Earnings summaries and quarterly performance for GREENBRIER COMPANIES.
Research analysts who have asked questions during GREENBRIER COMPANIES earnings calls.
Recent press releases and 8-K filings for GBX.
Greenbrier Reports Q1 2026 Results and Reaffirms FY2026 Guidance
GBX
Earnings
Guidance Update
Share Buyback
- Greenbrier delivered strong Q1 2026 financial performance with $706 million in revenue, $1.14 diluted EPS, and an aggregate gross margin of 15%.
- The company received global orders for approximately 3,700 railcars valued at roughly $550 million, ending the quarter with a backlog of approximately 16,300 units valued at about $2.2 billion.
- Greenbrier reiterated its Fiscal 2026 guidance, projecting new railcar deliveries of 17,500-20,500 units, revenue between $2.7-$3.2 billion, and diluted EPS of $3.75-$4.75.
- The company maintained strong liquidity of over $895 million, generated $76 million in operating cash flow, declared a $0.32 per share dividend, and repurchased approximately $13 million of common stock.
2 days ago
Greenbrier Reports Strong Q1 2026 Performance and Reaffirms Fiscal 2026 Guidance
GBX
Earnings
Guidance Update
Share Buyback
- Greenbrier delivered strong first-quarter performance for Q1 2026, with revenue of $706 million, diluted EPS of $1.14, and an aggregate gross margin of 15%.
- The company reported robust liquidity, reaching its highest in 20 quarters at over $895 million, including $300 million in cash and $535 million in available borrowing capacity.
- Global orders for Q1 2026 totaled approximately 3,700 railcars valued at roughly $550 million, with the backlog remaining stable at about 16,300 units valued at $2.2 billion.
- Greenbrier reiterated its Fiscal 2026 guidance, projecting new railcar deliveries of 17,500-20,500 units, revenue between $2.7-$3.2 billion, and diluted EPS between $3.75-$4.75.
- The company declared its 47th consecutive quarterly dividend of $0.32 per share and repurchased approximately $13 million of common stock during the quarter.
2 days ago
Greenbrier Announces Q1 2026 Financial Results and Reaffirms FY 2026 Guidance
GBX
Earnings
Guidance Update
Share Buyback
- Greenbrier reported Q1 2026 revenue of $706 million and diluted EPS of $1.14, with an aggregate gross margin of 15% and EBITDA of $98 million.
- The company received global orders for approximately 3,700 railcars valued at roughly $550 million in Q1 2026, ending the quarter with a backlog of about 16,300 units valued at $2.2 billion.
- Greenbrier reiterated its FY 2026 guidance, projecting revenue between $2.7-$3.2 billion, EPS of $3.75-$4.75, and new railcar deliveries of 17,500-20,500 units.
- The company declared a $0.32 per share dividend and repurchased about $13 million of common stock in Q1 2026, with approximately $65 million remaining for future repurchases.
- Operational adjustments included moderating production rates and adjusting headcount, primarily in Mexico, while the lease fleet maintained nearly 98% utilization and saw double-digit increases on renewals year-over-year.
2 days ago
Greenbrier Announces Q1 2026 Results and Fiscal Year 2026 Guidance
GBX
Earnings
Guidance Update
Dividends
- For Q1 2026, Greenbrier reported net earnings attributable to Greenbrier of $36 million, or $1.14 per diluted share, and EBITDA of nearly $98 million, representing 14% of revenue. The company also generated $76 million in operating cash flow.
- Operationally, Q1 2026 included new railcar orders for 3,700 units valued at $550 million and deliveries of 4,400 units. As of November 30, 2025, the new railcar backlog stood at 16,300 units with an estimated value of $2.2 billion.
- The company repurchased 303,000 shares for $13 million in Q1 2026, with $65 million remaining under the current share repurchase program, and the Board approved a quarterly dividend of $0.32 per share.
- For fiscal year 2026, Greenbrier provided guidance projecting revenues between $2.7 billion and $3.2 billion, and CORE Diluted EPS between $3.75 and $4.75.
2 days ago
Greenbrier Companies Inc. Reports First Quarter Fiscal 2026 Results
GBX
Earnings
Guidance Update
Share Buyback
- Greenbrier reported diluted EPS of $1.14 and net earnings attributable to Greenbrier of $36 million for the first fiscal quarter ended November 30, 2025.
- The company received new railcar orders for 3,700 units valued at $550 million and ended the quarter with a backlog of 16,300 units with an estimated value of $2.2 billion as of November 30, 2025.
