Q3 2026 Greif Inc Earnings Call Transcript

Jul 29, 2026 / 12:00 PM GMT

Release Date Price: $108.99 (+2.82%)

Transcript 10-Q

Key Points

Positve

Greif Inc (GEF) achieved approximately 25% adjusted EBITDA growth, demonstrating strong financial performance.
The company expanded its margins by more than 260 basis points, indicating improved operational efficiency.
Greif Inc (GEF) reduced its leverage to just 1.1 times, showcasing strong financial management.
The company is committed to delivering $120 million of annualized cost optimization by the end of the next fiscal year.
Greif Inc (GEF) has a strong cash generation capability, expecting a free cash flow conversion of around 50% this year.

Negative

Ongoing geopolitical disruptions, particularly in the Middle East, continue to impact demand.
Broader industrial markets remain soft, reflecting geopolitical uncertainty.
Fiber solutions segment experienced lower net sales year over year due to a mill closure.
The company strategically maintained higher inventory balances at a high dollar cost due to increased raw material indices.
There is uncertainty in the pace of market recovery, with demand improvements coming from a very low base.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GEF.N - Greif Inc
Q3 2026 Greif Inc Earnings Call
Jul 29, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by.

Welcome to the Gripe 3rd quarter 2026 earnings conference call.

At this time, all participants are in a listen-only mode.

After the speaker's ask a question during the session, you will need to press 11 on your telephone, you will then hear an automated message saying that your hand is raised to withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, Bill.

O, VP of Investor Relations and corporate development, please go ahead.

Good morning and thank you for joining Gripe's fiscal 3rd quarter 2026 earnings conference call today, our

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