GBX Should I Buy
This article provides an analysis of Greenbrier Companies Inc (GBX) for investors considering whether to buy the stock. It details recent analyst ratings and price target revisions, highlighting a downgrade by BofA due to lower-than-expected earnings and a maintained positive rating by Susquehanna with an increased price target. The overall sentiment from Wall Street analysts suggests a moderate sell for GBX, with a forecast for the stock price to fall.
Greenbrier disagrees with CBP ruling on freight rail couplers
The Greenbrier Companies Inc. strongly disputes a U.S. Customs and Border Protection (CBP) ruling regarding freight rail couplers, arguing it contradicts established practices in North American rail for over 80 years. Greenbrier fears the determination could disrupt rail operations, increase supply chain costs, and create barriers to trade. The company is evaluating administrative and judicial review options.
Railcar maker warns CBP ruling will raise US freight and consumer costs
Greenbrier (NYSE: GBX) has voiced strong disagreement with a U.S. Customs and Border Protection (CBP) determination regarding freight rail couplers, warning it could increase North American supply chain costs and introduce trade barriers. The company argues the CBP's ruling deviates from decades of established rail practices, which allow railcars to move freely across borders. Greenbrier is exploring administrative and judicial review options to challenge the determination, emphasizing its potential negative impact on U.S. businesses and consumers through higher transportation costs.
Greenbrier Companies Inc (GBX) Stock Price, Trades & News
This page provides a comprehensive overview of Greenbrier Companies Inc (GBX) stock, including its current price, key financial metrics, business description, and performance details. It highlights two severe warning signs detected by GuruFocus and offers access to extensive financial data, analyst estimates, dividend information, and upcoming stock events.
TD Bank and TD Securities (GBX) disclose 1.91M shares, 6.2% stake
The Toronto-Dominion Bank and TD Securities Inc. have jointly disclosed a 6.2% beneficial ownership stake in Greenbrier Companies Inc. (GBX), totaling 1,909,113 shares. The filing, an amendment to Schedule 13G/A, indicates that TD Bank holds sole voting and dispositive power over 1,907,755 shares, while TD Securities Inc. controls 1,358 shares. This disclosure represents a passive investment and does not signal an intent to change control of the issuer.
Greenbrier Companies, Inc. (The) $GBX Shares Sold by Vanguard Group Inc.
Vanguard Group Inc. reduced its stake in Greenbrier Companies ($GBX) by 1.8% in the fourth quarter, holding 3.82 million shares worth $178.8 million, or about 12.38% of the company. This comes as Greenbrier reported weaker-than-expected quarterly results with $0.47 EPS and $587.5 million in revenue, both below analyst estimates and a 22.9% year-over-year revenue decline. Despite the share sale and missed earnings, Greenbrier increased its quarterly dividend to $0.34 per share; however, analysts currently have a consensus "Reduce" rating with an average price target of $49.
Greenbrier (FRA:G90) Securities & Investments
GuruFocus reports that Greenbrier (FRA:G90) stock appears overvalued, trading 33.7% above its estimated GF Value™ of €31.26 with a current price of €41.80. The company, a supplier of equipment and services to international freight transportation markets, received a GF Score™ of 82/100, accompanied by seven warning signs, and its "Securities & Investments" metric is noted as only applicable to banks.
Greenbrier Announces New $425 Million Leasing Term Loan
The Greenbrier Companies, Inc. announced that its Greenbrier Leasing Company subsidiary secured a new $425 million non-recourse term loan with improved pricing and terms. This financing will support the continued expansion of its lease fleet, replacing an existing loan and extending the maturity to May 2032. The move is part of Greenbrier's strategic priority to increase recurring revenue and generate tax-advantaged cash flows.
Greenbrier (NYSE: GBX) refinances $425M leasing loan, extends to 2032
Greenbrier Leasing Company, a subsidiary of The Greenbrier Companies, Inc. (NYSE: GBX), has refinanced its existing leasing term loan with a new $425 million non-recourse term loan. This new loan replaces an older facility, extends the maturity to May 2032, and includes $125 million in delayed draw commitments for future railcar purchases. The refinancing supports Greenbrier's strategy to expand its lease fleet and grow recurring revenue.
