AI Earnings Predictions for Smurfit WestRock plc Ordinary Shares (SW)

EX-99.1

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EXHIBIT 99.1

Exhibit 99.1

www.smurfitwestrock.com

Smurfit Westrock Reports Third Quarter 2026 Results

October 28, 2026 – Smurfit Westrock plc (NYSE: SW) today announced the financial results for the third quarter ended September 30, 2026.

Key Points:

•Net Sales of $8,161 million

•Net Income of $219 million, with a Net Income Margin of 2.7%

•Adjusted EBITDA1 of $1,205 million, with an Adjusted EBITDA Margin1 of 14.8%

•Net Cash Provided by Operating Activities of $874 million

•Quarterly dividend of $0.4523 per ordinary share

Smurfit Westrock plc’s performance for the three months ended September 30, 2026 and 2025 (in millions, except margins and per share data):

Three months ended September 30,

2026 2025

Net Sales $8,161 $8,003

Net Income $219 $245

Net Income Margin 2.7% 3.1%

Adjusted EBITDA1 $1,205 $1,302

Adjusted EBITDA Margin1 14.8% 16.3%

Net Cash Provided by Operating Activities $874 $1,133

Basic EPS $0.42 $0.47

Adjusted Basic EPS1 $0.45 $0.58

Tony Smurfit, President and CEO, commented:

“Set against unprecedented cost inflation and somewhat weaker than anticipated converting volumes, our third quarter performance of Adjusted EBITDA1 of $1,205 million with an Adjusted EBITDA Margin1 of 14.8% represents a resilient performance. Across all our regions we continue to make good progress in implementing our owner operator model and developing our innovative packaging approach for our customers. We have also implemented significant pricing initiatives across most paper grades and we expect these should more than offset input costs as these increases are passed through.

“Our North American business continues to make good progress. The region reported Adjusted EBITDA of $760 million and an Adjusted EBITDA margin of 15.6% for the third quarter. We remain sold out in all containerboard grades, and most consumer grades, and our converting businesses in both business areas continue to improve. Our focus on quality and service, as well as investment in productivity and efficiency, is winning customers and has established a strong foundation for future performance. In both Corrugated and Consumer, we continue to see a reduction in loss makers and are optimizing our businesses to improve returns. Most importantly, I am particularly impressed with the expertise and commitment of our people that are leading the change towards a customer centric, performance-led culture.

“Our EMEA & APAC business continues to outperform in a market that is heavily impacted by rising energy costs. The region reported Adjusted EBITDA of $379 million and an Adjusted EBITDA margin of 13.4% for the third quarter. Containerboard price increases to offset costs have been implemented and are being passed on with the normal time lag. Our EMEA & APAC business is increasingly seen as the partner of choice due to our unrivalled product portfolio and our leadership and investment in innovation, sustainability, quality and service.

“In our Latin American region, during the third quarter, we announced our agreement to acquire the containerboard assets of CMPC in Chile. This acquisition further strengthens our leadership presence in Latin America as the only pan regional supplier, where we continue to see many opportunities for development. For the quarter, the region reported Adjusted EBITDA of $126 million and an Adjusted EBITDA margin of 21.4%.

1 Adjusted EBITDA, Adjusted EBITDA Margin and Adjusted Basic EPS are non-GAAP measures. See the “Non-GAAP Financial Measures and Reconciliations” below for discussion and reconciliation of these measures to the most comparable GAAP measures.

1

"For full year 2026, we now estimate our Adjusted EBITDA2 to be approximately $4.7 billion. This expected outcome primarily reflects the continued and unprecedented cost inflation we are experiencing. For example, for the full year 2026 we expect to absorb approximately $700 million of additional freight and energy costs alone, significantly more than anticipated. We have, and are, implementing price increases to more than offset these costs, the full benefits of which we expect to realize into 2027. Against what has been a challenging operating environment I am very proud of the efforts of all our people who have set the foundation for continued progress into 2027 and beyond.”

Dividend

Smurfit Westrock plc announced today that its Board approved a quarterly dividend of $0.4523 per share on its ordinary shares. The quarterly dividend of $0.4523 per ordinary share is payable on December 10, 2026 to shareholders of record at the close of business on November 13, 2026.

