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

Greif B (GEF.B) reported mixed results for fiscal 2025 Q3 on Nov 19th, 2025, with revenue and earnings both declining year-over-year. The company provided cautious guidance for Q4, balancing near-term challenges with long-term strategic investments.

Revenue

Total revenue for Q3 2025 declined 2.6% to $1.13 billion, with Durable Metal Solutions leading at $399.80 million. Customized Polymer Solutions contributed $339.80 million, while Sustainable Fiber Solutions accounted for $308 million. Integrated Solutions added $87.10 million, rounding out the performance across segments.

Earnings/Net Income

Earnings per share (EPS) fell 27.2% to $1.10 in Q3 2025, compared to $1.51 in the prior year. Net income dropped 25.9% to $69.40 million from $93.60 million in Q3 2024, reflecting broader industry pressures and cost challenges. The earnings decline indicates a weaker-than-expected performance relative to prior-year benchmarks.

Price Action

Following the earnings report, Greif B’s stock price edged down 0.74% on the latest trading day and 1.22% over the preceding week. However, it rebounded 5.93% month-to-date, suggesting a cautiously optimistic near-term outlook despite the earnings miss.

Post-Earnings Price Action Review

The stock’s post-earnings trajectory revealed a mixed investor sentiment. While the immediate 0.74% intraday decline underscored concerns over earnings and revenue shortfalls, the 5.93% monthly gain highlighted resilience amid broader market dynamics. The 1.22% weekly dip aligned with sector-wide volatility, though strategic guidance for Q4 and CAPEX plans may yet drive a recovery in investor confidence.

CEO Commentary

The CEO emphasized operational resilience in Q3 2025, noting sustained demand for sustainable logistics and industrial packaging solutions. Strategic priorities included accelerating digital transformation and expanding regional hubs, with a focus on automation to offset inflationary pressures. Leadership maintained a cautiously optimistic tone, balancing long-term market opportunities with disciplined cost management.

Guidance

For Q4 2025, Greif B projected 4-6% year-over-year revenue growth and adjusted EPS of $1.15–$1.25. Capital expenditures are targeted at $180–200 million to support strategic initiatives, with margin expansion and operational efficiency remaining central to the company’s roadmap.

Additional News

No significant non-earnings related news was reported by Greif B within the three weeks preceding the earnings release. The company remained focused on its core strategic priorities, with no disclosed M&A activity, executive changes, or shareholder return initiatives during the period.