The earnings call reflected a strong focus on cost optimization and strategic divestitures, leading to significant cash flow improvements. However, there were challenges with declining volumes in certain segments like durable metals and fiber, as well as continued softness in industrial demand and chemical markets. Overall, the company is leveraging these changes to position itself for future growth, with a resilient performance in target markets.

Company Guidance

During Greif's Third Quarter 2025 earnings call, the company provided detailed guidance on their fiscal outlook and strategic direction. They confirmed plans to divest their containerboard business by the end of the month and a timberland divestment set for October 1, anticipating net cash proceeds of approximately $1.75 billion. This move aims to reduce their leverage ratio below 1.2x. Greif's cost optimization efforts have yielded $20 million in run rate savings towards their $15 million to $25 million fiscal 2025 commitments, with $15 million from SG&A reductions. The company reported a 400% increase in free cash flow to $171 million for the quarter. For fiscal 2025, Greif raised their EBITDA guidance midpoint to $730 million, up $5 million, primarily due to better SG&A cost optimization. They also increased their free cash flow guidance midpoint by $30 million to $310 million, driven by EBITDA growth and lower expected CapEx spend. The company's divestitures, cost management, and strategic focus on core business areas like polymers are designed to enhance long-term shareholder value.

Cost Optimization Achievements

Achieved $20 million in run rate savings towards fiscal 2025 commitments, exceeding the target range of $15 million to $25 million.

Successful Divestitures

Planned divestment of containerboard business to close by end of the month and timberland divestment on October 1, with net cash proceeds of approximately $1.75 billion.

Significant Cash Flow Increase

Free cash flow rose by almost 400% to $171 million in the quarter.

Improved EBITDA Margins

Adjusted EBITDA increased by $4 million with margins up by 70 basis points.

Resilient Performance in Target Markets

Customized polymer volumes up 2.2%, led by low double-digit growth in small containers.

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
Dec 03, 2025	2025 (Q4)	0.80 / -	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.B Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$68.68	―	―
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%

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 Dec 03, 2025, After Close (Confirmed).

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

Greif Class B (GEF.B) 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.B EPS forecast?

GEF.B EPS forecast for the fiscal quarter 2025 (Q4) is 0.8.

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