Greif Stock Price, News & Analysis

Greif (NYSE: GEF) reported fiscal Q3 2025 results, highlighting significant strategic portfolio changes. The company announced the $1.8 billion sale of its Containerboard Business to Packaging Corporation of America and a $462 million sale of its timberlands to Molpus Woodlands Group.

Q3 financial performance showed mixed results with net income decreasing 49.6% to $39.3 million ($0.67 per Class A share), primarily due to comparison against a prior-year gain from divestiture. However, adjusted metrics were positive, with Combined Adjusted EBITDA increasing 11% to $220.9 million and adjusted free cash flow improving by $136.4 million to $170.7 million. The company's leverage ratio improved to 3.1x from 3.6x year-over-year.

The Board declared increased quarterly dividends and the company achieved $20 million in cost optimization savings, reaching the midpoint of its $15-25 million target range.

Greif (NYSE: GEF, GEF.B), a global industrial packaging products and services leader, has declared its quarterly cash dividends. The company will pay $0.56 per share for Class A Common Stock and $0.84 per share for Class B Common Stock.

The dividends will be paid on October 1, 2025, to stockholders of record as of September 16, 2025. CFO Larry Hilsheimer emphasized that regular dividend payments align with their disciplined capital allocation strategy, particularly following the anticipated Containerboard and Timberlands divestments.

Greif (NYSE: GEF), a global leader in industrial packaging products and services, announced the retirement of Gary Martz, Executive Vice President, General Counsel and Corporate Secretary, effective November 30, 2025. Martz, who joined Greif in 2002 as the company's first in-house counsel, served for over two decades in various leadership roles including President of Land Management, interim Chief Administrative Officer for Finance, and Chief Human Resources Officer.

Dennis Hoffman, currently Vice President and Deputy General Counsel, will succeed Martz as Senior Vice President, General Counsel and Secretary, effective October 1, 2025. Hoffman brings 15 years of experience with Greif and extensive expertise in corporate law, governance, M&A, and environmental compliance.

Greif (NYSE: GEF) has signed a definitive agreement to sell its Soterra land management business to Molpus Woodlands Group for $462 million. The transaction encompasses over 173,000 acres of timberlands across the Southeastern United States.

The divestiture aligns with Greif's strategic portfolio optimization to focus on industry-leading opportunities. The deal is expected to close around the company's fiscal year end, with proceeds allocated to debt reduction. Perella Weinberg served as the exclusive adviser for the transaction.

Greif (NYSE: GEF, GEF.B), a global leader in industrial packaging products and services, has scheduled its 2025 third quarter earnings release for Wednesday, August 27, 2025, after market close.

The company will host a conference call on Thursday, August 28, 2025, at 8:30 a.m. ET to discuss the quarterly results. The call will feature management's prepared remarks and a Q&A session. Conference call slides will be provided alongside the earnings release.

Participants must pre-register online to receive dial-in details and a unique conference code. Phone lines will open at 8:00 a.m. ET, and a digital replay will be available on the investor relations website two hours after the call.

Greif (NYSE: GEF), a global industrial packaging leader, announced the permanent closure of its steel and polymer drum facility in Merced, California. The facility, which will cease operations in September 2025, is part of the company's optimization strategy to reduce costs by $100 million.

The closure will impact 43 positions, with the company providing severance packages and career placement services to affected employees. Customer orders will be redirected through Greif's remaining global steel and polymer network. CEO Ole Rosgaard emphasized this as a strategic move to strengthen the company's market focus and enhance its existing steel network performance.

Greif (NYSE: GEF), a global industrial packaging leader, has initiated its first Virtual Power Purchase Agreement (VPPA) in Europe through a partnership with Enel X Global Retail and Enel Green Power España. The 12-year agreement, which commenced on July 1, 2025, involves the purchase of 100 GWh of renewable energy annually from solar farms in Castilla y Léon, Spain.

This strategic initiative will help Greif offset 65% of its Scope 2 emissions in Europe and 3% of its combined Scope 1 and 2 emissions globally. The VPPA represents a significant step in Greif's sustainability strategy, focusing on reducing greenhouse gas emissions and operational waste.

Greif, Inc. (NYSE: GEF) has announced a significant strategic move to sell its Containerboard business, including the CorrChoice sheet feeder network, to Packaging Corporation of America for $1.8 billion in an all-cash transaction. The deal is expected to close by the end of Greif's fiscal year 2025, subject to regulatory approvals.

The company plans to use the cash proceeds for debt repayment, which will result in a pro-forma leverage ratio below 2.0x post-closing. This ratio is expected to decrease further following the previously announced planned divestiture of Greif's timberland business. The strategic decision aligns with Greif's Build to Last strategy, aimed at portfolio optimization and enhanced capital efficiency.

Goldman Sachs served as the exclusive financial advisor for the transaction. The company has scheduled a conference call and webcast for July 1st, 2025, at 8:30 AM Eastern to discuss the divestment rationale and its impact on proforma business operations.

Greif (NYSE: GEF) reported strong fiscal Q2 2025 results with net income rising 6.5% to $47.3M ($0.82 per Class A share). Adjusted net income increased 42.8% to $68.7M ($1.19 per share). Adjusted EBITDA grew 26% to $213.9M, while net cash from operations improved by $48.9M to $136.4M. The company reduced total debt by $140.9M to $2,775.2M and decreased leverage ratio to 3.3x. Greif is progressing with its timberland business sale and cost optimization program, achieving $10M in run-rate savings. The company maintained strong employee engagement with a Gallup score of 86. While facing continued industrial market contraction, Greif raised its fiscal 2025 low-end guidance, projecting Adjusted EBITDA of $725M and Adjusted free cash flow of $280M.