Smurfit Westrock Shares Fall Nearly 9% After Q3 Earnings and Revenue Miss

Smurfit Westrock posted third-quarter 2026 results that fell short of expectations on both earnings and revenue, sending shares down roughly 8.9% in premarket trading on October 28. The Dublin-based packaging giant reported net sales of $8.16 billion, net income of $219 million, and adjusted EBITDA of $1.21 billion, representing an adjusted EBITDA margin of 14.8%. Adjusted earnings per share came in at $0.45, with GAAP EPS of $0.42, and operating cash flow reached $874 million for the quarter.

Management acknowledged cost pressures but said the company is implementing price increases designed to more than offset those costs, with the full benefit expected to be realized into 2027. For the full fiscal year 2026, Smurfit Westrock guided for adjusted EBITDA of approximately $4.7 billion. The company also declared a quarterly dividend of $0.4523 per ordinary share.