Westrock Coffee (NASDAQ:WEST) Issues Quarterly Earnings Results, Beats Estimates By $0.09 EPS

Westrock Coffee (NASDAQ:WEST - Get Free Report) released its quarterly earnings results on Thursday. The company reported ($0.04) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.13) by $0.09, Zacks reports. The business had revenue of $308.83 million during the quarter, compared to the consensus estimate of $285.12 million. Westrock Coffee had a negative return on equity of 439.15% and a negative net margin of 5.59%.

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 Up 39.8%

WEST stock opened at $8.25 on Friday. The stock has a fifty day moving average of $4.72 and a 200-day moving average of $4.55. Westrock Coffee has a fifty-two week low of $3.59 and a fifty-two week high of $8.62. The company has a market capitalization of $799.26 million, a price-to-earnings ratio of -11.00 and a beta of 0.78. The company has a debt-to-equity ratio of 37.87, a quick ratio of 0.48 and a current ratio of 0.96.

Analyst Ratings Changes

Several analysts have recently commented on WEST shares. Zacks Research downgraded Westrock Coffee from a "hold" rating to a "strong sell" rating in a research note on Friday, March 20th. Stifel Nicolaus set a $8.00 target price on Westrock Coffee in a research report on Friday. Wall Street Zen upgraded Westrock Coffee from a "sell" rating to a "hold" rating in a report on Saturday, March 14th. Telsey Advisory Group increased their price target on Westrock Coffee from $7.00 to $9.00 and gave the company an "outperform" rating in a research report on Friday. Finally, Weiss Ratings upgraded Westrock Coffee from a "sell (e+)" rating to a "sell (d-)" rating in a research note on Thursday. Three investment analysts have rated the stock with a Buy rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $8.50.

Westrock Coffee News Roundup

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

• Positive Sentiment: Westrock Coffee reaffirmed its 2026 adjusted EBITDA outlook of $90 million to $100 million, helped by the Conway facility becoming fully operational, which suggests improving execution and margin potential. Westrock reaffirms $90M-$100M 2026 adjusted EBITDA outlook as Conway turns fully operational
• Positive Sentiment: Telsey Advisory Group raised its price target on Westrock Coffee to $9.00 from $7.00 and kept an outperform rating, signaling increased confidence in the stock’s upside. Price target raised by Telsey Advisory Group
• Positive Sentiment: First-quarter results beat revenue expectations, with sales of $308.83 million versus estimates near $285 million, and adjusted earnings came in better than expected. Westrock Coffee earnings report and conference call
• Neutral Sentiment: Management also reiterated its 2026 outlook in the earnings release, reinforcing that the company expects continued improvement rather than a major reset in expectations. Westrock Coffee Company Reports First Quarter 2026 Results and Reaffirms 2026 Outlook
• Negative Sentiment: The company still reported a quarterly loss, and Arkansas Online highlighted an $8.5 million first-quarter loss, reminding investors that Westrock remains unprofitable despite improving sales. Westrock Coffee Co. posts $8.5 million loss for first quarter

Insider Transactions at Westrock Coffee

In other news, Director Joe T. Ford acquired 55,000 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were acquired at an average cost of $4.60 per share, for a total transaction of $253,000.00. Following the purchase, the director owned 533,916 shares of the company's stock, valued at approximately $2,456,013.60. The trade was a 11.48% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 27.70% of the company's stock.

Hedge Funds Weigh In On Westrock Coffee

Large investors have recently modified their holdings of the business. Millennium Management LLC lifted its stake in shares of Westrock Coffee by 111.2% during the 4th quarter. Millennium Management LLC now owns 676,400 shares of the company's stock valued at $2,753,000 after buying an additional 356,118 shares in the last quarter. CastleKnight Management LP boosted its holdings in Westrock Coffee by 44.8% in the 4th quarter. CastleKnight Management LP now owns 575,000 shares of the company's stock worth $2,340,000 after buying an additional 178,020 shares during the period. Goldman Sachs Group Inc. grew its stake in Westrock Coffee by 189.3% in the 4th quarter. Goldman Sachs Group Inc. now owns 176,929 shares of the company's stock valued at $720,000 after buying an additional 115,777 shares in the last quarter. Jane Street Group LLC grew its stake in Westrock Coffee by 1,019.7% in the 2nd quarter. Jane Street Group LLC now owns 116,451 shares of the company's stock valued at $667,000 after buying an additional 106,051 shares in the last quarter. Finally, Marshall Wace LLP raised its holdings in Westrock Coffee by 209.7% during the 4th quarter. Marshall Wace LLP now owns 152,135 shares of the company's stock valued at $619,000 after acquiring an additional 103,015 shares during the period. Hedge funds and other institutional investors own 45.08% of the company's stock.

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.