Greif, Inc. (NYSE: GEF) Q2 2025 Earnings Call | 6/5/2025

20 days ago

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Inside Ticker

Earnings Calls

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Greif, Inc. (NYSE: GEF) reported Q2 2025 results on June 5, 2025, delivering adjusted earnings per share of $1.19—up 43% year-over-year and well above analyst expectations of $1.08–$1.12. Net income rose 6.5% to $47.3 million ($0.82 per share), while adjusted net income jumped 42.8% to $68.7 million ($1.19 per share), reflecting robust operational execution and cost optimization. Revenue increased 1.1% to $1.39 billion, slightly below forecasts, as growth in the Polymer and Fiber Solutions segments offset softness in North America. Adjusted EBITDA surged 26% to $213.9 million, with margin expanding to 15.4% from 12.4% last year, driven by favorable price/cost dynamics and strategic mill closures. Adjusted free cash flow nearly doubled to $109.6 million, and net cash from operating activities rose to $136.4 million. Segment highlights included $329.3 million in Customized Polymer Solutions revenue and $599.1 million from Sustainable Fiber Solutions. The company raised its fiscal 2025 guidance, now expecting adjusted EBITDA of at least $725 million and adjusted free cash flow of $280 million, citing improved pricing and continued cost discipline. Greif also extended its 53-year streak of dividend payments, declaring quarterly dividends of $0.54 per Class A share and $0.81 per Class B share. CEO Ole Rosgaard emphasized Greif’s resilience amid ongoing industrial market contraction, noting, “We are raising our fiscal year low-end guidance based upon our second quarter performance and improved price/cost outlook relative to our previous guidance”. The company maintains strong financial stability, with a current ratio of 1.31 and a 19.9% gross margin. About Inside Ticker: For more expert analysis and real-time updates on Greif, Inc. (NYSE: GEF) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #Greif #GEF #EarningsCall #Q22025 #IndustrialPackaging #EBITDA #Dividend #StockMarket #Investing #InsideTicker

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