Demand and volumemixed · 5 filings
“The $8.8 million increase was primarily due to higher average selling prices and positive foreign currency translation impacts, partially offset by lower volumes.”10-Q · Jul 29, 2026 ↗
Greif, Inc.
GEF
Market read
Greif, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Company+0.3% todayVolume comparison unavailable
Market group0 of 26 activeCyclical Demand · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Reported dollar impacts attributable to lower volumes were quantified (e.g., $116.3M) and materially offset other drivers in the period.
Invalidation: The isolated read changes if GEF's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Reported dollar impacts attributable to lower volumes were quantified (e.g., $116.3M) and materially offset other drivers in the period.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements165
Verified relationships2
Evidence supporting the case
No qualifying supportive evidence was identified.
Evidence challenging the case
- Operating margin changed -3.1 percentage points in the latest annual period.
- Net margin changed -1.9 percentage points in the latest annual period.
- Demand and volume has repeated adverse evidence across 5 filings.
- Input and raw-material costs has repeated adverse evidence across 5 filings.
- Pricing and mix has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
83.606m+23.4%12m+38.8%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2020-10-31$4.5B-1.7%——
2021-10-31$5.6B+23.1%——
2022-10-31$6.3B+14.3%——
2023-10-31$5.2B-17.8%——
2024-10-31$5.4B+4.4%——
What management says matters
Persistent and emerging business drivers
Input and raw-material costsnegative · 5 filings
“The unfavorable change in inventories was primarily due to an increase in raw material costs and increased stock levels.”10-Q · Jul 29, 2026 ↗
Pricing and mixnegative · 4 filings
“The $95.2 million decrease was primarily due to $64.6 million attributable to lower volumes, $14.7 million impacts from the Soterra Divestiture and lower average selling prices.”10-Q · Jul 29, 2026 ↗
Restructuring and cost reductionsmixed · 4 filings
“This increase was partially offset by non-recurring discrete tax benefits recognized during the third quarter of 2026, including benefits associated with changes in tax estimates related to prior periods, internal restructuring activities and the expirations…”10-Q · Jul 29, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales — · EV/sales —. Comparisons use only industry-matched filing peers.
Scenario scaffold
No usable price/earnings or price/sales multiple (need a fresh price).
Price action
How the market is pricing the story
83.60+0.3% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GEF. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GEF. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GEF
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
GPKGraphic Packaging Holding CompanysupplierMar 2, 2026 ▾
“In January 2023, the Company completed the acquisition of Tama Paperboard, LLC ("Tama"), a recycled paperboard manufacturing facility located in Tama, Iowa, from Greif Packaging LLC for approximately $100 million.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GEF is currently a Follower in the organic co-movement group Cyclical Demand. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.