1 Unpopular Stock That Should Get More Attention and 2 We Avoid
This article identifies one unpopular stock, Motorola Solutions (MSI), that StockStory believes is poised for outperformance due to strong revenue growth, free cash flow, and returns on capital. Conversely, it advises investors to avoid Greenbrier (GBX) and D.R. Horton (DHI) based on declining sales, competitive pressures, and shrinking profitability. The analysis emphasizes looking beyond Wall Street's typical bearish calls with independent research.
Is Greenbrier (GBX) Using ABS Funding To Quietly Redefine Its Railcar Leasing Strategy?
Greenbrier Companies recently raised US$300 million through a railcar asset-backed securities (ABS) offering, which helps secure long-term funding for its leasing arm, GBX Leasing. This move reinforces Greenbrier's strategy of combining manufacturing with a growing leasing platform, supporting dividends and buybacks. While the ABS deal provides financial optionality, the article notes that core risks like expected revenue decline, high leverage, and recent stock price run-up persist, meaning the securitization improves optionality but does not eliminate key risks.
Dow Jumps Over 200 Points; Greenbrier Shares Fall After Q3 Results
The Dow Jones index rose over 200 points on Monday, while Greenbrier Companies, Inc. (GBX) shares fell 6% after reporting lower-than-expected third-quarter financial results. Other market movements included Morphic Holding, Inc. (MORF) surging 75% and HilleVax, Inc. (HLVX) dropping 86%. Analysts have a mixed outlook for Greenbrier, with an average 1-year price target indicating a potential fall, despite some recent upgrades.
Greenbrier Completes Railcar Asset-Backed Securities Issuance
The Greenbrier Companies, Inc. has completed an offering of railcar asset-backed securities (ABS), securing $300 million in long-term financing for its leasing business through GBX Leasing 2022-1 LLC. The notes, rated "AA" and "A" by S&P Global Ratings, have a blended interest rate of 5.2% and are secured by railcars and associated operating leases. Greenbrier President and CEO Lorie L. Tekorius stated that the strong investor demand reflects confidence in Greenbrier's railcar portfolios and supports its long-term strategy.
Greenbrier completes $300 million railcar asset-backed securities issuance
The Greenbrier Companies have successfully completed a $300 million railcar asset-backed securities (ABS) offering to finance their leasing business. The securities, issued through a wholly-owned subsidiary, have a blended interest rate of 5.2% and are secured by railcars and associated operating leases. This move reflects market confidence in Greenbrier's railcar portfolios despite analysts anticipating a sales decline this year.
AlphaQuest LLC Reduces Stake in Greenbrier Companies, Inc. (The) $GBX
AlphaQuest LLC significantly reduced its stake in Greenbrier Companies, Inc. by 65.2% during Q3, now holding 13,746 shares worth $635,000. This divestment occurred even as other major institutions increased their positions and the company reported beating quarterly earnings and revenue estimates. Greenbrier also announced a quarterly dividend and provided its FY2026 EPS guidance.
Greenbrier completes $300 million railcar asset-backed securities issuance By Investing.com
Greenbrier, a railcar manufacturer with a $1.66 billion market capitalization, completed a $300 million asset-backed securities (ABS) offering to secure long-term financing for its leasing business. The securities, rated "AA" and "A" by S&P Global Ratings, have a blended interest rate of 5.2% and are backed by railcars and associated operating leases. This move reflects market confidence in the company's railcar portfolios, despite analyst predictions of a 14% sales decline for the current year.
Greenbrier completes $300 million railcar asset-backed securities offering
The Greenbrier Companies, Inc. (NYSE: GBX) successfully closed a $300 million railcar asset-backed securities offering through its subsidiary GBX Leasing 2022-1 LLC. The offering includes Series 2026-1 Class A and Class B Notes with a blended interest rate of 5.2% and received "AA" and "A" ratings from S&P Global Ratings. This non-recourse financing, secured by railcars and operating leases, reflects strong investor confidence in Greenbrier's railcar portfolio performance.
