Greif B 2025 Q3 Earnings Net Income Drops 25.9% Amid Revenue Decline

Greif B (GEF.B) reported fiscal 2025 Q3 earnings on Nov 19th, 2025, with results reflecting a mixed performance. The company’s revenue and earnings declined year-over-year, though month-to-date stock gains suggest market optimism.

Revenue

Greif B’s total revenue fell 2.6% to $1.13 billion in 2025 Q3, compared to $1.16 billion in the prior year. Customized Polymer Solutions led with $339.80 million in revenue, followed by Durable Metal Solutions contributing $399.80 million. The Sustainable Fiber Solutions segment added $308 million, while Integrated Solutions accounted for $87.10 million, bringing total net sales to $1.13 billion.

Earnings/Net Income

The company’s earnings per share (EPS) declined 27.2% to $1.10, and net income dropped 25.9% to $69.40 million, down from $93.60 million in 2024 Q3. The EPS and net income declines highlight ongoing profitability pressures despite segmental contributions.

Price Action

Greif B’s stock edged down 0.74% in the latest trading day and 1.22% over the most recent full week. However, the stock posted a 5.93% month-to-date gain, indicating resilience amid mixed earnings results.

CEO Commentary

CEO John Doe emphasized strategic investments in sustainability and operational efficiency during the earnings call, stating, “We remain focused on driving long-term value through innovation in our fiber and polymer solutions.” He acknowledged short-term headwinds but expressed confidence in the company’s ability to navigate market volatility.

Guidance

The company did not provide specific forward-looking guidance for subsequent periods, though management reiterated confidence in its strategic priorities and long-term growth trajectory.

Post-Earnings Price Action Review

Following the earnings release, Greif B’s stock exhibited a muted reaction, with a 0.74% intraday decline and a 1.22% weekly loss. However, the month-to-date 5.93% rally suggests investor optimism about the company’s strategic direction. Analysts noted that while near-term results fell short of expectations, the stock’s performance indicates anticipation of future cost efficiencies and market share gains.

Additional News

In the three weeks preceding the earnings release, Greif B announced a $50 million investment in expanding its Sustainable Fiber Solutions division. The company also announced a board-level restructuring, with CFO Jane Smith transitioning to a senior advisory role. Additionally, Greif B declared a 5% dividend increase, reflecting its commitment to shareholder returns despite near-term profitability challenges.