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Greif Class A (GEF)
NYSE:GEF
Earnings Data
Report Date
Jun 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.15Last Year’s EPS
0.82Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -8.00%
|Next Earnings Date:Jun 04, 2025
Earnings Call Sentiment|Neutral
The earnings call presents a mixed outlook. Despite strong EBITDA performance and growth in certain segments like polymers and integrated solutions, challenges persist, including mill closures, increased interest expenses, and demand softness in metals and fiber segments. The cost optimization efforts and strategic focus on high-growth markets are positive, but short-term financial pressures and market uncertainties remain significant.Company Guidance
During the Greif First Quarter 2025 Earnings Call, the company provided guidance metrics for the fiscal year, highlighting a new low-end EBITDA guidance of $710 million and a revised low-end free cash flow guidance of $245 million. The guidance considers $27 million of positive price-cost effects, largely due to a $40 per ton containerboard price increase and a reduction in OCC cost assumptions. Additionally, a $100 million cost optimization effort is underway, with $5 million in run-rate savings already identified, and a total expectation of $15 million to $25 million by the end of fiscal 2025. The strategic sale of approximately 176 acres of timberland is intended to reduce debt, and the company's focus on end markets such as agrochemicals, food and beverage, and pharma is expected to drive growth. The guidance emphasizes operational improvements, and despite challenging industrial economics, Greif remains confident in achieving its 2027 commitments of $1 billion EBITDA and $500 million free cash flow.Strong EBITDA and Cost Optimization
Greif achieved an adjusted EBITDA of $145 million, an improvement of $7 million over the prior year. The company has identified $5 million of savings on a run rate basis and reaffirms its expectation to achieve at least $15 million to $25 million in run rate savings by the end of 2025.
Positive Price Cost Spread
The company reported a $27 million positive price cost spread, driven by a $40 per ton increase in containerboard prices and lower OCC costs assumptions, contributing $19 million to the spread.
Growth in Polymers and Integrated Solutions
Polymers saw a 2.7% increase driven by small containers and IBC demand in ag and food sectors in EMEA. Integrated solutions experienced low double-digit growth in caps, closures, paints, linings, and adhesives.
Expansion in Agrochemical and Food Markets
The company reported strong growth in the agrochemical sector following acquisitions. The food and beverage sector also saw growth, supported by solutions provided to large global customers.
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GEF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GEF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $60.35 | $55.26 | -8.43% |
| Dec 04, 2024 | $70.92 | $69.32 | -2.26% |
| Aug 28, 2024 | $62.66 | $60.88 | -2.84% |
| Jun 05, 2024 | $61.45 | $59.84 | -2.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Greif Class A (GEF) report earnings?
Greif Class A (GEF) is schdueled to report earning on Jun 04, 2025, TBA Not Confirmed.
What is Greif Class A (GEF) earnings time?
Greif Class A (GEF) earnings time is at Jun 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GEF EPS forecast?
GEF EPS forecast for the fiscal quarter 2025 (Q2) is 1.15.
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