Westrock Coffee (NASDAQ:WEST) Releases Earnings Results
by Amy Steele · The Cerbat GemWestrock Coffee (NASDAQ:WEST – Get Free Report) posted its quarterly earnings results on Thursday. The company reported ($0.09) EPS for the quarter, topping the consensus estimate of ($0.13) by $0.04, FiscalAI reports. The business had revenue of $308.83 million for the quarter, compared to analyst estimates of $285.12 million. Westrock Coffee had a negative return on equity of 233.53% and a negative net margin of 7.61%.
Here are the key takeaways from Westrock Coffee’s conference call:
- Q1 delivered a strong financial beat with consolidated adjusted EBITDA of $26 million (3x YoY), net sales of $308.8 million (+44%), an operating profit of $3.2 million versus a prior-year loss, and management reaffirmed its 2026 adjusted EBITDA guidance of $90–$100 million.
- The Conway facility is now fully operational with all five production lines running (cans, glass, multi-serve bottles, bulk extract), has swung to operating cash flow positive, and management says installed capacity is materially shortening sales cycles and attracting multi-category brand partnerships.
- Beverage Solutions’ segment adjusted EBITDA rose to $23.3 million (up 143% YoY) but includes a one-time ~$4.6 million final payment from a single-serve contract; excluding that item, segment adjusted EBITDA was ~$18.6 million (up 95% YoY).
- Capital intensity is shifting lower — Q1 CapEx ~ $7 million versus >$41 million a year ago, with a planned ~ $30 million for 2026 and an expectation to be free cash flow positive in H2; secured net leverage improved to 3.45x.
- Residual timing and customer concentration risks remain — replacement of volumes lost after a large single-serve customer departure is expected to start in late 2026 and fully replace by end of 2027, and high gasoline prices could pressure c-store channels and near-term demand.
Westrock Coffee Stock Down 2.8%
Shares of NASDAQ:WEST opened at $5.90 on Friday. The company has a market capitalization of $571.59 million, a price-to-earnings ratio of -6.21 and a beta of 0.78. Westrock Coffee has a 12-month low of $3.59 and a 12-month high of $7.92. The business has a 50-day moving average price of $4.72 and a 200 day moving average price of $4.55. The company has a current ratio of 0.96, a quick ratio of 0.48 and a debt-to-equity ratio of 37.87.
Analyst Ratings Changes
Several equities research analysts recently issued reports on WEST shares. Stifel Nicolaus cut their price objective on shares of Westrock Coffee from $10.00 to $7.00 and set a “buy” rating for the company in a research report on Wednesday, March 11th. Zacks Research lowered shares of Westrock Coffee from a “hold” rating to a “strong sell” rating in a report on Friday, March 20th. Weiss Ratings reissued a “sell (e+)” rating on shares of Westrock Coffee in a research note on Monday, April 20th. Telsey Advisory Group restated an “outperform” rating and set a $7.00 price target on shares of Westrock Coffee in a report on Monday, March 9th. Finally, Wall Street Zen raised shares of Westrock Coffee from a “sell” rating to a “hold” rating in a research report on Saturday, March 14th. Three analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $7.00.
Check Out Our Latest Stock Analysis on WEST
Insider Buying and Selling
In related news, Director Joe T. Ford bought 55,000 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were bought at an average price of $4.60 per share, with a total value of $253,000.00. Following the completion of the transaction, the director directly owned 533,916 shares of the company’s stock, valued at $2,456,013.60. This represents a 11.48% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 27.70% of the stock is owned by insiders.
Institutional Investors Weigh In On Westrock Coffee
A number of institutional investors have recently made changes to their positions in WEST. Hsbc Holdings PLC acquired a new position in shares of Westrock Coffee in the 4th quarter worth approximately $57,000. Mercer Global Advisors Inc. ADV acquired a new stake in Westrock Coffee in the 4th quarter valued at approximately $47,000. Susquehanna Portfolio Strategies LLC acquired a new stake in Westrock Coffee in the 4th quarter valued at approximately $289,000. Private Capital Management LLC raised its position in Westrock Coffee by 33.3% in the fourth quarter. Private Capital Management LLC now owns 60,000 shares of the company’s stock valued at $244,000 after purchasing an additional 15,000 shares during the period. Finally, Millennium Management LLC raised its position in Westrock Coffee by 111.2% in the fourth quarter. Millennium Management LLC now owns 676,400 shares of the company’s stock valued at $2,753,000 after purchasing an additional 356,118 shares during the period. 45.08% of the stock is currently owned by institutional investors and hedge funds.
About Westrock Coffee
Westrock Coffee Company is a global integrated coffee roaster and manufacturer that delivers end-to-end solutions across the coffee and tea supply chain. The company sources, roasts, blends, packages and distributes a diverse range of products, including hot and cold brew coffee, single-serve pods, instant and soluble coffee, tea, and specialty coffee extracts. Serving retail, convenience, foodservice and industrial customers, Westrock Coffee offers both private-label and co-packed branded products to meet the needs of supermarkets, quick-service restaurants, office coffee services and other channels.
Since its founding in 2008, Westrock Coffee has grown through a combination of organic expansion and strategic acquisitions to establish manufacturing facilities across North America, Latin America and Europe.