Company Dossier · Materials
Smurfit Westrock
- S&P 500
- Russell 1000
What Smurfit Westrock is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $31.3 billion, up 1.7% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.02 billion, up 1033% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $2.28 billion, up 9.6% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.99 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 1 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 27, 2026): 1 risk factor added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $3.4 million on the open market.SEC Form 4
- 643 institutional managers reported a position at June 30, 2026 (+27 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 13 (14 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Smurfit Westrock is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Hedging
Expanding ↔ Retrenching
Steady
- Capital spending50th pct
- Debt raised13th pct
- Buybacks vs capex—
- Hiring filings93rd pct
- Deals and private raises39th pct
- Patent publications28th pct
Confident ↔ Hedging
Hedging
- Call sentiment18th pct
- Call confidence63rd pct
- Guidance changes5th pct
- Risk factors added52nd pct
- Insider open-market trades—
- − Guidance changes
- − Call sentiment
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver91st pct
- Stress filings48th pct
Credit
How these are built →Smurfit Westrock's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$14.2B
- Due within a year $0.9B
- Longer term $13.2B
- Default point $7.5B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$0.8B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Nov 18, 2025 | €500M | 3.489% | 2031 (6y) | +116bp | 3.489% |
| Nov 17, 2025 | $800M | 5.185% | 2036 (10y) | +105bp | 5.185% |
From the pricing term sheets Smurfit Westrock filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Oct 6, 2026Patent
- Oct 6, 2026Patent
- Oct 6, 2026Patent
- May 1, 20268-KShareholder vote resultsItem 5.07
- Feb 27, 20268-KDirector or officer changeItem 5.02
- Feb 27, 202610-KAnnual report (10-K)1 risk factors added, 3 removed
- Jan 14, 2026LobbyingLobbying report (THE COLLING GROUP, LLC T/A COLLING SWIFT & HYNES)fourth_quarter 2025 · $0.1 million
- Oct 9, 2025LobbyingLobbying report (THE COLLING GROUP, LLC T/A COLLING SWIFT & HYNES)third_quarter 2025 · $0.1 million
- Jul 14, 2025LobbyingLobbying report (THE COLLING GROUP, LLC T/A COLLING SWIFT & HYNES)second_quarter 2025 · $0.1 million
- May 2, 20258-KShareholder vote resultsItem 5.07
- Apr 30, 20258-KExit or restructuring costsItem 2.05
- Apr 30, 20258-KMaterial impairmentItem 2.06
- Apr 16, 2025LobbyingLobbying report (THE COLLING GROUP, LLC T/A COLLING SWIFT & HYNES)first_quarter 2025 · $0.1 million
- Mar 11, 20258-KDirector or officer changeItem 5.02
- Mar 7, 202510-K
- Feb 28, 20258-KDirector or officer changeItem 5.02
- Jan 14, 2025LobbyingLobbying report (THE COLLING GROUP, LLC T/A COLLING SWIFT & HYNES)fourth_quarter 2024 · $0.1 million
- Jan 14, 2025LobbyingLobbying report (THE COLLING GROUP, LLC T/A COLLING SWIFT & HYNES)fourth_quarter 2024 · $0.1 million
- Nov 27, 20248-KMaterial agreement signedItem 1.01
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| International Paper IP | $24.2B | $0.5B | Jun 30, 2026 |
| Amcor AMCR | $23.5B | $1.2B | Jun 30, 2026 |
| Packaging Corporation of America PKG | $9.5B | $0.7B | Jun 30, 2026 |
| Avery Dennison AVY | $9.3B | $1.1B | Jun 30, 2026 |
| Sonoco SON | $7.5B | $0.2B | Mar 29, 2026 |
| LyondellBasell LYB | $31.2B | $1.6B | Jun 30, 2026 |
| Linde plc LIN | $35.5B | $5.0B | Jun 30, 2026 |
| Nucor Corp. NUE | $36.1B | $1.6B | Jul 4, 2026 |