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Greif (GEF) investor relations material
Greif Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Nov, 2025
Executive summary
Fiscal Q4 2025 was a two-month period due to a fiscal year-end change, reflecting significant portfolio transformation, including the divestment of the containerboard business for $1.8B and land/timber management for $462M, generating $2.3B in gross proceeds.
Proceeds from divestitures were used to reduce debt, resulting in a pro forma leverage ratio below 1.0x and a stronger, more agile balance sheet entering fiscal 2026.
The company is focused on cost optimization, portfolio sharpening, and organic growth, achieving $50M in run-rate savings and raising the target to $120M by 2027.
Organization streamlined with an 8% reduction in professional roles and a world-class Net Promoter Score of 72.
Financial highlights
Q4 adjusted EBITDA rose 7.4% year-over-year to $98.9M, with margin up 140 bps to 14.1%.
Adjusted free cash flow increased 24.3% to $122.6M, driven by EBITDA growth and working capital management.
Adjusted EPS for Q4 was $0.01, down from $0.59, impacted by non-recurring tax items, discontinued operations, and the short reporting period.
Q4 net income from continuing operations fell 227.4% to $(43.3)M; adjusted net income dropped 98.2% to $0.6M.
SG&A included $28M in divestment-related costs, excluded from adjusted EBITDA.
Outlook and guidance
Fiscal 2026 low-end guidance: $630M adjusted EBITDA and $315M adjusted free cash flow, assuming flat to low single-digit volume declines in metals and fiber, and low single-digit growth in polymers and closures.
Free cash flow conversion targeted at 50%; CapEx expected at $155M.
Share repurchase plan of $150M planned for 2026, with intent to seek ongoing annual repurchases up to 2% of equity.
Future cost optimization beyond current targets?
M&A focus with new share repurchase plan?
IonKraft's role in future organic growth?
Detail ground-up cost optimization initiatives
How does $1B M&A target align with capital plan?
What drives divergent volume trends by product?
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Frequently asked questions
Greif, Inc. engages in the production and sale of industrial packaging products and services worldwide. It operates through four segments: Rigid Industrial Packaging & Services; Paper Packaging & Services; Flexible Products & Services; and Land Management. The company offers steel, fiber, plastic, and corrugated containers, and containerboard, saturating kraft laminating base paper and specialty cover stock. Its products are used for transporting, storing, protecting and marketing raw materials, intermediate components and finished goods from origin to consumption.
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