GBX Stock - The Greenbrier Companies, Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $3.23B | $3.54B | $3.94B | $2.98B | $1.75B |
| Gross Profit | $600.40M | $553.10M | $442.10M | $305.60M | $232.29M |
| Gross Margin | 18.6% | 15.6% | 11.2% | 10.3% | 13.3% |
| Operating Income | $337.10M | $306.00M | $206.80M | $80.40M | $40.48M |
| Net Income | $204.10M | $160.10M | $62.50M | $46.90M | $32.48M |
| Net Margin | 6.3% | 4.5% | 1.6% | 1.6% | 1.9% |
| EPS | $6.35 | $5.15 | $1.95 | $1.44 | $0.99 |
The Greenbrier Companies, Inc. designs, manufactures, and markets railroad freight car equipment in North America, Europe, and South America. It operates through three segments: Manufacturing; Wheels, Repair & Parts; and Leasing & Services. The Manufacturing segment offers conventional railcars, such as covered hopper cars, boxcars, center partition cars, and bulkhead flat cars; tank cars; double-stack intermodal railcars; auto-max and multi-max products for the transportation of light vehicles; pressurized tank cars, non-pressurized tank cars, flat cars, coil cars, gondolas, sliding wall cars, and automobile transporter cars; and marine vessels. The Wheels, Repair & Parts segment provides wheel services, including reconditioning of wheels and axles, new axle machining and finishing, and downsizing; operates a railcar repair, refurbishment, and maintenance network; and reconditions and manufactures railcar cushioning units, couplers, yokes, side frames, bolsters, and various other parts, as well as produces roofs, doors, and associated parts for boxcars. The Leasing & Services segment offers operating leases and 'per diem' leases for a fleet of approximately 8,800 railcars; and management services comprising railcar maintenance management, railcar accounting services, fleet management and logistics, administration, and railcar remarketing. This segment owns or provides management services to a fleet of approximately 444,000 railcars for railroads, shippers, carriers, institutional investors, and other leasing and transportation companies. The company serves railroads, leasing companies, financial institutions, shippers, carriers, and transportation companies. The Greenbrier Companies, Inc. was founded in 1974 and is headquartered in Lake Oswego, Oregon.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 21st 2025 | Goldman | Initiation | Sell | $38 |
| April 8th 2024 | TD Cowen | Reiterated | Buy | $60← $53 |
| October 16th 2023 | Susquehanna | Upgrade | Positive | $50← $44 |
| September 7th 2023 | Wells Fargo | Downgrade | Equal Weight | $40← $48 |
| January 17th 2023 | BofA Securities | Downgrade | Underperform | - |
| November 7th 2022 | Susquehanna | Downgrade | Neutral | $37← $30 |
| July 11th 2022 | BofA Securities | Downgrade | Neutral | - |
Earnings History & Surprises
GBXEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 6, 2026 | — | — | — | — |
Q1 2026 | Jan 14, 2026 | $0.84 | — | — | — |
Q4 2025 | Oct 28, 2025 | $1.18 | $1.26 | +6.8% | ✓ BEAT |
Q3 2025 | Jul 1, 2025 | $0.86 | $1.86 | +116.3% | ✓ BEAT |
Q2 2025 | Apr 7, 2025 | $1.78 | $1.69 | -5.1% | ✗ MISS |
Q1 2025 | Jan 8, 2025 | $1.16 | $1.72 | +48.3% | ✓ BEAT |
Q4 2024 | Oct 23, 2024 | $1.32 | $1.92 | +45.5% | ✓ BEAT |
Q3 2024 | Jul 8, 2024 | $1.14 | $1.06 | -7.0% | ✗ MISS |
Q2 2024 | Apr 5, 2024 | $0.86 | $1.03 | +19.8% | ✓ BEAT |
Q1 2024 | Jan 5, 2024 | $0.73 | $0.96 | +31.5% | ✓ BEAT |
Q4 2023 | Oct 25, 2023 | $1.00 | $0.92 | -8.0% | ✗ MISS |
Q2 2023 | Jun 29, 2023 | $0.60 | $1.02 | +70.0% | ✓ BEAT |
Q2 2023 | Apr 10, 2023 | $0.61 | $0.99 | +62.3% | ✓ BEAT |
Q1 2023 | Jan 6, 2023 | $0.47 | $0.05 | -89.4% | ✗ MISS |
Q4 2022 | Oct 27, 2022 | $0.43 | $0.60 | +39.5% | ✓ BEAT |
Q3 2022 | Jul 11, 2022 | $0.59 | $0.09 | -84.7% | ✗ MISS |
Q2 2022 | Apr 6, 2022 | $0.19 | $0.38 | +100.0% | ✓ BEAT |
Q1 2022 | Jan 7, 2022 | $0.21 | $0.32 | +52.4% | ✓ BEAT |
Q4 2021 | Oct 26, 2021 | $0.74 | $0.98 | +32.4% | ✓ BEAT |
Q3 2021 | Jul 9, 2021 | $0.13 | $0.69 | +430.8% | ✓ BEAT |
Latest News
Goldman Sachs Initiates Coverage On Greenbrier Companies with Sell Rating, Announces Price Target of $38
📉 NegativeSusquehanna Maintains Positive on Greenbrier Companies, Lowers Price Target to $52
📈 PositiveGreenbrier shares are trading lower after the company reported mixed Q4 financial results and issued FY26 sales guidance below estimates.
📉 NegativeGreenbrier Companies Sees FY2026 CORE Diluted EPS $3.75-$4.75; Sees Sales $2.700B-$3.200B vs $3.245B Est
➖ NeutralGreenbrier Companies Q4 EPS $1.26 Beats $1.18 Estimate, Sales $759.500M Miss $764.100M Estimate
📈 PositiveGreenbrier stock jumps 11% premarket after Q3 beat, upgraded 2025 margin outlook
📈 PositiveBiggest stock movers Wednesday: VRNT, CNC, and more
➖ NeutralFrequently Asked Questions about GBX
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