Greif

Q3 FY2026 EarningsQ3 FY26 results beat consensus across most key financial metrics, with revenue of $1,165.6M vs. $1,115.9M expected and GAAP EPS of $1.35 significantly exceeding the $1.11 consensus. The top-line performance was driven by higher average selling prices and favorable FX translation, particularly in the Customized Polymer Solutions segment, which saw revenue grow 13.6% YoY. While industrial demand remains subdued, aggressive cost optimization led to a substantial SG&A reduction (down 11.2% YoY), supporting an operating profit of $107.9M, which exceeded the $105.7M mean estimate.