Greenbrier completes $300M railcar ABS at 5.2% | GBX Stock News
Greenbrier (NYSE: GBX) has successfully completed a $300 million railcar asset-backed securities (ABS) offering with a blended interest rate of 5.2%. This financing, secured by railcars and operating leases, will support its leasing business and is non-recourse to Greenbrier. The transaction aims to provide long-term funding and reflects market confidence in the company's railcar portfolios.
Greenbrier Successfully Completes Railcar Asset-Backed Securities Issuance
Greenbrier (NYSE: GBX) has successfully completed an offering of railcar asset-backed securities, issuing $300 million in Notes with a blended interest rate of 5.2%. This non-recourse financing supports the continued growth of their leasing business and is secured by railcars and associated operating leases. The transaction reflects strong investor confidence in Greenbrier's railcar portfolios and their long-term strategy.
Greenbrier (NYSE: GBX) raises funding via secured railcar equipment notes
The Greenbrier Companies, Inc. announced that its subsidiary, GBX Leasing 2022-1 LLC, has issued two tranches of secured railcar equipment notes totaling $300 million in a private placement. These notes, with fixed interest rates of 5.13% and 5.30%, are secured by a portfolio of railcars and related operating leases, and are expected to be repaid before their stated final maturity in 2056 through targeted amortization. Net proceeds from the issuance will support Greenbrier's general corporate purposes.
Easter Eggs Are Dropping. Will They Break?
This article discusses the impact of tariffs, particularly those described by the acronym TACO ("Trump Always Chickens Out"), on the North American rail industry and car builders. Authored by David Nahass, it highlights the uncertainty created by constantly shifting tariff policies, the specific resistance to Section 232 tariffs on foreign steel, and the potential for significant job losses and increased costs for railcar manufacturers like The Greenbrier Companies. The discussion also touches on the broader volatility in the rail economy caused by these trade policies and their implications for competitiveness against other transportation modes.
Have Greenbrier Companies Insiders Been Selling Stock?
An insider at Greenbrier Companies recently sold US$300k worth of shares, representing 9.2% of their total holding. While the company has growing profits and some insider ownership (2.7% of the company), the overall trend shows more insider selling than buying over the last year, suggesting caution for potential investors. The article notes Greenbrier Companies has three warning signs, one of which is significant.
Have Greenbrier Companies Insiders Been Selling Stock?
The article reports that William Krueger, Senior VP & Chief Operations Officer of The Americas at The Greenbrier Companies, recently sold US$300k worth of company shares. This sale represented 9.2% of his total holding and was the largest insider sale in the last year, although the article notes that insider selling is not a strong negative sign on its own, especially given the company's profitability. Insiders at Greenbrier Companies own 2.7% of the company, which is considered a decent level of alignment.
Greenbrier Signs Multiple Financing Agreements
Greenbrier (GBX) has finalized two financing agreements to support a new issuance of secured railcar equipment notes. These agreements, including a Series 2026-1 Indenture Supplement and a Note Purchase Agreement, facilitate the issuance of $280.4 million in Class A notes and $19.6 million in Class B notes, providing long-term, fixed-rate funding secured by a railcar portfolio and contributing to general corporate purposes. The financing was secured through a private placement to qualified institutional buyers.
Insider Sell Alert: William Krueger Sells 6,000 Shares of Greenbrier Companies Inc (GBX)
William Krueger, Senior Vice President and Chief Operating Officer of Greenbrier Companies Inc (GBX), sold 6,000 shares on January 30, 2026, reducing his holdings to 59,262 shares. Over the past year, Krueger has sold a total of 16,000 shares with no purchases, contributing to a pattern of 1 insider buy and 7 insider sells for the company. Greenbrier's stock, trading at $50, is considered modestly overvalued with a P/E ratio of 8.96 and a price-to-GF-Value ratio of 1.25.
William Krueger Sells 6,000 Shares of Greenbrier Companies (NYSE:GBX) Stock
William Krueger, COO of Greenbrier Companies, sold 6,000 shares of GBX stock for $300,000, reducing his stake by 9.19%. This insider selling comes after the company reported strong quarterly earnings, beating analyst expectations, and declared a quarterly dividend. Analysts currently rate Greenbrier Companies as a "Hold" with a consensus target price of $49.00.
