Every material Form 8-K Smurfit Westrock has filed with the SEC since July 30, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Smurfit Westrock reported third quarter 2026 net sales of $8,161 million, up from $8,003 million a year earlier, while net income fell to $219 million from $245 million and Adjusted EBITDA fell to $1,205 million from $1,302 million. The company estimates full-year 2026 Adjusted EBITDA of approximately $4.7 billion, citing about $700 million of additional freight and energy costs it expects to absorb.
Q3 2026 Basic EPS was $0.42 versus $0.47 a year earlier; Adjusted Basic EPS was $0.45 versus $0.58.
Full-year 2026 Adjusted EBITDA is estimated at approximately $4.7 billion, with about $700 million of extra freight and energy costs.
The Board approved a quarterly dividend of $0.4523 per share, payable December 10, 2026, to holders of record on November 13, 2026.
During the quarter the company announced an agreement to acquire the containerboard assets of CMPC in Chile.
Smurfit Westrock reported second-quarter 2026 results with net sales of $8.03 billion, up from $7.94 billion a year earlier, and net income of $88 million, compared with a $26 million loss in the prior-year quarter. Adjusted EBITDA fell to $1.14 billion from $1.21 billion, and adjusted basic EPS fell to $0.35 from $0.44, as the company cited significantly higher input costs, particularly freight. The company also projected third-quarter adjusted EBITDA of about $1.3 billion and full-year adjusted EBITDA of $4.9 billion to $5.1 billion.
Net sales $8.03 billion vs. $7.94 billion; net income $88 million vs. a $26 million loss; basic EPS $0.17 vs. $(0.05)
Adjusted EBITDA $1.14 billion vs. $1.21 billion; adjusted basic EPS $0.35 vs. $0.44
Outlook: third-quarter adjusted EBITDA of about $1.3 billion; full-year 2026 adjusted EBITDA of $4.9 billion to $5.1 billion
Quarterly dividend of $0.4523 per share, payable September 10, 2026 to holders of record on August 14, 2026
Smurfit Westrock reported first-quarter 2026 net sales of $7,712 million, up from $7,656 million a year earlier, but net income fell to $63 million from $382 million and Adjusted EBITDA fell to $1,076 million from $1,252 million. The company re-affirmed its full-year 2026 Adjusted EBITDA outlook of $5.0 billion to $5.3 billion and expects second-quarter Adjusted EBITDA of $1.1 billion to $1.2 billion, while a review of its London Stock Exchange listing could lead to delisting.
Net sales rose to $7,712 million from $7,656 million; basic EPS was $0.12 versus $0.74 a year earlier
Adjusted EBITDA was $1,076 million, with a 14.0% margin, versus $1,252 million and 16.4% a year earlier
Adverse weather reduced Net Income and Adjusted EBITDA by $65 million, mainly in North America
Full-year 2026 Adjusted EBITDA outlook of $5.0 billion to $5.3 billion was re-affirmed; LSE listing review is expected to finish in May 2026
Two Smurfit Westrock board members, Terrell K. Crews and Lourdes Melgar, notified the company on February 25, 2026 that they will step down when the 2026 Annual General Meeting concludes, scheduled for May 1, 2026, reducing the board to 12 directors. The filing says the resignations were not related to any disagreement with the company or to its operations, policies, or practices, and Carole L. Brown will succeed Crews as Audit Committee chair.
Terrell K. Crews and Lourdes Melgar will leave the board at the 2026 Annual General Meeting, scheduled for May 1, 2026.
Board size will fall to 12 directors at that time.
Crews steps down as Audit Committee chair and Finance Committee member; Carole L. Brown will succeed him as Audit Committee chair.
Melgar steps down from the Audit and Sustainability Committees.
Smurfit Westrock reported fourth quarter 2025 net sales of $7,580 million, up from $7,539 million a year earlier, but net income fell to $98 million from $146 million and basic EPS fell to $0.19 from $0.28. For the full year, net income rose to $699 million from $319 million, and the company guided to first quarter 2026 Adjusted EBITDA of $1.1 billion to $1.2 billion and full year 2026 Adjusted EBITDA of $5.0 billion to $5.3 billion. The company also released 2030 financial targets and capital allocation priorities, and declared a quarterly dividend of $0.4523 per share, an increase of 5%.
