SW · 8-K · 20261028PR119345

Pricing and Input Costs

Smurfit Westrock plc · 2026-10-28 · Importance 58 · Surprise 42

Smurfit Westrock said it had implemented significant pricing initiatives across most paper grades and expected the increases to more than offset input costs as they are passed through. In EMEA & APAC, containerboard price increases to offset costs had been implemented and were being passed on with the normal time lag. The company cited $700 million of expected additional freight and energy costs for full-year 2026 and said the full benefits of its price increases were expected to be realized into 2027.

Key facts

• Management said significant pricing initiatives had been implemented across most paper grades and expected them to more than offset input costs as increases are passed through. source
• Containerboard price increases to offset costs had been implemented in EMEA & APAC and were being passed on with the normal time lag. source
• Management attributed the expected 2026 Adjusted EBITDA outcome primarily to continued and unprecedented cost inflation. source