Greif Q1 Earnings Call Highlights

1 week ago 4

MarketBeat

Wed, January 28, 2026 astatine 9:10 AM CST 7 min read

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Greif improved profitability contempt muted concern demand: adjusted EBITDA roseate 24% year-over-year and adjusted EBITDA borderline expanded 260 ground points to 12.3%, driven by structural outgo optimization with run-rate savings of $65 million and a fiscal-year people of $80–$90 million.
Management reaffirmed the debased extremity of fiscal 2026 guidance — $630 million successful adjusted EBITDA and $315 million successful adjusted escaped currency travel — and expects astir 50% free-cash-flow conversion, noting Q1 is seasonally the weakest 4th for currency flow.
Capital allocation prioritizes shareholder returns and balance-sheet strength: leverage sits astatine astir 1.2x, the institution completed $130 million of a $150 million buyback and approved an incremental $300 million repurchase authorization, targeting up to 2% of shares repurchased annually.
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Greif (NYSE:GEF) reported fiscal first-quarter 2026 results that absorption said were accordant with expectations contempt continued softness successful concern demand, portion highlighting borderline betterment driven by structural outgo actions and a important step-up successful shareholder returns done stock repurchases.

Chief Executive Officer Ole Rosgaard said the institution entered 2026 “from a presumption of strength” adjacent arsenic the concern situation remained “muted.” Volumes successful the 4th tracked arsenic anticipated, with request unit persisting crossed respective extremity markets, but Greif’s profitability improved materially owed to outgo optimization and price/mix performance.

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Rosgaard said the company’s EBITDA borderline illustration improved meaningfully, rising 260 ground points year-over-year. He attributed the enlargement to “decisive actions taken connected our outgo optimization,” adding that the enactment is “not cyclical, it’s structural.”

Chief Financial Officer Larry Hilsheimer said adjusted EBITDA accrued 24% year-over-year and adjusted EBITDA borderline improved 260 ground points to 12.3%, reflecting improved price-cost dynamics and “significant payment of structural outgo optimization.”

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Hilsheimer noted that adjusted escaped currency travel successful the archetypal 4th was little than the anterior twelvemonth chiefly due to the fact that the prior-year play included currency travel from businesses that person since been divested. Excluding that factor, helium said Greif’s “core currency motor and continuing operations improved year-over-year,” supported by EBITDA growth, little involvement disbursal aft deleveraging, and reduced attraction superior pursuing the company’s containerboard sale.