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Smurfit WestRock: Can Robotics, Automation, and Smart CapEx Close the North America Margin Gap?

Smurfit Westrock has delivered mixed results in its fourth quarter and full-year 2025 performance, balancing a robust financial outcome with the challenges of portfolio optimization and macroeconomic pressures. The company reported $1.172 billion in adjusted EBITDA for the quarter and $4.939 billion for the year, marking it as one of the leading figures in the packaging industry globally. This achievement indicates strong operational effectiveness in challenging market conditions, characterized by regional variances in performance. The North American segment saw a decline in EBITDA to $651 million with a margin of 14.7%, while the European operations showed improvement, achieving a 16% margin and $438 million in adjusted EBITDA. The Latin American region performed notably well with a 24% margin and over $130 million in EBITDA. On the whole, the business showcased its efficiency by generating over $1.