Core Viewpoint - Smurfit Westrock plc reported its financial results for Q4 and the full year ending December 31, 2025, highlighting a mixed performance with significant revenue but low net income margin [1] Financial Performance - Net Sales for Q4 reached $7,580 million, indicating strong revenue generation [1] - Net Income for Q4 was $98 million, resulting in a Net Income Margin of 1.3%, suggesting profitability challenges despite high sales [1] - Adjusted EBITDA for Q4 was $1,172 million, with an Adjusted EBITDA Margin of 15.5%, reflecting operational efficiency [1] - Net Cash Provided by Operating Activities for Q4 amounted to $1,195 million, indicating robust cash flow from operations [1] - Adjusted Free Cash Flow for Q4 was $679 million, demonstrating the company's ability to generate cash after capital expenditures [1] - The company also announced a previously declared quarterly dividend, indicating a commitment to returning value to shareholders [1]

Core Viewpoint - Smurfit Westrock (NYSE:SW) is recognized as one of the top paper and plastic packaging stocks to buy, with analysts projecting significant upside potential for investors [1]. Group 1: Analyst Ratings and Price Targets - Morgan Stanley's Ioannis Masvoulas maintains an Overweight rating on Smurfit Westrock with a price target of $53, indicating an upside of over 20% for investors [1][3]. - Citi's Anthony Pettinari assigned a Buy rating but lowered the price target from $49 to $48, suggesting a revised upside of nearly 9% [3][4]. Group 2: Company Strategy and Operations - The company is shifting its strategy towards a value focus rather than a volume-driven approach in North America, enhancing operational accountability at the plant level and reducing unprofitable contracts [3]. - Smurfit Westrock produces and distributes sustainable paper-based packaging products, including containerboards and corrugated containers, across 40 countries and various segments such as consumer goods, e-commerce, retail, industrial, and food & beverages [5]. Group 3: Market Outlook - Citi's price revision for Smurfit Westrock is part of broader adjustments in the packaging segment, reflecting a challenging outlook for volume setup in the sector for the upcoming year [4].

UBS upgraded Smurfit Westrock PLC (NYSE: SW) to a "Buy" rating, leading to an 8.3% increase in its share price.The company announced a new dividend of $0.45 per share, representing an annualized dividend of $1.81 and a yield of 4.1%.Smurfit Westrock's market capitalization stands at approximately $23 billion, with a strong market presence and investor interest.Smurfit Westrock PLC (NYSE: SW) is a prominent player in the packaging industry, known for its innovative solutions and sustainable practices. The co ...

Core Viewpoint - Smurfit Westrock PLC (SW) is expected to report fourth-quarter 2025 results on February 11, with revenues projected at $7.67 billion, reflecting a 1.7% year-over-year growth, and earnings per share (EPS) estimated at 46 cents, up from 34 cents in the previous year [1][5]. Financial Estimates - The Zacks Consensus Estimate for revenues is $7.67 billion, indicating a 1.7% increase from the same quarter last year [1][5]. - The EPS consensus is set at 46 cents, showing a rise from 34 cents year-over-year [1][5]. - The earnings surprise history shows that the company has beaten the Zacks Consensus Estimate once in the last four quarters, with an average negative surprise of 18.4% [2]. Segment Performance - The Europe, MEA, and APAC segment is projected to generate revenues of $2.74 billion, up from $2.51 billion in the fourth quarter of 2024, with adjusted EBITDA estimated at $426 million, an increase from $371 million [7]. - North America's revenue estimate for Q4 2025 is $4.49 billion, slightly down from $4.52 billion reported in the previous year, with adjusted EBITDA expected to be $716 million, indicating a 0.8% year-over-year growth [8]. - The LATAM segment's revenue is estimated at $533 million, up from $505 million, but adjusted EBITDA is projected to decline to $116 million from $121 million in the prior-year quarter [9]. Market Trends and Challenges - Demand for corrugated packaging and containerboard remains stable, driven by e-commerce growth and the need for sustainable packaging solutions [3]. - However, weak volumes in Europe and lower box demand are anticipated to negatively impact quarterly results [4][5]. - Merger-related costs are expected to affect performance and free cash flow margin, although pricing actions and cost-saving initiatives may mitigate some of these challenges [6]. Stock Performance - Smurfit Westrock's stock has declined by 14.2% over the past year, compared to a 6.1% decline in the industry [11].

