Analyst Consensus ?
ConsensusBuy11 ratings
Bullish11100.0%
Neutral00.0%
Bearish00.0%
Smurfit Westrock plc · SW · FY2024 Q4 · Calendar Q1 2025
Smurfit Westrock: Synergies and capex support the outlook
The call supports a constructive but conditional view: demand for sustainable paper-based packaging and internal cost and commercial initiatives may support earnings, while execution, pricing, energy, maintenance, and tariff risks remain material.
Reported Before market openNYSEConsumer Cyclical
$21.42B market cap
70quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.67
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $7.38B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.1%
Event window
SPY move
-0.3%
Same window
Abnormal move
-4.7%
Stock minus SPY
Volume
2.4×
Versus trailing sessions
Subsequent drift
-14.7%
Up to 20 sessions
SWSPY benchmark
Ask FN2 about SW FY2024 Q4
Transcript, numbers and history already loaded
What drove SW's -5.1% move after FY2024 Q4 earnings?What changed in SW's guidance and outlook in FY2024 Q4?Give me the bull and bear case for SW after FY2024 Q4 earnings.
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Transcript intelligence
What changed
Management emphasized stronger synergy opportunities, a higher investment program focused on growth and efficiency, and continued sustainable-packaging initiatives. The discussion also highlighted maintenance, energy, tariff, and margin risks that could affect delivery.
Guidance delta
Management maintained its guidance stance and remained confident in the operating plan.
Key takeaways
- Management described strong quarter-end execution and said the synergy program remains on track.
- The company is prioritizing plant upgrades, converting equipment, cost takeout, and sustainable packaging.
- The main checks are synergy delivery, pricing and margin resilience, maintenance impacts, energy exposure, and tariffs.
Management priorities
- Execute the synergy and Quick Win programs
- Allocate capex to growth and efficiency projects
- Expand sustainable packaging and digital design capabilities
- Support deleveraging and the progressive dividend policy
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Try FN2 freeEarnings History
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Beat
Miss
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Analyst 52W Price Targets
$40.84Previous close
$45Low
$60.8Average
$170High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 20, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 16, 2026 |
| Truist Securities | Buy | Buy | Maintain | Oct 12, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 2, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 23, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 4, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| UBS | Buy | Buy | Maintain | Apr 13, 2026 |
| Argus Research | Buy | Buy | Maintain | Dec 9, 2025 |
| Seaport Global | Buy | Neutral | Upgrade | Oct 6, 2025 |
| Jefferies | Buy | Hold | Upgrade | Jun 16, 2025 |
Named analyst price targets
Upside is calculated against the persisted previous close $40.84. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Analyst unavailable | $55 | $42.04 | +34.7% | Oct 16, 2026 |
| Morgan Stanley | Analyst unavailable | $58 | $49.25 | +42.0% | Aug 27, 2026 |
| Nomura | Analyst unavailable | $170 | $50.02 | +316.3% | Aug 14, 2026 |
| Seaport Global | Mark Weintraub | $54 | $49.18 | +32.2% | Aug 12, 2026 |
| RBC Capital | Matthew McKellar | $60 | $47.63 | +46.9% | Jul 30, 2026 |
| Loop Capital Markets | Analyst unavailable | $71 | $51.56 | +73.8% | Jul 28, 2026 |
| Deutsche Bank | Analyst unavailable | $57 | $45.39 | +39.6% | Jun 23, 2026 |
| Barclays | Pallav Mittal | $52 | $37.13 | +27.3% | May 21, 2026 |
| Morgan Stanley | Ioannis Masvoulas | $57 | $41.96 | +39.6% | May 6, 2026 |
| Truist Financial | Analyst unavailable | $50 | $39.28 | +22.4% | May 1, 2026 |
| RBC Capital | Matthew McKellar | $54 | $41.3 | +32.2% | Apr 16, 2026 |
| Truist Financial | Analyst unavailable | $53 | $41.84 | +29.8% | Apr 15, 2026 |
| Morgan Stanley | Ioannis Masvoulas | $61 | $51.84 | +49.4% | Feb 18, 2026 |
| Barclays | Analyst unavailable | $56 | $51.56 | +37.1% | Feb 17, 2026 |
| Truist Financial | Analyst unavailable | $60 | $51.27 | +46.9% | Feb 12, 2026 |
| Jefferies | Philip Ng | $58 | $51.43 | +42.0% | Feb 12, 2026 |
| Wells Fargo | Gabe Hajde | $55 | $50.28 | +34.7% | Feb 12, 2026 |
| Truist Financial | Michael Roxland | $49 | $40.07 | +20.0% | Jan 6, 2026 |
| Wells Fargo | Analyst unavailable | $48 | $40.07 | +17.5% | Jan 6, 2026 |
| RBC Capital | Analyst unavailable | $51 | $38.14 | +24.9% | Dec 18, 2025 |
| Argus Research | Alexandra Yates | $45 | $35.52 | +10.2% | Dec 9, 2025 |
| Morgan Stanley | Brian Morgan | $52 | $36.92 | +27.3% | Nov 3, 2025 |
| Truist Financial | Analyst unavailable | $55 | $41.52 | +34.7% | Oct 13, 2025 |
| Wells Fargo | Gabe Hajde | $52 | $40.31 | +27.3% | Oct 7, 2025 |
| Seaport Global | Analyst unavailable | $52 | $40.6 | +27.3% | Oct 6, 2025 |
| UBS | Andrew Jones | $60 | $44.47 | +46.9% | Sep 15, 2025 |
| RBC Capital | Analyst unavailable | $57 | $41.54 | +39.6% | Apr 22, 2025 |
| RBC Capital | Matthew McKellar | $58 | $50.07 | +42.0% | Oct 31, 2024 |
| Citigroup | Anthony Pettinari | $57 | $44.54 | +39.6% | Oct 23, 2024 |
| Jefferies | Philip Ng | $51 | $45.4 | +24.9% | Oct 11, 2024 |
| Jefferies | Philip Ng | $52 | $48.81 | +27.3% | Jul 29, 2024 |
| Morgan Stanley | Brian Morgan | $60 | $46.82 | +46.9% | Jul 18, 2024 |
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Start freeCompany context
Snapshot as of publicationSmurfit 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.
Historical context
All SW earningsLatest beats and misses
Who reports nextBeat on EPS
Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-29T00:04:08.037886+00:00
- Polygon adjusted daily market bars · 2026-10-20T10:30:42.050820+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-20T10:30:42.048008+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-20. For educational purposes only; not investment advice.