Earnings summaries and quarterly performance for GREIF.
Executive leadership at GREIF.
Ole G. Rosgaard
President and Chief Executive Officer
Anthony J. Krabill
Vice President, Corporate Treasurer
Bala V. Sathyanarayanan
Executive Vice President, Chief Human Resources Officer
Dennis Hoffman
Senior Vice President, General Counsel and Secretary
Kimberly A. Kellermann
Senior Vice President, Chief Operations Officer
Lawrence A. Hilsheimer
Executive Vice President, Chief Financial Officer
Michael J. Taylor
Vice President, Corporate Controller
Patrick G. Mullaney
Senior Vice President, Chief Business Unit Officer
Timothy L. Bergwall
Senior Vice President, Chief Commercial Officer
Vivian E. Bouet
Senior Vice President, Chief Information and Digital Officer
Board of directors at GREIF.
B. Andrew Rose
Director
Bruce A. Edwards
Chairman of the Board
Frank C. Miller
Director
Jillian C. Evanko
Director
John W. McNamara
Director
Karen A. Morrison
Director
Kimberly T. Scott
Director
Mark A. Emkes
Director
Robert M. Patterson
Director
Research analysts who have asked questions during GREIF earnings calls.
Gabe Hajde
Wells Fargo & Company
6 questions for GEF
George Staphos
Bank of America
6 questions for GEF
Daniel Harriman
Sidoti & Company, LLC
4 questions for GEF
Ghansham Panjabi
Robert W. Baird & Co.
4 questions for GEF
Matthew Roberts
Raymond James
4 questions for GEF
Michael Roxland
Truist Securities
4 questions for GEF
Matt Roberts
Raymond James Financial
3 questions for GEF
Brian Butler
Stifel, Nicolaus & Company, Incorporated
2 questions for GEF
Mike Roxland
Truist Securities
2 questions for GEF
Aadit Shrestha
Stifel
1 question for GEF
Josh Vesely
Baird
1 question for GEF
Niccolo Piccini
Truist Securities
1 question for GEF
Richard Carlson
Wells Fargo
1 question for GEF
Recent press releases and 8-K filings for GEF.
- Greif, Inc. reported a significant increase in net income to $176.6 million and Adjusted EBITDA to $122.5 million (up 24.0%) for Q1 2026.
- The company's total debt decreased by $1,896.2 million to $944.0 million, leading to a leverage ratio of 1.2x, primarily due to debt repayment from divestitures.
- During Q1 2026, Greif completed $130.0 million in share repurchases and authorized an additional $300.0 million for future repurchases.
- Management reaffirmed its low-end fiscal 2026 guidance, projecting $630.0 million in Adjusted EBITDA and $315.0 million in Adjusted Free Cash Flow, supported by $65.0 million in run-rate cost optimization.
- Greif reported strong Q1 2026 financial results, with adjusted EBITDA increasing 24% and adjusted EPS up 140% year-over-year, while EBITDA margins improved 260 basis points to 12.3%.
- The company reaffirmed its 2026 guidance for adjusted EBITDA of $630 million and adjusted free cash flow of $315 million, noting that Q1 performance was consistent with expectations despite continued softness in the industrial economy.
- Greif completed $130 million of a $150 million share repurchase program in Q1 2026 and authorized a new $300 million share repurchase program, with a commitment to repurchase up to 2% of shares outstanding annually.
- The company's run rate cost optimization reached $65 million in Q1 2026, contributing to its historically low leverage of 1.2 times.
- Greif reported strong Q1 2026 financial results, with Adjusted EBITDA increasing 24% year-over-year to $122.5 million and Adjusted Class A Earnings Per Share rising 140% to $0.48.
- The company reaffirmed its low-end FY26 guidance, projecting Adjusted EBITDA of $630 million and Adjusted Free Cash Flow of $315 million.
- GEF executed $130 million in share repurchases during Q1 2026 and has an additional $300 million share repurchase capacity authorized, while maintaining a 1.2x leverage ratio.
- Despite achieving $65 million in run-rate cost optimization, Q1 2026 saw volume softness across all segments, leading to a total company sales variance of -2.2% due to industrial demand weakness.
- Greif reported strong Q1 2026 financial results, with Adjusted EBITDA increasing 24% year-over-year and EBITDA margins improving 260 basis points to 12.3%. Earnings per share were up 140% year-over-year.
- The company reaffirmed its low-end 2026 guidance of $630 million in Adjusted EBITDA and $315 million in adjusted free cash flow, despite a muted industrial backdrop and soft demand environment.
- Greif completed $130 million of a $150 million share repurchase program in Q1 2026 and approved a new $300 million share repurchase authorization in December, with an intention to repurchase up to 2% of shares outstanding annually.
- Cost optimization efforts are progressing, with a current run rate of $65 million and a fiscal 2026 year-end commitment of $80 million-$90 million.
- Greif reported strong Q1 2026 results with Adjusted EBITDA increasing 24% and EBITDA margin improving 260 basis points to 12.3%, driven by cost optimization despite a muted industrial backdrop.
