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Greif 8-K Filings

GEF NYSE

Every 8-K that Greif (GEF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GEF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GEF filings page.

Rhea-AI Summary

Greif, Inc. reported strong fiscal third‑quarter 2026 results from continuing operations, with net income rising 156.7% to $78.8 million, or $1.37 per diluted Class A share, and net income excluding adjustments increasing to $93.3 million, or $1.61 per share. Adjusted EBITDA grew 24.7% to $183.4 million as total net sales edged up to $1.17 billion.

Cash generation was softer, with net cash from operating activities falling to $77.8 million and adjusted free cash flow to $57.7 million, partly reflecting higher inventories. However, the balance sheet strengthened markedly: total debt declined to $1,030.4 million, net debt to $741.9 million, and the leverage ratio to 1.1x from 3.1x, driven by divestiture‑funded repayments.

Management highlighted $90 million of cumulative run‑rate cost‑optimization savings, a 10.7% increase in the quarterly dividend (to $0.62 for Class A and $0.93 for Class B), a new $150 million share‑repurchase plan, and the Envaplast bolt‑on acquisition. For fiscal 2026, Greif projects adjusted EBITDA of $615–$635 million and adjusted free cash flow of $305–$325 million, and expects adjusted free‑cash‑flow conversion of approximately 50%.

Rhea-AI Summary

Greif, Inc. has amended and restated its trade receivables financing, replacing a prior $275 million facility with a new $200 million Receivables Facility arranged with PNC Bank. The new structure runs to May 11, 2027 and is backed by U.S. trade receivables from several Greif business lines.

A special-purpose subsidiary, Greif Receivables Funding LLC, purchases receivables from Greif Packaging and other U.S. subsidiaries and sells interests in them to PNC and investor groups. Greif guarantees performance of its subsidiaries’ obligations but not the collectability of the receivables. Proceeds repaid the old Bank of America facility, with the balance available for fees, working capital and general corporate purposes.

Rhea-AI Summary

Greif, Inc. reported fiscal second quarter 2026 results showing mixed GAAP and non-GAAP performance in a soft industrial market and updated its full-year outlook. Net income from continuing operations fell 32.3% to $12.6 million, or $0.22 per diluted Class A share, but net income excluding adjustments rose 57.5% to $62.7 million, or $1.10 per diluted Class A share. Consolidated Adjusted EBITDA increased 7.5% to $156.8 million, and adjusted EBITDA margin expanded. Adjusted free cash flow rose by $92.7 million to $179.3 million, aided by structural cost reductions and working capital management. Net debt dropped to $719.8 million, and Greif’s leverage ratio improved sharply to 1.1x from 3.3x. Management reduced low-end fiscal 2026 Adjusted EBITDA guidance to $610 million while maintaining low-end adjusted free cash flow guidance of $315 million, citing direct and potential impacts from the Middle East conflict and continued subdued demand. The company completed a $150 million share repurchase program, achieved $75 million of run-rate cost optimization savings toward a targeted $120 million program by 2027, refinanced long-term debt out to 2031 at a weighted-average interest rate of 3.14%, and paid quarterly dividends totaling about $31.9 million.

Rhea-AI Summary

Greif, Inc. has overhauled its main borrowing arrangements by entering into a new third amended and restated senior secured credit agreement and a new farm credit system facility. The primary facility includes an $800.0 million secured revolving credit line, split into a $725.0 million multicurrency tranche and a $75.0 million tranche, plus a $100.0 million secured term loan A‑1, all maturing on February 27, 2031.

Greif also entered into a separate $400.0 million secured term loan with CoBank, likewise maturing in 2031. Borrowings under these facilities were used to repay and terminate the prior syndicated credit agreement and prior FCS credit agreement, and will support working capital, capital spending, acquisitions and general corporate purposes.

Both facilities are secured by first‑priority liens on substantially all personal property and stock pledges of key subsidiaries, and include financial covenants capping the leverage ratio at 4.00 to 1.00 and requiring an interest coverage ratio of at least 3.00 to 1.00. Interest margins are tied to Greif’s leverage and, for the main facility, can move up or down based on specified sustainability performance metrics.