Greenbrier replaces 2027 debt, extends lease loan maturity to 2032
Greenbrier (NYSE: GBX) announced a new $425 million non-recourse term loan for its Greenbrier Leasing Company subsidiary. This financing replaces an existing loan maturing in August 2027 and extends the maturity to May 2032, with $300 million drawn at closing and $125 million reserved for future railcar purchases. The move supports the continued growth of Greenbrier's lease fleet, aiming to increase recurring revenue and tax-advantaged cash flows.
Vanguard holds 1.56M Greenbrier shares (NYSE: GBX) per Schedule 13G
Vanguard Capital Management has reported a beneficial ownership of 1,564,649 shares of Greenbrier Cos Inc/The common stock, which represents a 5.06% stake in the company. This ownership was disclosed in a Schedule 13G filing, indicating a passive investment strategy. Ashley Grim signed the filing on April 30, 2026, noting that 235,603 shares have sole voting power.
Universal Beteiligungs und Servicegesellschaft mbH Lowers Stock Position in Greenbrier Companies, Inc. (The) $GBX
Universal Beteiligungs und Servicegesellschaft mbH has reduced its stake in Greenbrier Companies (NYSE:GBX) by 24.1% during the fourth quarter, selling 26,479 shares. Despite this, other hedge funds, including AQR Capital Management LLC and Invesco Ltd., increased their positions in the transportation company. Greenbrier Companies also announced a quarterly dividend increase to $0.34 per share.
Vanguard reports 2.24M-share stake in Greenbrier (GBX)
Vanguard Portfolio Management has reported a 2.24 million-share stake, representing 7.24% of the class, in Greenbrier Cos Inc/The (GBX) as of March 31, 2026. This passive investment is detailed in a Schedule 13G filing, indicating Vanguard holds sole dispositive power over all shares and sole voting power for 28,191 shares. The filing was signed by Ashley Grim, Head of Global Fund Administration, on April 29, 2026.
Greenbrier announces First Quarter financial results
Greenbrier has announced its First Quarter financial results. The article, delivered by the real-time market data platform Quantisnow, highlights this news for retail investors. Quantisnow aggregates various financial data including SEC filings, analyst ratings, and press releases.
The Greenbrier Companies (GBX) Stifel 2025 Transportation and Logistics Conference summary
The Greenbrier Companies (GBX) conference summary details its global operations in freight railcar manufacturing, leasing, and repair, emphasizing a strategic shift towards balancing growth with efficiency and reducing earnings cyclicality through its disciplined leasing arm. Operational improvements, such as insourcing and cost control, have driven margin increases and near-record earnings despite a flat market. The company notes current demand is at replacement levels across various car types, with strong double-digit lease rate renewals providing good visibility for several years.
The Greenbrier Companies (GBX) Investor presentation Summary
The Greenbrier Companies (GBX) provided an investor presentation summary highlighting its market leadership in railcar manufacturing and leasing across North America, Europe, and Brazil, with a $2.1 billion backlog. The company detailed strong financial performance, including a 52% increase in recurring revenue since 2023 and $512 million LTM Core EBITDA, alongside strategic priorities for growth, manufacturing excellence, and disciplined capital allocation. Greenbrier projects significant revenue and EPS for fiscal 2026, driven by global infrastructure investments and a shift towards leasing.
The Greenbrier Companies (GBX) Q4 2024 Summary
The Greenbrier Companies (GBX) reported strong Q4 2024 earnings with $62 million in net earnings ($1.92 per diluted share) on $1.1 billion revenue, contributing to full-year net earnings of $160 million. The company's lease fleet expanded to 15,500 units with near 99% utilization, and they maintain a robust backlog of 26,700 units valued at $3.4 billion. Greenbrier provided positive fiscal 2025 guidance, projecting new railcar deliveries of 22,500–25,000 units and revenue between $3.35 billion and $3.65 billion, while expecting improved margins and strong bottom-line performance.
