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Greif (GEF) investor relations material
Greif Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Aug, 2025
Executive summary
Announced divestitures of containerboard ($1.8B) and timberland/land management businesses ($462M), sharpening focus on high-growth, high-margin markets and cost optimization.
Achieved $20M in run-rate cost savings toward a $15M–$25M target, with further network optimization including facility closures.
Q3 2025 net sales declined 2.6% to $1.13B, but gross margin improved to 22.7% and adjusted EBITDA rose to $160.7M, reflecting resilience in polymers and integrated solutions.
Leadership transition and increased quarterly dividends for both Class A and B shares were announced.
Portfolio shift targets higher-growth, less cyclical businesses with a long-term 18%+ adjusted EBITDA margin.
Financial highlights
Adjusted EBITDA increased to $160.7M (14.2% margin), with gross profit up to $257.3M (22.7% margin); adjusted free cash flow surged to $170.7M.
Net income from continuing operations fell due to a prior-year divestiture gain, but adjusted net income rose to $60.4M.
SG&A expenses increased to $157.0M, mainly from higher compensation.
Polymers segment saw sales and gross profit growth; metals and fiber segments had sales declines but margin improvements.
Free cash flow conversion exceeded 40%, with leverage ratio expected to fall below 1.2x post-divestitures.
Outlook and guidance
Fiscal 2025 combined adjusted EBITDA guidance is $725–$735M, with adjusted free cash flow guidance at $305–$315M, both raised from prior estimates.
Guidance includes containerboard contributions through August and September, pending divestment closure.
Demand recovery is expected to provide significant operating leverage as volumes return; stable input prices anticipated for the remainder of 2025.
Expected tax rate for fiscal 2025: 27.0–32.0%.
Proceeds from divestitures to be used for debt repayment, with no material liquidity impact from loss of containerboard cash flows.
Provide 2025 outlook for continuing operations
What factors impacted declining segment EBITDA?
What is the full expected cost optimization impact?
Max leverage for a strategic acquisition?
What is the cause of IBC volume weakness?
What is the 2026 cost optimization run rate?
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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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