The earnings call highlighted significant improvements in guidance, employee engagement, cost optimization, and polymer segment performance. However, challenges remain in the metals segment, fiber solutions, and North American markets. The strategic closure of the L.A. paperboard mill also marked a lowlight. Overall, the positive aspects slightly outweigh the negative, indicating strong operational progress despite market challenges.

Company Guidance -

Q3 2025

During the Greif Second Quarter 2025 Earnings Call, the company raised its full-year guidance, reflecting a strong belief in its strategic direction despite ongoing macroeconomic challenges. The company achieved $214 million in adjusted EBITDA for the quarter, a $44 million increase year-over-year, and improved its adjusted EBITDA margin by 300 basis points to 15.4%. Adjusted free cash flow was reported at $110 million, up from $59 million in Q2 2024, while adjusted EPS rose to $1.19 from $0.83. Greif also updated its fiscal 2025 guidance, increasing the low end of adjusted EBITDA to at least $725 million and adjusted free cash flow to $280 million, underpinned by better price/cost performance and improved working capital management. Key highlights include $10 million in run rate savings achieved towards a $15 million to $25 million full-year cost optimization goal and strong performance in the Polymer Solutions segment with a $19 million increase in adjusted EBITDA. The company emphasized its commitment to achieving $1 billion in EBITDA and $500 million in free cash flow by 2027.

Increased Full Year Guidance

Greif raised its full year guidance due to strong performance, reflecting confidence in their business strategy.

Accolades and Employee Engagement

Greif was named one of Newsweek's Top 100 Most Loved Workplaces for the third year in a row and received Gallup's Exceptional Workplace Award. The company achieved an 86th percentile colleague engagement score with a 94% participation rate.

Cost Optimization Progress

The company has achieved $10 million in run rate savings towards the full year commitment of $15 million to $25 million and a total of $100 million compared to the 2024 baseline.

Strong Performance in Polymers

Polymer Solutions volumes improved year-over-year, with small containers and IBC both up, driven by growth in agrochemicals, food and beverage, pharma, and flavors and fragrances.

Adjusted EBITDA and Margin Improvement

Adjusted EBITDA increased by $44 million year-over-year to $214 million, with a margin increase of 300 basis points to 15.4%.

Strong Cash Flow Generation

Generated $110 million of adjusted free cash flow, up from $59 million in Q2 of '24.

Greif Class B (GEF.B) 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.B Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2025	2025 (Q3)	1.49 / -	1.03	―	―	―
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)
Jun 07, 2023	2023 (Q2)	1.32 / 1.77	2.41	-26.56% (-0.64)

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
Jun 04, 2025	$58.30	$66.05	+13.29%
Feb 26, 2025	$61.34	$58.76	-4.21%
Dec 04, 2024	$72.79	$71.51	-1.76%
Aug 28, 2024	$64.73	$63.48	-1.93%

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 Aug 27, 2025, After Close (Confirmed).

What is Greif Class B (GEF.B) earnings time?

Greif Class B (GEF.B) earnings time is at Aug 27, 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.B EPS forecast?

GEF.B EPS forecast for the fiscal quarter 2025 (Q3) is 1.49.

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