper production depends on supplies of recovered paper and wood fiber; recycled-fiber and virgin-fiber prices can change substantially.
- 2Paper mills and converting plants use significant energy, and moving materials and finished packaging depends on available, affordable transportation.
- 3The company uses much of its own paper in its packaging plants, linking mill output and converting-plant operations.
- 4Packaging demand is tied to economic activity, industrial production and customers’ choices among paper, plastic, glass, metal and wood packaging.
What could go wrong
- 1Demand for boxes and consumer packaging can fall with economic activity, while capacity and competition can affect selling prices.
- 2Higher or less available fiber, energy and transportation can raise production costs; customer price adjustments may take months to reach selling prices and may not fully offset those costs.
- 3Disruptions at mills or packaging plants, including equipment problems, severe weather, labor issues or difficulties integrating the combined businesses, could interrupt production or deliveries.
About Smurfit Westrock plc
It makes paper from wood fiber and recovered paper, then turns much of that paper into boxes and other packaging. Its products include shipping boxes, retail cartons, paper sacks and packaging for liquids. It also sells paper to other packaging makers and industrial customers.
- Head office
- Dublin, Ireland
- Founded
- 2017 (incorporated; operating business formed in July 2024, high confidence)
- Employees
- 97,000 (December 31, 2025, high confidence)
- Listed on
- New York Stock Exchange
- Financial year ends
- December 31
Built from Smurfit Westrock plc’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
