GEF Greif, Inc.
Price Chart
Executive Summary
Greif reported Q2 2026 GAAP EPS of $0.22, a 31% miss vs $0.32 YoY, and net sales of $1.07B, roughly flat YoY but below the $1.10B consensus. Adjusted EBITDA rose 7.5% to $156.8M, but management lowered its full-year Adjusted EBITDA guidance to $610M (from a prior low-end of ~$630M), citing persistent industrial weakness and Middle East uncertainty. The stock faces headwinds from a demand recession, a guidance cut, and a completed $150M buyback that failed to offset deteriorating fundamentals.
Key Financial Metrics
Actionable Insight
The guidance cut to $610M Adjusted EBITDA (vs prior low-end ~$630M) is the primary negative catalyst — it signals management sees no demand recovery. Watch the April 29 call for segment-level commentary on volume trends and any further cost actions. The 1.1x leverage provides balance sheet optionality, but absent a demand catalyst, the stock is likely to drift lower.
Key Facts
- GAAP diluted EPS from continuing ops: $0.22 vs $0.32 YoY (-31.3%)
- Net sales: $1.07B, roughly flat vs $1.08B YoY, below $1.10B consensus
- Adjusted EBITDA +7.5% to $156.8M, but full-year guidance cut to $610M (low-end)
- Containerboard business divestiture closed Aug 2025; continuing ops only
- Completed $150M share repurchase program on April 15, 2026
- Net debt reduced to $719.8M; leverage ratio 1.1x (down from 3.3x)
- Sustainable Fiber Solutions net sales -8.2% YoY on 10% volume decline
- Durable Metal Solutions volumes -5.9% YoY
Financial Impact
GAAP EPS miss of $0.10 vs consensus; guidance cut of ~$20M at low-end Adjusted EBITDA; $150M buyback completed
Risk Factors
- Continued industrial recession with no demand inflection in sight
- Middle East conflict disrupting operations or supply chains
- Further volume declines in Sustainable Fiber Solutions (-10% this quarter)
- Potential for additional guidance cuts if macro conditions worsen
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3283152 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 2, 2026
7d ago
|
Press Release
| $63.46 $63.11 | ▼ −0.55% | ▲ +0.14% | $63.34 (−0.19%) |
|
Apr 28, 2026
6w ago
|
Press Release
| $65.44 $65.44 | · 0.00% | ▲ +1.02% | $63.34 (+3.21%) |
|
Apr 22, 2026
6w ago
|
Press Release
| $66.68 $67.35 | ▲ +1.00% | ▲ +1.40% | $63.34 (−5.01%) |
|
Apr 6, 2026
9w ago
|
Press Release
| $67.41 $69.80 | ▲ +3.55% | ▲ +1.01% | $63.34 (−6.04%) |
|
Mar 5, 2026
13w ago
|
8-K
| $69.53 $68.61 | ▼ −1.33% | ▼ −0.01% | $63.34 (−8.90%) |
|
Feb 25, 2026
14w ago
|
8-K
| $72.51 $72.16 | ▼ −0.49% | ▲ +0.05% | $63.34 (−12.65%) |
US Market Status
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