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GREIF, INC Q2 FY26 Results

GEFQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue1.1K7.8%15.3%
Total Income1.1K7.8%15.3%
Expenditure1.0K40.5%14.0%
PBT21.8091.0%0.0%
Net Profit12.6092.8%46.5%
OPM3.30%22.49pp1.43pp
NPM1.17%16.38pp0.49pp
EPS
View full financials

Greif Reports Fiscal Second Quarter 2026 Results

01 May 2026 · 1 May, 6:52 pm

Summary

Greif, Inc. reported fiscal second quarter 2026 results, with net income decreasing by 32.3% to $12.6 million. However, net income excluding adjustments increased by 57.5% to $62.7 million. Adjusted EBITDA saw a 7.5% increase to $156.8 million, and adjusted free cash flow increased significantly by $92.7 million to $179.3 million. The company has also strengthened its financial position by reducing total debt by $1,769.3 million and achieving $75.0 million in cost optimization.

Key Highlights

  1. 1

    Net income decreased 32.3% to $12.6 million, or $0.22 per diluted Class A share, compared to the prior year.

  2. 2

    Net income, excluding adjustments, increased 57.5% to $62.7 million, or $1.10 per diluted Class A share.

  3. 3

    Adjusted EBITDA increased 7.5% to $156.8 million compared to $145.9 million in the prior year.

  4. 4

    Adjusted free cash flow increased by $92.7 million to $179.3 million.

  5. 5

    Total debt decreased by $1,769.3 million to $1,005.9 million due to debt repayment from the sales of the Containerboard Business and the timberlands business.

  6. 6

    The company achieved $75.0 million of run-rate cost optimization by the end of the second quarter of fiscal 2026.

  7. 7

    Greif completed its previously announced $150.0 million share repurchase program on April 15, 2026.

Management Comments

O

Ole Rosgaard

Greif delivered a resilient second quarter in a continued soft industrial environment. Demand remains subdued, and our results reflect the reality of the markets we serve. That said, we executed well on the factors within our control.

O

Ole G. Rosgaard

We continued to execute against our strategy during the second quarter with a particular focus on productivity and cost optimization, which remains a core driver of our margin improvements. I'm pleased to report that we have achieved $75 million of savings, putting us on track toward our full year target range of $80 million to $90 million.

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