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Dec 31, 2025
Smurfit Kappa Q4 2025 Earnings Report
Smurfit Westrock reported fourth quarter 2025 results with stable sales and strong cash generation despite lower net income year over year.
Key Takeaways
Smurfit Westrock delivered Q4 2025 net sales of 7580000000 and net income of 98000000, with Adjusted EBITDA of 1172000000 and strong operating cash flow of 1195000000.
Net sales were 7580000000 in Q4 2025.
Net income totaled 98000000 with a net income margin of 1.3%.
Adjusted EBITDA reached 1172000000 with a 15.5% margin.
Net cash provided by operating activities was 1195000000 and adjusted free cash flow was 679000000.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q1 2026, Smurfit Westrock expects Adjusted EBITDA between 1100000000 and 1200000000, and for full year 2026 expects Adjusted EBITDA between 5000000000 and 5300000000.
Positive Outlook
- Q1 2026 Adjusted EBITDA guidance of 1100000000 to 1200000000.
- Full year 2026 Adjusted EBITDA guidance of 5000000000 to 5300000000.
- Strong operating cash flow generation.
- Exceeded synergy target of 400000000 in 2025.
- Dividend increased by 5% to 0.4523 per share.
Challenges Ahead
- Net income declined year over year.
- Challenging market conditions in North America.
- Capacity constraints in SBS within consumer business.
- Impact from downtime to balance system and manage working capital.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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