Greif Q3 revenue misses estimates

Greif

27/08/2025 21:13

Overview

Greif fiscal Q3 revenue missed analyst expectations, per LSEG data

Adjusted EBITDA for fiscal Q3 increased 11% yr/yr

Co divesting containerboard business for $1.8 bln, sale closes Aug 31

Outlook

Greif expects fiscal 2025 Combined Adjusted EBITDA $725 - $735 mln

Company anticipates adjusted free cash flow of $305 - $315 mln for fiscal 2025

Company continues cost optimization, achieving $20 mln savings by Q3 2025

Result Drivers

COST OPTIMIZATION - Greif achieved $20 mln in run-rate savings by end of Q3 2025, reaching midpoint of targeted $15-25 mln range

SEGMENT PERFORMANCE - Customized Polymer Solutions saw increased sales due to higher volumes and prices, while Durable Metal and Sustainable Fiber Solutions faced volume declines

DIVESTITURE IMPACT - Net income decrease attributed to prior year's gain from Delta Petroleum divestiture, with current focus on containerboard business sale

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$1.13 bln
$1.29 bln (6 Analysts)
Q3 EPS
$0.67
Q3 Net Income
$69.40 mln
Q3 Gross Profit
$257.30 mln
Q3 Operating Profit
$73.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the non-paper containers & packaging peer group is "buy"

Wall Street's median 12-month price target for Greif Inc is $76.00, about 12.7% above its August 26 closing price of $66.33

Press Release: ID:nGNX3dGXHt

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)