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Greif Class A (GEF)
NYSE:GEF
Earnings Data
Report Date
Jun 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.13Last Year’s EPS
1.19Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear operational and financial progress against persistent end-market softness. Highlights include a 24% increase in adjusted EBITDA, a 260-basis-point margin expansion to 12.3%, EPS up ~140%, meaningful cost takeouts ($65M run rate achieved; $80–$90M target), strong deleveraging to ~1.2x, near-completion of a $150M buyback and a new $300M authorization, and reaffirmed full-year guidance ($630M adjusted EBITDA; $315M adjusted free cash flow at ~50% conversion). Lowlights center on continued muted demand and mid-single-digit volume declines (roughly ~5% in Q1), segment-specific pressures (metals, fiber converting, closures), mix-driven polymer margin weakness, and timing headwinds from fiber price/cost annualization. Overall, the company appears to be offsetting weak volumes through cost discipline, margin improvement and capital returns, supporting confidence in guidance.Company Guidance
Strong EBITDA Growth and Margin Expansion
Adjusted EBITDA increased 24% year-over-year; adjusted EBITDA margin improved by 260 basis points to 12.3% in Q1, driven by price/cost improvements and structural cost optimization.
Earnings Per Share Recovery
Earnings per share increased approximately 140% year-over-year, driven by higher EBITDA and lower interest expense.
Reaffirmed 2026 Financial Guidance
Company reaffirmed full-year 2026 guidance of $630 million in adjusted EBITDA and $315 million in adjusted free cash flow with an approximate 50% free cash flow conversion expectation.
Meaningful Share Repurchases and Capital Return
Completed $130 million of a $150 million repurchase program in Q1 and Board approved a new $300 million repurchase authorization; goal to repurchase up to ~2% of shares outstanding annually.
Leverage and Balance Sheet Strength
Net leverage reduced to approximately 1.2x, described as historically low, enabling capital flexibility for share repurchases, dividends and disciplined organic growth.
Cost Optimization Progress
Run-rate cost optimization achieved $65 million early in fiscal 2026 with a year-end run-rate target of $80–$90 million, contributing materially to margin gains.
Free Cash Flow and Capital Deployment Flexibility
Despite seasonal Q1 weakness, core continuing operations showed improved cash generation (excluding prior-year divestiture cash), maintenance CapEx materially reduced, enabling funding of growth CapEx in higher-return end markets.
Product and Technology Wins
Total sales roughly flat year-over-year driven by favorable price/mix; SIOC proprietary barrier technology deployed (first machine operational in France, 3 more machines in production) with initial orders and ramp plans.
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
GEF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | $73.10 | $72.46 | -0.88% |
Nov 05, 2025 | $56.83 | $57.06 | +0.40% |
Aug 27, 2025 | $64.70 | $65.85 | +1.78% |
Jun 04, 2025 | $53.67 | $62.07 | +15.64% |
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 Jun 10, 2026, After Close (Confirmed).
What is Greif Class A (GEF) earnings time?
Greif Class A (GEF) earnings time is at Jun 10, 2026, 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 2026 (Q2) is 1.13.