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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Smurfit WestRock (SW) is 3/10.
Adjusted EBITDA declined to $1.076 billion on 14% margin as severe weather and unplanned downtime impacted Q1 performance, with energy costs revised sharply higher and North American corrugated volumes still declining year-over-year. Despite the weak start, full-year EBITDA guidance was reaffirmed at $5.0-$5.3 billion as demand inflected positively in April with a sold-out position across key grades. Price increases were announced across multiple paper grades and the European business outperformed with portfolio optimization advancing.
Scored from Smurfit WestRock’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.28B | +180.7% | $0.31 | +34.8% | 16.1% | 5.3% | 1.9% | $214M |
| FY2025 Q1 | $7.66B | +182.0% | $0.73 | +7.4% | 20.6% | 7.9% | 5.0% | $-242M |
| FY2025 Q2 | $7.94B | +186.5% | $-0.05 | -111.2% | 19.1% | 7.0% | -0.4% | $307M |
| FY2025 Q3 | $8.00B | +16.2% | $0.47 | +274.1% | 19.6% | 7.6% | 3.1% | $523M |
| FY2025 Q4 | $7.58B | +4.2% | $0.18 | -41.9% | 18.2% | 6.1% | 1.3% | $612M |
| FY2026 Q1 | $6.70B | -12.5% | $0.12 | -83.6% | 16.4% | 4.0% | 0.8% | $-420M |
| FY2026 Q2 | $8.03B | +1.1% | $0.17 | +417.2% | 17.4% | 3.8% | 1.1% | $300M |
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