GEF-B · Greif, Inc
$113.14
+1.78 (+1.60%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$3.77B
Shares
46.17M
Volume · Oct 20
69.59K
Avg daily vol (3M)
83.35K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$113.14
Open$110.76
Day$110.40–113.76
52W close$58.68–113.59
Avg vol 30d91K
Last earningsNov 4, 2026
DataJan 2020–Oct 2026
Filing10-Q · Jul 29
Up next
Next earnings call
Nov 4, 2026
Scheduled
· in 2 wks
filed Jul 29, 2026
call held Jul 29, 2026
AI Brief
Q3 FY26 earnings call · Jul 29, 2026
Q3 FY26
TL;DR. Greif reported ~25% adjusted EBITDA growth with margins up 260+ bps, raised its fiscal 2026 adjusted EBITDA guidance to $615–$635M, and announced a new $150M share repurchase plan and a 10.7% dividend increase, while completing the Envaplast bolt-on acquisition.
Bullish
- + Adjusted EBITDA grew ~25% and margins expanded more than 260 basis points year-over-year new
- + Announced a new $150M share repurchase plan and a 10.7% dividend increase new
- + Achieved the $90M run-rate cost optimization milestone early and reaffirmed $120M target by FY2027 new
- + Completed Envaplast bolt-on acquisition meeting M&A criteria of >18% EBITDA margins and >50% FCF conversion new
Bearish
- − Sustainable Fiber Solutions adjusted EBITDA declined $6.3M year-over-year on cost inflation new
- − Middle East conflict is expected to drive ~$20M in full-year headwinds and pressured Q3 volumes new
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance & track record
Latest guidance
· from the 8-K filed Jul 31, 2026
Cumulative run-rate savings
· by the end of fiscal year 2027
at least $120M
Prior guidance
period ended
· from the 8-K filed Jul 31, 2026
Adjusted EBITDA
· Fiscal 2026
$615M – $635M
Adjusted free cash flow
· Fiscal 2026
$305M – $325M
Tax rate
· Fiscal 2026
24% – 28%
Tax rate excluding adjustments
· Fiscal 2026
25% – 29%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders illustrative — not investment adviceMarket signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $108 › 200d $92 — 50d above 200d
Institutional flow
Distributing
39 of 309 funds reported for Sep 30 · net -469.4K sh shares · +5 new
Insider flow
Distributing
Net -$8.5M over 90 days · 100% sells
Short interest
Flat
No short-interest data
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
309 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $59
Now $113 · 99%
Range high $114
vs 200-day avg +22%
vs 50-day avg +4%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA - Customized Polymer Solutions non-GAAP | $64.3M | third quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating profit 32.8M
+0M Less: Equity earnings of unconsolidated affiliates, net of tax
+24.9M Plus: Depreciation and amortization expense
+1.5M Plus: Acquisition and integration related costs
+3.5M Plus: Restructuring and other charges
+0.4M Plus: Non-cash asset impairment charges
+0M Plus: (Gain) loss on disposal of properties, plants and equipment, net
+1.2M Plus: Other costs
= Adjusted EBITDA - Customized Polymer Solutions 64.3M
|
|||
| Adjusted EBITDA - Durable Metal Solutions non-GAAP | $64M | third quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating profit 52.7M
+0M Less: Equity earnings of unconsolidated affiliates, net of tax
+7.5M Plus: Depreciation and amortization expense
+0M Plus: Acquisition and integration related costs
+2.9M Plus: Restructuring and other charges
+0.4M Plus: Non-cash asset impairment charges
+0M Plus: (Gain) loss on disposal of properties, plants and equipment, net
+0.5M Plus: Other costs
= Adjusted EBITDA - Durable Metal Solutions 64M
|
|||
| Adjusted EBITDA - Innovative Closure Solutions non-GAAP | $12.6M | third quarter 2026 | — |
| Adjusted EBITDA - Sustainable Fiber Solutions non-GAAP | $42.5M | third quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating profit 13.9M
+0M Less: Equity earnings of unconsolidated affiliates, net of tax
+23.3M Plus: Depreciation and amortization expense
+0M Plus: Acquisition and integration related costs
+4.2M Plus: Restructuring and other charges
+0.5M Plus: Non-cash asset impairment charges
+0.2M Plus: (Gain) loss on disposal of properties, plants and equipment, net
+0.4M Plus: Other costs
= Adjusted EBITDA - Sustainable Fiber Solutions 42.5M
|
|||
| Adjusted EBITDA growth non-GAAP | 25% | the quarter | — |
| Adjusted free cash flow non-GAAP | $196M | nine months ended June 30, 2026 | — |
| Adjusted net debt non-GAAP | 668M | For the Period Ended 6/30/2026 | — |
GAAP → non-GAAP reconciliationGAAP Net debt $741.9M
-$73.9M Credit Agreement adjustments to debt
= Adjusted net debt $668M
|
|||
| Credit Agreement EBITDA non-GAAP | 621.6M | Trailing Twelve Months Ended 6/30/2026 | — |
GAAP → non-GAAP reconciliationGAAP Credit Agreement EBITDA before adjustments $665.9M
-$44.3M Credit Agreement adjustments to EBITDA
= Credit Agreement EBITDA $621.6M
|
|||
| Cumulative run-rate savings on cost optimization program | $90M | fiscal year 2026 | — |
| Earnings per diluted Class A share, excluding the impact of adjustments non-GAAP | $1.61 | third quarter 2026 | — |
| Free cash flow non-GAAP | $51.5M | nine months ended June 30, 2026 | — |
| Leverage ratio non-GAAP | 1.1 | For the Period Ended 6/30/2026 | — |
| Net debt non-GAAP | $741.9M | third quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt $1.03B
-$288.5M Cash and cash equivalents
= Net debt $741.9M
|
|||
| Net income, excluding the impact of adjustments non-GAAP | $93.3M | third quarter 2026 | — |
| Polymer Solutions volumes growth | 1.5% | the third quarter | — |
| Total Adjusted EBITDA non-GAAP | $462.7M | nine months ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Packaging & Containers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GEF-B
this stock
Greif, Inc
|
$3.77B | +51.5% | +4.4% | — | — |
|
SW
Smurfit Westrock plc
|
$21.42B | +6.5% | +47.7% | 43.5 | 5.0% |
|
PKG
Packaging Corp Of America
|
$21.06B | +15.9% | +7.2% | 30.7 | 3.3% |
|
AMCR
Amcor plc
|
$20.59B | — | +56.6% | 18.7 | 4.7% |
|
IP
International Paper Co /New/
|
$17.84B | -14.5% | +49.3% | — | 8.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GEF-B | +7.1% | -0.4% | +42.6% | +10.0% | +51.5% |
| SPY | -1.2% | -0.6% | +8.1% | +0.8% | +12.8% |
| vs SPY | +8.3% | +0.2% | +34.5% | +9.1% | +38.7% |
Capital returns
Latest dividend
$0.93
/ share · ex Sep 17, 2026
Paid (TTM)
$3.53
/ share · 4 payouts
Dividend yield (TTM, derived)
3.12%
Buyback programs
· 3 active
· as of Dec 31, 2025
Authorized (total)
$450.00M
Spent (derived)
—
Remaining
—
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.