Greif Inkomsten in het verleden
Verleden criteriumcontroles 1/6
De winst van Greif is gedaald met een gemiddeld jaarlijks percentage van -18.4%, terwijl de winst van de Packaging -industrie jaarlijks daalde met 1.7%. De inkomsten zijn daalde met een gemiddeld percentage van 5.3% per jaar. Het rendement op het eigen vermogen Greif bedraagt 6.7% en de nettomarge bedraagt 4.2%.
Belangrijke informatie
-18.35%
Groei van de winst
-14.05%
Groei van de winst per aandeel
| Packaging Groei van de industrie | 12.01% |
| Inkomstengroei | -5.33% |
| Rendement op eigen vermogen | 6.65% |
| Nettomarge | 4.23% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Analyse-update • May 03
GEF: Revised Assumptions And Dividend Outlook Will Support Future Capital Returns
Analysts have trimmed their price target on Greif by $6 to $90, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent research has focused on how updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E expectations affect where Greif should trade.
Analyse-update • Apr 18
GEF: Cash Returns And Share Repurchases Will Support Future Upside
Analysts have trimmed Greif's implied value slightly, with the fair value estimate moving from about $79.00 to roughly $78.20 as they factor in updated assumptions on discount rates, revenue growth, profit margins, future P/E, and recent shifts in Street price targets from firms such as BofA and Baird. Analyst Commentary Recent Street research on Greif shows a tight cluster of target price moves, with some analysts nudging estimates higher and others trimming them, which helps explain the modest step down in the overall fair value estimate.Analyse-update • Apr 03
GEF: Beverage Packaging Demand And Cash Returns Will Support Future Upside
Narrative Update on Greif Greif's updated analyst price target has shifted modestly to $79.00. Analysts point to mixed packaging volume expectations, ongoing beverage can growth in North America and Europe, disciplined containerboard supply management, and uncertainty around the use of recent asset sale proceeds as key drivers of their revised views.Analyse-update • Mar 20
GEF: Containerboard Sale Proceeds Will Support Future Capital Returns And Margin Resilience
Narrative Update on Greif Analyst price targets for Greif have moved higher, with recent increases of $6 at BofA, $15 at Baird, and $8 at Truist, reflecting analyst expectations tied to disciplined supply management in containerboard and steady beverage can volume trends in North America and Europe. Analyst Commentary Recent Street research on Greif points to a more constructive tone, with several bullish analysts lifting price targets as they reassess the company after the sale of its containerboard business and review end market trends.Analyse-update • Mar 06
GEF: Beverage Packaging Resilience And Cash Deployment Will Support Future Upside
Analysts have lifted their price targets for Greif, supporting a modest fair value adjustment to about $80 per share as they factor in updated discount rate assumptions, slightly different revenue and margin expectations, and a revised future P/E outlook. Analyst Commentary Recent Street research around Greif centers on how the company will execute after the sale of its containerboard business and how that translates into valuation support around the updated price targets in the mid to high US$70s.Analyse-update • Feb 19
GEF: Beverage Can Demand And Cash Deployment Will Shape Future Risk Balance
Analysts have lifted their Greif price targets, with one moving to $74 and another to $79, citing cautious expectations for packaging volumes, support from beverage can growth, and disciplined containerboard pricing. Analyst Commentary Recent research on Greif focuses on how the company might balance its recent portfolio changes with a packaging demand outlook that is described as modestly challenged, while still supporting higher valuation targets.Analyse-update • Feb 05
GEF: Capital Deployment From Containerboard Sale Will Support Future Margin Strength
Analysts have nudged their Greif price targets higher, with recent moves such as BofA lifting its target to $74 from $68 and Truist to $79 from $71. They cite expectations for steadier packaging volumes, ongoing beverage can growth in North America and Europe, and disciplined supply management supporting containerboard pricing.
