NYSE$GEF

Greif Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Greif reported a decrease in net income but showed solid progress on its Build to Last Strategy, including completing the Ipackchem acquisition.

Greif's fiscal second quarter 2024 results revealed a decrease in net income and adjusted EBITDA compared to the prior year. However, the company highlighted progress on its Build to Last Strategy, including the acquisition of Ipackchem, and noted signs of demand improvement in key regions.

  • Net income decreased 60.1% to $44.4 million, or $0.77 per diluted Class A share.
  • Adjusted EBITDA decreased 25.7% to $169.9 million.
  • Net sales increased to $1,371.0 million from $1,308.9 million.
  • Completed acquisition of Ipackchem.

Headline financials

Total Revenue

$1.37B

Previous: $1.31B+4.7%
EPS

$0.77

Previous: $1.77-56.5%
Adjusted EBITDA

$170M

No prior period
Adjusted Free Cash Flow

$59M

No prior period
Total Debt

$2.92B

No prior period
Net Debt

$2.72B

No prior period
Leverage Ratio

3.4

No prior period
Capital Expenditures

-$99.7M

Previous: -$94.3M-5.7%
Free Cash Flow

-$55.3M

Previous: $16.9M-427.2%
Net Income

$44.4M

Previous: $111M-60.1%
Operating Income

$98.1M

Previous: $181M-45.8%
Gross Profit

$270M

Previous: $312M-13.4%
Cash & Equivalents

$196M

Previous: $159M+23.7%
Total Assets

$6.83B

Previous: $5.91B+15.5%

Revenue & EPS history

Greif · Revenue · Quarterly

$1.37B

Q2 2024+4.7%vs Q2 2023
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

Greif anticipates adjusted EBITDA to be between $675 million and $725 million and adjusted free cash flow to be between $175 million and $225 million for fiscal year 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

-0.8%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+18.4%

Q4 2017

Best reaction

-14.6%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+2.4%+4.6%-3.1%
Q1 2026-1.0%+5.0%-2.2%
Q4 2025+0.8%+4.6%+14.2%
Q2 2025+15.0%+16.6%+26.6%
Q1 2025-8.4%-9.5%-9.1%
Q4 2024-1.9%-4.3%-14.3%
Q3 2024-2.0%-1.1%-1.4%
Q2 2024-3.0%-4.2%-10.6%
Q1 2024+4.1%+2.1%+11.5%
Q4 2023-4.1%-9.4%-8.6%
Q3 2023-1.6%-1.5%-9.4%
Q2 2023+12.4%+15.6%+9.3%
Q1 2023-7.0%-8.3%-10.8%
Q4 2022-3.3%-2.6%-4.3%
Q3 2022-4.3%-1.8%-13.0%
Q2 2022+3.7%-2.9%-2.3%
Q1 2022+8.1%+4.9%+17.0%
Q4 2021+0.3%-5.4%-4.5%
Q3 2021+4.1%+8.0%+4.2%
Q2 2021+2.5%+2.2%-1.2%
Q1 2021+3.8%+9.8%+25.8%
Q4 2020-5.7%-8.6%+0.1%
Q3 2020-7.8%-5.2%-7.5%
Q2 2020+12.1%+22.6%+2.8%
Q1 2020-7.8%-5.0%-19.6%
Q4 2019+0.4%+3.7%+1.6%
Q3 2019+15.8%+11.3%+20.3%
Q2 2019-12.2%-10.3%-12.6%
Q1 2019-5.4%-2.7%-2.9%
Q4 2018-9.8%-10.6%-24.4%
Q3 2018+3.7%+0.3%-2.5%
Q2 2018-6.2%-4.3%-13.0%
Q1 2018-14.6%-13.7%-10.6%
Q4 2017+18.4%+14.7%+12.6%
Q3 2017+6.8%+3.5%+3.4%
Q2 2017-6.9%-8.0%-3.9%
Q1 2017-6.7%-2.9%-3.4%
Q4 2016+3.3%+4.6%-2.7%
Q3 2016+5.4%+7.2%+15.3%
Q2 2016+8.0%+5.5%+1.8%
Q1 2016-0.2%
Q4 2015+7.1%
Q3 2015+15.0%
Q2 2015+1.2%
Q1 2015-14.1%
Q4 2014-4.4%
Q3 2014-0.7%
Q2 2014-1.5%
Q1 2014-0.2%
Q4 2013-6.0%
Q3 2013-3.8%
Q2 2013+3.5%
Q1 2013+0.6%
Q4 2012-1.3%
Q3 2012+1.6%
Q2 2012-3.7%
Q1 2012-0.4%
Q4 2011-0.9%
Q3 2011-1.0%
Q2 2011+1.7%
Q1 2011+0.0%
Q4 2010+1.4%
Q3 2010-0.1%
Q2 2010+3.4%
Q1 2009+0.8%

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