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- **Strategic Restructuring Complete**: $462M containerboard sale cuts debt to <1x, with 2026 free cash flow guidance $315M (50% conversion). 
- **Cost Optimization Accelerating**: 2026 savings target $120M+ via headcount reduction (8% roles), AI, and operational restructuring. 
- **Closures Segment Growth**: 30%+ margins, 8%+ organic growth target. 
- **Leverage & Buybacks**: <1x leverage, $150M buyback, and 2% annual repurchase plan. 
- **Key Risks**: Metals/Fiber volume softness, chemicals sector cyclicality, and U.S. Recycling Board (URB) downtime.

**【CEO Summary Section】**
- **Strategic Restructuring**: Sold containerboard business for $462M, reducing debt to <1x leverage. Relocated adhesives and recycled fiber into Fiber Solutions segment, renaming Integrated Solutions to Innovative Closure Solutions (ICS).
- **Cost Optimization**: Achieved $50M+ annualized savings through headcount reduction (8% of roles), AI-driven efficiency, and operational restructuring. Expanded 2026 cost savings target to $120M+.
- **Segment Performance**: 
  - Polymers: Small containers (+agrochemicals focus) offset IBC softness. Closures segment grew 30%+ margins.
  - Metals: 6.6% vol decline, managed for cash. Fiber: 7.7% vol decline due to U.S. Recycling Board (URB) downtime.
- **Free Cash Flow**: 50% conversion rate ($315M in 2026). $150M share buyback announced, with plans for 2% annual repurchases.

**【CFO Financial Commentary】**
- **Q4 Results**: Adjusted EBITDA $99M (+7.4% YoY). Free cash flow $102M (24.3% YoY growth). 
- **2026 Guidance**: Low-end EBITDA $630M (flat to -1% vs 2025). Free cash flow $315M. 
- **Key Drivers**: 
  - SG&A savings: $45M (vs $39M cost opt). 
  - Price/cost: $12M benefits in polymers. 
  - FX: $7M tailwind. 
- **Capital Allocation**: $155M CapEx, $40M restructuring, $50M working capital. 

**【Q&A Highlights】**
- **Cost Optimization**: 2026 savings could exceed $120M if ground-up initiatives accelerate. 
- **M&A Strategy**: Tuck-in acquisitions in polymers and closures. IonKraft barrier tech investment. 
- **Segment Outlook**: 
  - Closures: 8%+ organic growth target. 
  - Polymers: Small containers resilience vs IBC cyclicality. 
  - Metals/Fiber: Vol downside risks, but margin discipline intact. 
- **Balance Sheet**: <1x leverage, no plans for >2x. 
- **Customer Trends**: NPS 72 reflects loyalty, but demand recovery uncertain. Chemicals sector capacity rationalization possible.

Greif, Inc. (GEF) Q4 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GEF

GEF fundamentals

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