Smurfit Westrock to Report Q3 Earnings: Here's What to Expect

Smurfit Westrock PLC SW is scheduled to report third-quarter 2025 results on Oct. 29, before market open.

The Zacks Consensus Estimate for SW’s third-quarter 2025 revenues is pegged at $7.98 billion, indicating 4% growth from the year-ago quarter's reported figure. The estimate for earnings per share (EPS) is pegged at 68 cents, indicating a year-over-year rise from 48 cents. The consensus mark for earnings has moved 6.8% down in the past 60 days.

Smurfit Westrock’s Earnings Surprise History

Smurfit Westrock’s earnings beat the Zacks Consensus Estimate in the trailing one quarter and missed in three, the average surprise being negative 22.8%.

Factors Likely to Shape SW’s Q3 Results

The demand for corrugated packaging and containerboard for the packaging of essential items, such as food, beverages and medicines, has been stable. Strong growth in e-commerce and rising demand for paper as a sustainable packaging solution have favored the industry. These trends are expected to get reflected in Smurfit Westrock’s third-quarter 2025 results.

However, some of these gains are likely to have been offset by weak volumes in Europe and lower box demand. This is expected to have hurt Smurfit Westrock’s results. The company expects to achieve an adjusted EBITDA of $1.3 billion in the third quarter of 2025.

The merger-related costs are expected to have impacted SW’s third-quarter performance and free cash flow margin. Pricing actions and cost-saving initiatives are likely to have negated some of these headwinds.

Smurfit Westrock’s Q3 Segmental Projection

The company operates under three reportable segments.

The Zacks Consensus Estimate for Europe, MEA and APAC’s revenues is pegged at $2.80 billion for the third quarter, indicating an increase from the $2.65 billion reported in the third quarter of 2024. The segment’s adjusted EBITDA is pegged at $447 million. In the prior-year quarter, the segment reported adjusted EBITDA of $411 million.

The estimates for the North America segment’s third-quarter 2025 revenues are pegged at $4.64 billion compared with the $4.53 billion reported in the year-ago quarter. The Zacks Consensus Estimate for the segment’s adjusted EBITDA is pegged at $780 million, suggesting a flat year-over-year growth.

The LATAM segment’s revenue estimate is pegged at $506 million, suggesting a year-over-year growth from $494 million. The Zacks Consensus Estimate for the segment’s adjusted EBITDA is $113 million, indicating a dip from the $116 million reported in the prior-year quarter.

What the Zacks Model Unveils for SW Stock

Our model predicts an earnings beat for Smurfit Westrock this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is precisely the case here.

SW’s Earnings ESP: The Earnings ESP for Smurfit Westrock is +2.94%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

SW’s Zacks Rank: SW currently has a Zacks Rank #3.

Smurfit Westrock Stock’s Price Performance

Shares of the company have lost 5.5% in the past year compared with the industry’s 0.5% decline.

Stocks to Consider

Here are some Basic Materials stocks, which, according to our model, have the right combination of elements to post an earnings beat in their upcoming releases.

Agnico Eagle Mines Limited AEM, scheduled to release third-quarter earnings on Oct. 29, has an Earnings ESP of +16.07% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Agnico Eagle Mines’ earnings for the third quarter are pegged at $1.68 per share, indicating a year-over-year jump of 47.4%. Agnico Eagle Mines has a trailing four-quarter average earnings surprise of 10%.

Pan American Silver Corp. PAAS, slated to release third-quarter 2025 earnings on Nov. 12, has an Earnings ESP of +2.21% and a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for Pan American Silver’s earnings for the third quarter is pegged at 51 cents per share. The estimate indicates a significant climb from the earnings of 32 cents per share reported in the year-ago quarter. Pan American Silver has a trailing four-quarter average earnings surprise of 45.2%.

CSW Industrials, Inc. CSW, slated to release second-quarter fiscal 2026 earnings on Oct. 30, has an Earnings ESP of +1.10% and a Zacks Rank of 3 at present.

The consensus mark for CSW Industrials’ earnings is pegged at $2.73 per share. It indicates a year-over-year rise of 20.8%. CSW Industrials has a trailing four-quarter average earnings surprise of 5.6%.

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This article originally published on Zacks Investment Research (zacks.com).

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