SW

Smurfit Westrock Plc stock research

Jun 30, 2025

FY2025 Q2

Smurfit Westrock (SW) Gross Margin — Quarter Ended Jun 30, 2025

Revenue increased compared to both the prior quarter and the same quarter one year earlier, but gross profit declined relative to the prior quarter and rose less than revenue on a year-over-year basis. Consequently, gross margin weakened from both periods.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue increased compared to both the prior quarter and the same quarter one year earlier, but gross profit declined relative to the prior quarter and rose less than revenue on a year-over-year basis. Consequently, gross margin weakened from both periods.

  • Cost of revenue grew at a faster pace than revenue, which compressed gross profit and lowered the gross margin.
  • Gross margin was lower than the immediately preceding quarter and lower than the same quarter one year earlier.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

19.1%

Gross profit

$1.5B

Revenue

$7.9B

Cost of revenue

$6.4B

Quarter-over-quarter change

-1.5 pts

Year-over-year change

-4.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$7.7B$1.4B$6.3B17.6%
Dec 31, 2024$7.5B$1.4B$6.1B19.1%
Mar 31, 2025$7.7B$1.6B$6.1B20.6%
Jun 30, 2025$7.9B$1.5B$6.4B19.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2025

-1.5 pts

Year-over-year change

Jun 30, 2024

-4.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Cost of revenue grew at a faster pace than revenue, which compressed gross profit and lowered the gross margin.

Gross margin was lower than the immediately preceding quarter and lower than the same quarter one year earlier.

Monitor the impact of the announced permanent closure of a coated recycled paperboard mill and the discontinuation of production at a container facility.