earnings
confidence high
sentiment positive
materiality 0.62
Greif FY2026 adjusted EBITDA up 11.7% to $625.7M; Q4 adjusted EPS $0.87 vs $0.58
GREIF, INC
- Q4 net loss narrowed to $6.5M (-$0.11 per diluted Class A share) from $24.3M (-$0.42); adjusted net income rose 46.1% to $49.1M ($0.87/share).
- Q4 adjusted EBITDA slipped 3.1% to $163.0M vs $168.2M; results were $18.2M unfavorable due to prior-year incentive accrual timing.
- FY2026 net income $261.5M ($4.54/share) vs $31.6M; adjusted EPS $4.04 vs $2.31; adjusted EBITDA up 11.7% to $625.7M from $560.0M.
- Adjusted free cash flow $279.3M, down $101.0M and below guidance on elevated inventory and higher resin costs tied to Middle East supply disruptions.
- Exiting Coated Recycled Board with closure of the Sweetwater mill in Austell, GA; run-rate savings hit $105M, target raised to $150M by end of FY2027.