Westrock Coffee (NASDAQ:WEST) Announces Quarterly Earnings Results

Westrock Coffee (NASDAQ:WEST) posted its earnings results on Thursday. The company reported ($0.10) earnings per share for the quarter, missing the consensus estimate of ($0.08) by ($0.02), FiscalAI reports. Westrock Coffee had a negative return on equity of 2,145.68% and a negative net margin of 4.88%. The business had revenue of $300.20 million for the quarter, compared to analysts’ expectations of $303.93 million.

Here are the key takeaways from Westrock Coffee’s conference call:

• Westrock posted record third-quarter adjusted EBITDA of $26.4 million, up about 14% year over year; nine-month adjusted EBITDA rose 58% to $73.7 million. It was the company’s sixth consecutive quarter of year-over-year EBITDA growth.
• Management said Conway is operating at about 40% of current capacity, with committed programs expected to lift utilization to roughly 85% over the next 18 months. The company expects Conway to contribute more than $70 million of adjusted EBITDA at that level, and said new Conway customers are often adding other Westrock products as well.
• Westrock maintained its 2026 adjusted EBITDA outlook of $90 million to $100 million and introduced 2027 guidance of about $130 million, roughly 35% above the 2026 midpoint. Management noted that some customer programs are scheduled to launch later in 2027, so the year-end run rate could be higher than the full-year result suggests.
• The company reported positive free cash flow for a second consecutive quarter and expects 2026 capital expenditures of about $30 million, down from $89 million in 2025. It also completed a $600 million refinancing that extends maturities to 2031, reduces first-year required debt service by about $17 million, and increases available cash and revolver liquidity.
• Management said consumer conditions remain choppy, with fuel costs weighing on traffic, and expects leverage to temporarily rise in the fourth quarter and early 2027 before resuming meaningful deleveraging. Third-quarter net sales fell 15.4% year over year, though the company attributed much of the decline to tariff-refund accounting and lower green coffee prices, as well as a previously disclosed single-serve customer loss.

Westrock Coffee Trading Down 13.3%

Shares of Westrock Coffee stock opened at $8.99 on Friday. The company has a 50 day moving average of $8.48 and a 200 day moving average of $7.01. Westrock Coffee has a 52-week low of $3.59 and a 52-week high of $11.00.

Key Headlines Impacting Westrock Coffee

Here are the key news stories impacting Westrock Coffee this week:

• Positive Sentiment: Westrock projected approximately $130 million in adjusted EBITDA for 2027 following refinancing of a new $600 million facility. The forecast and refinancing may support confidence in its future earnings and financing position. Westrock projects 2027 adjusted EBITDA following facility refinancing
• Positive Sentiment: Telsey raised its price target on WEST to $13, a favorable analyst update. Telsey raises Westrock Coffee price target
• Neutral Sentiment: Westrock’s third-quarter net loss narrowed to $10 million from $19.1 million a year earlier, although the improvement was not enough to prevent misses against analyst estimates. Westrock posts smaller third-quarter loss
• Negative Sentiment: Third-quarter results fell short of expectations: Westrock reported a $0.10-per-share loss versus estimates of roughly $0.05–$0.08, while revenue of $300.2 million was below the $303.9 million consensus. The earnings and revenue misses are the clearest near-term downside catalysts. Westrock reports third-quarter loss and misses revenue estimates

Wall Street Analyst Weigh In

WEST has been the topic of a number of research reports. Stifel Nicolaus set a $9.00 price objective on Westrock Coffee in a report on Friday, August 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of Westrock Coffee in a research report on Monday. Telsey Advisory Group set a $13.00 price target on shares of Westrock Coffee in a research note on Friday. Finally, Benchmark restated a “buy” rating on shares of Westrock Coffee in a research report on Monday, August 31st. Three equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Westrock Coffee presently has a consensus rating of “Hold” and an average target price of $10.67.

Westrock Coffee Company Profile

Westrock Coffee Company is a global provider of integrated coffee, tea, flavors, extracts and ready-to-drink beverage solutions. The company sources raw materials from producing regions, then provides processing, roasting, blending, extraction, packaging and distribution services for beverage brands and other commercial customers.

Its products and services support a range of beverage formats, including roasted and ground coffee, single-serve coffee, tea, liquid coffee and tea extracts, ready-to-drink beverages, and customized flavor systems.