Top 5 Railroad Equipment & Railcar Leasing Stocks: Picks & Shovels of Logistics
This article identifies the top 5 railroad equipment and railcar leasing stocks, likening them to the "picks and shovels" of modern logistics. It details the financial performance and market position of Trinity Industries, Greenbrier, Caterpillar, and Wabtec, highlighting their strengths in manufacturing, leasing, and digital solutions. The author concludes that Wabtec is the top pick due to its locomotive duopoly, digital rail growth, and high operating margins.
Greenbrier Companies (GBX) Just Overtook the 20-Day Moving Average
Greenbrier Companies (GBX) has surpassed its 20-day moving average, signaling a short-term bullish trend and potential for continued growth. This technical indicator, combined with positive earnings estimate revisions and a Zacks Rank #3 (Hold), suggests GBX could be a good stock pick. The company has seen its shares rise 6.9% over the past four weeks, with one raised earnings estimate and no lowered estimates in the last two months.
GBXLE, Amsted Team on Condition-Based Maintenance Initiative
Greenbrier Leasing Europe (GBXLE) and Amsted Digital Solutions are partnering to implement a condition-based maintenance initiative for the European rail freight sector. This collaboration involves installing Amsted Digital's IQ Series™ gateways on new GBXLE freight cars to monitor running gear health, including wheel slide and fault reports, with future expansion to include bearing diagnostics via over-the-air upgrades. The goal is to provide continuous monitoring, AI-driven predictive maintenance, and optimized operational safety and efficiency for freight rail.
Greenbrier Companies (GBX): Susquehanna Raises Price Target | GB
Susquehanna has raised its price target for Greenbrier Companies (GBX) to $60.00 from $52.00, maintaining a "Positive" rating. This adjustment reflects a 15.38% increase, despite other analysts having varying price targets and a consensus "Hold" status for GBX. Greenbrier Companies Inc. supplies equipment and services to international freight transportation markets, with manufacturing being its primary revenue source.
Greenbrier Companies (NYSE:GBX) Given New $60.00 Price Target at Susquehanna
Susquehanna has increased its price target for Greenbrier Companies (NYSE:GBX) to $60.00 from $52.00, maintaining a "positive" rating and suggesting a 17.5% upside. This follows Greenbrier's reported quarterly earnings of $1.14 EPS on $706.1 million in revenue, which surpassed analyst expectations, despite a year-over-year revenue decline. The company also provided FY2026 EPS guidance, although it is below current analyst forecasts, leading to a "Hold" consensus rating with an average target of $49.00.
Company pausing production, furloughing hundreds of workers
Greenbrier Companies is furloughing up to 400 employees from its Kennett and Paragould locations due to a reduction in production, starting in March. The affected workers will retain seniority and benefits for 90 days, and the company expects the furloughs to last less than six months. Greenbrier emphasized that the plants are not closing, and its Marmaduke plant will not be impacted, offering opportunities for furloughed staff.
5 Must-Read Analyst Questions From Greenbrier's Q4 Earnings Call
Greenbrier's Q4 results exceeded Wall Street expectations for revenue and earnings, despite a year-over-year sales decline. Management attributed this to their integrated manufacturing and leasing model, cost controls, and operational efficiency. The article highlights key analyst questions from the earnings call, focusing on delivery growth, order momentum, lease rate trends, EPS guidance, production cadence, and average selling prices for railcars.
Will ESOP Shelf Registration and Share Changes Reshape Greenbrier Companies' (GBX) Capital Allocation Narrative?
The Greenbrier Companies (GBX) recently filed a US$66.53 million shelf registration for common shares tied to its ESOP, following shareholder approval to increase authorized common stock and a decrease in first-quarter revenue and earnings. This move, alongside the completion of a long-running buyback program, suggests a shift in Greenbrier's capital structure management. Investors are now prompted to consider how these changes, combined with softer market conditions, will influence the company's future financial performance and capital allocation strategy.
