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北京时间·🕒 发布 04:26:38时区推断·⟳ 抓取 04:27:58·⚡ 决策 07-29 04:29:06 +1m08s·91.0 天前
Greif三季度调整后EPS低于预期但收入高于预期，全年EBITDA指引区间偏弱
这是排期内财报披露，调整后EPS为0.86美元、低于预期0.25美元，但收入11.7亿美元、高于预期5000万美元，方向并不单边。
📄 原文Seeking Alpha↗ 原文
Greif Non-GAAP EPS of $0.86 misses by $0.25, revenue of $1.17B beats by $50M
Earnings News Greif Non-GAAP EPS of $0.86 misses by $0.25, revenue of $1.17B beats by $50M Jul 28, 2026, 4:26 PM ET Gre…
不做 Greif（GEF.US）
排期内财报且信息混合：EPS miss构成压力，但收入beat和自由现金流展望未显示强空；未取得可借券回执，不能执行做空，追多也无正向超预期edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- Greif提前公告三季度财报将在2026-07-28美股盘后发布，说明披露时点本身可预期。
- Seeking Alpha披露GEF三季度调整后EPS低于预期、收入高于预期，并列出全年EBITDA和自由现金流展望。市场反应:事件发生在美股收盘后，连续交易不可成交。
关键理由
- 这是排期内财报披露，调整后EPS为0.86美元、低于预期0.25美元，但收入11.7亿美元、高于预期5000万美元，方向并不单边。
- 全年调整后EBITDA指引为6.15亿至6.35亿美元，相比此前低端6.30亿美元口径偏弱，但调整后自由现金流3.05亿至3.25亿美元仍围绕此前低端水平。
- 美股盘后已收盘，且财报类事件默认需要明确超预期或强负面重估；本次混合信息不足以支持追多，也未满足可执行做空红线。
主要风险
- 若次日电话会进一步下调需求、利润率或现金流假设，GEF.US仍可能继续被盈利预期下修压制。
- 当前未取得可借券回执，不能把EPS miss直接升级为可执行空单。
原文全文
展开原文 · 701 字
Earnings News
Greif Non-GAAP EPS of $0.86 misses by $0.25, revenue of $1.17B beats by $50M
Jul 28, 2026, 4:26 PM ET
Greif, Inc. (GEF) Stock
By
:
Harsh Shukla
,
SA News Editor
Greif
press release
(
GEF
): Q3 Non-GAAP EPS of $0.86
misses by $0.25
.
Revenue of $1.17B (+3.5% Y/Y)
beats by $50M
Company Outlook
(in millions)
Fiscal 2026 Outlook Reported at Q3
Adjusted EBITDA
$615 - $635
Adjusted free cash flow
$305 - $325
Click to enlarge
More on Greif
Greif: An Underperformer Poised For Further Pain
Greif Q3 2026 Earnings Preview
These 10 mid-cap U.S. materials companies rank among the market's most attractively valued stocks
Seeking Alpha’s Quant Rating on Greif
Historical earnings data for Greif
Greif Non-GAAP EPS of $0.86 misses by $0.25, revenue of $1.17B beats by $50M
Jul 28, 2026, 4:26 PM ET
Greif, Inc. (GEF) Stock
By
:
Harsh Shukla
,
SA News Editor
Greif
press release
(
GEF
): Q3 Non-GAAP EPS of $0.86
misses by $0.25
.
Revenue of $1.17B (+3.5% Y/Y)
beats by $50M
Company Outlook
(in millions)
Fiscal 2026 Outlook Reported at Q3
Adjusted EBITDA
$615 - $635
Adjusted free cash flow
$305 - $325
Click to enlarge
More on Greif
Greif: An Underperformer Poised For Further Pain
Greif Q3 2026 Earnings Preview
These 10 mid-cap U.S. materials companies rank among the market's most attractively valued stocks
Seeking Alpha’s Quant Rating on Greif
Historical earnings data for Greif
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