Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packagin…
$44.09-0.94%
报价 2026-11-06
市值
$23.13B
EV
$36.84B
PE (TTM)
47.4x
预期 PE (FY2026)
22.5x
52 周区间距高点 -14.9%
$32.79$51.84
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
电话会信号
辅助标签Q3 20262026-10-28
下调/撤回指引供不应求
指引 下调
信心 4
分析师 3
“Actions taken in 2026 will more than offset costs in 2027, with material increases in Q1/Q2.”
原文引用（2）
- 下调/撤回指引：For the full-year 2026, we now expect adjusted EBITDA of approximately $4.7 billion
- 供不应求：Today, our mail system across practically all grades remains sold out allowing for us to prioritize orders
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
同行业市值相近 · Packaging & Containers| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| SWSmurfit Westrock Plc | $23.13B | -0.9% | +3.1% | 17.4% | 47.4x | 8.6x | 22.7x | |
| PKGPackaging Corporation of America | $22.25B | +0.4% | +9.6% | 21% | 24.3x | 12.9x | 30.6x | |
| AMCRAmcor plc | $20.75B | -2.1% | +3.5% | 25.2% | 20.3x | 10.8x | 12.9x | |
| IPInternational Paper Company PFD $4 | $18.29B | +0.8% | +0.1% | 27.6% | – | – | 43.9x | |
| BALLBall Corporation | $17.45B | -1.5% | +16.8% | 17.4% | 16.9x | 10.6x | 19.2x | GARP |
| CCKCrown Holdings, Inc. | $13.11B | -0.5% | +8.2% | 18.3% | 15.6x | 8.3x | 11.8x | |
| REYNReynolds Consumer Products Inc. | $5.08B | -1.7% | +1.3% | 24.6% | 14.6x | 9.8x | 16.1x | |
| SONSonoco Products Company | $4.99B | -1.8% | -2.2% | 20.9% | 5.1x | 6.3x | 12.8x | Cheap |
| SLGNSilgan Holdings Inc. | $4.34B | -1.3% | +4.3% | 17.9% | 15.1x | 10.1x | 11.8x | |
| 同行中位数 | – | – | +3.9% | 21% | 15.6x | 10.1x | 14.5x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $8.03B | $6.7B | $7.58B | $8B | $7.94B | $7.66B | $7.28B | $6.89B |
| Gross Margin | 17.4% | 16.4% | 18.2% | 19.6% | 19.1% | 20.6% | 16.1% | 20.6% |
| Operating Margin | 3.8% | 4% | 6.1% | 7.6% | 7% | 7.9% | 5.3% | 0.7% |
| Net Income | $88M | $56.5M | $97M | $246M | $-28M | $384M | $140.9M | $-134.7M |
| Diluted EPS | 0.17 | 0.12 | 0.18 | 0.47 | -0.05 | 0.73 | 0.31 | -0.27 |
| Operating Cash Flow | $765M | $204M | $1.2B | $1.13B | $829M | $235M | $752.9M | $320M |