GEF 8-K Provides July 1 Investor Call Transcript on Subsidiary Sale

Rhea-AI Filing Summary

Greif, Inc. (NYSE: GEF) filed a Form 8-K on July 3, 2025 under Item 7.01 (Regulation FD). The filing furnishes the transcript of a management conference call held on July 1, 2025 with investors and analysts to discuss the planned divestiture of two subsidiaries—Greif Containerboard Solutions, LLC and Box-Board Holding Corporation. The transcript is provided as Exhibit 99.1.

The 8-K does not contain the purchase price, closing timetable, pro-forma financials, or other quantitative details of the transaction, nor does it include additional financial statements under Item 9.01. Investors therefore have disclosure of the discussion, but limited data on the divestiture’s financial impact.

Positive

• None.

Negative

• No financial terms—purchase price, proceeds, or earnings impact—were disclosed, limiting investor ability to evaluate the divestiture.

Insights

Equity Research Analyst

TL;DR: Greif discloses call transcript on subsidiary sale; lacks financial terms—impact indeterminate.

The filing signals a potentially material portfolio change by divesting two containerboard entities, yet provides no valuation, proceeds, or earnings impact. Management’s decision to furnish only the transcript limits investors’ ability to model cash inflow or margin effects. Until deal metrics are released, the news is neutral from a valuation standpoint, though it flags near-term strategic realignment risk.

M&A Specialist

TL;DR: 8-K offers transparency via transcript but omits all transaction economics—market effect remains neutral.

Supplying the July 1 call transcript meets Reg FD obligations and hints that the divestiture is advanced. However, the absence of price, structure, and timing details prevents assessment of accretion/dilution or leverage changes. Investors must await a definitive agreement or closing 8-K to judge whether the exit optimizes Greif’s capital allocation.

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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

July 3, 2025 (June 30, 2025)

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 7 – Regulation FD

Item 7.01.     Regulation FD Disclosure.

i.Transcript of Conference Call

On July 1, 2025, Greif, Inc. (the "Company") held a conference call with interested investors and financial analysts (the “Conference Call”) to discuss the divestiture of Greif Containerboard Solutions, LLC and Box-Board Holding Corporation. The file transcript of the Conference Call is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Section 9 – Financial Statements and Exhibits

Item 9.01.    Financial Statements and Exhibits.

(a)        Exhibits.

Exhibit No.			Description
99.1			File transcript of conference call with interested investors and financial analysts held by management of Greif Inc. on July 1, 2025.

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: July 2, 2025			By			/s/ Gary R. Martz
						Gary R. Martz, Executive Vice President

FAQ

What event did Greif (GEF) report in its July 3, 2025 Form 8-K?

The company furnished the transcript of a July 1 investor call discussing the divestiture of Greif Containerboard Solutions, LLC and Box-Board Holding Corporation.

Which Greif subsidiaries are being divested?

Greif Containerboard Solutions, LLC and Box-Board Holding Corporation.

Does the 8-K specify the sale price for the divestiture?

No. The filing contains no purchase price or other financial terms.

Where can investors find the conference call transcript?

The full transcript is attached to the 8-K as Exhibit 99.1.

Were any pro-forma financial statements included?

No. The 8-K did not include Item 9.01 pro-forma financials or additional statements.