Core Viewpoint - Smurfit Westrock (SW) is expected to report a quarterly earnings per share (EPS) of $0.45, marking a 32.4% increase year-over-year, with revenues projected at $7.67 billion, reflecting a 1.7% increase from the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised down by 1.4% over the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue Estimates - Analysts estimate 'Net sales (unaffiliated customers) - Europe, MEA and APAC' to be $2.74 billion, representing a 9% increase from the same quarter last year [5]. - 'Net sales (unaffiliated customers) - LATAM' is projected to reach $532.55 million, indicating a 5.5% increase year-over-year [5]. - 'Net sales (unaffiliated customers) - North America' is expected to be $4.49 billion, showing a slight decline of 0.6% compared to the previous year [6]. Adjusted EBITDA Estimates - The consensus for 'Adjusted EBITDA - North America' is $716.45 million, up from $710.00 million year-over-year [6]. - 'Adjusted EBITDA - LATAM' is forecasted at $116.11 million, down from $121.00 million in the same quarter last year [7]. - 'Adjusted EBITDA - Europe, MEA and APAC' is expected to reach $425.67 million, an increase from $371.00 million year-over-year [7]. Stock Performance - Smurfit Westrock shares have returned +2.1% over the past month, contrasting with a -1.5% change in the Zacks S&P 500 composite [7].

Core Insights - Sodexo is a leader in Food and Services, focusing on improving everyday experiences across various sectors such as work, health, education, and leisure [3] - The company emphasizes its independence, family shareholding, and responsible business model, aiming to enhance the quality of life for employees and communities [3] Share Capital and Voting Rights - As of January 31, 2026, Sodexo has a total of 147,454,887 shares, with actual voting rights amounting to 216,445,255 and theoretical voting rights at 218,064,700 [1][2] - Actual voting rights exclude treasury shares and registered shares held for more than four years, which have double voting rights [1][2] Key Figures - For fiscal 2025, Sodexo reported consolidated revenues of 24.1 billion euros [5] - The company employs 426,000 individuals as of August 31, 2025, making it the second-largest private employer in France [5] - Sodexo operates in 43 countries and serves 80 million consumers daily [5] - The market capitalization of Sodexo was 6.5 billion euros as of January 7, 2026 [5]

Smurfit Westrock Declares Quarterly DividendFeb 3, 2026 9:45 AM Eastern Standard Time# Smurfit Westrock Declares Quarterly DividendShare---DUBLIN--([BUSINESS WIRE])--Smurfit Westrock plc (NYSE:SW, LSE:SWR) (the "Company†) announced today that its Board approved a quarterly dividend of $0.4523 per share on its ordinary shares. The quarterly dividend of $0.4523 per ordinary share is payable March 18, 2026 to shareholders of record at the close of business on February 17, 2026.Dividend TimetableThe timetable ...

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and opinions [1][2] Group 1 - There is no stock, option, or similar derivative position held by the author in any mentioned companies, nor are there plans to initiate such positions in the near future [1] - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2] - The content does not provide any investment recommendations or advice regarding suitability for particular investors [2]

Group 1 - Smurfit Westrock plc plans to release its financial results for Q4 and the full year ended December 31, 2025 on February 11, 2026 at approximately 6:30 am ET [1] - The earnings release will include an update on the company's Medium-Term Plan, capital allocation priorities, and value drivers [1] - A live presentation for analysts and institutional investors will take place at 7:30 am ET on the same day to discuss the financial results and other key topics [2] Group 2 - The presentation will be held at the New York Stock Exchange and will be accessible both in-person and via a live webcast [2] - In-person attendance is limited and requires prior registration, with a first-come, first-served policy [3] - A replay of the webcast will be available shortly after the call on the company's website [4] Group 3 - Smurfit Westrock is a leading provider of paper-based packaging solutions globally, employing approximately 100,000 people across 40 countries [5]

Group 1 - Sodexo is a leader in Food and Services, founded in 1966, with a focus on improving everyday experiences across various sectors [2] - The company operates with a responsible business model and aims to enhance the quality of life for employees and consumers while contributing to social and environmental progress [2] - As of August 31, 2025, Sodexo had consolidated revenues of €24.1 billion and employed 426,000 people across 43 countries, serving 80 million consumers daily [7] Group 2 - The liquidity contract with BNP Paribas Arbitrage involved trading activities in 2025, with 288,451 shares bought for €14,326,470 and 286,077 shares sold for €14,292,860 in the second semester [1] - In the first semester of 2025, a total of 412,920 shares were bought for €26,508,699 and 353,779 shares were sold for €22,872,331 [1] - As of January 7, 2026, Sodexo's market capitalization was €6.5 billion [7]