Nieuwe analyse • Jan 29
Muted Demand And Cost Cuts Will Limit Returns From New Packaging Investments
Catalysts About Greif Greif is a global industrial packaging company focused on polymers, metals, fiber based products and closures that serve industrial, chemical, agricultural, mining and paper related end markets. What are the underlying business or industry changes driving this perspective?Analyse-update • Jan 22
GEF: Beverage Can Demand And Capital Allocation Will Support Stronger Margins
Analysts have lifted their price targets on Greif into the mid to high US$70s, citing expectations for steadier packaging trends, ongoing beverage can demand, and disciplined containerboard pricing as key supports for the updated outlook. Analyst Commentary Recent research updates show bullish analysts lifting their price targets on Greif into a higher trading range, with targets in the mid to high US$70s.Analyse-update • Jan 06
GEF: Beverage Can Demand And Capital Deployment Will Shape Balanced Risk Profile
Greif's updated fair value estimate of $73.80, up from $72.60, aligns with recent analyst price target increases into the mid to high $70s. Analysts point to steadier packaging demand, continued growth in beverage cans and disciplined containerboard supply management.Analyse-update • Dec 14
GEF: Containerboard Exit Will Support Stronger Margins And Shareholder Returns
Analysts have nudged their fair value estimate for Greif higher to $96 from $93 per share, as they factor in a lower perceived risk profile, stronger margin outlook, and supportive industry dynamics following the sale of its containerboard assets. They believe this transaction should enhance cash generation and return potential.Analyse-update • Nov 29
GEF: Asset Sale Proceeds And Cash Position Will Balance Near-Term Volume Risks
Analysts have slightly reduced their price target for Greif from $72 to $71, citing ongoing volume challenges and a desire for greater visibility on earnings replacement following recent asset sales. Analyst Commentary Recent analyst notes provide a mixed outlook for Greif, reflecting both opportunities and ongoing challenges in the company's strategic positioning and market environment.Analyse-update • Nov 15
GEF: Proceeds From Recent Asset Sales Will Support Financial Flexibility
Greif's analyst price target has shifted slightly lower, from $73.80 to $72.60, as analysts weigh the impact of recent asset sales and evolving industry headwinds while considering stable financial fundamentals. Analyst Commentary Recent Street research presents a mix of optimism and caution regarding Greif's outlook.Analyse-update • Nov 01
GEF: Balance Sheet Flexibility And Asset Sales Will Drive Future Momentum
Analysts have lowered their price target for Greif from $72 to $71 per share. They cite continued challenges in volume growth and uncertainties around replacing earnings after recent asset sales.Analyse-update • Oct 18
Cost Optimization And Polymer Packaging Will Build Future Efficiency
Greif's analyst price target has been revised downward from $75.80 to $73.80, reflecting tempered expectations following recent asset sales and ongoing sector headwinds cited by analysts. Analyst Commentary Recent analyst coverage of Greif has reflected a mix of optimism and caution regarding the company’s valuation and future prospects following recent asset sales and shifting sector trends.Seeking Alpha • Sep 08
Greif: Good Greif, Firepower For M&A
Summary Despite macro headwinds and uneven segment volumes, Greif's underlying profitability and free cash flow are improving, highlighting business resilience. Recent asset sales have strengthened the balance sheet, providing significant capital for M&A, with management targeting high-margin, growth segments. Portfolio pivot by divesting containerboard/timberlands to focus on higher-margin pharma, F&B, agrochemicals. Management sees recovery only by 2H26; rate cuts help slowly; tariffs immaterial directly but weigh on customers. Read the full article on Seeking AlphaAnalyse-artikel • Apr 30
Greif (NYSE:GEF) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Apr 28
Grief Over Greif Represents A Buying Opportunity
Summary Despite a challenging market, Greif, Inc. stock remains a Buy due to its attractive valuation and management's optimistic long-term outlook. Greif's Customized Polymer Solutions and Sustainable Fiber Solutions segments drove revenue growth, with significant contributions from recent acquisitions and higher container board prices. Profitability faced setbacks due to non-cash asset impairment charges and tax benefits, but gross profit margin and EBITDA showed improvement. Management's strategic actions, including cost optimization and operational closures, aim to enhance future profitability, justifying the 'buy' rating for GEF despite economic uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Greif Offers Long-Term Potential, Even With Recent Cash Flow Pain
Summary Greif, Inc. remains a “buy” despite declining profits and cash flows, driven by strong revenue growth and strategic acquisitions in its Global Industrial Packaging segment. The company's Paper Packaging & Services segment also showed solid revenue growth, supported by higher containerboard prices and product mix changes. Management's long-term focus and ambitious growth plans, including a projected $1 billion EBITDA by 2027, make Greif a compelling investment opportunity. Despite current profitability challenges, GEF stock's attractive valuation and strategic investments position it for significant future upside, potentially exceeding S&P 500 average returns. Read the full article on Seeking AlphaAnalyse-artikel • Dec 02
Greif (NYSE:GEF) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyse-artikel • Oct 24
What Does Greif, Inc.'s (NYSE:GEF) Share Price Indicate?
