Every material Form 8-K Smurfit Westrock filed with the SEC in 2026, 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
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI'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 →