We believe the market has yet to fully understand the strategic value of the Smurfit Westrock Plc (NYSE: SW ) merger, and we view the current weakness as a strong opportunity to buy the dip. Since our lastBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as suc ...

Regulated information Issy-les-Moulineaux, May 6, 2025 Monthly disclosure on share capital and voting rights Pursuant to Article L.233-8-II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers Registered name of the issuer: SODEXO255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX DateTotal number of sharesActual voting rights *Theoretical voting rights **April 30, 2025147,454,887216,784,265218,111,428 * Actual voting rights: all of ...

文章核心观点 公司在2025年4月28 - 29日进行了库藏股购买交易,用于履行与免费股票奖励计划相关的义务 [1] 公司概况 - 公司1966年由皮埃尔·贝隆在马赛创立,是全球可持续食品和生活体验领域的领导者 [2] - 公司凭借食品和设施管理服务两大业务应对日常生活挑战,目标是提高员工和服务对象的生活质量,并推动所在社区的经济、社会和环境进步 [2] - 公司被纳入CAC Next 20、Bloomberg France 40等多个指数 [2] 关键数据 - 2024财年综合收入238亿欧元 [3] - 截至2024年8月31日有42.3万名员工,是全球最大的法国私营雇主 [3] - 截至2024年8月31日业务覆盖45个国家 [3] - 每日服务8000万消费者 [3] - 截至2025年4月3日市值85亿欧元 [3] 交易信息 - 公司在2025年4月28 - 29日根据2024年12月17日股东大会授权的股票回购计划,在流动性合同之外购买库藏股 [1] - 交易详情包括交易日期、LEI、ISIN、交易量、加权平均购买价格和市场等信息,共购买10万股,加权平均购买价格为55.6481欧元 [1] - 交易详细信息可在公司网站查询 [1]

Smurfit Westrock Plc (NYSE:SW) Q1 2025 Earnings Conference Call May 1, 2025 7:30 AM ET Company Participants Ciaran Potts - Vice President of Investor Relations Tony Smurfit - Chief Executive Officer Ken Bowles - Chief Financial Officer Conference Call Participants Charlie Muir-Sands - BNP Paribas Philip Ng - Jefferies Mike Roxland - Truist Securities Gabe Hajde - Wells Fargo Lars Kjellberg - Stifel Detlef Winckelmann - JP Morgan Patrick Mann - Bank of America Mark Weintraub - Seaport Research Partners Kevin ...

Smurfit Westrock Plc (SW) reported earnings of 73 cents per share in first-quarter 2025, beating the Zacks Consensus Estimate of 65 cents by a margin of 12%. The bottom line was flat compared with the year-ago quarter. Smurfit Westrock was formed by the merger of two major paper and packaging industry players, Smurfit Kappa and WestRock, on July 5, 2024. Results for Smurfit Westrock are being reported from the third quarter of 2024 as a unified company. In the current first-quarter 2025 earnings release, th ...

For the quarter ended March 2025, Smurfit Westrock (SW) reported revenue of $7.66 billion, up 62% over the same period last year. EPS came in at $0.73, compared to $0.39 in the year-ago quarter.The reported revenue represents a surprise of -2.47% over the Zacks Consensus Estimate of $7.85 billion. With the consensus EPS estimate being $0.65, the EPS surprise was +12.31%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

文章核心观点 - 斯墨菲西洛克本季度财报有盈有亏 股价年初以来表现不佳 未来走势取决于管理层财报电话会议评论和盈利预期变化 行业排名靠前或对其有积极影响 同行业雷尼尔先进材料即将公布财报 [1][2][3][8] 斯墨菲西洛克本季度财报情况 - 本季度每股收益0.73美元 超扎克斯共识预期的0.65美元 去年同期为0.39美元 此次财报盈利惊喜为12.31% [1] - 上一季度预期每股收益0.68美元 实际为0.34美元 盈利惊喜为 - 50% [1] - 过去四个季度公司仅一次超过共识每股收益预期 [2] - 截至2025年3月季度营收76.6亿美元 未达扎克斯共识预期2.47% 去年同期营收47.3亿美元 过去四个季度未超共识营收预期 [2] 斯墨菲西洛克股价表现 - 自年初以来 斯墨菲西洛克股价下跌约22% 而标准普尔500指数下跌 - 5.3% [3] 斯墨菲西洛克未来展望 - 股票近期价格走势和未来盈利预期的可持续性主要取决于管理层财报电话会议评论 [3] - 盈利前景可帮助投资者判断股票走向 包括当前季度共识盈利预期及预期变化 [4] - 盈利预估修正趋势与短期股价走势强相关 可通过扎克斯排名工具追踪 [5] - 财报发布前 盈利预估修正趋势喜忧参半 目前股票扎克斯排名为3（持有） 预计近期表现与市场一致 [6] - 未来需关注未来季度和本财年盈利预估变化 本季度共识每股收益预估为0.80美元 营收80.4亿美元 本财年共识每股收益预估为2.97美元 营收317.9亿美元 [7] 行业情况 - 扎克斯行业排名中 造纸及相关产品行业目前处于250多个扎克斯行业前19% 排名前50%的行业表现优于后50%超两倍 [8] 同行业公司情况 - 同行业雷尼尔先进材料预计5月6日公布2025年3月季度财报 预计本季度每股亏损0.14美元 同比变化 - 600% 过去30天本季度共识每股收益预估未变 [9] - 雷尼尔先进材料预计营收3.886亿美元 较去年同期增长0.2% [10]

Smurfit Westrock (SW) Q1 2025 Earnings Call May 01, 2025 07:30 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Smurfit WestRock twenty twenty five Q1 Results Webcast and Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Kieran Potts, Smurfit WestRock Group VP, Investor Relati ...

Smurfit Westrock (SW) Q1 2025 Earnings Call May 01, 2025 07:30 AM ET Company Participants Ciaran Potts - Head of Investor RelationsAnthony Smurfit - President & Group CEOKen Bowles - Executive VP, Group CFO & Executive DirectorCharlie Muir-Sands - Head of Paper & Packaging - Equity ResearchPhilip Ng - Managing DirectorMichael Roxland - MD - Equity ResearchLars Kjellberg - Managing DirectorDetlef Winckelmann - Equity research - Head of EMEA Paper & Packaging researchPatrick Mann - Vice PresidentKevin Fogarty ...

2025 First Quarter Results May 1, 2025 Paper | Packaging | Solutions Smurfit Westrock Q1 | 2025 Results | 2 Forward Looking Statements The presentation includes certain "forward-looking statements" (including within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) regarding, among other things, the plans, strategies, outcomes, outlooks, and prospects, both business and financial, of Smurfit Westrock, the expected benefi ...