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8-K ·Filed Feb 25, 2026

GEF

GREIF, INC
NEUTRAL
Impact 3/10
Horizonweeks Processed8mo ago SEC0001628280-26-011553
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Traders should use this restated data as the new baseline for Greif's segment performance and YoY comparisons going forward, particularly noting the removal of Containerboard Business results and the realignment of product lines across segments.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
GEF ▼ -12.91% at T+60d
NEUTRAL call -12.91% · α vs SPY -19.86% · entry $72.51 → $63.15
Entry = T+0 close
Feb 25, 2026
via day close
T+1d
-0.49%
call -0.49% · α +0.05%
$72.16
settled 8mo ago
T+5d
-2.01%
call -2.01% · α -0.91%
$71.05
settled 8mo ago
T+20d
-7.96%
call -7.96% · α -2.72%
$66.74
settled 7mo ago
T+60d
-12.91%
call -12.91% · α -19.86%
$63.15
settled 5mo ago

Price Chart

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Executive Summary

Greif, Inc. filed an 8-K to restate historical financial data under a new fiscal quarter structure (ending September 30 instead of October 31) and revised segment reporting, including reclassifying the Containerboard Business as discontinued operations. The filing presents restated quarterly results for 2025 across new segments: Customized Polymer Solutions, Durable Metal Solutions, Sustainable Fiber Solutions, and Innovative Closure Solutions.

Key Facts

  • Changed fiscal year end from October 31 to September 30, effective October 1, 2025
  • Containerboard Business divested on August 31, 2025, and reclassified as discontinued operations
  • Integrated Solutions segment renamed to Innovative Closure Solutions
  • Recycled fiber and adhesives moved to Sustainable Fiber Solutions; steel-related products moved to Durable Metal Solutions
  • Presented restated unaudited financials for Q4 2024, Q1 2025, Q2 2025, and Q3 2025 under new structure

Financial Impact

Restated total net sales from $1.017B (Q4 2024) to $1.094B (Q3 2025); total adjusted EBITDA from $98.8M (Q4 2024) to $168.2M (Q3 2025)

net salesgross profitoperating profitadjusted EBITDAsegment reporting

Risk Factors

  • Potential confusion in financial analysis due to restated historical periods and segment changes
  • Future results may not be directly comparable to pre-2025 periods without adjustment for discontinued operations and segment realignment

Market Snapshot

Exchange
NYSE

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-011553
Document: gef-20260225.htm0001628280-26-011553
Document: 0001628280-26-011553-index-headers.html0001628280-26-011553
Document: 0001628280-26-011553-index.html0001628280-26-011553
Document: 0001628280-26-011553.txt0001628280-26-011553
13 reports for GEF
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for GEF — sortable, filterable
TypeNow
Aug 25, 2026
8w ago
Press Release
NEUTRAL ★ 2/10
$84.63awaiting T+60—$82.75 (−2.22%)
Aug 10, 2026
11w ago
Insider Cluster
MIXED ★ 5/10
$87.53awaiting T+60—$82.75 (−5.46%)
Aug 10, 2026
11w ago
Insider Cluster
NEUTRAL ★ 5/10
$87.53awaiting T+60—$82.75 (−5.46%)
Aug 10, 2026
11w ago
Insider Cluster
NEUTRAL ★ 5/10
$87.41awaiting T+60—$82.75 (−5.33%)
Aug 5, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$90.12awaiting T+60—$82.75 (−8.18%)
Aug 5, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$90.12awaiting T+60—$82.75 (−8.18%)
Jul 31, 2026
12w ago
8-K
BULLISH ★ 7/10
$86.55 $82.75▼ −4.39%▼ −6.85%$82.75 (−4.39%)
Jun 2, 2026
20w ago
Press Release
NEUTRAL ★ 3/10
$63.46 $85.51▲ +34.75%▲ +33.63%$82.75 (+30.40%)
Apr 28, 2026
25w ago
Press Release
BEARISH ★ 7/10
$65.44 $78.62▼ −20.14%▼ −16.03%$82.75 (−26.45%)
Apr 22, 2026
26w ago
Press Release
NEUTRAL ★ 3/10
$66.68 $76.32▲ +14.46%▲ +9.68%$82.75 (+24.10%)
Showing 10 of 13

US Market Status

Market Closed — Opens Wed (11h 51m)

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Report published Feb 25, 2026