NYSE$GEF

Greif Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Greif reported a solid fourth quarter and full year 2024 result, navigating an extended period of industrial contraction and making strides in its Build to Last strategy.

Greif, Inc. announced its fourth quarter and fiscal year 2024 results, with net income decreasing by 6.5% to $63.4 million, or $1.08 per diluted Class A share, compared to the previous year. Adjusted EBITDA decreased by 2.0% to $197.6 million. Despite a multi-year period of industrial contraction, the company reported increased net sales in both Global Industrial Packaging and Paper Packaging & Services segments.

  • Net income decreased 6.5% to $63.4 million, or $1.08 per diluted Class A share.
  • Adjusted EBITDA decreased 2.0% to $197.6 million.
  • Net sales increased in both Global Industrial Packaging and Paper Packaging & Services segments.
  • The company is targeting $100 million of structural cost optimization.

Headline financials

Total Revenue

$1.42B

Previous: $1.31B+8.3%
EPS (adj)

$1.13

Previous: $1.56-27.6%
Adjusted EBITDA

$92.1M

No prior period
Adjusted Free Cash Flow

$98.6M

No prior period
Total Debt

$2.74B

No prior period
Net Debt

$2.54B

No prior period
Leverage Ratio

3.48

No prior period
Capital Expenditures

-$41.5M

No prior period
Net Income

$68.8M

Previous: $73.3M-6.1%
Operating Income

$127M

Previous: $112M+12.6%
Gross Profit

$289M

Previous: $276M+4.7%

Revenue & EPS history

Greif · Revenue · Quarterly

$1.42B

Q4 2024+8.3%vs Q4 2023
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

The company provided low-end guidance based on the continuation of demand trends reflected in the past year, current price/cost factors in Paper Packaging and Services, and other identifiable discrete items.

Tailwinds

  • Adjusted EBITDA is expected to be $675 million.
  • Adjusted free cash flow is expected to be $225 million.

Headwinds

  • Markets have experienced a multi-year period of industrial contraction.
  • No compelling demand inflection on the horizon.
  • Guidance is based on the continuation of demand trends reflected in the past year.
  • Guidance is based on current price/cost factors in Paper Packaging and Services.
  • Fiscal 2025 net income guidance is not provided due to the potential for variability and difficulty in forecasting certain items.

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 Q4 2024

Historical avgQ4 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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