Smurfit Westrock Delivers Strong Q4 2025 Results, Boosts Dividend
Paper Recycling | 2026-02-12 07:01:27
The company previously announced a quarterly dividend of $0.4523 per ordinary share, reflecting a 5% increase.
By Paul Ploumis
SEATTLE (Scrap Monster): Smurfit Westrock plc (NYSE: SW, LSE: SWR) reported fourth quarter 2025 net sales of $7.58 billion, generating net income of $98 million and a net income margin of 1.3%.
Adjusted EBITDA reached $1.172 billion, representing a 15.5% margin, while net cash from operating activities totaled $1.195 billion. Adjusted free cash flow stood at $679 million. The company previously announced a quarterly dividend of $0.4523 per ordinary share, reflecting a 5% increase.
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For the full year 2025, the company exceeded its $400 million synergy target, closed approximately 600,000 tons of high-cost or inefficient capacity, and reduced headcount by over 3,000 as part of ongoing portfolio optimization.
Regionally, North America results were impacted by planned downtime and working capital management, though corrugated operations improved mix and secured new business. EMEA and APAC delivered strong integrated performance, while LATAM benefited from completed growth projects.
Looking ahead, Smurfit Westrock expects first-quarter 2026 Adjusted EBITDA between $1.1 billion and $1.2 billion, and full-year Adjusted EBITDA of $5.0 billion to $5.3 billion.
POLL
What will be the primary driver of Smurfit Westrock’s EBITDA growth in 2026?
Frequently Asked Questions
- What were Smurfit Westrock’s Q4 2025 net sales and profitability metrics?
Net sales were $7.58 billion, with $98 million net income and $1.172 billion in Adjusted EBITDA.
- How did cash flow perform in Q4?
Net cash from operating activities totaled $1.195 billion, with Adjusted free cash flow of $679 million.
- What structural changes were made in 2025?
The company closed 600,000 tons of inefficient capacity and reduced headcount by over 3,000 employees.