Earnings Call

Management will host an earnings conference call today at 7:30 AM ET / 11:30 AM GMT to discuss Smurfit Westrock’s financial results. The conference call will be accessible through a live webcast. Interested investors and other individuals can access the webcast, earnings release, and earnings presentation via the Company’s website at

EX-99.1

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EXHIBIT 99.1

Exhibit 99.1

www.smurfitwestrock.com

Smurfit Westrock Reports Second Quarter 2026 Results

July 29, 2026 – Smurfit Westrock plc (NYSE: SW) today announced the financial results for the second quarter ended June 30, 2026.

Key Points:

•Net Sales of $8,031 million

•Net Income of $88 million, with a Net Income Margin of 1.1%

•Adjusted EBITDA1 of $1,140 million, with an Adjusted EBITDA Margin1 of 14.2%

•Net Cash Provided by Operating Activities of $765 million

•Quarterly dividend of $0.4523 per ordinary share

Smurfit Westrock plc’s performance for the three months ended June 30, 2026 and 2025 (in millions, except margins and per share data):

Three months ended June 30,

2026 2025

Net Sales $8,031 $7,940

Net Income (Loss) $88 $(26)

Net Income (Loss) Margin 1.1% (0.3)%

Adjusted EBITDA1 $1,140 $1,213

Adjusted EBITDA Margin1 14.2% 15.3%

Net Cash Provided by Operating Activities $765 $829

Basic EPS $0.17 $(0.05)

Adjusted Basic EPS1 $0.35 $0.44

Tony Smurfit, President and CEO, commented:

“I am pleased to report a strong second quarter performance with Adjusted EBITDA¹ of $1,140 million and an Adjusted EBITDA Margin¹ of 14.2%. The quarter was impacted by significantly higher input costs, particularly freight, which we managed to mitigate through our actions. Positively, demand for paper remained strong throughout the quarter with a generally excellent supply/demand backdrop. As always, we fully expect to recover input cost inflation through the second half of the year and beyond.

“In the two years since the formation of Smurfit Westrock, we have driven a significant cultural and operational shift in our business. I have always believed that our strongest differentiators are the commitment and dedication of our people and the strength of our culture. As we target an accelerated path to growth through our Medium-Term Plan, I am excited that we have an excellent team which will realize Smurfit Westrock’s true potential.

“Our North American region continues to make significant operational and commercial progress. Our team is progressively implementing our owner operator model and improving operating efficiency. Pricing initiatives have been implemented to recover increased input costs across practically all paper grades, and we are beginning to see the benefits from our commercial approach in our converting businesses. As we begin the third quarter, our mill system is generally running full with strong order books and an improving outlook for our converting operations.

“Our EMEA and APAC region continues to outperform. This region is exceptionally well positioned and our actions on improving productivity and providing superior service and innovation for customers is gaining significant new business for us. While certain input costs are continuing to rise, these are being recovered with the customary lag.

“Our Latin American region delivered another excellent performance as a result of our strong market positions and continuing benefits from our investment programs. We see significant growth opportunities, and we are well positioned to develop this region through both internal investment and acquisition.

“In April we hosted over 200 global customers at our flagship innovation packaging event. I am very proud that we continue to be recognized by customers across all regions with numerous awards received for our approach towards innovation, sustainability and service. We continuously transfer best practice, operating excellence and innovation across markets, regions and continents for the benefit of our customers.

1 Adjusted EBITDA, Adjusted EBITDA Margin and Adjusted Basic EPS are non-GAAP measures. See the “Non-GAAP Financial Measures and Reconciliations” below for discussion and reconciliation of these measures to the most comparable GAAP measures.

1

“We also continued to optimize our system with a mill closure in the UK and are in the process of closing a further 8 facilities in our converting business in both Europe and the North American region.

"Looking ahead, we are very encouraged by the current market back drop and the significant improvements we have made within our business. With input costs remaining elevated, especially freight, we currently expect third quarter Adjusted EBITDA2 to be approximately $1.3 billion and for the full year Adjusted EBITDA2 we expect to be in the range of $4.9 billion to $5.1 billion with good momentum through the latter half of 2026 and beyond.

Dividend

Smurfit Westrock plc announced today that its Board approved a quarterly dividend of $0.4523 per share on its ordinary shares. The quarterly dividend of $0.4523 per ordinary share is payable on September 10, 2026 to shareholders of record at the close of business on August 14, 2026.

