Greif, Inc

• Return on equity is about 6.4%.
• Debt to equity is about 0.24x.
• [TRIGGER] ha_price_52w: ha_price_52w fired on GEF — basis={'bars_asof': '2026-07-30', 'basis_date': '2026-07-30', 'quote_as_of': None, 'basis_source': 'broker_bars', 'staleness_days': 1}; source=ha_price_level; ticker=GEF; metrics={'close': 87.31, 'volume': 287768, 'bars_asof': '2026-07-30', 'bars_used': 256, 'direction': 'high', 'basis_date': '2026-07-30', 'basis_source': 'broker_bars', 'volume_ratio': 2.245, 'avg_volume_20': 128161.3, 'prior_52w_low': 56.69, 'prior_52w_high': 87.21, 'staleness_days': 1, 'volume_confirmed': True}; summary=GEF printed a new 52-week high on elevated volume (x2.245); detector=broker_read_plane; severity=medium; company_id=1df53979-276f-4470-999b-1187e98a6739; transition={'to': 'high_break', 'from': 'inside'}; watcher_kind=ha_price_52w; event_context=GEF printed a new 52-week high on elevated volume (x2.245); contributing_watchers=ha_price_52w (source=ha_price_level; url=plv:52w:high:2026-07-30)
• Likely peers from the same classification include Frontline, Okeanis Eco Tankers, Stolt-Nielsen.
• AND SUBSIDIARY COMPANIES CONDENSED CONSOLIDATED STATEMENTS OF INCOME (UNAUDITED) Three Months Ended June 30, Nine Months Ended June 30, (in millions, except per share amounts) 2026 2025 2026 2025 Net sales $ 1,165.6 $ 1,125.9 $ 3,233.2 $ 3,221.0 Cost of products sold 893.0 869.9 2,511.0 2,517.1 Gross profit 272.6 256.0 722.2 703.9 Selling, general and administrative expenses 149.5 168.3 487.3 488.4 Acquisition and integration related costs 1.5 2.0 3.6 6.1 Restructuring and other charges 12.1 18.0 42.0 30.4 Non-cash asset impairment charges 1.4 7.2 6.1 24.7 Loss (gain) on disposal of properties, plants and equipment, net 0.2 ( 3.5 ) ( 217.2 ) ( 5.8 ) Loss on disposal of businesses, net — 0.3 0.5 1.6 Operating profit 107.9 63.7 399.9 158.5 Interest expense, net 7.7 15.8 27.4 47.2 Non-cash pension settlement charges 0.3 — 1.9 — Debt extinguishment charges — — 2.5 — Other expense, net — 1.4 4.8 2.5 Income from continuing operations before income tax expense and equity earnings of unconsolidated affiliates, net 99.9 46.5 363.3 108.8 Income tax expense 17.9 10.0 82.7 36.8 Equity earnings of unconsolidated affiliates, net of tax ( 0.6 ) ( 0.4 ) ( 1.2 ) ( 1.3 ) Net income from continuing operations 82.6 36.9 281.8 73.3 Net income (loss) from discontinued operations, net of tax ( 1.0 ) 24.1 ( 3.0 ) 60.8 Net income 81.6 61.0 278.8 134.1 Net income attributable to noncontrolling interests ( 3.8 ) ( 6.2 ) ( 13.8 ) ( 17.4 ) Net income attributable to Greif, Inc.
• AND SUBSIDIARY COMPANIES CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED) Nine Months Ended June 30, (in millions) 2026 2025 Cash flows from operating activities: Net income $ 278.8 134.1 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation, depletion and amortization 174.9 200.9 Non-cash asset impairment charges 6.1 24.7 Non-cash pension settlement charges 1.9 — Gain on disposals of properties, plants and equipment, net ( 217.2 ) ( 5.6 ) Loss on disposals of businesses, net 4.5 1.6 Unrealized foreign exchange (gain) loss ( 0.4 ) 0.2 Deferred income tax benefit ( 47.0 ) ( 86.1 ) Debt extinguishment charges 0.7 — Non-cash special charitable contribution 40.0 — Non-cash lease expense 39.5 39.5 Other, net 1.2 1.3 Increase (decrease) in cash from changes in certain assets and liabilities, net of impacts from acquisitions: Trade accounts receivable ( 83.3 ) ( 7.0 ) Inventories ( 38.3 ) 3.9 Accounts payable 67.8 ( 28.7 ) Restructuring reserves ( 11.0 ) 5.6 Operating leases ( 40.8 ) ( 39.2 ) Pension and post-retirement benefit liabilities ( 6.8 ) ( 5.7 ) Other, net ( 0.6 ) 46.6 Net cash provided by operating activities 170.0 286.1 Cash flows from investing activities: Purchases of business, net of cash acquired ( 59.9 ) ( 1.2 ) Receipts for collection of loans receivable 15.0 — Purchases of properties, plants and equipment ( 118.5 ) ( 92.9 ) Payments for deferred purchase price of acquisitions ( 0.6 ) ( 1.9 ) Proceeds from the sale of properties, plants, equipment and other assets 464.0 26.4 Payments for the sale of businesses — ( 0.9 ) Proceeds from hedging derivatives — 22.5 Other, net ( 0.3 ) ( 3.7 ) Net cash provided by (used in) investing activities 299.7 ( 51.7 ) Cash flows from financing activities: Proceeds from issuance of long-term debt 2,175.0 1,548.6 Payments on long-term debt ( 2,389.8 ) ( 1,597.5 ) Proceeds (payments) on short-term borrowings, net 3.8 ( 6.6 ) Proceeds from trade accounts receivable credit facility 181.3 190.3 Payments on trade accounts receivable credit facility ( 139.5 ) ( 165.8 ) Dividends paid to Greif, Inc.

Bull / Bear case

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