Stocks Consumer discretionary SW
NYSE · Consumer discretionarySmurfit Westrock plc (SW)
Smurfit Westrock plc brought in $31.5B of revenue over the twelve months to September 30, 2026, up 1.1% from a year earlier. Net income was $473M, a net margin of 1.5%. Operating cash flow minus capital spending left $1.2B of free cash flow in fiscal 2025. At September 30, 2026 it held $723M in cash against $14B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Smurfit Westrock plc
- Net worth
- Smurfit Westrock plc has a market value (market cap) of $23.3B at the latest share price, and shareholders' equity of $18B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $31.2B (+47.7% year on year), with net income of $699M. Over the 12 months to September 30, 2026: revenue $31.5B, net income $473M.
- Cash flow
- In fiscal 2025 operations brought in $3.4B of cash; after $2.2B of capital spending, free cash flow was $1.2B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Smurfit Westrock plc's next report is expected around February 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Smurfit Westrock plc declared dividends of $1.72 per share in fiscal 2025, a yield of 3.88% at the current price.
What Smurfit Westrock plc does
Smurfit Westrock plc is registered with the SEC under industry code SIC 2650 (Paperboard Containers & Boxes). Its shares trade on NYSE under the ticker SW.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $31.2B | $699M | $1.33 | $1.2B |
| 2024 | $21.1B | $319M | $0.82 | $17M |
| 2024 | $12.1B | $825M | $3.17 | $630M |
| 2022 | $13.5B | $1B | $3.96 | $503M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where SW ranks in Consumer discretionary
Dividends
Smurfit Westrock plc declared $1.72 per share in fiscal 2025. At the current price that is a yield of 3.88%. It paid out $900M in cash dividends, 129% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $1.72 | $900M | 129% |
| 2024 | $1.89 | $650M | 204% |
| 2024 | $1.50 | $391M | 47% |
| 2022 | $1.35 | $349M | 34% |
Latest SEC filings
What Smurfit Westrock plc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 2% to $8.2B versus the same quarter last year; diluted EPS $0.42 versus $0.47.
- October 28, 2026
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 7, 2026Passive stake (5% or more) SCHEDULE 13G
- July 31, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 1.1% to $8B versus the same quarter last year; diluted EPS $0.17 versus -$0.05.
- July 29, 2026
- May 29, 2026
- May 1, 2026
- May 1, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 0.7% to $7.7B versus the same quarter last year; diluted EPS $0.12 versus $0.73.
- April 30, 2026
What is SW worth? A DCF from its reported cash flow
Insider trades
What the people running Smurfit Westrock plc did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 24 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 10, 2026 | Rasmussen Jorgen BuhlDirector | Received as pay | 48 | - |
| September 10, 2026 | Brown Carole LynnetteDirector | Received as pay | 48 | - |
| September 10, 2026 | Bernlohr Timothy JDirector | Received as pay | 48 | - |
| September 10, 2026 | Arnold Colleen F.Director | Received as pay | 344 | - |
| September 10, 2026 | Harrison Suzan F.Director | Received as pay | 48 | - |
| September 10, 2026 | Hietala KaisaDirector | Received as pay | 48 | - |
| September 10, 2026 | Finan IrialDirector | Received as pay | 75 | - |
| September 10, 2026 | Wilson Alan DDirector | Received as pay | 674 | - |
Who owns SW
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Capital Research Global Investors13G, passive | 8.1% | August 12, 2026 |
| Vanguard Capital Management13G, passive | 7.49% | April 28, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 639 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 45,496,899 | +692,070 |
| Capital Research Global Investors | 42,634,328 | +3,662,577 |
| Vanguard Capital Management LLC | 34,245,410 | +284,663 |
| State Street Corp | 28,063,403 | +2,804,559 |
| Nuveen, LLC | 24,812,775 | +222,089 |
| Vanguard Portfolio Management LLC | 24,357,234 | +41,543 |
| Capital World Investors | 15,472,417 | +3,000,000 |
| Causeway Capital Management LLC | 15,039,041 | -526,987 |
| Geode Capital Management, LLC | 14,544,325 | +278,822 |
| Franklin Resources Inc | 13,455,443 | +522,825 |
| Invesco Ltd. | 11,433,276 | +787,371 |
| Ameriprise Financial Inc | 9,947,344 | +1,353,530 |
| Bank of New York Mellon Corp | 9,903,796 | +1,080,775 |
| Norges Bank | 9,884,546 | new |
| Morgan Stanley | 7,707,307 | +1,736,269 |
| Fmr LLC | 7,499,469 | -2,592,598 |
| Goldman Sachs Group Inc | 7,286,056 | +1,310,278 |
| Deutsche Bank AG\ | 6,817,187 | +287,637 |
| Orbis Allan Gray Ltd | 5,881,487 | -7,893,567 |
| Bank of America Corp | 5,758,154 | +297,991 |
Insiders
19 insiders reported holding 2,770,179 shares in total, about $122.9M at the last price.
| Holder | Shares |
|---|---|
| Smurfit Anthony P JPresident and CEO, Director | 1,728,994 |
| Mayer SaverioSee remarks | 241,684 |
| Bowles KenExecutive VP and CFO, Director | 174,487 |
| Sellier LaurentSee remarks | 139,015 |
| Henao AlvaroSee remarks | 72,871 |
| Wilson Alan DDirector | 67,580 |
| Page IreneChief Accounting Officer | 62,787 |
| Finan IrialDirector | 58,973 |
| Bernlohr Timothy JDirector | 57,619 |
| Arnold Colleen F.Director | 36,623 |
Questions about SW
What does Smurfit Westrock plc do?
Smurfit Westrock plc is a company in the Consumer discretionary sector, listed on NYSE as SW. Its shares trade on NYSE under the ticker SW.
What is Smurfit Westrock plc's net worth?
Smurfit Westrock plc has a market value (market cap) of $23.3B at the latest share price, and shareholders' equity of $18B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Smurfit Westrock plc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $473M on revenue of $31.5B, a net margin of 1.5%.
How much revenue does Smurfit Westrock plc make?
Over the twelve months to September 30, 2026 Smurfit Westrock plc reported revenue of $31.5B. That is 1.1% more than a year earlier.
When did Smurfit Westrock plc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Smurfit Westrock plc's next earnings report?
Smurfit Westrock plc's next report is expected around February 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Smurfit Westrock plc pay a dividend?
Yes. Smurfit Westrock plc declared dividends of $1.72 per share in fiscal 2025, a yield of 3.88% at the current price.
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Where the numbers come from
Financial figures are the values Smurfit Westrock plc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.