The Greenbrier Companies, Inc. Just Beat EPS By 31%: Here's What Analysts Think Will Happen Next
Greenbrier Companies (NYSE:GBX) recently reported strong first-quarter results, exceeding revenue expectations by 7.7% and beating statutory profit by 31%. Despite the positive earnings, analysts predict a 4.2% decline in revenue and a 29% drop in EPS for 2026. While analyst estimates for revenue and EPS remained largely unchanged, the price target increased by 6.8% to US$47.00, suggesting an upward revision of the company's intrinsic value.
Greenbrier Companies Q1 2026 Margin Improvement Challenges Bearish Narratives On Profitability
Greenbrier Companies (GBX) reported Q1 2026 revenue of US$706.1 million and EPS of US$1.18, with a trailing twelve-month net profit margin of 6.0%. This margin, along with a 44.7% five-year EPS growth rate, challenges bearish views focused on debt and a low DCF fair value. The article highlights a tension between current profitability and analyst expectations for future margin compression and revenue decline.
Greenbrier Companies, Inc. (The) (NYSE:GBX) Announces Quarterly Dividend of $0.32
Greenbrier Companies (NYSE:GBX) has announced a quarterly dividend of $0.32 per share, payable on February 17th to stockholders of record on January 27th, representing an annualized yield of 2.4%. The company's recent earnings beat analyst expectations with $1.14 EPS on $706.1 million revenue, and its dividend appears sustainable given a low payout ratio of 27.2%. Greenbrier has also provided FY2026 EPS guidance of $3.75-$4.75.
The Greenbrier Companies, Inc.'s (NYSE:GBX) Earnings Are Not Doing Enough For Some Investors
The article discusses why The Greenbrier Companies, Inc.'s (NYSE:GBX) low P/E ratio of 7.5x, compared to the market average of 20x, might not signify a strong buy opportunity. Despite recent impressive earnings growth, analyst forecasts predict a 37% decrease in earnings for the coming year, which explains the company's lower-than-market P/E ratio. Investors are advised to consider these risks and the company's outlook before making investment decisions.
Greenbrier Companies Inc (NYSE:GBX) Reiterates FY26 Guidance
Greenbrier Companies Inc (NYSE:GBX) reported strong first-quarter FY26 results, exceeding analyst expectations with adjusted earnings per share of $1.14 and revenue of $706.1 million. Despite manufacturing challenges, the company posted high liquidity, declared a dividend, and repurchased stock. Greenbrier reiterated its fiscal 2026 guidance, projecting deliveries of 17,500-20,500 units and revenue between $2.7 billion and $3.2 billion.
Greenbrier Companies (NYSE:GBX) Stock Price Down 6.1% - Time to Sell?
Greenbrier Companies (NYSE:GBX) saw its stock price drop 6.1% following trimmed FY-2026 guidance, despite beating Q1 estimates for EPS and revenue. While the company maintains liquidity and declared a dividend, concerns remain about year-over-year declines in revenue and operating profits, as well as mixed analyst sentiment and a lower average price target. This article details the Q1 performance, recent analyst activity, and financial health of the freight transportation equipment supplier.
The Greenbrier Companies, Inc. (NYSE:GBX) Q1 2026 Earnings Call Transcript
The Greenbrier Companies reported strong Q1 2026 earnings, exceeding expectations with an EPS of $1.14 against an anticipated $0.84. The company highlighted its resilient integrated manufacturing and leasing model, disciplined execution, and significant progress on strategic initiatives. Despite varied near-term market conditions, Greenbrier reiterated its fiscal 2026 guidance, emphasizing a positive outlook for the latter half of the year driven by improving order momentum and ongoing efficiency efforts.
Why Greenbrier (GBX) Stock Is Nosediving
Greenbrier's (GBX) stock fell 6.5% after the company reported fourth-quarter results that, despite beating analyst estimates, showed significant year-over-year declines in revenue and profitability. Revenue dropped by 19.4%, and gross margin contracted by 5.2 percentage points, leading to a substantial fall in gross and operating profit. This downturn overshadowed the earnings beat, causing investors to sell off the stock, although the company had previously shown strong performance and raised guidance in the prior quarter.