Rhea-AI Summary

Greif, Inc. reported the results of its Annual Meeting of Stockholders held on February 23, 2026, where holders of Class B Common Stock voted on key corporate matters. Stockholders cast votes to elect ten directors to one-year terms, including Ole G. Rosgaard, who received 17,226,727 votes for and 30,941 withheld.

They also voted on an advisory basis on two proposals. The ratification of Deloitte & Touche LLP as independent auditor for fiscal 2026 received 19,007,425 votes for, 6,422 against and 1,330 abstentions. The advisory vote on compensation of Named Executive Officers received 17,169,199 votes for, 79,944 against, 8,525 abstentions and 1,757,509 broker non-votes.

Rhea-AI Summary

Greif, Inc. is updating how it presents past financial results to align with a new fiscal year ending September 30 and a revised segment structure. The company recast its 2025 quarters to end on December 31, March 31, June 30 and September 30.

Greif sold its containerboard business effective August 31, 2025, and now shows this Containerboard Business as discontinued operations for all recast 2025 quarters. For the quarter ended September 30, 2025, total net sales were $1,094.3 million and total Adjusted EBITDA was $168.2 million across its four reportable segments.

The filing also renames the Integrated Solutions segment to Innovative Closure Solutions and moves certain recycled fiber, adhesives, and complementary packaging products into Sustainable Fiber Solutions and Durable Metal Solutions. The updated tables are furnished for comparability and do not revise previously filed financial statements.

Rhea-AI 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.

8-K
Rhea-AI Summary

Greif, Inc. (GEF) filed an 8-K noting it furnished its fourth-quarter and fiscal year results for the period ended September 30, 2025. A press release dated November 5, 2025 is included as Exhibit 99.1, and a transcript of the November 6, 2025 investor conference call is included as Exhibit 99.2.

The materials include non-GAAP measures such as consolidated adjusted EBITDA, combined adjusted EBITDA, adjusted free cash flow, net debt, and earnings per diluted Class A share excluding certain adjustments. Management states these metrics help evaluate ongoing operations, while reminding readers they should be considered alongside reported GAAP results.

Rhea-AI Summary

Greif, Inc. completed the previously announced sale of its containerboard business, including the CorrChoice sheet feeder network, to Packaging Corporation of America for a purchase price of $1.8 billion subject to specified adjustments. The transaction was effected by sale of the equity interests in the subsidiaries that directly owned the Containerboard Business and was governed by a Purchase and Sale Agreement dated June 30, 2025, as amended. The Company furnished a press release and unaudited pro forma condensed consolidated financial statements reflecting the transaction as exhibits to the Current Report.

Rhea-AI Summary

Greif, Inc. filed a Form 8-K disclosing its third quarter results for the period ended July 31, 2025, furnished as an Earnings Release (Exhibit 99.1) that includes multiple non-GAAP measures such as adjusted EBITDA, adjusted free cash flow and net debt. The company states management and investors use these non-GAAP metrics for comparing ongoing operations but warns they are not a substitute for GAAP results.

The filing also announces that Gary R. Martz will retire as General Counsel and Secretary on October 1, 2025 (fully retiring November 30, 2025), and that Dennis Hoffman will assume the General Counsel and Secretary roles effective October 1, 2025. A conference call transcript was furnished as Exhibit 99.2.

Rhea-AI Summary

Greif, Inc. (NYSE: GEF) filed an 8-K reporting that its subsidiary, Soterra LLC, signed a definitive Purchase & Sale Agreement on 5 Aug 2025 to sell approximately 173,000 acres of timberland in Alabama, Louisiana and Mississippi, plus related mineral and contract rights, to MWF VI Encore LLC (a Molpus Woodlands Group subsidiary) for $462 million in cash, subject to customary adjustments.

Closing depends on verification of land titles and receipt of third-party consents. Either party may terminate for uncured breaches or by mutual agreement. Greif issued a press release on 6 Aug 2025 (Ex. 99.1) and attached the full Agreement as Ex. 10.1.

The deal would monetize a non-core asset and materially increase liquidity, but proceeds remain contingent on satisfying closing conditions.

Rhea-AI 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.