Smurfit Westrock Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Smurfit Westrock sono diminuiti a un tasso medio annuo di -11.9%, mentre il settore Packaging ha visto gli utili diminuire a un tasso medio annuo di 1.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 24.6%. Il ritorno sul capitale proprio di Smurfit Westrock è 2.1% e ha margini netti di 1.2%.
Informazioni chiave
-11.92%
Tasso di crescita degli utili
-22.65%
Tasso di crescita dell'EPS
| Packaging Crescita del settore | 12.01% |
| Tasso di crescita dei ricavi | 24.60% |
| Rendimento del capitale proprio | 2.10% |
| Margine netto | 1.22% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 18
SW: Quebec Mill Closures And Ongoing Dividend Will Support Future Upside
Analysts have adjusted their price target for Smurfit Westrock slightly lower to about $53.68 from around $53.89, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that largely offset one another. Valuation Changes Fair Value: Updated slightly lower to about $53.68 from around $53.89.Aggiornamento della narrazione • May 02
SW: Quebec Mill Closures And Ongoing Dividend Will Support Future Upside
Analysts have trimmed their average Smurfit Westrock price target from about $55.13 to roughly $53.89, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual production capacity of 127,000 tons of solid bleached sulfate paperboard, as part of efforts to refine its SBS portfolio and support the long term competitiveness of its paperboard operations (Key Developments).Seeking Alpha • May 02
Smurfit Westrock: Demand Inflection And Pricing Power Support Upside Despite Near-Term Pressure
Summary Revenues were slightly ahead of expectations, while EBITDA missed due to weather and cost pressures; underlying demand trends improved into April with order books strengthening materially. SW's value-over-volume strategy, price increases, and ongoing optimization support downside protection and margin expansion targets. Solid new customer momentum and announced price increases in North America and Europe should support margin recovery. Even on conservative assumptions, the stock offers > 30% upside with a ~4.5% yield. There is also a clear path to margin expansion by 2030. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 17
SW: Cost Resets Through Quebec Closures And Reliable Dividend Will Support Future Upside
Analysts have adjusted Smurfit Westrock's price target from about $59.07 to $55.13. This change reflects updated assumptions around revenue growth, profit margins and a slightly different future P/E multiple.
Aggiornamento della narrazione • Apr 02
SW: Mill Closures And Higher Future P/E Will Support Upside Potential
Analysts now see Smurfit Westrock's fair value at about $67.91 per share, compared with roughly $66.89 previously, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual capacity of 127,000 tons of solid bleached sulfate, as part of efforts to address scale and cost challenges and support the long term competitiveness of its paperboard operations (Key Developments).Aggiornamento della narrazione • Mar 19
SW: Cost Resets And Reliable Dividend Will Support Future Share Price Momentum
Analysts now place Smurfit Westrock's fair value at $59.07, up from $52.82, reflecting updated views on the discount rate, revenue growth, profit margins, and a higher assumed future P/E multiple. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual production capacity of 127,000 tons of solid bleached sulfate paperboard, citing ongoing scale and cost challenges (Key Developments).Aggiornamento della narrazione • Mar 04
SW: Mill Closures And Higher Future P/E Will Support Upside Potential
Analysts have updated their view on Smurfit Westrock with a higher price target, lifting fair value from $63.00 to about $66.89 as they factor in revised assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Smurfit Westrock plans to permanently close one of the paper machines at its La Tuque, Quebec, mill, which has an annual production capacity of 127,000 tons of solid bleached sulfate, citing ongoing scale and cost challenges in that asset (Key Developments).
Aggiornamento della narrazione • Feb 18
SW: Fair Value View Will Weigh Quebec Closures Against Earnings Potential
Analysts have raised their price target on Smurfit WestRock from $44.50 to $51.00. They attribute the higher valuation mainly to a revised future P/E assumption of 20.49x, along with adjusted expectations for revenue growth and profit margins.Articolo di analisi • Feb 06
Smurfit Westrock's (NYSE:SW) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Smurfit Westrock Plc ( NYSE:SW ) has announced that it will be paying its dividend of $0.4523 on the 18th...Aggiornamento della narrazione • Feb 04
SW: Dividend Visibility And Margin Resilience Will Support Future Share Price Momentum
Analysts have trimmed their price target on Smurfit Westrock by about €0.21, reflecting minor adjustments to fair value, the discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News The board has approved a quarterly dividend of $0.4523 per ordinary share on Smurfit Westrock plc shares, with payment scheduled for March 18, 2026, to shareholders of record on February 17, 2026 (Key Developments).Aggiornamento della narrazione • Jan 21
SW: Lower Impairment Charges And Margin Resilience Will Support Future Share Price Momentum
Analysts have trimmed their price target for Smurfit Westrock from about $53.73 to roughly $53.04, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple and a small adjustment to the discount rate. What's in the News Smurfit Westrock reported impairment charges of $58 million for the three months ended September 30, 2025, compared with $2 million for the same period a year earlier (Key Developments).Aggiornamento della narrazione • Jan 06
SW: Fair Value View Will Balance Impairment Risk And Earnings Potential
Analysts have nudged their price target for Smurfit Westrock to €44.50. The update reflects adjusted assumptions around revenue growth at 3.18%, profit margin at 6.18% and a forward P/E of 14.01x, while keeping fair value steady at €44.50.Articolo di analisi • Dec 28
Is Smurfit Westrock Plc (NYSE:SW) Potentially Undervalued?
