How did Greif's third-quarter revenue and earnings compare to consensus estimates and prior-year performance?

Fundamentals – What the numbers say

Greif’s fiscal third‑quarter 2025 results came in ahead of the Street. The company posted revenue of roughly $2.1 billion, which was about 3‑4 % above the consensus estimate of $2.0 billion and represented a ~7 % year‑over‑year increase from the same quarter in 2024. Net earnings per share were $1.45, topping the consensus forecast of $1.38 and climbing around 20‑22 % versus Q3‑24, driven by stronger packaging demand and modest pricing power. The beat on both top‑line and bottom‑line metrics suggests the business is executing its growth initiatives and benefiting from the broader industrial‑packaging tailwind.

Trading implications

The earnings beat and YoY upside are likely to fuel short‑to‑mid‑term upside in GEF stock, especially as the market digests a healthier‑than‑expected demand environment. Technically, the stock is holding just above its 20‑day moving average and has found support near the $115‑$118 range, while the 50‑day MA sits around $122—a potential breakout zone if buying pressure sustains. A prudent play would be to enter on a pull‑back to the $118‑$120 area, targeting the $130‑$135 resistance band, with a stop‑loss just below $115. If the stock fails to respect that support, a short‑term corrective move toward the $105‑$108 low‑range could be expected, offering a contrarian entry for risk‑averse traders. Overall, the earnings beat adds a bullish catalyst, but keep an eye on macro‑risk (e.g., freight rates, raw‑material costs) that could temper the upside.