STOCK TITAN

Smurfit Westrock plc SEC Filings

SW NYSE

Welcome to our dedicated page for Smurfit Westrock plc SEC filings (Ticker: SW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The Smurfit Westrock plc (NYSE: SW) SEC filings page on Stock Titan provides structured access to the company’s U.S. regulatory disclosures, with AI-powered tools to help interpret complex documents. Smurfit Westrock is an Ireland-incorporated public limited company whose ordinary shares trade on the New York Stock Exchange, and it files a range of reports with the U.S. Securities and Exchange Commission under Commission File Number 001-42161.

For investors analyzing this paper-based packaging company, annual reports on Form 10-K and quarterly earnings materials furnished on Form 8-K are central sources of information. These filings describe segment performance in North America, EMEA & APAC and Latin America, outline how the business is organized, and present GAAP results alongside non-GAAP measures such as Adjusted EBITDA, Adjusted EBITDA Margin and Adjusted Free Cash Flow. Stock Titan’s AI summaries highlight key points, helping readers quickly understand trends in net sales, profitability and cash generation without reading every line.

Smurfit Westrock’s filings also document capital structure and financing activity. A November 2025 Form 8-K, for example, details the issuance of U.S. dollar and euro senior notes by wholly owned subsidiaries, the guarantees provided by Smurfit Westrock and other entities, and the intended use of proceeds to redeem existing notes, repay other indebtedness and support a Green Finance Framework. AI analysis surfaces the main terms of such instruments, including maturities and interest rates, and explains how they relate to the company’s broader debt profile.

In addition to periodic and financing reports, this page includes other current reports on Form 8-K, such as those announcing quarterly results and associated investor presentations. As new filings are posted to EDGAR, Stock Titan updates the SW filings feed in near real time and applies AI to generate concise explanations of each document. Users can review the raw filings, focus on AI-generated highlights, or drill into specific topics such as segment disclosures, restructuring charges, or note offerings, all from a single, organized interface.

Rhea-AI Summary

Smurfit Westrock plc reported second quarter 2026 net sales of $8,031 million, up slightly from $7,940 million a year earlier, and returned to profitability with net income $88 million versus a $26 million loss. Net income margin was 1.1%. Adjusted EBITDA, a non‑GAAP measure, was $1,140 million with a 14.2% Adjusted EBITDA Margin, compared with $1,213 million and 15.3% in 2025. Basic EPS was $0.17, while Adjusted Basic EPS was $0.35.

By region, Q2 net sales (aggregate) were $4.7 billion in North America, $2.8 billion in Europe, MEA & APAC, and $0.6 billion in LATAM, with Adjusted EBITDA of $704 million, $380 million and $124 million, respectively. Corrugated volumes fell 4.8% in North America but rose 1.5% in EMEA & APAC and 1.0% in LATAM. Operating cash flow in Q2 was $765 million. At June 30, 2026, cash and cash equivalents were $677 million and total liabilities $27,141 million.

The board approved a quarterly dividend of $0.4523 per share, payable September 10, 2026 to shareholders of record August 14, 2026. Management highlighted higher input costs, especially freight and energy, alongside ongoing footprint optimization including a UK mill closure and planned closure of eight converting facilities. Guidance for 2026 includes Q3 Adjusted EBITDA of about $1.3 billion, full-year Adjusted EBITDA of $4.9–$5.1 billion, and capital expenditure of $2.4–$2.5 billion, within a Medium-Term Plan targeting 2030 Adjusted EBITDA of roughly $7 billion and about $14 billion cumulative discretionary free cash flow from 2026–2030.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-5%
Tags
current report
-
Rhea-AI Summary

Smurfit Westrock plc director Irial Finan received an award of 80 ordinary shares as part of a restricted stock unit (RSU) program. The Form 4 classifies this as a grant or award acquisition with no cash paid per share. After this award, Finan directly holds 58,898 ordinary shares.

Footnotes explain that the additional RSUs accrued as dividend equivalents tied to a quarterly dividend of $0.4523 per ordinary share and are subject to the same terms as the underlying award. His holdings include 7,054 RSUs scheduled to vest on the earlier of May 1, 2027, or the next annual meeting of Smurfit Westrock plc stockholders.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Garren Ben reported acquisition or exercise transactions in this Form 4 filing.

Smurfit Westrock plc officer Ben Garren received a grant of 60 ordinary shares on June 10, 2026, recorded at a price of $0.00 per share, reflecting a compensation-related award rather than an open-market purchase. Following this grant, he directly holds 14,869 ordinary shares.

Footnotes explain that the grant stems from restricted stock units (RSUs) that accrue additional units as dividend equivalents when the company pays its quarterly dividend of $0.4523 per ordinary share. His holdings include 13,041 RSUs scheduled to vest in three equal annual installments starting on the first anniversary of the grant date, supporting a multi‑year equity compensation structure.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Smurfit Westrock plc executive Alvaro Henao received additional equity awards as compensation. He was granted 38 ordinary shares, bringing his direct holdings to 72,769 shares. He also acquired 223 restricted stock units (PSUs) credited as dividend equivalents, increasing his PSU balance to 19,495 units that each represent one ordinary share.

