SW Smurfit Westrock

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Total debt $13.8B as of Dec 31, 2025; variable-rate portion creates rising interest cost exposure amid elevated rates
• • Antitrust class action filed Jul 29, 2025 in U.S. District Court for Northern District of Illinois alleging violations of U.S. antitrust laws
• • U.S. tariff implementation and potential retaliatory tariffs threatening cross-border operations across multinational footprint
• • Chinese containerboard overcapacity risk — excess regional supply exported at lower prices into Smurfit Westrock's European and LATAM markets
• • OCC and wood fiber prices volatile; Asian buyers materially competing for OCC supply, driving cost unpredictability

Management Discussion & Analysis

• • Net sales $31,179M, up $10,070M (+48% YoY); $9,845M from WestRock acquisition; organic growth only $225M
• • Operating margin 5.5% vs 4.8% (operating profit $1,719M vs $1,007M); effective tax rate improved to 27.1% from 43.0%
• • North America best segment: Adjusted EBITDA $2,998M vs $1,610M; Europe MEA/APAC $1,618M vs $1,529M; LATAM $485M vs $378M
• • Operating cash flow $3,392M (up $1,909M); capex $2,192M; dividends $900M; net debt reduction $304M; liquidity $5,452M
• • Key risks: volume headwinds (-$716M organic impact), mill closures (St. Paul MN, Forney TX), tariff uncertainty, energy cost inflation

Business Overview

• • Global scale via July 2024 Smurfit Kappa/WestRock merger; first full-year 10-K as combined entity with ~97,000 employees across three segments
• • North America 58.5% of net sales, Europe MEA/APAC 34.8%, LATAM 6.7%; corrugated shipments: 100B sq ft NA, 96.8B sq ft Europe, 23B sq ft LATAM
• • 10th bag-in-box facility under construction in U.S.; bag-in-box managed under Europe segment globally, including non-European facilities
• • Environmental capex $168M in fiscal 2025; North America mills ~10% long on paper in Europe segment post-combination
• • First combined global employee engagement survey launched in 2025 with 80,000+ participants — integration milestone for newly merged workforce

What are the latest SW SEC filings in 2026?

Smurfit Westrock (SW) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SW file its most recent 10-K annual report?

Smurfit Westrock (SW) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SW 10-Q quarterly reports?

Smurfit Westrock (SW)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every SW 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SW filed recently?

Smurfit Westrock (SW)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SW insider trading activity (Form 4)?

SignalX aggregates every SW Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SW file with the SEC?

Smurfit Westrock (SW) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SW filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Smurfit Westrock (SW).

What is SW's SEC CIK number?

Smurfit Westrock (SW)'s SEC CIK (Central Index Key) number is 2005951. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 2005951 to look up all SW filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SW return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Smurfit Westrock (SW) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.