Smurfit Westrock to Report Q3 Earnings: Here's What to Expect

Core Insights - Smurfit Westrock PLC (SW) is set to report its third-quarter 2025 results on October 29, with expected revenues of $7.98 billion, reflecting a 4% year-over-year growth, and earnings per share (EPS) projected at 68 cents, up from 48 cents in the previous year [1][5]. Financial Estimates - The Zacks Consensus Estimate for SW's third-quarter 2025 revenues is $7.98 billion, indicating a 4% increase from the same quarter last year [1][5]. - The EPS estimate for the third quarter is 68 cents, representing a year-over-year rise from 48 cents [1][5]. - The consensus mark for earnings has decreased by 6.8% over the past 60 days [1]. Earnings Surprise History - Smurfit Westrock has a mixed earnings surprise history, beating the Zacks Consensus Estimate once in the last four quarters and missing it three times, with an average surprise of negative 22.8% [2][3]. Segment Performance - The Europe, MEA, and APAC segment is expected to generate revenues of $2.80 billion, up from $2.65 billion in the prior year, with an adjusted EBITDA of $447 million [7]. - The North America segment's revenue is projected at $4.64 billion, compared to $4.53 billion in the previous year, with an adjusted EBITDA of $780 million, indicating flat year-over-year growth [8]. - The LATAM segment's revenue estimate is $506 million, showing growth from $494 million, but the adjusted EBITDA is expected to decline to $113 million from $116 million [9]. Market Trends and Challenges - Demand for corrugated packaging and containerboard remains stable, driven by essential items like food and beverages, alongside strong e-commerce growth and a shift towards sustainable packaging [3][4]. - However, weak volumes in Europe and lower box demand are anticipated to negatively impact results, despite expectations of achieving an adjusted EBITDA of $1.3 billion for the quarter [4][5][6]. Earnings Prediction - The model predicts a potential earnings beat for Smurfit Westrock, supported by a positive Earnings ESP of +2.94% and a Zacks Rank of 3 (Hold) [10].