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Greif Class B (GEF.B)
NYSE:GEF.B
Earnings Data
Report Date
Jun 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.2Last Year’s EPS
1.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights meaningful operational progress: strong adjusted EBITDA (+24%), a 260-basis-point margin expansion, 140% EPS growth, active share repurchases ($130M completed) and materially lower leverage (~1.2x). Management reaffirmed full-year guidance, reported meaningful run-rate cost savings ($65M with $80–$90M target) and articulated a focused capital allocation strategy including a new $300M buyback authorization and targeted growth CapEx. Offsetting items include muted demand with mid-single-digit volume declines (~5%), segment-specific softness (durable metals, closures, fiber converting), polymer margin pressure from mix and higher manufacturing costs, and Q1 being seasonally weak for free cash flow. Overall, the positive financial execution, margin recovery and balance sheet strength outweigh the demand-related headwinds and execution risks, giving a constructive outlook while acknowledging macro sensitivity.Company Guidance
Adjusted EBITDA Growth and Margin Expansion
Adjusted EBITDA increased 24% year-over-year; adjusted EBITDA margin expanded 260 basis points to 12.3%, driven by price/cost improvements and structural cost optimization.
Earnings Per Share Improvement
Earnings per share rose approximately 140% year-over-year, supported by higher EBITDA and lower interest expense following deleveraging.
Reaffirmed 2026 Guidance
Company reaffirmed fiscal 2026 guidance of $630 million in adjusted EBITDA and $315 million in adjusted free cash flow, with an approximate 50% FCF conversion expectation.
Strong Free Cash Flow & Leverage Reduction
Leverage reduced to ~1.2x; company completed $130 million of a $150 million repurchase program in Q1 and expects to remain well below 2x leverage, enabling capital flexibility.
Large New Share Repurchase Authorization
Board approved a new $300 million share repurchase authorization to be executed in a disciplined manner; target to repurchase up to ~2% of shares outstanding annually.
Cost Optimization Progress
Run-rate cost optimization reached $65 million in early fiscal 2026 with a year-end run-rate commitment of $80–$90 million; significant SG&A and structural cost actions contributing to margin gains.
Portfolio Strength and Price/Mix Resilience
Total sales were roughly flat year-over-year despite mid-single-digit volume declines, reflecting strong price/mix and resilience of highest-performing products.
Capital Allocation Focused on High-Return Organic Growth
Maintenance CapEx materially reduced after containerboard sale, freeing capacity to fund targeted growth CapEx (notably small-format plastics) and margin-accretive organic investments.
New Technology Rollout (SIOC)
Proprietary SIOC barrier technology: first machine fully operational in France with three additional machines in production to be deployed this year; early orders received and optimistic long-term impact.
GEF.B 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.B Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 27, 2026 | $83.95 | $82.52 | -1.70% |
Nov 05, 2025 | $59.19 | $58.74 | -0.75% |
Aug 27, 2025 | $67.02 | $68.60 | +2.36% |
Jun 04, 2025 | $56.89 | $64.46 | +13.30% |
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 B (GEF.B) report earnings?
Greif Class B (GEF.B) is schdueled to report earning on Jun 10, 2026, After Close (Confirmed).
What is Greif Class B (GEF.B) earnings time?
Greif Class B (GEF.B) 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.B EPS forecast?
GEF.B EPS forecast for the fiscal quarter 2026 (Q2) is 1.2.