Greif (GEF) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
23 Feb, 2026Opening remarks and agenda
Meeting called to order and conducted virtually, with all board members and key executives present.
Notice of meeting and agenda, including election of directors, auditor ratification, and executive compensation, was mailed to all eligible stockholders at least 10 days prior.
Certified list of Class B stockholders entitled to vote was made available for inspection before and during the meeting.
Board and executive committee updates
All current board members, including the CEO and CFO, were introduced and confirmed as present.
Dennis Hoffman appointed as Secretary for the meeting.
Shareholder proposals
Three proposals were presented: election of 10 directors, ratification of Deloitte & Touche LLP as auditor, and advisory approval of executive compensation.
Latest events from Greif
- Portfolio shift to high-margin, sustainable packaging and $1B EBITDA target by 2027.GEF
11th Annual Waste and Environmental Symposium3 Feb 2026 - Q1 2026 net income soared on divestiture gain; EBITDA rose 24% and 2026 guidance was reaffirmed.GEF
Q1 20263 Feb 2026 - Q2 2024 net sales up 4.7%, but income and EBITDA fell as leverage rose post-acquisition.GEF
Q2 20241 Feb 2026 - Q3 2024 sales up 9% to $1.45B; Ipackchem acquisition and Delta divestiture completed.GEF
Q3 202423 Jan 2026 - Cost cuts, segment reorg, and cautious FY25 outlook as earnings and margins decline.GEF
Q4 202411 Jan 2026 - Aims for $1B+ EBITDA and >18% margin by 2027 through growth, cost cuts, and digital innovation.GEF
Investor Day 202411 Jan 2026 - Director elections, auditor ratification, and executive pay are up for vote, with ESG and governance in focus.GEF
Proxy Filing9 Jan 2026 - $1.8B Containerboard sale reduces debt, sharpens focus, and supports raised 2025 guidance.GEF
Investor Update27 Dec 2025 - Adjusted EBITDA up to $145.1M; debt reduction planned via timberland divestiture.GEF
Q1 202521 Dec 2025