Greif Class B (GEF.B)
NYSE:GEF.B
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Earnings Data
Report Date
Sep 02, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.08Last Year’s EPS
1.03Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear operational and financial strengths—strong cost savings ($75M YTD), margin expansion (+110 bps YoY), EBITDA growth (+7.5% YoY), substantial free cash flow improvement (+107% YoY) and a fortress-like balance sheet (1.1x leverage, completed $150M buyback, low financing cost)—against near-term challenges driven by geopolitical disruption and persistent volume softness across several end markets. Management lowered EBITDA guidance to reflect direct and potential impacts of the Middle East conflict but maintained free cash flow guidance and emphasized structural, permanent cost improvements and disciplined capital allocation. Overall, the tone was confident and focused on controllable actions while acknowledging external demand and geopolitical risks.Company Guidance
Strong EBIT/Profitability Improvement
Adjusted EBITDA dollars improved 7.5% year-over-year; adjusted EBITDA margins expanded 110 basis points YoY and 230 basis points sequentially (Q1 2026 → Q2 2026), driven by value-based pricing and cost optimization.
Material Free Cash Flow and EPS Gains
Adjusted free cash flow improved 107% (an increase of $90 million) versus Q2 2025; excluding approximately $30 million of cash flow from the divested containerboard business, free cash flow improved by over 200%. Adjusted EPS improved by more than 60% year-over-year.
Productivity and Cost Savings Progress
Achieved $75 million of cost savings year-to-date toward the full-year target range of $80–$90 million; part of a broader $120 million program by fiscal year-end 2027. Additional incremental cost savings of ~$10 million quarter-over-quarter were cited, largely from footprint and structural operational improvements.
Very Strong Balance Sheet & Capital Actions
Leverage ratio of 1.1x at quarter end even after completing a $150 million share repurchase program; company retained an additional $300 million repurchase authorization (not currently being deployed). Management reiterated dividend growth and disciplined capital allocation priorities.
Debt Refinancing and Low Interest Cost
Refinanced term loans, extending maturities to 2031 and achieving a current weighted average interest rate of 3.14%, enhancing financing flexibility and lowering interest expense.
Effective Pricing and Contract Mechanisms
Announced a $60–$70 URB price increase (RISI recognized $60/ton in April). Management corrected net benefit to approximately $9 million (URB benefit offset by ~$2 million OCC impact). Many contracts now have monthly index-based adjustments to help pass through raw material inflation.
Segment Resilience and Operational Progress
Metal Solutions saw gross profit dollars and percent improve year-over-year; Fiber Solutions improved gross profit margins by 50 basis points despite lower net sales (impacted by prior mill closures); Closures achieved flat total volumes year-over-year with gross profit dollars and margins up on price/mix and operational improvements; Polymer volumes improved in Q2 with resilience in small containers (ag season).
Workforce Engagement and Structural Cost Reductions
Gallup engagement score in the 91st percentile; structural measures include a ~12% reduction in professional workforce, described as permanent, supporting margin sustainability as volumes recover.
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 |
|---|---|---|---|
Apr 28, 2026 | $82.51 | $78.48 | -4.88% |
Jan 27, 2026 | $82.21 | $80.81 | -1.70% |
Nov 05, 2025 | $57.96 | $57.53 | -0.75% |
Aug 27, 2025 | $65.63 | $67.18 | +2.36% |
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 Sep 02, 2026, After Close (Confirmed).
What is Greif Class B (GEF.B) earnings time?
Greif Class B (GEF.B) earnings time is at Sep 02, 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 (Q3) is 1.08.