WestRock Company

WRK
Financial Analysis · Updated May 13, 2026 · Coverage 2026-Q2

Financial Snapshot


ticker: WRK step: 04 generated: 2026-05-13 source: quick-research note: WestRock merged with Smurfit Kappa on July 5, 2024 to form Smurfit WestRock (NYSE: SW). Financials below are WestRock standalone (FY ends Sept 30).

WestRock Company (WRK) — Financial Snapshot [Pre-Merger Historical]

Income Statement Summary (WestRock Standalone, FY ends Sept 30)

Metric FY2022 FY2023 FY2024 (partial) YoY
Revenue $21.22B $20.00B ~$9B (H1 only) -5.8%
Adjusted EBITDA ~$3.4B $3.0B ~$1.2B (H1)
Net Income (loss) ~$500M ~($1.6B) N/A
Adj. EPS ~$2.50 ~$3.00 N/A

FY2023 net loss of ~$1.6B driven by non-cash impairments and goodwill write-downs, not operational deterioration — adjusted net income was $778M. Revenue declined in FY2023 as corrugated box demand fell ~10% from 2022 peak (post-COVID restocking demand normalization). WestRock's last full fiscal year as an independent company was FY2023 (ended Sept 30, 2023); it filed for H1 2024 before the July 5, 2024 merger close.

Combined Smurfit WestRock (SW) — Post-Merger

Metric 2024 (Combined)
Net Sales $20.3B
Target Annual Synergies $400M+
Total Debt (post-merger) ~$14.2B
Q1 2025 Net Sales $7.656B (+YoY)
FY2025 EBITDA Guidance $5.0–$5.2B

Key Ratios (Smurfit WestRock — SW, 2025)

  • EV/EBITDA: ~6.4x | Market Cap: ~$21B
  • 2025 EBITDA guidance growth: +6–11% YoY
  • Annual cost synergy target: $400M+ from merger integration

Growth Profile

WestRock (standalone) was a cyclical packaging company whose fortunes tracked corrugated box demand. Post-COVID demand normalization caused revenue to decline from $21B (FY2022) to $20B (FY2023). The Smurfit Kappa merger created the world's largest listed packaging company — Smurfit WestRock (SW) — with $20B+ in annual revenue, 500+ converting operations across 40 countries, and $400M in targeted annual synergies.

Forward Estimates (Smurfit WestRock — SW)

  • FY2025: Net sales growth expected; EBITDA guidance $5.0–$5.2B (vs. ~$4.7B 2024)
  • Synergy realization: $400M+ by 2026 (cost savings from integration)
  • Demand recovery in Europe expected to drive incremental volume
  • Debt deleveraging from $14.2B post-merger is a key near-term priority

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $WRK.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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