The Greenbrier Companies (GBX) Q1 2026 earnings summary
The Greenbrier Companies (GBX) reported Q1 2026 net earnings of $36 million ($1.14 per diluted share) with an EBITDA of $98 million, showcasing strong performance despite cautious market conditions. The company received new railcar orders totaling 3,700 units valued at $550 million, while delivering 4,400 units, maintaining a robust backlog of 16,300 units valued at $2.2 billion. Greenbrier also provided FY26 guidance, projecting deliveries of 17,500–20,500 units and revenue of $2.7–$3.2 billion, with an expectation for stronger performance in the latter half of the year.
A Look At Greenbrier Companies (GBX) Valuation As Recent Share Weakness Meets Analyst Caution
Greenbrier Companies (GBX) has experienced recent stock weakness, with analysts pegging its fair value at $44.67, suggesting it is 10.4% overvalued compared to its current trading price of $49.29. Despite a strong long-term return for shareholders and a substantial $2.6 billion railcar backlog, concerns exist regarding future revenue and profit margin growth. Investors are advised to consider both the valuation and underlying fundamentals given the mixed signals.
Greenbrier Companies (GBX) price target decreased by 10.07% to 45.56
The article reports that the price target for Greenbrier Companies (GBX) has been decreased by 10.07%, bringing the new target to $45.56. Only the headline and this specific financial update were available in the provided content.
Is It Time To Reassess Greenbrier Companies (GBX) After Its Mixed Share Price Performance?
This article reassesses Greenbrier Companies (GBX) following its mixed share price performance. It utilizes a Discounted Cash Flow (DCF) analysis and a Price-to-Earnings (P/E) ratio comparison, which provide conflicting valuations. The article also presents "Bull Case" and "Bear Case" narratives to offer different perspectives on the company's intrinsic value, recognizing that individual investor expectations play a significant role in valuation.
Here's why investors should give Greenbrier stock a miss now
The article "Here's why investors should give Greenbrier stock a miss now" by MSN provides a cautionary perspective on investing in Greenbrier's stock. It likely discusses various factors such as financial performance, market conditions, or industry outlook that suggest potential risks or limited upside for investors at the current time. The full content would elaborate on these reasons to support its recommendation.
Greenbrier Companies, Inc. (The) (NYSE:GBX) Plans Dividend Increase - $0.34 Per Share
Greenbrier Companies (NYSE:GBX) announced a quarterly dividend increase to $0.34 per share, up 6.3% from $0.32. This dividend, payable on May 11th to shareholders of record on April 20th, results in an approximate 2.7% yield and a payout ratio of 28.9%. Despite missing Q1 earnings expectations with $0.47 EPS against $0.82 consensus and revenue down 22.9% year-over-year, analysts predict future earnings will still cover the dividend.
Greenbrier Companies To Go Ex-Dividend On April 20th, 2026 With 0.34 USD Dividend Per Share
Greenbrier Companies (NYSE:GBX) is scheduled to go ex-dividend on April 20th, 2026. Shareholders as of April 20th will receive a dividend of 0.34 USD per share. This indicates a forward dividend yield of 3.32%.
Greenbrier Companies (GBX) price target decreased by 10.07% to 45.56
This article reports that the price target for Greenbrier Companies (GBX) has been decreased by 10.07%, setting the new target at 45.56. Further details regarding the reasons for this adjustment or the analysts involved are not provided in this truncated content.
Greenbrier Companies (GBX) price target decreased by 10.07% to 45.56
This article reports that the price target for Greenbrier Companies (GBX) has been decreased by 10.07%, setting the new target at 45.56. Further details regarding the analysis or reasons for this adjustment are not provided in the snippet.
The Greenbrier Companies, Inc. (NYSE:GBX) Analysts Just Cut Their EPS Forecasts Substantially
Analysts have significantly lowered their EPS and revenue forecasts for The Greenbrier Companies, Inc. (NYSE:GBX) for 2026, leading to a 10% reduction in the consensus price target. Previously predicting higher figures, the new projections see revenues decreasing by 12% and EPS tumbling by 34% to US$3.18, indicating a substantial decline in market sentiment and anticipated business conditions. The company's revenue growth is now expected to perform substantially worse than the wider industry.