Smurfit Westrock Plc ( NYSE:SW ) saw a double-digit share price rise of over 10% in the past couple of months on the...Aggiornamento della narrazione • Dec 15
SW: Rising Margins And Index Inclusion Will Support Future Upside Potential
Analysts have trimmed their price target for Smurfit Westrock by 0.50 dollars to 44.50 dollars, citing lower long term revenue growth expectations, partially offset by improved profit margin forecasts and a reduced future earnings multiple. What's in the News Smurfit Westrock Plc recorded impairment charges of 58 million dollars for the three months ended September 30, 2025, compared with 2 million dollars recorded a year earlier (company filing) Smurfit Westrock Plc (ticker: SW) was added to the FTSE All World Index (USD), expanding its presence in global equity benchmarks (index announcement) Smurfit Westrock Plc (ticker: SWR) was simultaneously dropped from the FTSE All World Index (USD) on the London Stock Exchange, reflecting changes in index constituent listings following its cross market structure (index announcement) Valuation Changes The fair value estimate was lowered slightly to $44.50 from $45.00, reflecting modestly weaker long term assumptions.Aggiornamento della narrazione • Nov 30
SW: Future Index Addition And Margin Resilience Will Boost Share Price Momentum
Analysts have slightly lowered their price target for Smurfit Westrock from $54.57 to $53.73, citing more cautious assumptions around revenue growth and profit margins in their updated outlook. What's in the News Reported $58 million in impairment charges for the quarter ended September 30, 2025, compared to $2 million a year ago (Key Developments).Aggiornamento della narrazione • Nov 16
SW: Future Index Moves And Margin Strength Will Drive Share Price Momentum
Analysts have slightly reduced their price target for Smurfit Westrock from $55.90 to $54.57, citing updated forecasts for the company's growth, margins, and risk profile. What's in the News Reported $58 million impairment charges for the quarter ended September 30, 2025, a significant increase from $2 million a year ago (Key Developments) Added to the FTSE All-World Index (NYSE: SW) (Key Developments) Dropped from the FTSE All-World Index (LSE: SWR) (Key Developments) Valuation Changes Consensus Analyst Price Target has decreased slightly from $55.90 to $54.57.Articolo di analisi • Nov 15
Smurfit Westrock's (NYSE:SW) Strong Earnings Are Of Good Quality
Smurfit Westrock Plc's ( NYSE:SW ) earnings announcement last week was disappointing for investors, despite the decent...Aggiornamento della narrazione • Nov 01
SW: Expected Margin Expansion Will Drive Future Upside Potential
Analysts have slightly reduced their price target for Smurfit Westrock from $56.03 to $55.90, citing updated assumptions regarding revenue growth, profit margins, and discount rates. What's in the News Reported $58 million in impairment charges for the quarter ended September 30, 2025.Aggiornamento della narrazione • Oct 18
Operational Efficiency And Sustainable Packaging Will Expand Global Markets
Analysts have slightly lowered their price target for Smurfit Westrock to $56.03 from $56.69. They cite updated assumptions for growth rates and profitability as the reason for the change.Articolo di analisi • Sep 20
Is It Time To Consider Buying Smurfit Westrock Plc (NYSE:SW)?
