Smurfit Westrock's Q3 revenue rises 2%, but profits fall due to higher costs, prompting earnings forecast cut.

Smurfit Westrock reported a 2% increase in Q3 revenue, but higher production and freight costs caused a 7.5% drop in adjusted EBITDA and a 150 basis point margin decline. The company lowered its full-year 2026 EBITDA guidance to $4.7 billion, leading analysts to reduce earnings forecasts by 6%. Despite recent share price declines and a lowered valuation, expected benefits from North American capacity closures, planned price hikes, and integration savings support a potential earnings recovery in 2027. The stock remains rated Buy due to its discount relative to packaging peers.

Smurfit Westrock shares gained 1.56% to USD 40.96 on Pluang, reflecting some investor confidence despite the recent guidance cut. The stock's market cap stands at $21.15 billion as of Oct 29, 2026 20:41 WIB.