GREENBRIER COMPANIES INC SEC 10-Q Report
Greenbrier Companies Inc. (GBX) has released its Form 10-Q report for the third quarter of 2025, detailing a 19.4% decrease in total revenue to $706.1 million and a 34.2% decrease in net earnings attributable to Greenbrier, resulting in diluted EPS of $1.14. The decline is primarily attributed to a decrease in railcar deliveries and an unfavorable shift in product mix. Despite challenges, the company is focused on strategic initiatives to increase recurring revenue, expand gross margin, and improve return on invested capital, while actively managing financial operations across its global presence.
Greenbrier Companies Inc (NYSE:GBX) Reports Strong Q1 2026 Earnings, Beating EPS Estimates by 47%
Greenbrier Companies Inc (NYSE:GBX) reported robust Q1 2026 earnings, significantly exceeding analyst expectations with a non-GAAP EPS of $1.14, a 47% beat over the estimated $0.77. Although revenue decreased by 19.4% year-over-year to $706.1 million, it still surpassed the consensus estimate of $611.3 million. The market reacted positively, showing an upward trend in after-hours trading and over the last month, reflecting investor confidence in the company's profitability and revenue outperformance.
For Greenbrier, ‘Solid’ First Quarter Results
The Greenbrier Companies reported solid financial results for the first quarter of its 2026 fiscal year, with net earnings of $36 million and EBITDA of nearly $98 million. The company received orders for 3,700 railcar units and delivered 4,400, resulting in a substantial new-railcar backlog. Greenbrier also repurchased shares and approved its 47th consecutive quarterly dividend.
Greenbrier's (NYSE:GBX) Q4 CY2025: Strong Sales
Greenbrier (NYSE:GBX) reported Q4 CY2025 revenue of $706.1 million, surpassing analyst estimates by 7.7% despite a 19.4% year-on-year decline. The company's GAAP EPS of $1.14 also beat consensus estimates by 31%, contributing to strong full-year revenue and EPS guidance. While sales declined, the company's operating margin increased over five years, and EPS growth outpaced revenue growth due to improved profitability and share buybacks.
Greenbrier: Fiscal Q1 Earnings Snapshot
Greenbrier Companies Inc. (GBX) reported earnings of $36.4 million in its fiscal first quarter, amounting to $1.14 per share. The railroad freight car equipment manufacturer posted revenue of $706.1 million for the period and expects full-year revenue between $2.7 billion and $3.2 billion. This financial snapshot was generated using data from Zacks Investment Research.
The Greenbrier Companies, Inc.'s (NYSE:GBX) Earnings Are Not Doing Enough For Some Investors
The Greenbrier Companies, Inc. (NYSE:GBX) has a low P/E ratio of 7.5x compared to the broader market, which typically suggests it could be a strong buy. However, this low P/E is likely due to analyst forecasts predicting a 37% decrease in earnings for the next year, contrasting sharply with the company's strong past performance of 27% growth in the last year and 354% over three years. Investors are hesitant to justify a higher P/E given the unfavorable earnings outlook, indicating potential difficulties for the share price to hold current levels if conditions don't improve.
Greenbrier Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
The Greenbrier Companies (NYSE: GBX) are set to release their Q1 earnings on January 8, 2025, with analysts expecting 79 cents per share on $655.53 million in revenue. Following mixed Q4 results, Susquehanna and B of A Securities analysts have revised their price targets for the company. Greenbrier shares recently rose by 4.3% to $49.09.
Greenbrier Earnings Announcement Approaches; Top Analysts Update Projections Before Earnings Call
Greenbrier Companies, Inc. (NYSE: GBX) is preparing to release its Q1 financial results on January 8, 2025, with analysts forecasting a decline in earnings and revenue compared to the previous year. Despite a recent stock rally, analysts have issued revised price targets and ratings, indicating mixed expectations for the company's future performance.
Greenbrier (GBX) Q4 Earnings Report Preview: What To Look For
Greenbrier (GBX) is set to report its Q4 earnings this Thursday afternoon. Analysts expect a 22.9% year-on-year revenue decline to $675.3 million and adjusted earnings of $0.79 per share. The company has missed Wall Street's revenue estimates four times in the last two years, but investor sentiment in the heavy machinery segment has been positive recently.