According to the award terms, some restricted stock units accrue as dividend equivalents when the company pays its quarterly dividend of $0.4523 per ordinary share and remain subject to the same vesting conditions. Footnotes state that 10,676 restricted stock units are scheduled to vest in three equal annual installments, and 19,495 restricted stock units are due to vest and settle in February 2027.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Smurfit Westrock plc officer Saverio Mayer reported routine equity compensation awards. On June 10, 2026, he acquired 127 ordinary shares at $0.00 per share and 432 restricted stock units (PSP), both as grants rather than market purchases.

Following these transactions, Mayer directly owned 241,370 ordinary shares and 37,651 restricted stock units. Footnotes explain that part of the RSU increase reflects dividend equivalents tied to a quarterly dividend of $0.4523 per ordinary share, and that 32,390 RSUs are scheduled to vest in three equal annual installments, with all 37,651 RSUs due to settle in February 2027.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Sellier Laurent reported acquisition or exercise transactions in this Form 4 filing.

Smurfit Westrock plc officer Laurent Sellier reported new equity awards, not open-market trades. On June 10, 2026, he received 150 Ordinary Shares as a share grant, bringing his direct holdings to 138,641 Ordinary Shares. He was also granted 359 Restricted Stock Units (PSP) that accrued as dividend equivalents, increasing this RSU award to 31,331 units, which vest and are due to settle in February 2027. Footnotes state that Sellier also holds 38,606 RSUs scheduled to vest in three equal annual installments beginning on the first anniversary of the relevant grant date, and that 3,188 Ordinary Shares are held indirectly through his spouse.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

FergusonMchugh MaryLynn reported acquisition or exercise transactions in this Form 4 filing.

Smurfit Westrock plc director MaryLynn FergusonMchugh received an equity award of 51 ordinary shares on June 10, 2026. The grant was recorded at a price of $0.00 per share as a compensation-related award linked to restricted stock units. After this award, she holds 8,596 ordinary shares directly, including 4,489 restricted stock units that will vest on the earlier of May 1, 2027 or the next annual meeting of Smurfit Westrock plc stockholders. Additional restricted stock units accrued as dividend equivalents in connection with a quarterly dividend of $0.4523 per ordinary share, and each restricted stock unit represents the right to receive one ordinary share.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

SMURFIT ANTHONY P J reported acquisition or exercise transactions in this Form 4 filing.

Smurfit Westrock plc President and Group CEO Anthony P. J. Smurfit reported new equity awards and updated holdings. He received a grant of 521 ordinary shares at no cost, bringing his directly held ordinary shares to 1,727,724.

He was also granted 975 restricted stock units (RSUs) under a performance share plan, increasing his RSU balance to 84,944, each representing the right to receive one ordinary share. According to the footnotes, these 84,944 RSUs are scheduled to vest and settle in February 2027, and the total includes 130,874 RSUs that are due to vest in three equal annual installments beginning on the first anniversary of their grant date.

The filing also notes 1,000 ordinary shares held indirectly by his child within his household, for which he disclaims beneficial ownership.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
-
Rhea-AI Summary

Bowles Ken reported acquisition or exercise transactions in this Form 4 filing.

Smurfit Westrock plc director and Executive VP & Group CFO Ken Bowles reported routine equity compensation awards. On June 10, 2026, he received 150 ordinary shares and 490 Restricted Stock Units (PSP) at no cost. The additional RSUs accrued as dividend equivalents linked to a quarterly dividend of $0.4523 per ordinary share and carry the same terms as the original award, with each RSU representing one ordinary share. Following these awards, Bowles holds 174,113 ordinary shares directly and 42,770 RSUs, including 38,606 RSUs scheduled to vest in three equal annual installments and RSUs due to vest and settle in February 2027.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider
Rhea-AI Summary

Page Irene reported acquisition or exercise transactions in this Form 4 filing.

Smurfit Westrock plc Chief Accounting Officer Irene Page reported routine equity awards. She received a grant of 25 ordinary shares and 163 restricted stock units (RSUs) at no cost on June 10, 2026. The 163 RSUs accrued as dividend equivalents tied to the company’s quarterly dividend of $0.4523 per ordinary share and follow the same terms as the underlying award.

After these awards, Page directly holds 62,735 ordinary shares and 14,209 RSUs. The 14,209 RSUs are scheduled to vest and settle in February 2027, and the holdings include 5,417 RSUs set to vest in three equal annual installments beginning on the first anniversary of the grant date.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
insider

FAQ

How many Smurfit Westrock plc (SW) SEC filings are available on StockTitan?

StockTitan tracks 166 SEC filings for Smurfit Westrock plc (SW), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Smurfit Westrock plc (SW)?

The most recent SEC filing for Smurfit Westrock plc (SW) was filed on July 29, 2026.