Every material Form 8-K Smurfit Westrock filed with the SEC in 2025, 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 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%
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Smurfit Westrock filing is on SEC EDGAR ↗. 8-K briefs of other companies →