Q4 2025: net sales $7,580 million (Q4 2024: $7,539 million); net income $98 million (Q4 2024: $146 million); Adjusted EBITDA $1,172 million (Q4 2024: $1,166 million)
Full year 2025: net sales $31,179 million (2024: $21,109 million); net income $699 million (2024: $319 million); basic EPS $1.34 (2024: $0.83); Adjusted Basic EPS $2.05 (2024: $2.34)
Guidance: Q1 2026 Adjusted EBITDA of $1.1 billion to $1.2 billion; full year 2026 Adjusted EBITDA of $5.0 billion to $5.3 billion
Quarterly dividend of $0.4523 per share, up 5%, payable March 18, 2026 to holders of record on February 17, 2026
Smurfit Westrock reported third-quarter 2025 net sales of $8,003 million, up from $7,671 million a year earlier, and net income of $245 million compared with a $150 million loss in the prior-year quarter. The company now expects full-year 2025 Adjusted EBITDA of $4.9 billion to $5.1 billion, citing additional economic downtime planned for the fourth quarter, and declared a quarterly dividend of $0.4308 per share.
Net sales of $8,003 million vs. $7,671 million; Adjusted EBITDA of $1,302 million vs. $1,265 million
Basic EPS of $0.47 vs. a $(0.30) loss a year earlier; Adjusted Basic EPS of $0.58 vs. $0.53
Full-year 2025 Adjusted EBITDA expected in a $4.9 billion to $5.1 billion range; 2026 capital spend expected at $2.4 billion to $2.5 billion
Quarterly dividend of $0.4308 per share, payable December 18, 2025, to holders of record on November 14, 2025
Smurfit Westrock reported second-quarter 2025 net sales of $7,940 million, up from $2,969 million a year earlier, and Adjusted EBITDA of $1,213 million, up from $480 million. The company swung to a net loss of $26 million from net income of $132 million, mainly because of $280 million in impairment and restructuring costs. Management reiterated its full-year Adjusted EBITDA estimate of $5.0 billion to $5.2 billion, and shareholders will receive a quarterly dividend of $0.4308 per share.
Q2 net sales $7,940 million vs. $2,969 million in Q2 2024; the prior-year figures reflect legacy Smurfit Kappa only, as the WestRock combination closed July 5, 2024
Q2 net loss $26 million (net loss attributable to common shareholders $28 million), or $(0.05) per diluted share, vs. net income of $132 million a year earlier
Q2 Adjusted EBITDA $1,213 million with a 15.3% margin; North America Adjusted EBITDA $752 million
Third-quarter Adjusted EBITDA expected to be about $1.3 billion; full-year estimate of $5.0 billion to $5.2 billion unchanged; dividend payable September 18, 2025
Smurfit Westrock reported first-quarter 2025 net income of $382 million on net sales of $7,656 million, compared with $191 million and $2,930 million a year earlier. The prior-year figures reflect only legacy Smurfit Kappa, because the WestRock combination closed on July 5, 2024. The company also gave a second-quarter Adjusted EBITDA estimate of about $1.2 billion and a full-year estimate of $5.0 billion to $5.2 billion, and declared a $0.4308 quarterly dividend.
Q1 2025 net income $382 million (Q1 2024: $191 million); Adjusted EBITDA $1,252 million (Q1 2024: $475 million)
Q1 2025 net sales $7,656 million (Q1 2024: $2,930 million); diluted EPS $0.73 (Q1 2024: $0.73)
Q2 2025 Adjusted EBITDA expected to be about $1.2 billion; full-year 2025 estimate $5.0 billion to $5.2 billion
Quarterly dividend of $0.4308 per share payable June 18, 2025, to holders of record on May 16, 2025
Smurfit Westrock plc said it will permanently close its coated recycled board mill in St. Paul, Minnesota, stop production at its containerboard mill in Forney, Texas, and begin consultations with German works councils to close two converting facilities. The closures affect about 650 employees and are expected to reduce containerboard and CRB capacity by over 500,000 tons annualized. The company expects about $99 million in pre-tax cash charges and about $188 million in pre-tax non-cash impairment charges, with $226 million recognized in the second quarter of 2025.
St. Paul, Minnesota CRB mill to close permanently; Forney, Texas containerboard mill production to be discontinued; Forney specialty coating facility not affected.
About 650 employees in the U.S. and Germany will be impacted; capacity reduction of over 500,000 tons annualized.
Expected pre-tax cash charges of about $99 million ($42 million severance, $57 million other restructuring) and pre-tax non-cash impairment charges of about $188 million.
$226 million of charges to be recognized in Q2 2025; remaining $61 million over the rest of 2025 and into 2026.
Smurfit Westrock appointed Carole L. Brown, a former PNC Financial Services executive and former Chicago CFO, as an independent director effective March 11, 2025, with seats on the Audit and Sustainability Committees. The board size rises from 14 to 15, and Dmitri L. Stockton will step down at the 2025 Annual General Meeting, returning the board to 14.