Greif, Inc. ( NYSE:GEF ), is not the largest company out there, but it received a lot of attention from a substantial...
Nieuwe analyse • Sep 05
From Polymer Innovations To Critical Growth And Enhanced Margins
Shifting to material solution-focused operations will increase operational efficiency and improve profitability by enhancing accountability and driving cost efficiencies.Analyse-artikel • Aug 24
Here's Why Greif (NYSE:GEF) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyse-artikel • Aug 05
Benign Growth For Greif, Inc. (NYSE:GEF) Underpins Its Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Analyse-artikel • Jul 15
Is There Now An Opportunity In Greif, Inc. (NYSE:GEF)?
Greif, Inc. ( NYSE:GEF ), is not the largest company out there, but it received a lot of attention from a substantial...Seeking Alpha • Jul 10
Greif: Not Compelled To Shift Our Neutral Stance
Summary Greif, an industrial packaging player, has faced a difficult twelve months losing 15% and underperforming its material and small-cap peers. Greif is facing volume challenges across multiple regions, but sequential improvements can be seen, as global manufacturing PMI trends improve and benefits from recent price hikes get reflected. Spike in leverage, limited FCF uplift, and pricey forward valuations also make Greif stock unattractive for investment at the moment. The stock has broken down from a multi-year channel, with selling pressure yet to abate. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
Greif: Another Price Increase? Good Greif
Summary GEF experienced weakening customer demand patterns in FY23, which is expected to continue in FY24, but has consistently reported robust profitability margins throughout the years. The firm has raised prices for the third time this year in response to rising raw material, energy, labour, and transportation costs. GEF's recent acquisitions, including Ipackchem, aim to drive growth in high-margin jerry can and small plastics markets. Gaining favourable exposure to stable end-markets. Read the full article on Seeking AlphaAnalyse-artikel • Apr 23
Lacklustre Performance Is Driving Greif, Inc.'s (NYSE:GEF) Low P/E
With a price-to-earnings (or "P/E") ratio of 8.7x Greif, Inc. ( NYSE:GEF ) may be sending bullish signals at the...Analyse-artikel • Apr 05
These 4 Measures Indicate That Greif (NYSE:GEF) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyse-artikel • Mar 19
Should You Investigate Greif, Inc. (NYSE:GEF) At US$63.00?
Greif, Inc. ( NYSE:GEF ), might not be a large cap stock, but it maintained its current share price over the past...Analyse-artikel • Mar 01
Greif (NYSE:GEF) Is Due To Pay A Dividend Of $0.52
The board of Greif, Inc. ( NYSE:GEF ) has announced that it will pay a dividend of $0.52 per share on the 1st of April...Seeking Alpha • Feb 01
Greif: Performance And Expectations Are Worsening, But The Share Price Remains High
Summary Revenues keep decreasing as volumes are weak, but the IPACKCHEM acquisition should give them a boost in fiscal 2024. Gross profit and EBITDA margins remain high, and despite a recent contraction, recent product price raises should stabilize them. The debt profile has improved significantly in recent years, although debt will increase in fiscal 2024 as a result of the IPACKCHEM acquisition. The dividend remains safe as the company has historically reported low cash payout ratios. This represents a good company for long-term dividend investors, but I would wait for a better entry point. Read the full article on Seeking AlphaAnalyse-artikel • Jan 02
