Greif Class A (GEF)
NYSE:GEF
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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 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes strong execution on cost optimization, margin expansion, substantial free cash flow and an unusually strong balance sheet, which together enabled share repurchases and maintained free cash flow guidance. These positives were tempered by external headwinds—primarily the Middle East conflict causing modest direct EBITDA loss, revised (lower) EBITDA guidance, and ongoing soft end-market volumes. Overall, the company presents a resilient operational and financial profile with manageable but meaningful near-term risks from geopolitical disruption and soft demand.Company Guidance
Strong Cost Savings Achievement
Achieved $75 million of savings in Q2 toward a full-year target of $80M–$90M and a broader program committed to $120M by fiscal year-end 2027, with potential upside from additional opportunities.
Improved EBITDA and Margins
Adjusted EBITDA dollars improved 7.5% year-over-year; adjusted EBITDA margins increased 110 basis points YoY and 230 basis points sequentially versus Q1 2026, driven by value-based pricing and cost optimization.
Material Free Cash Flow and EPS Improvement
Adjusted free cash flow improved roughly $90–93 million year-over-year (reported as a 107% improvement vs Q2 2025); excluding ~$30M cash from the divested containerboard business, free cash flow improved by over 200%. Adjusted EPS improved by over 60% YoY.
Very Strong Balance Sheet and Capital Actions
Ended the quarter with a leverage ratio of 1.1x after completing a $150M share repurchase program; retained an additional $300M repurchase authorization. Debt facilities refinanced with term loans extended to 2031 at a current weighted average interest rate of 3.14%.
Resilient Segment Profitability
Metal Solutions: gross profit dollars and margins improved YoY due to cost actions. Fiber Solutions: despite lower volumes (and 2025 mill closures), gross profit margins improved ~50 basis points YoY. Closures: total volumes flat YoY and gross profit dollars and margins increased on price/mix and operational improvements.
Pricing Actions and Contract Protections
Announced $60–$70 URB price increase (recognized at $60/ton in April by RISI) with contract pass-through mechanisms; company noted a corrected net P&L benefit of approximately $9M (previously misstated) after OCC offsets, and expects further pricing to help offset inflation.
Operational & Workforce Strength
Reported a Gallup engagement score in the 91st percentile; structural workforce reductions (e.g., ~12% reduction in professional workforce) and other footprint improvements are positioned to be permanent and to drive long-term margin benefits.
Maintained Free Cash Flow Guidance
Maintained low-end adjusted free cash flow guidance of $315M for the year despite revising EBITDA guidance, citing confidence in cash generation and assumed working-capital and tax effects that offset EBITDA headwinds.
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 |
|---|---|---|---|
Apr 28, 2026 | $66.29 | $65.44 | -1.28% |
Jan 27, 2026 | $72.49 | $71.86 | -0.87% |
Nov 05, 2025 | $56.36 | $56.59 | +0.40% |
Aug 27, 2025 | $64.17 | $65.31 | +1.78% |
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 Sep 02, 2026, After Close (Confirmed).
What is Greif Class A (GEF) earnings time?
Greif Class A (GEF) 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 EPS forecast?
GEF EPS forecast for the fiscal quarter 2026 (Q3) is 1.08.