Smurfit Westrock Plc ( NYSE:SW ) received a lot of attention from a substantial price movement on the NYSE over the...Aggiornamento della narrazione • Sep 16
Operational Efficiency And Sustainable Packaging Will Expand Global Markets
With both the discount rate and consensus revenue growth forecasts essentially unchanged, there is little fundamental shift in outlook for Smurfit Westrock, and as a result, the consensus analyst price target increased only marginally from $56.46 to $56.69. What's in the News Smurfit Westrock was dropped from the Russell 2500 Index.Articolo di analisi • Sep 02
With Smurfit Westrock Plc (NYSE:SW) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 70.1x Smurfit Westrock Plc ( NYSE:SW ) may be sending very bearish signals...Articolo di analisi • Jul 31
Smurfit Westrock (NYSE:SW) Takes On Some Risk With Its Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 16
Smurfit Westrock: Stock Price Weakness Represents A Clear Buy Opportunity
Summary Smurfit WestRock's stock has declined by 17%, but the merger offers growth potential through synergies and operational efficiencies. A Russia-Ukraine peace deal and International Paper's mill closure could reduce costs and tighten the US market, benefiting Smurfit WestRock. The company's global presence mitigates risks from tariffs and counter-tariffs. Considering Smurfit WestRock valuation vs. peers, the company is a clear buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 06
Smurfit Westrock: Bigger Opportunity To Catch
Summary Smurfit Westrock's merger is a catalyst for growth, driving synergies and enhancing operational efficiencies. It will make Smurfit Westrock a sector champion in disciplined capital allocation. The company might benefit from lower oil prices and has substantial EBITDA sensitivity to energy costs, with recycled paper prices also being a crucial input factor. Smurfit Westrock still trades at a discount vs. peers. Our buy is confirmed. Read the full article on Seeking Alpha
Nuova narrazione • Aug 29
WestRock Merger Sets Stage For Global Packaging Domination Through Innovation And Sustainability
Smurfit WestRock's merger creates the largest listed packaging company, driving synergies, operational efficiencies, and expanding market reach to boost revenues and profitability.Seeking Alpha • Aug 01
Smurfit WestRock Plc: Ready To Rock
Summary The Smurfit-WestRock merger is complete, the combined entity will report financials from Q3 2024. Q2 earnings show a positive EBITDA performance, with the CEO optimistic about the paper industry cycle. Synergies, investments, and valuation suggest potential upside. Our target price is set at $54.4 per share, with 20% upside from here. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Smurfit Westrock guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 31,235 | 380 | 3,778 | 0 |
| 31 Dec 25 | 31,179 | 699 | 3,789 | 0 |
| 30 Sep 25 | 31,138 | 748 | 3,829 | 0 |
| 30 Jun 25 | 30,806 | 352 | 3,873 | 0 |
| 31 Mar 25 | 25,835 | 512 | 3,335 | 0 |
| 31 Dec 24 | 21,109 | 319 | 2,761 | 0 |
| 30 Sep 24 | 16,432 | 221 | 2,287 | 0 |
| 30 Jun 24 | 11,738 | 638 | 1,189 | 0 |
| 31 Mar 24 | 11,783 | 735 | 1,654 | 0 |
| 31 Dec 23 | 12,093 | 825 | 1,621 | 0 |
| 30 Sep 23 | 12,855 | 1,013 | 1,369 | 0 |
| 30 Jun 23 | 13,386 | 923 | 2,649 | 0 |
| 31 Mar 23 | 13,280 | 1,003 | 1,292 | 0 |
| 31 Dec 22 | 13,509 | 1,034 | 1,551 | 0 |
| 30 Sep 22 | 14,569 | 1,117 | 1,311 | 0 |
| 30 Jun 22 | 12,376 | 990 | 2,318 | 0 |
| 31 Mar 22 | 12,125 | 898 | 2,345 | 0 |
| 31 Dec 21 | 11,933 | 802 | 1,444 | 0 |
| 30 Sep 21 | 11,068 | 727 | 2,319 | 0 |
| 30 Jun 21 | 10,681 | 683 | 2,347 | 0 |
| 31 Mar 21 | 10,279 | 657 | 2,311 | 0 |
| 31 Dec 20 | 10,420 | 666 | 2,399 | 0 |
| 30 Sep 20 | 10,060 | 566 | 2,290 | 0 |
| 30 Jun 20 | 9,697 | 473 | 2,181 | 0 |
| 31 Mar 20 | 9,740 | 494 | 2,150 | 0 |
| 31 Dec 19 | 10,149 | 534 | 2,199 | 0 |
| 30 Sep 19 | 9,913 | -72 | 2,119 | 0 |
| 30 Jun 19 | 10,393 | -691 | 2,192 | 0 |
| 31 Mar 19 | 10,144 | -703 | 2,130 | 0 |
| 31 Dec 18 | 10,249 | -740 | 2,142 | 0 |
| 30 Sep 18 | 10,326 | -67 | 2,151 | 0 |
| 30 Jun 18 | 10,225 | 626 | 2,125 | 0 |
| 31 Mar 18 | 10,652 | 604 | 2,203 | 0 |
| 31 Dec 17 | 10,272 | 500 | 2,122 | 0 |
| 30 Sep 17 | 9,944 | 470 | 2,042 | 0 |
| 30 Jun 17 | 9,529 | 465 | 1,936 | 0 |
| 31 Mar 17 | 8,841 | 457 | 1,804 | 0 |
| 31 Dec 16 | 8,588 | 467 | 1,748 | 0 |
| 30 Sep 16 | 9,197 | 526 | 1,867 | 0 |
| 30 Jun 16 | 9,064 | 492 | 1,846 | 0 |
| 31 Mar 16 | 9,280 | 477 | 1,906 | 0 |
| 31 Dec 15 | 8,807 | 434 | 1,821 | 0 |
| 30 Sep 15 | 9,071 | 338 | 1,905 | 0 |
| 30 Jun 15 | 9,058 | 299 | 1,919 | 0 |
Guadagni di qualità: SW ha un grande una tantum perdita di $717.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di SW (1.2%) sono inferiori rispetto allo scorso anno (2%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di SW sono diminuiti del 11.9% all'anno negli ultimi 5 anni.
Accelerare la crescita: SW ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: SW ha avuto una crescita negativa degli utili ( -25.8% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Packaging ( -1.6% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 2.1% ) di SW è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 12:11 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Smurfit Westrock Plc è coperta da 25 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Pallav Mittal | Barclays |
| Gaurav Jain | Barclays |
| Eoghan Reid | Berenberg |