Greif, Inc. (NYSE:GEF) Looks Inexpensive But Perhaps Not Attractive Enough
Greif, Inc.'s ( NYSE:GEF ) price-to-earnings (or "P/E") ratio of 8.5x might make it look like a buy right now compared...Seeking Alpha • Dec 21
Greif: Low Demand And Weak Results Signal Limited Growth
Summary Greif's performance has been affected by rising interest rates & declining industry demand, and this trend is expected to continue, impacting profitability. The company distributed $0.50 dividends in the first two quarters of FY2023, raised it to $0.52 in Q3 and Q4, resulting in annual dividend of $2.04 which is 3.07% yield. GEF has reported a downturn in net sales & net income in quarterly & full-year results due to lower demand and selling prices. Read the full article on Seeking AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Greif geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 4,263 | 180 | 667 | 0 |
| 31 Dec 25 | 4,269 | 186 | 636 | 0 |
| 30 Sep 25 | 4,291 | 16 | 650 | 0 |
| 31 Jul 25 | 5,432 | 141 | 659 | 0 |
| 30 Apr 25 | 5,462 | 179 | 654 | 0 |
| 31 Jan 25 | 5,508 | 210 | 647 | 0 |
| 31 Oct 24 | 4,355 | 236 | 580 | 0 |
| 30 Sep 24 | 4,334 | 241 | 584 | 0 |
| 31 Jul 24 | 4,556 | 254 | 572 | 0 |
| 30 Apr 24 | 4,722 | 267 | 555 | 0 |
| 31 Jan 24 | 5,153 | 337 | 548 | 0 |
| 31 Oct 23 | 4,175 | 281 | 504 | 0 |
| 31 Jul 23 | 5,406 | 391 | 546 | 0 |
| 30 Apr 23 | 5,698 | 442 | 553 | 0 |
| 31 Jan 23 | 6,056 | 456 | 563 | 0 |
| 31 Oct 22 | 6,350 | 377 | 576 | 0 |
| 31 Jul 22 | 6,432 | 382 | 578 | 0 |
| 30 Apr 22 | 6,301 | 353 | 580 | 0 |
| 31 Jan 22 | 5,974 | 378 | 581 | 0 |
| 31 Oct 21 | 5,556 | 391 | 565 | 0 |
| 31 Jul 21 | 5,139 | 331 | 563 | 0 |
| 30 Apr 21 | 4,731 | 238 | 542 | 0 |
| 31 Jan 21 | 4,549 | 100 | 517 | 0 |
| 31 Oct 20 | 4,515 | 109 | 517 | 0 |
| 31 Jul 20 | 4,586 | 129 | 508 | 0 |
| 30 Apr 20 | 4,755 | 171 | 526 | 0 |
| 31 Jan 20 | 4,810 | 174 | 543 | 0 |
| 31 Oct 19 | 4,595 | 171 | 507 | 0 |
| 31 Jul 19 | 4,351 | 146 | 469 | 0 |
| 30 Apr 19 | 4,110 | 151 | 432 | 0 |
| 31 Jan 19 | 3,865 | 183 | 397 | 0 |
| 31 Oct 18 | 3,874 | 209 | 404 | 0 |
| 31 Jul 18 | 3,854 | 203 | 405 | 0 |
| 30 Apr 18 | 3,804 | 179 | 397 | 0 |
| 31 Jan 18 | 3,723 | 170 | 389 | 0 |
| 31 Oct 17 | 3,638 | 119 | 381 | 0 |
| 31 Jul 17 | 3,538 | 94 | 383 | 0 |
| 30 Apr 17 | 3,421 | 96 | 383 | 0 |
| 31 Jan 17 | 3,373 | 91 | 380 | 0 |
| 31 Oct 16 | 3,324 | 75 | 377 | 0 |
| 31 Jul 16 | 3,325 | 79 | 376 | 0 |
| 30 Apr 16 | 3,410 | 41 | 381 | 0 |
| 31 Jan 16 | 3,486 | 31 | 395 | 0 |
| 31 Oct 15 | 3,617 | 72 | 413 | 0 |
| 31 Jul 15 | 3,796 | 68 | 429 | 0 |
Kwaliteitswinsten: GEF heeft een grote eenmalige winst van $97.8M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st March, 2026.
Groeiende winstmarge: De huidige netto winstmarges (4.2%) GEF } zijn hoger dan vorig jaar (3.5%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van GEF is de afgelopen 5 jaar met 18.4% per jaar gedaald.
Versnelling van de groei: De winstgroei GEF is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: GEF had het afgelopen jaar een negatieve winstgroei ( -4.9% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Packaging ( -1.7% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 6.7% ) van GEF wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/06 12:43 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/09/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Greif, Inc. wordt gevolgd door 16 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ghansham Panjabi | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Mark Wilde | BMO Capital Markets Equity Research |