SWSmurfit Westrock plc
Paperboard Containers & Boxes
- Revenue
- $31.2B
- 48% YoY
- Operating margin
- 5.5%
- 16% YoY
- EBITDA
- $4.3B
- 73% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.9×
- $12.6B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear485% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear27% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear16% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|
| Revenue | $13.5B | $12.1B | $21.1B | $31.2B | 48% |
| Operating income | $1.6B | $1.4B | $1.0B | $1.7B | 71% |
| Net income | $1.0B | $825M | $319M | $699M | 119% |
| Operating cash flow | $1.4B | $1.6B | $1.5B | $3.4B | 129% |
| Capex | $930M | $929M | $1.5B | $2.2B | 50% |
| Stock-based comp | $68M | $66M | $206M | $139M | 33% |
| Buybacks | $32M | $30M | $27M | $0 | 100% |
| Dividends | $349M | $391M | $650M | $900M | 38% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.