Greif Inc

Greif, Inc. makes industrial packaging and related materials used to store, transport, and protect bulk goods across global supply chains. Its portfolio spans steel drums, plastic drums, intermediate bulk containers, fiber drums, corrugated and paperboard products, and closure systems, with a growing emphasis on material-solution segments after recent divestitures.

13,3 %

19,7 %

4,9 %

+4,4 %

1.53

1.53

— Greif Inc
%
Customized Polymer Solutions26% Plastic drums, rigid intermediate bulk containers, and small plastics sold to industrial and specialty end markets.
Durable Metal Solutions29% Steel drums and related metal packaging products used for hazardous and general industrial materials.
Sustainable Fiber Solutions28% Fiber drums, containerboard, corrugated products, and timber/land assets tied to fiber-based packaging.
Innovative Closure Solutions17% Closure systems, paints, linings, filling services, recycled fiber, and adhesives for packaging applications.

Greif sells primarily to industrial customers that need packaging for chemicals, petroleum, food and beverage,...

  • Chemical and industrial manufacturersprimary

    Buy steel and plastic drums, IBCs, and closures for safe bulk storage and transport.

  • Food, beverage, and pharmaceutical companiesprimary

    Buy polymer and fiber packaging that supports hygiene, traceability, and handling requirements.

  • Petroleum, paints, and coatings customerssecondary

    Buy durable metal packaging and related linings for liquids and specialty chemicals.

  • Agriculture and mineral products customerssecondary

    Buy packaging for inputs and outputs that require rugged, standardized bulk containers.

  • Packaging and industrial paper customerssecondary

    Buy corrugated, containerboard, recycled fiber, and adhesives for packaging production.

Greif sells its polymer and metal packaging on a global basis, while its fiber packaging is concentrated in North...

  • Global sales footprint for polymer and metal packaging
  • North America is the core market for fiber-based packaging
  • Southeastern United States exposure through timberland assets
  • Foreign currency translation affects reported results
  • Regional industrial demand drives volumes and pricing

Greif is reshaping its portfolio around material-solution packaging businesses and away from non-core assets...

01
Divest non-core assetsshort-term

Portfolio simplification should improve focus on core packaging businesses and reduce earnings volatility.

02
Rebuild around material-solution segmentsmedium-term

The new segment structure aligns operations with end markets and should improve resource allocation.

03
Improve operational execution and mixmedium-term

Margin performance depends on pricing, product mix, and cost control in a cyclical industrial market.

Greif is exposed to cyclical industrial demand, raw-material inflation, and foreign exchange swings because its...

high

Weak industrial demand

Lower customer production reduces packaging volumes and can pressure utilization and pricing.

Scope
Global industrial end markets
Materiality
high
high

Raw material cost volatility

Steel, resin, and old corrugated container prices directly affect input costs and margins.

Scope
Packaging manufacturing
Materiality
high
high

Divestiture and restructuring execution

Portfolio changes can create integration/disposal costs and operational disruption.

Scope
Containerboard and land management exits
Materiality
high
medium

Foreign currency translation

A global sales base creates earnings and revenue sensitivity to exchange-rate movements.

Scope
International operations
Materiality
medium
medium

Goodwill and asset impairment

Large goodwill balances and changing segment economics increase impairment sensitivity.

Scope
Reporting units across all segments
Materiality
high
Discontinued operations
Affects trend analysis and segment margins
Goodwill impairment
Could create non-cash charges if assumptions weaken
Divestiture accounting
Can materially affect reported net income in the period of sale
Restructuring and integration costs
Affects operating profit and adjusted EBITDA reconciliation

: 28.4.2026