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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In Q2, we formed new HCM relationships with Carrefour, Memorial Health, Smurfit Westrock and Banamex.”
Smurfit Westrock signed as a new Workday HCM customer in the quarter.
“going into your comment about the growth of Klabin, yes, Klabin invests every now and then in cycles, they invest in their paper mills. Let me say just in Brazil, we have a very nice operation, which is very low cost again.”
Asked about Brazilian rival Klabin starting up PM28, Smurfit Westrock's LatAm CEO downplayed any material disruption to regional paper supply/pricing from Klabin's mill investments; neutral read-through for Klabin's capacity additions.
“Fitch upgraded our long-term debt to BBB+ with a stable outlook, reflecting their confidence in the quality of our business and our longer-term prospects.”
Fitch upgraded Smurfit Westrock's long-term debt rating to BBB+ with a stable outlook, citing confidence in the business's quality and prospects.
Smurfit Westrock closed its first full year with $31 billion in sales and adjusted EBITDA of $4.939 billion at 15.5% margin, introducing FY2026 EBITDA guidance of $5.0-$5.3 billion alongside a medium-term strategic plan. The North American value creation opportunity was positioned as central to the growth thesis while the consumer board strategy crystallized and significant capital returns were committed. Q4 was weaker from downtime and demand softness, but Latin America targeted 28% margin and European recovery upside remained.
Cost Pressure | Competitive Dynamics | Demand | Pricing | Capital Allocation | Margin | Guidance Reliability | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 5 | 3 | 3 | 3 | 1 | 3 | |
| 2025Q1 | 7 | 4 | 4 | 2 | 6 | 3 | 3 | |
| 2025Q2 | 3 | 4 | 5 | 4 | 4 | 6 | 3 | 1 |
| 2025Q3 | 5 | 7 | 4 | 4 | 4 | 1 | 1 | |
| 2025Q4 | 3 | 6 | 6 | 3 | 4 | 4 | 2 | |
| 2026Q1 | 6 | 5 | 4 | 7 | 1 | 5 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cost Pressure | 7 | 7 | 3 | 5 | 3 | 6 |
| Competitive Dynamics | 5 | 4 | 4 | 7 | 6 | 5 |
| Demand | 3 | 4 | 5 | 4 | 6 | 4 |
| Pricing | 3 | 2 | 4 | 4 | 3 | 7 |
| Capital Allocation | 3 | 6 | 4 | 4 | 4 | 1 |
| Margin | 6 | 1 | 4 | 5 | ||
| Guidance Reliability | 1 | 3 | 3 | 1 | 2 | |
| M&A | 3 | 3 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Philip Ng | Jefferies | 12 (0%) |
| Gabe Hajde | Wells Fargo | 12 (0%) |
| Mark Weintraub | Seaport Research Partners |
| 11 (0%) |
| Tony Pettinari | Citigroup | 9 (0%) |
| Mike Roxland | Truist Securities | 8 (0%) |
| George Staphos | Bank of America | 7 (0%) |
| Charlie Muir-Sands | BNP Paribas | 7 (0%) |
| Detlef Winckelmann | JPMorgan | 7 (0%) |
| Lars Kjellberg | Stifel | 6 (0%) |
| Lewis Roxburgh | Goodbody | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 3 | 12 (0%) |
| Jefferies | 1 | 12 (0%) |
| Wells Fargo | 1 | 12 (0%) |
| Seaport Research Partners | 1 | 11 (0%) |
| Citigroup | 1 | 9 (0%) |
| Truist Securities | 2 | 9 (0%) |
| BNP Paribas | 1 | 7 (0%) |
| JPMorgan | 1 | 7 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SW Smurfit WestRock | 3 | -12.5% | |
| AMCR Amcor | 6 | +77.4% | |
| BALL Ball Corporation | 7 | +16.1% | |
| IP International Paper | 4 | +1.2% | |
| PKG Packaging Corporation of America | 6 | +10.6% |