Abstract

Greif will report fiscal results on January 27, 2026 Post Market; this preview consolidates the latest quarter’s performance, near-term forecasts, and recent institutional views from October 21, 2025 to January 20, 2026.

Market Forecast

Consensus signals point to stable revenue and margin resilience for Greif in the current quarter, with attention on adjusted EPS and net margin progression; year-over-year patterns center on packaging demand recovery and cost discipline. The main businesses are expected to show steady contribution, and the most promising segment is Durable Metal Solutions given its scale and recent orders momentum.

Last Quarter Review

Greif’s last reported quarter showed revenue of 0.70 billion, a gross profit margin of 22.76%, GAAP net profit attributable to the parent company of 0.72 billion, a net profit margin of 102.68%, and adjusted EPS tracked stably year over year. A key highlight was disciplined pricing and cost control supporting margins. Main business highlights included Durable Metal Solutions revenue of 0.25 billion and Custom Polymer Solutions revenue of 0.21 billion, while Sustainable Fiber Solutions contributed 0.20 billion and Integrated Solutions 0.05 billion.

Current Quarter Outlook

Durable Metal Solutions

Durable Metal Solutions remains the largest revenue contributor in the portfolio and a focal point for near‑term operating leverage. The segment’s demand is tied to industrial and specialty packaging cycles, and pricing strategies continue to offset input volatility. Order mix is skewing toward higher value products, which supports gross margin trajectory even under flat volumes. The quarter’s performance will depend on how effectively lead times and customer replenishment trends normalize, with potential upside from selective contract wins.

Custom Polymer Solutions

Custom Polymer Solutions is positioned to benefit from diversified end markets, including chemicals and consumer products, where packaging mix and specification upgrades can bolster EBIT. Polymer resin cost trends have steadied, aiding margin predictability relative to earlier swings. The quarter’s revenue path will reflect pricing carryover and incremental volume recovery, while operational initiatives focus on scrap reduction and throughput gains. Execution on backlog conversion is a near‑term driver, and disciplined pricing could add incremental basis points to segment margin.

Sustainable Fiber Solutions

Sustainable Fiber Solutions serves fiber‑based packaging and recycled materials, where demand is sensitive to containerboard indices and downstream inventory behavior. Cost efficiency programs and mix optimization aim to protect gross margin, even if top‑line growth is moderate. The key watch items this quarter are fiber input costs, mill uptime, and regional demand pockets that determine shipment cadence. Margin resiliency relies on the balance of price realization against input fluctuations.

Stock Price Drivers This Quarter

Stock performance will hinge on adjusted EPS delivery versus expectations, the sustainability of gross margins around the recent run-rate, and any signals on net margin normalization from one‑off effects. Management commentary on segment mix, capital allocation, and pricing discipline will influence sentiment. A steady cadence of orders in Durable Metal Solutions and polymer cost stability could support a constructive view, while any unexpected softness in fiber pricing would be a headwind.

Analyst Opinions

Recent institutional commentary from October 21, 2025 to January 20, 2026 skews constructive, with a majority of analysts highlighting margin resilience and balanced execution across segments. The prevailing view anticipates stable to modestly improving adjusted EPS and steady revenue, supported by pricing discipline and operational efficiencies. Major institutions emphasize Greif’s ability to manage input cost variability and maintain profitability through cycle turns, indicating a cautiously favorable stance on the upcoming quarter’s delivery.