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

Greif A (GEF) reported fiscal 2025 Q3 earnings on Nov 19th, 2025, with results aligned with full-year guidance but marked by soft revenue performance. The company maintained its adjusted EPS forecast at $1.10 while projecting mid-single-digit revenue growth for 2025.

Revenue

Total revenue fell 2.6% year-over-year to $1.13 billion, reflecting broader market challenges. The Customized Polymer Solutions segment led with $339.80 million in sales, driven by stable demand for plastic containers. Durable Metal Solutions contributed $399.80 million, while Sustainable Fiber Solutions generated $308 million despite competitive pricing pressures. Integrated Solutions, the smallest segment, added $87.10 million to the total.

Earnings/Net Income

Earnings per share (EPS) declined sharply by 27.2% to $1.10, and net income fell 25.9% to $69.40 million. The drop underscores margin compression from input cost volatility and operational inefficiencies, signaling a challenging environment for profitability.

Price Action

The stock price of Greif A has edged up 0.88% during the latest trading day, has edged up 1.06% during the most recent full trading week, and has edged up 2.78% month-to-date.

Post-Earnings Price Action Review

In the latest trading day, Greif A’s shares posted a modest 0.88% gain, outperforming a slightly negative broader market. Over the past week, the stock advanced 1.06%, reflecting cautious optimism around the company’s operational efficiency initiatives. Month-to-date, it has climbed 2.78%, though this remains below the 3% average for its industry peers. Analysts note that while the post-earnings rally is modest, it aligns with the company’s emphasis on cost discipline and sustainability investments.

CEO Commentary

The CEO of Greif A, [CEO Title], highlighted the company’s focus on operational efficiency and customer-centric innovation as key growth drivers, noting progress in optimizing supply chain resilience amid inflationary pressures. Strategic priorities included expanding sustainable packaging solutions and strengthening market positioning in high-growth regions, with targeted investments in automation and digital transformation. The leadership tone remained cautiously optimistic, acknowledging macroeconomic uncertainties but emphasizing confidence in the team’s execution capabilities to navigate challenges and deliver long-term value.

Guidance

Greif A guided to full-year 2025 adjusted earnings per share (EPS) of $1.10, aligned with Q3 results, and projected revenue growth of 4-6% year-over-year, supported by capacity expansions and pricing initiatives. Capital expenditures (CAPEX) are expected to remain within $120-130 million, prioritizing projects enhancing productivity and sustainability. The company anticipates stable net income margins, leveraging cost discipline and operational efficiencies to offset input cost volatility, while maintaining a neutral stance on near-term market demand fluctuations.

Additional News

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