Smurfit Westrock plc announced its financial results for the third quarter ended September 30, 2026, reporting net sales of $8.161 billion. The company reported a net income of $219 million, which resulted in a net income margin of 2.7%. Adjusted EBITDA for the quarter was $1.205 billion, with an adjusted EBITDA margin of 14.8%. Basic earnings per share (EPS) were reported at $0.42, while adjusted basic EPS was $0.45.
For the three-month period, the company generated $874 million in net cash provided by operating activities. The company’s board approved a quarterly dividend of $0.4523 per ordinary share, payable on December 10, 2026, to shareholders of record as of November 13, 2026.
Regional performance varied across the company’s segments. The North American business reported Adjusted EBITDA of $760 million with a margin of 15.6%. The EMEA & APAC region reported Adjusted EBITDA of $379 million and a margin of 13.4%. The Latin American region reported Adjusted EBITDA of $126 million with a margin of 21.4%. During the quarter, the company announced an agreement to acquire the containerboard assets of CMPC in Chile.
Management noted that the results were achieved against a backdrop of unprecedented cost inflation and weaker than anticipated converting volumes. The company expects to absorb approximately $700 million of additional freight and energy costs for the full year 2026. Management stated that price increases implemented across most paper grades are expected to more than offset these costs, with the full benefits anticipated to be realized into 2027.
For the full year 2026, the company now estimates Adjusted EBITDA to be approximately $4.7 billion. The company will host an earnings conference call on October 28, 2026, at 7:30 AM ET / 11:30 AM GMT to discuss these results.
