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Jul 31, 2025
Greif Q3 2025 Earnings Report
Greif reported lower GAAP earnings but delivered strong adjusted results in Q3 2025.
Key Takeaways
Greif saw a decline in net income due to prior-year divestiture gains, but adjusted earnings and EBITDA grew. Strong free cash flow and debt reduction highlighted disciplined execution amid portfolio changes.
Net income was $39.3M, down from $78M in the prior-year quarter due to divestiture impacts.
Adjusted EPS rose to $1.03 from $0.92 YoY, showing underlying operational strength.
Free cash flow reached $159.1M, with adjusted free cash flow at $170.7M.
Total debt fell to $2.72B, and net debt dropped by $283.5M YoY.
Revenue by Segment
Forward Guidance
Greif reaffirmed its fiscal 2025 outlook with strong confidence in hitting full-year EBITDA and cash flow targets, supported by cost optimization and divestiture proceeds.
Positive Outlook
- Combined adjusted EBITDA forecast of $725M to $735M.
- Adjusted free cash flow guidance between $305M and $315M.
- Strong $170.7M free cash flow in Q3 sets solid trajectory.
- Expected $1.8B proceeds from containerboard divestiture.
- Ongoing progress on $15M-$25M cost savings plan.
Challenges Ahead
- Q3 GAAP net income dropped 49.6% YoY due to prior-year gains.
- Sustainable Fiber Solutions and Integrated Solutions saw revenue declines.
- Mixed demand environment across industrial packaging markets.
- Elevated restructuring and impairment charges impacted margins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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