AI brief of an SEC Form 8-K · Smurfit Westrock (SW)

Smurfit Westrock Q4 net income falls to $98 million; sales edge up to $7.58 billion

Mixed Impact 4 of 5 earnings Written later

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%.

Key points

  • 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

The filing

CompanySmurfit Westrock (SW)
Form8-K, current report
Filed with the SECFeb 11, 2026, 6:39 AM ET
Accession number0001104659-26-012986

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 11, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.