- The company reaffirmed its low-end 2026 guidance of $630 million in Adjusted EBITDA and $315 million in Adjusted Free Cash Flow, expecting volumes to normalize after a 5% decline in Q1.
- Greif completed $130 million of a $150 million share repurchase program in Q1 and authorized a new $300 million program, leveraging its historically low 1.2 times debt leverage to return capital to shareholders and fund organic growth.
- For the eleven-month fiscal year ended September 30, 2025, Greif, Inc. reported a 93.2% decrease in net income to $15.1 million or $0.28 per diluted Class A share, while Adjusted EBITDA increased 3.1% to $511.3 million and Adjusted free cash flow increased by $195.1 million to $338.8 million.
- The company significantly reduced its total debt by $1,538.1 million to $1,202.5 million, leading to a decrease in its leverage ratio from 3.48x to 1.63x.
- Greif completed the sale of its timberlands business for approximately $462.0 million on October 1, 2025, and plans an open market repurchase plan for approximately $150.0 million utilizing available authorization.
- Cost optimization efforts resulted in approximately $50.0 million in run-rate savings by the end of fiscal year 2025, and the anticipated fiscal year 2027 cumulative cost saving run rate commitment has been expanded to $120.0 million.
- For fiscal year 2026, the company provided low-end guidance of $630.0 million Adjusted EBITDA and $315.0 million Adjusted Free Cash Flow.
- Greif (GEF) concluded fiscal 2025, a short two-month Q4 due to a fiscal year change, by finalizing the sale of its land management business for $462 million and divesting its containerboard business, resulting in a pro forma leverage ratio under 1.0 times.
- For the two-month Q4 2025, Greif reported Adjusted EBITDA of $99 million, a 7.4% increase year-over-year, with EBITDA margins expanding by 140 basis points. Adjusted free cash flow improved by over 24.3%, while Adjusted EPS was $0.01.
- The company is accelerating its cost optimization program, achieving $50 million in run rate savings in fiscal 2025 and raising its cumulative cost-saving run rate commitment to $80 million-$90 million for fiscal 2026 and $120 million for fiscal 2027. This program included the elimination of approximately 8% of professional roles.
- Greif provided low-end guidance for fiscal 2026, projecting $315 million in free cash flow with a 50% conversion ratio and approximately $155 million in CapEx.
- The capital allocation strategy includes a planned $150 million open market share repurchase program and seeking board approval for ongoing repurchases of up to 2% per year of outstanding equity value.
- Greif completed the divestment of its Containerboard Business for $1.8 billion on August 31, 2025, with Q4 2025 results reflecting only two months of continuing operations.
- For the two-month Q4 2025, Adjusted EBITDA from continuing operations increased 7.4% to $98.9 million, and Adjusted Free Cash Flow improved 24.3% to $122.6 million. Adjusted Class A Earnings Per Share was $0.01.
- The company provided FY26 guidance, projecting Adjusted EBITDA of $630 million and Adjusted Free Cash Flow of $315 million. The proforma leverage ratio for Q4 2025 was <1.0x , a significant improvement from the 1.63x leverage ratio as of September 30, 2025, and 3.48x in Q4 2024.
- Greif initiated $150 million in share repurchases and is accelerating its cost optimization program with an increased savings commitment of $120 million by the end of FY27.
- Greif, Inc. reported its fiscal 2025 results, with a fiscal year-end change to September 30, making Q4 2025 a two-month period and FY 2025 an eleven-month period. For the two-month fourth quarter of 2025, Adjusted EBITDA from continuing operations increased by 7.4% to $98.9 million, while net income (loss) from continuing operations was $(38.6) million.
- For the eleven-month fiscal year 2025, Adjusted EBITDA from continuing operations increased by 3.1% to $511.3 million, and net income from continuing operations was $38.2 million.
- The company significantly reduced its total debt by $1,538.1 million to $1,202.5 million, leading to a decreased leverage ratio of 1.63x from 3.48x, primarily due to the divestment of its Containerboard Business for $1.8 billion and timberlands business for $462.0 million.
- Greif provided low-end guidance for fiscal 2026, projecting $630 million in Adjusted EBITDA and $315 million in Adjusted Free Cash Flow, and announced plans for an open market share repurchase of approximately $150.0 million.
- The Coca-Cola Company and Gutsche Family Investments (GFI) have agreed to sell their 75% majority stake in Coca-Cola Beverages Africa (CCBA) to Coca-Cola HBC AG.
- The transaction values CCBA at an equity value of $3.4 billion.
- The deal is expected to be completed by the end of 2026 and includes an option for Coca-Cola HBC to acquire the remaining 25% of CCBA from Coca-Cola within six years after closing.
- This sale is part of The Coca-Cola Company's ongoing re-franchising strategy, which is expected to reduce its bottling operation investments to approximately 5% of consolidated net revenue after the transaction.
Quarterly earnings call transcripts for GREIF.
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