Every material Form 8-K Greif filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Greif reported a two-month fourth quarter ended September 30, 2025, with a net loss from continuing operations of $43.3 million, compared with net income of $34.0 million a year earlier, while Adjusted EBITDA rose 7.4% to $98.9 million. The company also gave low-end fiscal 2026 guidance of $630 million Adjusted EBITDA and $315 million Adjusted free cash flow, raised its cost optimization commitment to $120 million, and plans a share repurchase of about $150 million.
Q4 net loss from continuing operations of $43.3 million, or $(0.73) per diluted Class A share, versus $34.0 million, or $0.58, a year earlier
Adjusted net income fell 98.2% to $0.6 million, or $0.01 per diluted Class A share
Eleven-month fiscal 2025 net income fell 93.2% to $15.1 million, or $0.28 per diluted Class A share; Adjusted EBITDA rose 3.1% to $511.3 million
Containerboard business sold to Packaging Corporation of America for $1.8 billion; timberlands sale for about $462.0 million completed October 1, 2025
Greif completed the sale of its containerboard business, including its CorrChoice sheet feeder network, to Packaging Corporation of America, effective August 31, 2025, for $1.8 billion, subject to certain adjustments. The company estimates a $1.1 billion gain on the sale and plans to use the proceeds to reduce debt by about $1.4 billion. Its 2025 guidance now covers only continuing operations, with Adjusted EBITDA of $507 million to $517 million and Adjusted Free Cash Flow lowered by $15 million to $290 million to $300 million.
Sale closed effective August 31, 2025; purchase price of $1.8 billion, subject to adjustments in the agreement
Buyer is Packaging Corporation of America; the company sold equity interests in the subsidiaries that owned the business
Estimated gain on sale of $1.1 billion; proceeds intended to reduce debt by about $1.4 billion
2025 Adjusted EBITDA guidance for continuing operations set at $507 million to $517 million, excluding $168 million year-to-date and implied fourth-quarter $50 million from the containerboard business
Greif reported fiscal third-quarter 2025 results, with net income attributable to Greif falling to $64.0 million from $87.1 million a year earlier, mainly due to a $46.1 million gain on the 2024 Delta Petroleum divestiture. Combined Adjusted EBITDA rose 11% to $220.9 million and adjusted free cash flow was $170.7 million, while the company also agreed to sell its timberlands business for $462.0 million and kept its fiscal 2025 guidance of $725 million to $735 million in Combined Adjusted EBITDA.
Net income attributable to Greif fell to $64.0 million, or $1.10 per diluted Class A share, from $87.1 million, or $1.50, a year earlier
Net income excluding adjustments rose 11.6% to $60.4 million, or $1.03 per diluted Class A share, versus $0.92 a year earlier
Combined Adjusted EBITDA rose 11% to $220.9 million; fiscal 2025 outlook is $725 million to $735 million
Agreed sale of timberlands business for $462.0 million to Molpus Woodlands Group, with closing anticipated October 1, 2025
Greif subsidiary Soterra LLC agreed on August 5, 2025 to sell about 173,000 acres of timberland in Alabama, Louisiana and Mississippi, plus certain mineral and contract rights, to MWF VI Encore, LLC, a subsidiary of The Molpus Woodlands Group, for approximately $462.0 million, subject to adjustments. Closing depends on title verification and third-party consents, and the company said cash proceeds will be used to repay debt, which the filing presents as part of its portfolio optimization.
Purchase price of approximately $462.0 million, subject to certain adjustments
Covers about 173,000 acres in Alabama, Louisiana and Mississippi, plus certain mineral and contract rights
Agreement dated August 5, 2025; press release issued August 6, 2025; closing expected shortly before or after fiscal year end
Greif, Inc. signed a definitive agreement on June 30, 2025 to sell its Greif Containerboard Solutions and Box-Board Holding businesses to Packaging Corporation of America for $1.8 billion in cash, subject to adjustments. The company says the proceeds will go toward debt repayment, with a pro-forma leverage ratio below 2.0x after closing, and the deal is expected to close by the end of fiscal 2025 pending regulatory approvals.
Purchase price is $1.8 billion, subject to certain adjustments, paid in cash to the seller
Closing is subject to conditions including expiration or early termination of the Hart-Scott-Rodino waiting period
Either party may terminate if closing has not occurred by June 30, 2026, subject to extensions of 90 days, with a second 90-day extension available to Greif
Management plans to use cash proceeds for debt repayment; CEO Ole Rosgaard and a conference call are scheduled for July 1, 2025 at 8:30 AM Eastern
Greif reported fiscal second quarter 2025 results for the period ended April 30, 2025. Net sales rose to $1,385.7 million from $1,371.0 million, net income attributable to Greif rose to $47.3 million ($0.82 per diluted Class A share) from $44.4 million ($0.77), and adjusted EBITDA rose 26.0% to $213.9 million. The company raised its low-end fiscal 2025 guidance, now $725 million of adjusted EBITDA and $280 million of adjusted free cash flow.
Net sales $1,385.7 million vs. $1,371.0 million a year earlier; net income attributable to Greif $47.3 million vs. $44.4 million
Adjusted EBITDA $213.9 million, up 26.0% from $169.7 million; net debt fell $197.6 million to $2,522.5 million
Low-end fiscal 2025 guidance: adjusted EBITDA $725 million and adjusted free cash flow $280 million, raised from prior guidance
Quarterly dividends of $0.54 per Class A share and $0.81 per Class B share declared June 2, 2025, payable July 1, 2025
Greif reported fiscal first-quarter 2025 results for the quarter ended January 31, 2025. Net sales rose to $1,265.8 million from $1,205.8 million, but net income attributable to Greif fell to $8.6 million from $67.2 million, mainly because the prior-year quarter included a non-recurring $48.1 million income tax benefit. The company also issued low-end fiscal 2025 guidance for Adjusted EBITDA of $710 million and adjusted free cash flow of $245 million.
Net sales $1,265.8 million vs. $1,205.8 million; net income attributable to Greif $8.6 million, or $0.15 per diluted Class A share, vs. $1.17 a year earlier
Adjusted EBITDA $145.1 million, up 5.9%; adjusted free cash flow was a use of $61.9 million
Total debt rose $548.4 million to $2,840.2 million, mainly from the Ipackchem acquisition; leverage ratio 3.63x vs. 2.46x
Plans to divest about 176,000 acres of Southeastern U.S. timberland, with proceeds applied to debt reduction; fiscal 2025 low-end Adjusted EBITDA guidance of $710 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Greif filing is on SEC EDGAR ↗. 8-K briefs of other companies →