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Smurfit Westrock (SW) Q3 2026 Earnings Call Transcript

2 outlets 11 reports Published Oct 28, 2026

Energy and freight headwinds of $700 million weigh on margins despite sales growth.S1
Europe's margin collapse offset Americas strength as management cuts 2026 guidance.S2
Core EPS surged 131% year-over-year as merger integration accelerates.S3
Record $3.15B net business wins drove backlog to $24.5B despite flat revenue.S4
Record wafer shipments and a $3.2B expansion signal AI infrastructure momentum ahead.S5
Record €8.4B nine-month profit signals strong momentum across divisions.S6
Endesa, S.A. (ELEZY) Q3 2026 Earnings Call TranscriptS7
Ligner discusses return to organic growth and Revival program progress.S8
Rising credit risks weigh on Lufax as liquidity tightens and regulators scrutinize lending practices.S9
Revenue beat guidance as e-commerce and tutoring expansion drive growth.S10

Assembled from source summaries.

Timeline · newest first

1h Fool

Energy and freight headwinds of $700 million weigh on margins despite sales growth.

1h Fool

Europe's margin collapse offset Americas strength as management cuts 2026 guidance.

1h Fool

Core EPS surged 131% year-over-year as merger integration accelerates.

1h Fool

Record $3.15B net business wins drove backlog to $24.5B despite flat revenue.

1h Fool

Record wafer shipments and a $3.2B expansion signal AI infrastructure momentum ahead.

1h Fool

Record €8.4B nine-month profit signals strong momentum across divisions.

2h Seekingalpha

2h Fool

Ligner discusses return to organic growth and Revival program progress.

2h Fool

Rising credit risks weigh on Lufax as liquidity tightens and regulators scrutinize lending practices.

2h Fool

Revenue beat guidance as e-commerce and tutoring expansion drive growth.

2h Fool

Adjusted operating income hit $12.4 billion on strong refining margins.

Business & Economy

2 outlets 11 reports Published Oct 28, 2026

Energy and freight headwinds of $700 million weigh on margins despite sales growth.S1
Europe's margin collapse offset Americas strength as management cuts 2026 guidance.S2
Core EPS surged 131% year-over-year as merger integration accelerates.S3
Record $3.15B net business wins drove backlog to $24.5B despite flat revenue.S4
Record wafer shipments and a $3.2B expansion signal AI infrastructure momentum ahead.S5
Record €8.4B nine-month profit signals strong momentum across divisions.S6
Endesa, S.A. (ELEZY) Q3 2026 Earnings Call TranscriptS7
Ligner discusses return to organic growth and Revival program progress.S8
Rising credit risks weigh on Lufax as liquidity tightens and regulators scrutinize lending practices.S9
Revenue beat guidance as e-commerce and tutoring expansion drive growth.S10