Core Viewpoint - The market anticipates Greif (GEF) will report a year-over-year increase in earnings driven by higher revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Greif is expected to report quarterly earnings of $1.08 per share, reflecting a year-over-year increase of 31.7% [3]. - Revenue projections stand at $1.43 billion, indicating a 4.1% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analyst expectations [4]. - A negative Earnings ESP of -1.40% indicates a recent bearish sentiment among analysts regarding Greif's earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more recent and potentially more accurate [8]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. Historical Performance - In the last reported quarter, Greif was expected to post earnings of $0.72 per share but only achieved $0.39, resulting in a surprise of -45.83% [13]. - Over the past four quarters, Greif has beaten consensus EPS estimates twice [14]. Conclusion - Greif does not currently appear to be a compelling candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock [17].

Core Insights - Greif has been awarded the Supplier Innovation Award by the United States Postal Service (USPS) for its innovative packaging solutions [1][2] - The award recognizes Greif's introduction of a custom double-walled corrugated pallet box, which is lighter and made from renewable and recyclable materials, aimed at reducing costs for USPS and taxpayers [2][3] - USPS acknowledged Greif's extensive geographic coverage, reliable delivery, product quality, and cost-saving initiatives as key factors in the award selection [3] Company Overview - Greif is a global leader in industrial packaging products and services, producing a wide range of packaging solutions including steel, plastic, and fiber drums, as well as containerboard and corrugated products [5] - The company operates over 250 facilities in 37 countries, employing more than 14,000 people to serve both global and regional customers [5] - Greif is committed to sustainability and innovation in its packaging solutions, demonstrating a nationwide commitment to customer success through its operations across multiple U.S. facilities [4]

Group 1 - Greif, Inc. will report its 2025 second quarter financial results after market close on June 4, 2025 [1] - A conference call to discuss the results will take place on June 5, 2025, at 8:30 a.m. ET [1][2] - Conference call participants can register online to receive dial-in details and a unique conference call code [3] Group 2 - Greif is a global leader in industrial packaging products and services, producing a variety of packaging solutions including steel, plastic, and fiber drums [4] - The company operates over 250 facilities in 37 countries, employing over 14,000 colleagues to serve both global and regional customers [4]

Core Viewpoint - Greif will permanently close its paperboard mill in Los Angeles, California, as part of optimization efforts, with operations expected to cease in June 2025 [1][2]. Company Impact - The closure will remove 50,000 tons of coated recycled paperboard (CRB) and 22,000 tons of uncoated recycled paperboard (URB) capacity from the market, ending Greif's coated paperboard production on the West Coast [2]. - Approximately 72 positions will be impacted by the closure, with the company committing to provide severance benefits and career transition resources to affected employees [3]. Strategic Decision - The decision to close the facility is attributed to increased costs and limited integration opportunities, aiming to strengthen focus in key markets and enhance the performance of the existing mill network and broader business portfolio [3][4]. Company Overview - Greif is a global leader in industrial packaging products and services, producing a wide range of products including steel, plastic, and fiber drums, as well as various types of paperboard [5]. - The company operates over 250 facilities in 37 countries, employing more than 14,000 people to serve both global and regional customers [5].

Group 1 - 2025 is anticipated to be a challenging year for market participants, with expectations that most investors will experience losses unless they hold short positions [1] - The focus of Crude Value Insights is on cash flow and companies that generate it, highlighting the potential for value and growth in the oil and natural gas sector [1] - The service offers a model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] Group 2 - A two-week free trial is available for new subscribers, providing an opportunity to explore the oil and gas investment landscape [3]

Core Insights - Greif, Inc. has been awarded a Gold Stevie Award for Achievement in Management – Manufacturing and a Silver Stevie Award for Company of the Year - Large Manufacturing at the Annual American Business Awards [1][2] Company Overview - Greif, Inc. is a global leader in industrial packaging products and services, producing a variety of packaging solutions including steel, plastic, and fiber drums, as well as intermediate bulk containers and other specialty products [8] - The company operates over 250 facilities in 37 countries and employs more than 14,000 people, aiming to be the best customer service company in the world [8] Awards and Recognition - The Stevie Awards recognize exceptional performance in the workplace, with over 3,600 nominations submitted this year from various organizations [3][4] - The awards ceremony will take place on June 10 at the Marriott Marquis Hotel in New York [5] Leadership and Innovation - Ole Rosgaard, President and CEO of Greif, emphasized the collective effort of the team in achieving sustainability and cultural goals, highlighting the company's commitment to continuous improvement [7] - Judges praised Greif for redefining its role in the industrial packaging industry through a holistic approach that integrates sustainability, innovation, and corporate culture [7]

A month has gone by since the last earnings report for Greif (GEF) . Shares have added about 1.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Greif due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, estimates r ...