Bearish: Analysts Just Cut Their The Greenbrier Companies, Inc. (NYSE:GBX) Revenue and EPS estimates
Analysts have significantly cut their revenue and EPS estimates for The Greenbrier Companies, Inc. (NYSE:GBX) for 2026, indicating a bearish outlook due to anticipated business headwinds. The consensus price target has also fallen by 10%, reflecting concerns about the company's future performance and its expected underperformance compared to the broader industry. Investors are advised to consider Greenbrier's financial health, including a potentially weak balance sheet, highlighted in the analysis.
Here's Why Investors Should Give Greenbrier Stock a Miss Now
Greenbrier Companies (GBX) is facing significant financial challenges, including weak liquidity and a difficult geopolitical environment, making it an unattractive investment. The company has experienced downward earnings estimate revisions, underperformed its industry and the S&P 500, and holds a Zacks Rank #5 (Strong Sell). Investors are advised to consider other stocks in the Zacks Transportation sector like Seanergy Maritime Holdings (SHIP) and Euroseas (ESEA), both with favorable Zacks Ranks and strong earnings growth prospects.
GBX: Higher Discount Rates Will Limit Upside Even As Margins Improve
Analysts have adjusted their fair value for Greenbrier Companies (GBX), lowering the price target by approximately $5 due to slightly higher discount rates and revised revenue and P/E multiple assumptions. While improved profit margin expectations offer some bullish offset, conservative revenue forecasts and increased funding costs are key factors limiting the implied upside. The company recently increased its quarterly dividend and amended its bylaws regarding shareholder meetings and proposal deadlines.
Greenbrier Companies (NYSE:GBX) Downgraded to Strong Sell Rating by Zacks Research
Zacks Research has downgraded Greenbrier Companies (NYSE:GBX) to a "strong sell" rating, with MarketBeat maintaining a "Reduce" consensus and a $49.00 price target. This downgrade follows the transportation company missing its quarterly earnings expectations, reporting $0.47 EPS against an estimated $0.82 and revenue of $587.5M, a 22.9% year-over-year decrease. Insider activity also shows COO William J. Krueger selling 6,000 shares for $300,000.
Greenbrier Q1 2026 Earnings Miss, Revenue Down 22.9% | NYSE:GBX - News and Statistics
Greenbrier (NYSE:GBX) reported a significant miss in its first-quarter 2026 earnings, with revenue falling 22.9% year-over-year and GAAP earnings per share coming in 45.7% below consensus. The company also cut its full-year guidance, with midpoint revenue and GAAP EPS forecasts 15.3% and 21.2% below analyst estimates, respectively. Despite these challenges, Greenbrier saw an improvement in its free cash flow margin, which rose to 14.9%.
Greenbrier Companies (NYSE:GBX) Stock Price Up 6.8% - Here's Why
Greenbrier Companies (NYSE:GBX) saw its stock price increase by 6.8% to $52.37 during mid-day trading despite reporting an earnings miss of $0.47 EPS against a consensus of $0.82, and a revenue decrease of 22.9% year-over-year. The company recently increased its quarterly dividend to $0.34, yielding 2.6% annually, and holds an average analyst rating of "Hold" with a $49 price target. Institutional investors have been growing their holdings, while a recent insider sale by the COO was noted.
The Greenbrier Companies, Inc. (NYSE:GBX) Q2 2026 Earnings Call Transcript
The Greenbrier Companies reported resilient second-quarter 2026 results despite missing earnings expectations, with reported EPS at $0.47 against expectations of $0.823. The company, led by CEO Lorie Tekorius, highlighted strong performance from its Leasing & Fleet Management business and disciplined pricing strategies amidst evolving customer needs and a shifting production ramp-up. Greenbrier is proactively adjusting its manufacturing footprint and expects a more gradual production ramp-up, shifting some deliveries to fiscal 2027 due to order timing, while maintaining a strong balance sheet and commitment to shareholder returns.