Greenbrier CEO Lorie Tekorius to Present at MARS 2026 Winter Meeting
Lorie Tekorius, President and CEO of The Greenbrier Companies (NYSE: GBX), is scheduled to speak at the Midwest Association of Rail Shippers (MARS) 2026 Winter Meeting on January 14. She will discuss railcar manufacturing, supply chain trends, and shipper needs, highlighting Greenbrier's commitment to industry policy advocacy and service enhancement. This participation underscores Greenbrier's efforts to foster collaboration and improve North American freight rail.
Greenbrier CEO Lorie Tekorius to Present at MARS 2026 Winter Meeting
Lorie Tekorius, President and CEO of The Greenbrier Companies, will be a featured speaker at the Midwest Association of Rail Shippers (MARS) 2026 Winter Meeting on January 14. She will share insights on railcar manufacturing, supply chain trends, and the evolving needs of shippers, emphasizing Greenbrier's commitment to industry advocacy and enhancement. This participation aims to foster collaboration and strengthen the competitiveness of North American freight rail.
Heavy Transportation Equipment Stocks Q3 Recap: Benchmarking Greenbrier (NYSE:GBX)
This article provides a Q3 recap for heavy transportation equipment stocks, focusing on Greenbrier (NYSE:GBX) and its peers like REV Group (REVG), Wabash (WNC), Federal Signal (FSS), and PACCAR (PCAR). It highlights their revenue performance against analysts' expectations, stock movements, and guidance updates, noting the mixed results across the sector. The companies discussed all reported various financial metrics and stock performance following their Q3 earnings.
Greenbrier Companies (NYSE:GBX) Rating Increased to Hold at Zacks Research
Zacks Research has upgraded Greenbrier Companies (NYSE:GBX) from a "strong sell" to a "hold" rating. Analyst sentiment for GBX remains mixed, with a consensus "Reduce" rating and an average price target of $50.67. The company's shares opened at $47.24, with a market cap of $1.47 billion, and analysts project an EPS of 5.9 for the current fiscal year.
Precision Trading with Greenbrier Companies Inc. (the) (GBX) Risk Zones
This article provides a detailed analysis of Greenbrier Companies Inc. (GBX) based on AI-generated signals, highlighting neutral readings in shorter horizons and a mid-channel oscillation pattern. It outlines three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles, and provides multi-timeframe signal analysis with support and resistance levels. The analysis also points out an exceptional risk-reward short setup for GBX.
U. S. Steel, Norfolk Southern, and Greenbrier Collaborate on New, Sustainable High-Strength Steel Railcar
U. S. Steel, Norfolk Southern, and Greenbrier have collaborated to create a new, sustainable high-strength steel gondola railcar. This innovative design reduces the railcar's unloaded weight by up to 15,000 pounds, employing an advanced steel formula developed by U. S. Steel. The partnership aims to replace North America's aging gondola fleet with a stronger, lighter, and more energy-efficient product, offering an extended lifecycle, increased sustainability through lower fuel consumption and emissions, and greater freight capacity.
GBX (Greenbrier) Accounts Payable & Accrued Expense : $567 Mil (As of Aug. 2025)
Greenbrier's Accounts Payable & Accrued Expense was reported at $567 million as of August 2025, showing a decline from previous periods. The quarterly figure decreased from $607 million in May 2025, while the annual figure declined from $665 million in August 2024. This financial data provides insight into the company's short-term liabilities.
Greenbrier Companies (NYSE:GBX) Shares Pass Above Two Hundred Day Moving Average - What's Next?
Greenbrier Companies (NYSE:GBX) shares have recently crossed above their 200-day moving average, trading as high as $46.63 on Tuesday, signaling a potential short-term technical breakout. Despite this, analyst sentiment remains cautious with an average "Reduce" rating and an average price target of $50.67, with Goldman Sachs maintaining a "Sell" rating with a $38 target. The company boasts a market capitalization of $1.45 billion, a P/E ratio of 7.38, and recently declared a quarterly dividend of $0.32, offering an annualized yield of 2.8%.
