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SWSW

Smurfit Westrock plc

$SW·$23B·Packaging & Containers·Consumer Cyclical
$44.23+2.9%YTD+13.9%1Y-7.9%
Mentions · last 7 days
2026-07-04: 11 posts2026-07-05: 28 posts2026-07-06: 26 posts2026-07-07: 19 posts2026-07-08: 31 posts2026-07-09: 37 posts2026-07-10: 60 posts212
Price updated 13h ago·X counts updated 13h ago
SWSW
$SWSmurfit Westrock plc
$44.23+2.88%212 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-11

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Global packaging leader with a Coca-Cola World Cup partnership — post-merger integration into July 29 earnings.

Smurfit Westrock is the global containerboard-and-packaging leader created by the Smurfit-Westrock merger — one of the largest paper-packaging platforms on the planet. The current chapter is a post-merger integration story with a specific consumer-brand partnership landing.

  • The Coca-Cola World Cup partnership is the specific commercial catalyst: Smurfit Westrock is providing packaging for a spike in consumer demand around the 2026 FIFA World Cup — a real high-profile customer-partnership deal with tangible volume implications.
  • The London Stock Exchange delisting is the structural cleanup signal: completion of the LSE delisting simplifies the corporate structure and concentrates trading liquidity on the primary listing — a natural post-merger housekeeping step.
  • Fundamentals reflect the integration bruise: revenue was down 12% year-over-year last quarter to $6.7B at an 18% gross margin, with the last EPS surprise a -16% miss — integration friction is real, and the setup is that August 4 has to actually confirm the recovery.
  • Valuation is doing the work of pricing recovery: 62x TTM earnings and 0.76x sales for a business the market is pricing as post-integration-earnings-power — a real value setup if the FY27 EPS estimate of $3.26 (up from $2.34) actually lands.

The July 29 earnings is the fulcrum. Firm forward guidance with margin expansion progress and clean integration-synergy commentary keeps the compounder framing intact and lets the FY27 estimate carry the multiple. A margin softness or a slower-than-expected integration turns event-ahead into a longer consolidation, and 0.76x sales is a genuine value entry but requires the operating turn to actually land.

What to watch: July 29 earnings — firm forward guidance with margin expansion progress and clean integration-synergy commentary keeps the compounder framing intact and lets the FY27 EPS estimate carry the multiple; margin softness or slower integration turns event-ahead into a longer consolidation, and 0.76x sales requires the operating turn to actually land.

On the calendar: 2026-07-29 — Q2 2026 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally. The company produces containerboard and paperboard; packaging of corrugated containers; consumer packaging; and offers solid board, kraft paper, and graphic board, as well as other packaging products, such as solidboard packaging, paper sacks and bag-in-box. It produces linerboard and corrugated medium and paperboard; and other paper-based packaging, such as folding cartons, inserts, labels and displays. The company primarily serves food and beverage, healthcare, beauty and personal care, garden, consumer goods, industrial, and foodservice markets. It markets its products through its own sales force, independent sales representatives, and independent distributors. Smurfit Westrock Plc was founded in 1934 and is headquartered in Dublin, Ireland.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaging & Containers sits in its cycle right now — and what that implies for $SW.

Packaging & Containers · Consumer Cyclical

E-commerce volume and foodservice activity are the two demand levers for fiber packaging — International Paper's capacity rationalization is the operative catalyst as corrugated demand normalizes from COVID-era over-build and pricing discipline holds.

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-2.4%YTD
+5.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
61.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.33$0.39-16.0%
Q4 2025Feb 11, 2026$0.34$0.48-28.7%
Q3 2025Oct 29, 2025$0.58$0.68-14.7%
Q2 2025Jul 30, 2025$0.45$0.59-24.2%
Next earningsWed, Jul 29·consensus EPS $0.46

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.7B-12.5%16.4%4.0%$0.13$-420.0M
Q4 FY25$7.6B+4.2%18.2%6.1%$0.19$612.0M
Q3 FY25$8.0B+16.2%19.6%7.6%$0.47$523.0M
Q2 FY25$7.9B+186.5%19.1%7.0%$-0.05$307.0M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$32.0B$31.7B – $32.7B$2.34$2.17 – $2.638
FY27$33.3B$32.6B – $35.1B$3.26$2.95 – $3.488
FY28$34.1B$33.0B – $35.6B$3.71$3.56 – $3.916
FY29$36.0B$34.9B – $37.5B$4.82$4.63 – $5.097
FY30$39.4B$38.2B – $41.1B$0.00$0.00 – $0.007

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.58%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 521.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 44 other (34 awards · 10 inkinds) in window

See when $SW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Smurfit Westrock partners with Coca-Cola on World Cup packaging to capture spike in consumer demandbusinesswire.com·4d agoSmurfit WestRock PLC (SW) Stock Up 5.0% and Still Undervalued -- GF Score: 76/100gurufocus.com·17d agoSmurfit Westrock Announces the Completion of Delisting from the LSEbusinesswire.com·19d agoSmurfit Westrock Announces Intention to Delist from the LSEbusinesswire.com·52d agoSmurfit Westrock: Demand Inflection And Pricing Power Support Upside Despite Near-Term Pressureseekingalpha.com·70d ago

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Voices on X · last 7 days

No standout posts about $SW on X in the last 7 days.

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