Greenbrier sees delays in railcar orders, citing economic conditions
Greenbrier Cos. has adjusted its fiscal year 2026 railcar delivery and revenue forecasts downward due to economic uncertainty causing customers to push back orders. While new railcar orders and backlog are lower than previous estimates, the company's CEO, Lorie Tekorius, stated that underlying demand remains strong, and the delays are primarily a timing shift into 2027. Despite the adjustments, Greenbrier reported that its aggregate gross margin and earnings exceeded prior periods with similar delivery levels, attributing this to structural improvements that allow for better financial performance on lower volumes.
For Greenbrier, ‘Resilient’ Second Quarter Results
Greenbrier Companies reported "resilient" second fiscal quarter results, ending Feb. 28, 2026, despite a low-volume environment. The company updated its fiscal 2026 guidance, expecting a more gradual production ramp-up with deliveries shifting into early fiscal 2027. Key highlights include strong operating cash flow, new railcar orders totaling $390 million, a backlog of 15,200 units valued at $2.1 billion, and an increased quarterly dividend.
The Greenbrier Companies, Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:GBX) 2026-04-07
This article provides details about the Q2 2026 earnings call presentation for The Greenbrier Companies, Inc. (NYSE: GBX). The slide deck accompanying the earnings call was published on April 7, 2026, by the company. SA Transcripts, Seeking Alpha's transcripts team, was responsible for writing this piece based on the company's published materials.
Greenbrier announces Second Quarter financial results
The Greenbrier Companies, Inc. (NYSE: GBX) announced its fiscal second quarter 2026 financial results through an earnings release furnished with the SEC. The company will host a live audio webcast today, April 7, 2026, at 2:00 p.m. Pacific Time to discuss these results, which will also be available on its investor relations website. Greenbrier is a leading international supplier of equipment and services to global freight transportation markets, including designing and building freight railcars.
Greenbrier: Fiscal Q2 Earnings Snapshot
Greenbrier Companies Inc. reported earnings of $15 million in its fiscal second quarter, translating to a profit of 47 cents per share. The manufacturer of railroad freight car equipment achieved revenue of $587.5 million for the period. Greenbrier anticipates its full-year revenue to be in the range of $2.4 billion to $2.5 billion.
Tracking the Tracks: A Deep Dive into The Greenbrier Companies (GBX)
The Greenbrier Companies (GBX) is a major player in the railroad freight car industry, navigating a shift towards higher-margin, recurring revenue streams through its manufacturing, maintenance, and leasing services. The company reported record fiscal 2025 revenues and earnings, boasts a significant backlog, and is led by CEO Lorie Tekorius, who is implementing a strategy focused on profitability and international expansion. Despite facing risks like raw material volatility and economic sensitivity, Greenbrier is well-positioned with strong market share, a robust backlog, and innovation in sustainable railcar technology.
Greenbrier Companies Inc's Earnings Calls Clash on Production Timelines, Margin Drivers and Backlog Claims
Greenbrier Companies Inc. reported resilient Q2 results with $588 million in revenue and 11.8% gross margin, despite lower deliveries, attributing higher lows to structural improvements and disciplined pricing. The company projects 15,350-16,350 new railcar deliveries for fiscal 2026, with some shifts to 2027 due to customer caution, not reduced demand. The article also highlights several contradictions from earnings calls regarding production visibility, margin drivers, secondary market activity, and leasing margin expectations.
Levi Strauss, Greenbrier And 3 Stocks To Watch Heading Into Tuesday
Levi Strauss & Co. (NYSE: LEVI), Greenbrier Companies Inc. (NYSE: GBX), and Phoenix Education Partners Inc. (NYSE: PXED) are scheduled to release their quarterly earnings after market close. Mach Natural Resources LP (NYSE: MNR) priced a secondary public offering, while Silo Pharma Inc. (NASDAQ: SILO) saw its shares surge following an intellectual property update for its PTSD treatment pipeline.
