Core Insights - Smurfit Westrock PLC (SW) is set to report its second-quarter 2025 results on July 30, 2025, before market open [1] - The company was formed by the merger of Smurfit Kappa and WestRock on July 5, 2024, and began reporting combined results from Q3 2024 [1] Financial Estimates - The Zacks Consensus Estimate for SW's Q2 2025 revenues is $7.92 billion, reflecting a 3.5% growth from Q1 2025 [2] - The earnings per share (EPS) estimate is 57 cents, indicating a decline from 73 cents in the previous quarter [2] - The consensus for earnings has increased by 9.5% over the past 60 days [2] Segment Performance - The Europe, MEA, and APAC segment is projected to generate revenues of $2.83 billion in Q2 2025, up from $2.58 billion in Q1 2025 [5] - The North America segment's revenue estimate is $4.62 billion, down from $4.67 billion in Q1 2025, with an adjusted EBITDA estimate of $753 million, a decrease from $785 million [6] - The LATAM segment's revenue estimate is $497 million, down from $513 million, while adjusted EBITDA is expected to rise to $124 million from $115 million [7] Market Dynamics - Demand for corrugated packaging and containerboard remains stable, driven by essential items like food and beverages, as well as e-commerce growth [4] - Increased costs for recovered fiber, labor, and distribution, particularly in Europe, are anticipated to pressure margins [4] - The company expects an adjusted EBITDA of $1.2 billion for Q2 2025 [4] Stock Performance - Smurfit Westrock's shares have increased by 3.8% over the past year, compared to the industry's growth of 28.8% [9]
Smurfit Westrock to Report Q2 Earnings: Here's What to Expect