Analysis: Smurfit Westrock plc

US:SW

Why is Smurfit Westrock plc stock rising?

  • North American corrugated volumes are expected to turn positive year over year in the latter part of 2026 as new business is onboarded.
  • The North American paper mill system is expected to remain fully booked with no commercial downtime for the remainder of 2026.
  • The medium-term plan sets a group target of $7 billion adjusted EBITDA and a 19% adjusted EBITDA margin by 2030.

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