Q3 2025 Greenbrier Companies Inc Earnings Call Transcript
This is a transcript of Greenbrier Companies Inc.'s Q3 2025 earnings call. The company announced strong financial results, including increased net earnings and an impressive aggregate gross margin. They also renewed bank facilities totaling $850 million, bolstering financial stability, and reported a healthy global new rail car backlog despite it being the lowest since Q2 2014, with market uncertainties posing potential challenges.
How Greenbrier’s Dividend Hike And Governance Moves At Greenbrier Companies (GBX) Have Changed Its Investment Story
The Greenbrier Companies (GBX) recently increased its quarterly dividend by 6% to US$0.34 per share, marking its 48th consecutive payout, and also tightened shareholder-meeting bylaws. While these moves signal management's confidence in cash generation and governance discipline, they don't fundamentally alter the immediate investment challenges of declining revenue forecasts, high debt, and cyclical demand in the freight railcar market. Investors are advised to consider the higher payout against balance sheet risk and market underperformance, as analysts project revenue and earnings contraction in the coming years.
GBX (Greenbrier) Degree of Financial Leverage : -0.01 (As of Nov. 2025)
The article reports that Greenbrier (NYSE: GBX) has a Degree of Financial Leverage (DFL) of -0.01 as of November 2025. GuruFocus rates Greenbrier with a GF Score of 82/100 and a GF Value of $39.43, indicating it is significantly overvalued at its current price of $52.74. The DFL measures the sensitivity of a company’s Earnings per Share (EPS) to fluctuations in its operating income, and Greenbrier's low DFL is better than 86.7% of companies in the Transportation industry.
Top Wall Street Forecasters Revamp Greenbrier Expectations Ahead Of Q2 Earnings
Analysts are adjusting their expectations for The Greenbrier Companies (GBX) ahead of its Q2 earnings release on Tuesday, April 7. The company is projected to report lower EPS (82 cents) and revenue ($663.67 million) compared to the prior year. Greenbrier recently increased its quarterly dividend, and two analysts, Bascome Majors (Susquehanna) and Ken Hoexter (B of A Securities), have updated their price targets, maintaining Positive and Underperform ratings, respectively.
Top Wall Street Forecasters Revamp Greenbrier Expectations Ahead Of Q2 Earnings
The Greenbrier Companies (NYSE: GBX) is set to release its Q2 earnings on April 7, with analysts expecting 82 cents per share, a decrease from the prior year. Revenue is projected at $663.67 million. The company recently increased its quarterly dividend from 32 cents to 34 cents per share, and analysts like Susquehanna and B of A Securities have adjusted their price targets for the stock.
The Greenbrier Companies and TTX Company Unveil Patriotic Boxcar Commemorating America's 250th Anniversary
The Greenbrier Companies and TTX Company unveiled a custom-painted American flag boxcar to commemorate America's 250th anniversary. The event, held at Greenbrier's facility in Cleburne, Texas, celebrated North American manufacturing, the crucial role of freight rail in the U.S. economy, and the enduring partnership between Greenbrier and TTX. This boxcar will travel across North America for decades, symbolizing the vitality of the rail industry.
The Greenbrier Companies, Inc. (GBX) Investigation: Bronstein, Ge
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against The Greenbrier Companies, Inc. (GBX) following a significant drop in its stock price. This drop occurred after Greenbrier reported disappointing Q2 2025 financial results, missing analysts' estimates for earnings and revenue, and announced the closure of a facility in Romania due to market conditions. The firm encourages stockholders affected by this to contact them to learn more about the investigation.
Greenbrier and TTX jump on America 250 bandwagon with patriotic boxcars
The Greenbrier Cos. and TTX unveiled custom-painted American flag boxcars on March 31, 2026, to commemorate America's 250th anniversary. The event in Cleburne, Texas, highlighted the nation's history, North American manufacturing, and freight rail's essential role in the U.S. economy. These boxcars, expected to be in service for decades, serve as a visual reminder of the vitality of the rail network.
