Greif (NYSE: GEF) furnishes Q1 2025 earnings release and investor call transcript

Rhea-AI Filing Summary

Greif, Inc. filed a current report describing its latest quarterly communications with investors. The company issued a press release on January 27, 2026 announcing financial results for its first quarter ended December 31, 2025, furnished as Exhibit 99.1. The release includes several non-GAAP measures such as adjusted net income, adjusted diluted earnings per share, various adjusted EBITDA metrics, adjusted free cash flow and net debt, which management believes help compare current and historical performance.

On January 28, 2026, management also held a conference call with investors and analysts to discuss these results, with the call transcript furnished as Exhibit 99.2. The company emphasizes that these non-GAAP metrics should be considered together with, and not as a replacement for, its reported GAAP financial results.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

February 2, 2026 (January 27, 2026)

Date of Report (Date of earliest event reported)

GREIF, INC.

(Exact name of registrant as specified in its charter)

Delaware						001-00566			31-4388903
(State or other jurisdiction of incorporation)						(Commission File Number)			(IRS Employer Identification No.)

425 Winter Road, Delaware Ohio			43015
(Address of principal executive offices)			(Zip Code)

Registrant’s telephone number, including area code: (740) 549-6000

Former name, former address and former fiscal year, if changed since last report: Not Applicable

    Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

    If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class			Trading Symbol(s)			Name of Each Exchange on Which Registered
Class A Common Stock			GEF			New York Stock Exchange
Class B Common Stock			GEF-B			New York Stock Exchange

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐     Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐     Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐     Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Section 2 – Financial Information

Item 2.02.    Results of Operations and Financial Condition.

On January 27, 2026, Greif, Inc. (the "Company") issued a press release (the “Earnings Release”) announcing the financial results for its first quarter ended December 31, 2025. The full text of the Earnings Release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The Earnings Release includes various non-GAAP financial measures, including measures such as net income excluding the impact of certain adjustments, earnings per diluted Class A share excluding the impact of certain adjustments, consolidated adjusted EBITDA, combined adjusted EBITDA, adjusted free cash flow and net debt. Management of the Company uses these non-GAAP financial measures to evaluate ongoing operations and believes that these non-GAAP financial measures are useful to investors. The exclusion of the impact of the identified adjustments enable management and investors to perform meaningful comparisons of current and historical performance of the Company. Management of the Company also believes that the exclusion of the impact of the identified adjustments provides a stable platform on which to compare the historical performance of the Company and that investors desire this information.

The non-GAAP financial measures included in the Earnings Release should be read together with our financial results. These non-GAAP financial measures should not be considered an alternative or substitute for, and should not be considered superior to, our reported financial results. Accordingly, users of this financial information should not place undue reliance on the non-GAAP financial measures included in the Earnings Release.

Section 7 – Regulation FD

Item 7.01.    Regulation FD Disclosure.

On January 28, 2026, management of the Company held a conference call with interested investors and financial analysts (the “Conference Call”) to discuss the Company’s financial results for its first quarter ended December 31, 2025. The file transcript of the Conference Call is furnished as Exhibit 99.2 to this Current Report on Form 8-K.

Section 9 – Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.			Description
99.1			Press release issued by Greif Inc. on January 27, 2026 announcing the financial results for its first quarter ended December 31, 2025.
99.2			File transcript of conference call with interested investors and financial analysts held by management of Greif Inc. on January 28, 2026.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

			GREIF, INC.
Date: February 2, 2026			By			/s/ Lawrence A. Hilsheimer
						Lawrence A. Hilsheimer, Executive Vice President and Chief Financial Officer

FAQ

What did Greif (GEF) disclose in this Form 8-K?

Greif furnished a press release and conference call transcript covering financial results for its first quarter ended December 31, 2025. The filing focuses on communications with investors rather than detailing specific revenue or earnings figures.

Which period’s results does Greif (GEF) discuss in this 8-K filing?

The filing relates to Greif’s first quarter ended December 31, 2025. A press release dated January 27, 2026 and a January 28, 2026 investor conference call transcript discuss performance for that quarterly period.

What non-GAAP measures does Greif (GEF) highlight in its earnings materials?

Greif highlights non-GAAP metrics including net income excluding certain adjustments, adjusted diluted earnings per share, consolidated and combined adjusted EBITDA, adjusted free cash flow and net debt. Management states these help evaluate ongoing operations and compare performance over time.

How does Greif (GEF) view the use of non-GAAP financial measures?

Greif’s management uses non-GAAP measures internally and believes they are useful for investors to compare historical performance. However, the company stresses these metrics should be viewed alongside GAAP results and not considered superior or as substitutes.

What exhibits are included with Greif’s (GEF) 8-K?

The 8-K includes Exhibit 99.1, a press release issued January 27, 2026 announcing first quarter results, and Exhibit 99.2, a transcript of the January 28, 2026 investor conference call led by management discussing those results.

Who signed Greif’s (GEF) Form 8-K related to Q1 2026 results?

The report was signed on behalf of Greif by Lawrence A. Hilsheimer, the company’s Executive Vice President and Chief Financial Officer, confirming the furnished earnings release and conference call transcript.