Greif, Inc.

NYSE:GEF Aktierapport

Börsvärde: US$3.4b

Greif Tidigare resultatutveckling

Tidigare kriterier kontrolleras 1/6

Greif s intäkter har minskat med en genomsnittlig årlig takt på -18.4%, medan Packaging -branschen såg intäkter på sjunkande på 1.7% årligen. Intäkterna har varit fallande med en genomsnittlig takt på 5.3% per år. Greif s avkastning på eget kapital är 6.7% och den har en nettomarginal på 4.2%.

Viktig information

-18.35%

Tillväxttakt i vinsten

-14.05%

Tillväxttakt för EPS

Packaging Tillväxt i branschen12.01%
Intäkternas tillväxttakt-5.33%
Avkastning på eget kapital6.65%
Nettomarginal4.23%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Ny analys 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?
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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 Alpha
Analysartikel 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 Alpha
Seeking 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 Alpha
Analysartikel 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...
Analysartikel 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...
User avatar
Ny analys 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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 Alpha

Fördelning av intäkter och kostnader

Hur Greif tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:GEF Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 264,2631806670
31 Dec 254,2691866360
30 Sep 254,291166500
31 Jul 255,4321416590
30 Apr 255,4621796540
31 Jan 255,5082106470
31 Oct 244,3552365800
30 Sep 244,3342415840
31 Jul 244,5562545720
30 Apr 244,7222675550
31 Jan 245,1533375480
31 Oct 234,1752815040
31 Jul 235,4063915460
30 Apr 235,6984425530
31 Jan 236,0564565630
31 Oct 226,3503775760
31 Jul 226,4323825780
30 Apr 226,3013535800
31 Jan 225,9743785810
31 Oct 215,5563915650
31 Jul 215,1393315630
30 Apr 214,7312385420
31 Jan 214,5491005170
31 Oct 204,5151095170
31 Jul 204,5861295080
30 Apr 204,7551715260
31 Jan 204,8101745430
31 Oct 194,5951715070
31 Jul 194,3511464690
30 Apr 194,1101514320
31 Jan 193,8651833970
31 Oct 183,8742094040
31 Jul 183,8542034050
30 Apr 183,8041793970
31 Jan 183,7231703890
31 Oct 173,6381193810
31 Jul 173,538943830
30 Apr 173,421963830
31 Jan 173,373913800
31 Oct 163,324753770
31 Jul 163,325793760
30 Apr 163,410413810
31 Jan 163,486313950
31 Oct 153,617724130
31 Jul 153,796684290

Kvalitetsintäkter: GEF har en stor engång vinst av $97.8M {1 månader till 31st March, 2026 1 månader) 31st March, 2026.

Växande vinstmarginal: GEF s nuvarande netto vinstmarginaler (4.2%) är högre än förra året (3.5%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: GEF s intäkter har minskat med 18.4% per år under de senaste 5 åren.

Accelererande tillväxt: GEF s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: GEF hade negativ intäktstillväxt ( -4.9% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Packaging ( -1.7% ).


Avkastning på eget kapital

Hög ROE: GEF s avkastning på eget kapital ( 6.7% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/06 11:02
Aktiekurs vid dagens slut2026/05/06 00:00
Intäkter2026/03/31
Årlig intjäning2025/09/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Greif, Inc. bevakas av 16 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ghansham PanjabiBaird
Walter LiptakBarrington Research Associates, Inc.
Mark WildeBMO Capital Markets Equity Research