earnings
confidence high
sentiment neutral
materiality 0.70
Greif reports two-month Q4 net loss $43.3M, adj EBITDA $98.9M; guides FY2026 adj EBITDA $630M
GREIF, INC
- Net loss of $43.3M ($0.73 diluted EPS) vs income of $34M ($0.58) in prior-year two-month period.
- Adjusted EBITDA from continuing ops increased 7.4% to $98.9M; combined adj EBITDA incl disc ops decreased 3.7% to $122.7M.
- Completed sale of containerboard business for $1.8B to PCA on Aug 31, 2025; proceeds reduced debt.
- Cost optimization run-rate savings $50M achieved in FY2025; target increased to $120M. Plans $150M share repurchase.
- FY2026 guidance: Adj EBITDA $630M, adj free cash flow $315M, conversion ratio 50%.