Earnings Call

Management will host an earnings conference call today at 7:30 AM ET / 12:30 PM BST to discuss Smurfit Westrock’s financial results. The conference call will be acc

EX-99.1

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EXHIBIT 99.1

Exhibit 99.1

www.smurfitwestrock.com

Smurfit Westrock Reports First Quarter 2026 Results

Dublin – April 30, 2026 – Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the first quarter ended March 31, 2026.

Key Points:

·Net Sales of $7,712 million

·Net Income of $63 million, with a Net Income Margin of 0.8%

·Adjusted EBITDA1 of $1,076 million, with an Adjusted EBITDA Margin1 of 14.0%

·Net Cash Provided by Operating Activities of $204 million

·Quarterly dividend of $0.4523 per ordinary share

Smurfit Westrock plc’s performance for the three months ended March 31, 2026 and 2025 (in millions, except margins and per share data):

Three months ended

March 31,

2026 2025

Net Sales $7,712 $7,656

Net Income $63 $382

Net Income Margin 0.8% 5.0%

Adjusted EBITDA1 $1,076 $1,252

Adjusted EBITDA Margin1 14.0% 16.4%

Net Cash Provided by Operating Activities $204 $235

Basic EPS $0.12 $0.74

Adjusted Basic EPS1 $0.33 $0.68

Tony Smurfit, President and CEO, commented:

“Against the backdrop of continued macro uncertainty we have delivered a solid first quarter performance, generating an Adjusted EBITDA¹ of $1,076 million.

“Our Net Income and Adjusted EBITDA¹ for the first quarter were negatively impacted by $65 million due to adverse weather events, primarily in our North American business.

“Our North American business represents our largest value creation opportunity. Demand across all paper grades improved progressively during the quarter. Reflecting this, containerboard pricing increased by a net $20 per ton in the quarter, with further price increases of $30 per ton implemented in April. Corrugated box volumes were in line with our expectations and reflect the continued evolution of our business mix and our approach to delivering value for customers. In corrugated, we onboarded over 600 new customers during the quarter. In our consumer and paperboard businesses, we continue to see strong customer adoption of our substrate-agnostic offering. As a result of these actions, and a generally better operating environment, we expect volume growth in the second half of the year.

“Our EMEA & APAC business continues to significantly outperform our peers with continued growth during the quarter with an improving demand profile and customer wins. Containerboard prices increased during March and April, primarily as a result of increased energy costs and better demand. Our corrugated business will be implementing this containerboard increase with the usual time-lag, which we expect to happen in the second half of the year. As part of our continued asset optimization program, we have entered into consultations at one of our UK mills, with capacity of approximately 200 thousand tonnes of containerboard, and at four converting facilities in the UK and the Netherlands. Smurfit Westrock continues to lead through innovation and sustainability, recently hosting over 200 customers at our European Innovation Event, which showcased advancements in sustainable packaging design and AI-enabled capabilities.

“Our Latin American business delivered another strong performance in the quarter with an Adjusted EBITDA margin of approximately 20%. Our unique, pan-regional offering and strong market positions, underpin our sustainable competitive advantage in this high growth region. The recent addition of a corrugated box plant in Ecuador expands our geographic reach, reinforces our position as the number one supplier in Latin America and increases our global paper integration.

1 Adjusted EBITDA, Adjusted EBITDA Margin and Adjusted Basic EPS are non-GAAP measures. See the “Non-GAAP Financial Measures and Reconciliations” below for discussion and reconciliation of these measures to the most comparable GAAP measures.

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“Our recently announced Medium-Term Plan targets an accelerated path to growth to 2030 and beyond through strong operational performance and disciplined capital allocation. We are focused on unlocking the full potential of North America, while continuing to outperform in EMEA & APAC, and delivering dynamic growth and strong margins in LATAM. Today, we see a stronger and a generally better industry operating environment. Assuming those conditions prevail, we currently expect to deliver Adjusted EBITDA2 of between $1.1 billion and $1.2 billion for the second quarter and, for the full year, we re-affirm our previous expectation of delivering Adjusted EBITDA2 of between $5.0 billion and $5.3 billion.”

Dividend

Smurfit Westrock plc announced today that its Board approved a quarterly dividend of $0.4523 per share on its ordinary shares. The quarterly dividend of $0.4523 per ordinary share is payable on June 10, 2026 to shareholders of record at the close of business on May 15, 2026. The default payment currency is U.S. Dollar for shareholders who hold their ordinary shares through a Depository Trust Company participant. It is also U.S. D