SW
Market read
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SW's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net cash provided by operating activities decreased by $95 million , to $969 million in the six months ended June 30, 2026 , from $1,064 million in the six months ended June 30, 2025 , primarily due to a $106 million decrease in net income adjusted for non-ca…”10-Q · Jul 31, 2026 ↗
“This increase was primarily due to a net positive foreign currency impact of $315 million primarily due to the strengthening of the euro against the U.S.”10-Q · Jul 31, 2026 ↗
“This increase was primarily due to the increased interest expense as a result of the acquisition of WestRock.”10-K · Feb 27, 2026 ↗
“This decrease was primarily due to higher costs of $17 million primarily due to higher energy costs, partially offset by a net positive foreign currency impact of $9 million.”10-Q · Jul 31, 2026 ↗
Valuation discipline
Price/sales 0.7× · EV/sales 1.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SW. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-01 against the comparable filing from 2025-05-09.
“This decrease was primarily due to lower volumes of $259 million that was partially offset by a net positive foreign currency impact of $51 million and a $41 million i mpact from a higher selling price mix.”
“This decrease was primarily due to higher costs of $176 million and the impact of lower volumes of $48 million that were partially offset by a higher selling price mix of $41 million.”
“Net cash provided by operating activities decreased by $31 million , to $204 million in the three months ended March 31, 2026 , from $235 million in the three months ended March 31, 2025 , primarily due to a $188 million decrease in net income adjusted for non-cash items, primarily including depreciation, depletion and amortization , impairment of assets , cash surrender value increase in excess of premiums paid , share-based compensation expense , deferred income tax benefit , and pension and other postretirement funding more than cost .”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Corrugated Packaging We operate 152 corrugated packaging plants in North America.”
Depended on by
“Smurfit WestRock plc is the Company's largest competitor within paperboard packaging.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
SW is currently a Participant in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SW; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.