DELAWARE, Ohio, March 18, 2025 (GLOBE NEWSWIRE) -- Greif, Inc. (NYSE: GEF, GEF.B), a world leader in industrial packaging products and services, announced today it is implementing a price increase between $50 and $70 per short ton for all grades of uncoated recycled paperboard (URB) products and a minimum 7.5 percent increase on all tube and core and protective packaging products. The uncoated recycled paperboard increase is effective with new orders and shipments on and after April 21, 2025. The tube and c ...

Core Insights - Greif, Inc. has been awarded the Gallup Exceptional Workplace Award (GEWA) for the second consecutive year, recognizing its best-in-class workplace [1] - The company emphasizes the importance of colleague engagement and performance-focused culture, which is reflected in its global workforce of over 14,000 employees [2][3] Company Overview - Greif is a global leader in industrial packaging products and services, producing a variety of packaging solutions including steel, plastic, and fiber drums, as well as intermediate bulk containers and other specialty products [4] - The company operates more than 250 facilities across 37 countries, aiming to provide exceptional customer service [4]

Financial Performance - Net income decreased 87.2% to $8.6 million or $0.15 per diluted Class A share compared to $67.2 million or $1.17 per diluted Class A share in the prior year quarter[6] - Net income attributable to Greif, Inc. decreased to $8.6 million, down 87.8% from $67.2 million in the prior year[31] - Net income for the three months ended January 31, 2025, was $14.4 million, a decrease of 80.6% compared to $74.3 million in the same period of 2024[39] - Net income for the trailing twelve months ended January 31, 2025, was $228.8 million, down from $360.3 million for the same period in 2024, representing a decrease of approximately 36.4%[48] - Basic earnings per share attributable to Greif, Inc. common shareholders for Class A common stock was $0.15, a decline of 87.9% from $1.17 in the same quarter of 2024[31] - The company reported a net cash used in operating activities of $30.8 million, compared to a net cash provided of $4.5 million in the same quarter of 2024[35] Revenue and Sales - Net sales for the three months ended January 31, 2025, were $1,265.8 million, an increase of 4.1% compared to $1,205.8 million in the same period of 2024[31] - Customized Polymer Solutions net sales increased by $67.1 million to $295.1 million, primarily due to $58.5 million from recent acquisitions[12] - Sustainable Fiber Solutions net sales increased by $32.6 million to $561.4 million, driven by $25.8 million from higher containerboard and boxboard prices[16] - The Durable Metal Solutions segment reported net sales of $342.2 million, a decrease of 7.6% from $370.5 million in the prior year[37] Adjusted EBITDA and Cash Flow - Adjusted EBITDA increased 5.9% to $145.1 million compared to $137.0 million in the prior year[6] - Total Adjusted EBITDA for the three months ended January 31, 2025, was $145.1 million, an increase of 5.9% compared to $137.0 million in the same period of 2024[37] - Adjusted EBITDA for the trailing twelve months ended January 31, 2025, was $712.4 million, a decline of 11.2% compared to $802.4 million for the same period in 2024[48] - Free cash flow for the three months ended January 31, 2025, was negative $66.5 million, compared to negative $51.1 million in the same period of 2024[43] - Projected free cash flow for fiscal 2025 is estimated at $220.0 million, with adjusted free cash flow expected to be $245.0 million[50] Debt and Liabilities - Total debt increased by $548.4 million to $2,840.2 million, primarily due to the acquisition of Ipackchem[6] - Total debt increased to $2,840.2 million as of January 31, 2025, from $2,291.8 million a year earlier, resulting in a net debt of $2,639.1 million[46] - The leverage ratio increased to 3.63x from 2.46x in the prior year quarter[6] - The leverage ratio increased to 3.63x as of January 31, 2025, compared to 2.46x a year earlier, showing a significant rise in leverage[48] - Total liabilities decreased to $4,375.8 million as of January 31, 2025, from $4,400.2 million as of October 31, 2024[33] Cost Management and Optimization - The company announced the closure of specific paperboard machines and mills as part of its cost optimization strategy, achieving $13.0 million in annual run-rate savings[6] - The company incurred non-cash asset impairment charges of $13.7 million during the quarter, compared to $1.3 million in the same period last year[31] - Restructuring charges amounted to $2.7 million for the three months ended January 31, 2025, compared to $5.7 million in the same period of 2024[39] - Cash paid for purchases of properties, plants, and equipment was $35.7 million for the three months ended January 31, 2025, down from $55.6 million in the prior year[43] Future Guidance - Fiscal 2025 low-end guidance for adjusted EBITDA is set at $710 million and adjusted free cash flow at $245 million[23] - Cash paid for purchases of properties, plants, and equipment is projected to be $171.0 million for fiscal 2025[50] - Cash paid for acquisition and integration-related costs is estimated at $17.0 million for fiscal 2025[50] - Cash paid for integration-related ERP systems and equipment is projected to be $6.0 million for fiscal 2025[50] - Cash paid for fiscal year-end change costs is estimated at $2.0 million for fiscal 2025[50]