The earnings call reflects positive strategic progress through divestments and cost optimization, resulting in improved cash flow and margins. However, challenges persist in certain markets and segments, with volume softness impacting overall performance.

Company Guidance

During Greif's Third Quarter 2025 Earnings Call, the company provided comprehensive guidance on its strategic and financial outlook. The divestment of the containerboard business is expected to close by the end of the month, with anticipated cash proceeds net of tax amounting to approximately $1.75 billion. This transaction is projected to reduce the leverage ratio below 1.2x. Greif has already achieved $20 million in run rate savings towards its fiscal 2025 commitment of $15 million to $25 million, primarily from SG&A reductions and network optimization. Customized polymer volumes increased by 2.2%, driven by low double-digit growth in small containers, while durable metals and sustainable fiber volumes declined by 5.8% and 7.6%, respectively. The company raised its 11-month guidance midpoint for EBITDA to $730 million and free cash flow to $310 million, underlining improved SG&A cost optimization and lower expected CapEx spend. Greif continues to focus on markets with strong growth potential, concentrating on areas such as Agrochemicals, Pharma, Flavor & Fragrance, and Food & Beverage, while navigating a mixed macroeconomic environment.

Successful Divestment of Containerboard Business

The divestment of the containerboard business is planned to close at the end of the month, with cash proceeds net of tax expected to be approximately $1.75 billion, reducing the leverage ratio below 1.2x.

Strong Free Cash Flow Growth

Free cash flow rose by almost 400% to $171 million in the quarter, demonstrating the resilience of the business model.

Improved EBITDA and Margin

Adjusted EBITDA dollars increased by $4 million, and EBITDA margins increased by 70 basis points, driven by improved price/cost in Fiber, Polymers, and Integrated segments.

SG&A and Cost Optimization Achievements

Achieved $20 million in run rate savings towards fiscal 2025 commitments, including $15 million in SG&A and network optimization efforts.

Growth in Polymer Segment

Customized polymer volumes were up 2.2%, led by low double-digit growth in small containers, highlighting the success of the strategic portfolio shift.

Greif Class A (GEF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GEF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 03, 2025	2025 (Q4)	0.67 / -	0.85	―	―	―
Aug 27, 2025	2025 (Q3)	1.12 / 1.03	1.03	0.00% (0.00)
Jun 04, 2025	2025 (Q2)	1.13 / 1.19	0.82	45.12% (+0.37)
Feb 26, 2025	2025 (Q1)	0.73 / 0.39	1.27	-69.29% (-0.88)
Dec 04, 2024	2024 (Q4)	1.10 / 0.85	1.56	-45.51% (-0.71)
Aug 28, 2024	2024 (Q3)	1.14 / 1.03	1.75	-41.14% (-0.72)
Jun 05, 2024	2024 (Q2)	0.85 / 0.82	1.77	-53.67% (-0.95)
Feb 28, 2024	2024 (Q1)	0.47 / 1.27	1.06	19.81% (+0.21)
Dec 06, 2023	2023 (Q4)	1.30 / 1.56	1.83	-14.75% (-0.27)
Aug 30, 2023	2023 (Q3)	1.54 / 1.75	2.35	-25.53% (-0.60)

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

GEF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$65.83	$67.00	+1.78%
Jun 04, 2025	$54.61	$63.15	+15.64%
Feb 26, 2025	$59.27	$54.27	-8.44%
Dec 04, 2024	$69.65	$68.08	-2.25%

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.

FAQ

When does Greif Class A (GEF) report earnings?

Greif Class A (GEF) is schdueled to report earning on Dec 03, 2025, After Close (Confirmed).

What is Greif Class A (GEF) earnings time?

Greif Class A (GEF) earnings time is at Dec 03, 2025, After Close (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 (Q4) is 0.67.

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