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Greif Class B (GB6B) AI Stock Analysis

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DE:GB6B

Greif Class B

(Frankfurt:GB6B)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Structural Cost OptimizationThe delivered savings run rate and larger future target indicate a repeatable efficiency program. Sustained cost reduction can support margins and earnings resilience even when industrial demand or input prices remain uneven.
Negative Factors
Weak Cash ConversionNegative trailing free cash flow and the gap between earnings and cash generation constrain financial flexibility. Persistent working-capital needs or other cash headwinds could limit reinvestment, debt reduction, and the durability of shareholder returns.

Greif Class B (GB6B) vs. iShares MSCI Germany ETF (EWG)

-25%0%25%50%75%100%125%DE:GB6B+101.91%EWG+4.43%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
EUR 3.79B
Dividend Yield
2.94%
Average Volume (3M)
114
Price to Earnings (P/E)
4.7
Beta (1Y)
0.63
Revenue Growth
-29.19%
EPS Growth
36.05%
Country
Germany
Employees
12,000
Sector
Consumer Cyclical
Sector Strength
61
Industry
Packaging & Containers

Greif Class B Business Overview & Revenue Model

Company Description

Greif, Inc. is a global enterprise specializing in the manufacturing and distribution of industrial packaging solutions and associated services. Its operations are divided into three principal divisions: Global Industrial Packaging, Paper Packaging &...

Greif Class B Earnings Call Summary

Earnings Call Date:Jul 27, 2026(Q3-2026)|% Change Since:10.75%|Next Earnings Date:Nov 02, 2026
Earnings Call SentimentPositive

The call skewed positive: strong operational execution drove meaningful profitability and cash generation improvements (adjusted EBITDA +25%, margins +260 bps, adjusted EPS +90%), balance sheet strength (leverage ~1.1x), and expanded shareholder returns (dividend +10.7%, additional $150M repurchase). Headwinds remain from Middle East-related demand disruption, elevated inventory/working capital, and some segment-specific pressures in Fiber and industrial end markets, but management communicated clear mitigation actions, guidance improvement, and continued structural improvements.

Positive Updates

Adjusted EBITDA Growth
Adjusted EBITDA improved approximately 25% year-over-year, driven by price/cost actions and structural cost optimization.

Negative Updates

Middle East-Related Demand Disruption
Ongoing conflict in the Middle East continued to negatively impact demand in the quarter; management estimates approximately $20 million of Middle East-related impacts on results.

Company Guidance

Greif updated guidance to an adjusted EBITDA range of $615M–$635M (up from a prior low‑end of $610M), implying roughly 10%–13% Y/Y EBITDA growth while assuming about $20M of Middle East‑related impact; full‑year adjusted free cash flow is now guided to $305M–$325M with an expected adjusted FCF conversion of ~50% (Q3 adjusted FCF was $58M). Management cited higher working capital and restructuring costs (partially offset by better cash taxes) as the primary assumption changes, expects inventory levels and dollar costs to normalize in Q4 though some Q3 index‑driven costs will persist through year‑end, and reiterated a target of $120M annualized cost optimization by the end of next fiscal year (after achieving a $90M run‑rate milestone early). They also said leverage will remain below 2.0 (with <1.5x realistic near term and current leverage ~1.1x), completed a $150M share repurchase earlier this year and asked for board approval of an additional $150M, and increased the dividend by 10.7%.

Greif Class B Risk Analysis

Greif Class B disclosed 24 risk factors in its most recent earnings report. Greif Class B reported the most risks in the "Production" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Production - Risks related to the company’s ability to manufacture goods and services

Latest Risks Added

0 New Risks

Greif Class B Peers Comparison

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

DE:GB6B against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
PKGPKG69Neutral$22.88B31.5115.62%2.14%11.98%-17.91%
SLGNSLGN69Neutral$4.28B16.3311.09%2.05%4.48%-16.03%
Sector *61Neutral$18.38B12.79-2.54%3.03%1.52%-15.83%
GPKGPK54Neutral$2.65B13.565.92%4.92%0.02%-63.11%
SWSW54Neutral$22.53B47.882.56%4.15%1.11%-37.09%
SONSON45Neutral$4.94B-23.68-6.12%4.28%3.56%-11673.60%

* Consumer Cyclical Sector Average

Performance Comparison

0%50%100%DE:GB6BGPKPKGSLGNSONSWDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
DE:GB6B and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:GB6BGreif Class B96.0047.5998.31%
GPKGraphic Packaging Holding8.95-6.09-40.50%
PKGPackaging Corporation Of America256.8266.0634.63%
SLGNSilgan40.512.466.46%
SONSonoco Products Company49.9611.7230.66%
SWSmurfit Westrock PLC43.098.0122.84%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.