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Smurfit Westrock reported Q3 FY2026 revenue of $8.2 billion, below the consensus of $8.3 billion. Adjusted earnings per share were $0.45, also below the consensus of $0.60.
Revenue rose from $8.0 billion a year earlier, while diluted earnings per share fell to $0.41 from $0.47. The company’s gross margin narrowed to 17.6% from 19.6%, and its operating margin declined to 5.97% from 6.57%. Free cash flow was $380.0 million, compared with $538.0 million a year earlier.
Smurfit Westrock makes paper-based packaging and also sells paper to other businesses. For corrugated and consumer packaging, the company says price increases generally follow raw-material cost increases with a three- to six-month lag; contractual adjustments do not always offset rising costs.
| Q3 FY2026 | Q3 FY2025 | Change | |
|---|---|---|---|
| Revenue | $8.2 billion | $8.0 billion | 1.97% |
| Diluted EPS | $0.41 | $0.47 | −11.9% |
| Gross margin | 17.6% | 19.6% | −2.0 percentage points |
| Operating margin | 5.97% | 6.57% | −0.6 percentage points |
| Free cash flow | $380.0 million | $538.0 million | −29.4% |
| Against the consensus | Reported | Consensus | Result |
|---|---|---|---|
| Adjusted EPS | $0.45 | $0.60 | Missed by 25.0% |
| Revenue | $8.2 billion | $8.3 billion | Missed by 1.89% |
Adjusted EPS is the figure the consensus estimates, not the GAAP EPS above.
What management said on the call
Smurfit Westrock’s latest earnings call commentary is unavailable, so its executives’ discussion of the quarter cannot be reported.
Guidance
Smurfit Westrock’s management guidance is unavailable for this report, so the company’s current outlook and any changes from its previous guidance cannot be described here.