- Greenbrier repurchased 303,000 shares for $13 million and approved a quarterly dividend of $0.32 per share.
- For fiscal year 2026, Greenbrier reiterated guidance including EPS of $3.75 - $4.75 and revenue of $2.7 billion - $3.2 billion.
2 days ago
Greenbrier Shareholders Approve Key Proposals at 2026 Annual Meeting
GBX
Board Change
Executive Compensation
Proxy Vote Outcomes
- At its 2026 annual meeting on January 7, 2026, Greenbrier shareholders approved the election of five directors, including Wanda F. Felton, Graeme A. Jack, Wendy L. Teramoto, Jeffrey M. Songer, and Stephen B. Dobbs.
- Shareholders also approved the advisory vote on executive compensation and the amendment to the 2021 Stock Incentive Plan, which adds one million shares to the available pool.
- Further approvals included increasing the authorized common stock from 50 million to 100 million shares and ratifying KPMG as the independent auditor for fiscal year 2026.
3 days ago
Greenbrier Shareholders Approve Board Elections, Executive Compensation, and Share Structure Changes
GBX
Board Change
Executive Compensation
Proxy Vote Outcomes
- Shareholders of The Greenbrier Companies, Inc. approved the election of five directors to the board.
- The advisory vote on executive compensation was approved by shareholders.
- The 2021 Stock Incentive Plan was amended and approved, adding one million shares to the pool available for issuance.
- An amendment to the Articles of Incorporation was approved, increasing authorized common stock from 50 million to 100 million shares.
3 days ago
Greenbrier focuses on manufacturing excellence and lease fleet growth for recurring revenue
GBX
New Projects/Investments
Revenue Acceleration/Inflection
Demand Weakening
- Greenbrier is strategically growing its North American lease fleet with an annual investment of $300 million, aiming to add approximately 2,000 railcars and double recurring revenue over five years. This initiative targets mid-teen returns and provides predictable revenue.
- The company achieved record financial performance in FY 2025 despite delivering 2,000 fewer rail cars, with aggregate gross margins reaching 19%, driven by manufacturing excellence, insourcing initiatives, and footprint reductions.
- The current railcar backlog stands at just under 17,000 cars, compared to a normal level of 20,000 cars, with about one-third attributed to Brazil and Europe.
- While steel tariffs have increased railcar costs and created a demand headwind, Greenbrier sees Brazil as a strong growth market and is optimizing its European operations amidst challenging conditions.
Dec 4, 2025, 2:20 PM
Greenbrier Highlights Leasing Growth and Operational Improvements at Industrials Conference
GBX
New Projects/Investments
Revenue Acceleration/Inflection
Demand Weakening
- Greenbrier is strategically growing its lease fleet, targeting $300 million in annual investment (approximately 2,000 railcars per year) to double recurring revenue over five years and achieve mid-teen returns.
- The company reported record financial performance in FY25 despite delivering 2,000 fewer rail cars, attributing this to manufacturing excellence, insourcing initiatives, and footprint reductions. Aggregate gross margins exited FY25 around 19%, exceeding their mid-teens target.
- While steel tariffs and economic uncertainty have increased railcar costs and created a headwind to demand, Greenbrier anticipates a pickup in demand during the second half of the year.
- The current backlog is just under 17,000 cars, with a normal backlog considered to be around 20,000 cars, and approximately one-third of the current backlog is from Brazil and Europe.
Dec 4, 2025, 2:20 PM
Greenbrier Discusses Strategic Shift to Leasing, FY25 Performance, and Market Outlook
GBX
New Projects/Investments
Demand Weakening
Revenue Acceleration/Inflection
- Greenbrier is strategically expanding its lease fleet, targeting $300 million in annual investment to add approximately 2,000 railcars per year, aiming for mid-teen returns and increased recurring revenue.
- The company reported record financial performance in FY 2025 despite delivering 2,000 fewer railcars, driven by manufacturing excellence, insourcing initiatives, and footprint reductions, resulting in aggregate gross margins of approximately 19%.
- The current railcar backlog is just under 17,000 cars, with a normal backlog target of 20,000 cars. Rising steel costs and economic uncertainty are headwinds to demand, but Greenbrier anticipates a pickup in demand in the second half of the current year and into 2026 and 2027.
- Brazil is identified as a significant growth market due to government support for rail transport and improved operational efficiency, while European operations are optimizing their footprint amidst a challenging demand environment.
Dec 4, 2025, 2:20 PM
Quarterly earnings call transcripts for GREENBRIER COMPANIES.
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