Carole L. Brown appointed to the Board effective March 11, 2025, age 60
Brown joins the Audit Committee and the Sustainability Committee
Board size increases from 14 to 15; Dmitri L. Stockton steps down at the 2025 Annual General Meeting, reducing it to 14
Filing states no related-party transactions under Item 404(a) requiring disclosure
Smurfit Westrock plc director Dmitri Stockton notified the company on February 26, 2025 that he will leave the Board when the 2025 Annual General Meeting of Shareholders concludes, currently scheduled for May 2, 2025. The company said his decision was not related to any disagreement or to its operations, policies, or practices, so the change is administrative in nature for shareholders.
Dmitri Stockton notified the company on February 26, 2025 of his decision to step down from the Board.
Departure takes effect at the conclusion of the 2025 Annual General Meeting, currently scheduled for May 2, 2025.
The company states the resignation was not related to any disagreement or to company operations, policies, or practices.
Smurfit Westrock reported fourth-quarter 2024 net sales of $7.5 billion, up from $2.9 billion a year earlier, and net income of $146 million, up from $50 million. For the full year, net income was $319 million, down from $826 million in 2023, and full-year Combined Adjusted EBITDA of $4.7 billion was in line with guidance. The company also expects first-quarter 2025 Adjusted EBITDA of approximately $1.25 billion, assuming current market conditions prevail.
Q4 2024 net sales $7,539 million vs. $2,862 million in Q4 2023; Q4 net income $146 million vs. $50 million
Q4 2024 Adjusted EBITDA $1,166 million, with a 15.5% margin, vs. $447 million and 15.6% a year earlier
Full-year 2024 net income $319 million vs. $826 million in 2023; Full Year Combined Adjusted EBITDA $4.7 billion, in line with guidance
Expects Q1 2025 Adjusted EBITDA of approximately $1.25 billion; quarterly dividend of $0.4308 per share, up 42%
Smurfit Westrock issued $850 million of 5.418% notes due 2035 and €1.2 billion of euro notes due 2032 and 2036 to refinance $750 million and €1 billion of 2026 notes it is redeeming in December. The company said the deal is its first green bond issuance as a combined group, but the filing does not report any change to earnings or guidance.
USD notes: $850 million, 5.418% coupon, due January 15, 2035, priced at 99.988%
EUR notes: €600 million 3.454% due 2032 and €600 million 3.807% due 2036, both priced at 100.000%
Proceeds to redeem $750 million WRKCo 4.650% notes due 2026 (December 6, 2024) and €1 billion SKA 2.875% notes due 2026 (December 2, 2024)
Registration rights require an exchange offer to be completed by July 5, 2025, or additional interest is payable
Smurfit Westrock reported third-quarter 2024 net sales of $7,671 million, up from $2,915 million a year earlier, after its combination with WestRock closed on July 5, 2024. The company swung to a net loss of $150 million, compared with net income of $229 million, which management attributed mainly to transaction-related expenses and purchase accounting adjustments of approximately $500 million. The company also expects 2024 full-year combined Adjusted EBITDA of approximately $4.7 billion.
Net sales of $7,671 million in Q3 2024 versus $2,915 million in Q3 2023
Net loss of $150 million (negative 2.0% margin) versus net income of $229 million (7.8% margin)
Adjusted EBITDA of $1,265 million (16.5% margin) versus $525 million (18.0% margin)
Expects 2024 full-year combined Adjusted EBITDA of approximately $4.7 billion
Smurfit Westrock and certain subsidiaries amended their US$700 million receivables purchasing and servicing agreement with Rabobank's New York branch, dated September 11, 2023. The amendment, signed September 13, 2024, extends the acquisition period termination date to September 15, 2025. The filing describes this as a routine contract extension and does not disclose financial results or other changes to the company's position.
Agreement: US$700 million receivables purchasing and servicing agreement, originally dated September 11, 2023
Amendment signed September 13, 2024 with Coöperatieve Rabobank U.A., New York Branch, as purchaser
Acquisition period termination date extended to September 15, 2025
WestRock Company and WestRock RKT, LLC are terminating guarantors; Smurfit Westrock plc is the new guarantor
Smurfit Westrock filed its second-quarter 2024 earnings presentation. Results include Smurfit Kappa only, because the combination with WestRock closed after the quarter ended, and net sales were about $3 billion. Adjusted EBITDA fell to $480 million from $556 million and net income fell to $132 million from $267 million, while adjusted free cash flow rose to $186 million from $83 million and net leverage rose to 1.6x.
Q2 2024 adjusted EBITDA was $480 million versus $556 million in Q2 2023; adjusted EBITDA margin was 16.2% versus 18.1%.
Q2 2024 net income was $132 million versus $267 million a year earlier, including $60 million of transaction-related expenses.
Q2 2024 adjusted free cash flow was $186 million versus $83 million in Q2 2023.
Net leverage ratio was 1.6x at June 30, 2024, up from 1.3x at December 31, 2023.
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