Greenbrier Companies
Builds freight railcars while pairing maintenance, leasing, and fleet-management services.
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Profile
Builds freight railcars through a global manufacturing footprint and supports customers with repair, parts, leasing, and fleet-management services. Manufacturing remains the core business, while leasing and managed fleets add recurring exposure to North American railcar demand.
Manufacturing is the core segment, producing double-stack intermodal railcars, tank cars, freight railcars, automotive railcar products, and related components. The footprint spans the U.S., Mexico, Poland, and Romania, with North American offerings covering auto carriers, boxcars, hoppers, gondolas, flatcars, intermodal units, tank cars, and Sustainable Conversions.
Leasing & Fleet Management adds owned railcar leasing, fleet logistics, regulatory compliance, car-hire accounting, maintenance management, and remarketing services. The platform serves railroads, shippers, carriers, institutional investors, leasing companies, and other transportation customers.
Execution depends on railcar replacement cycles, freight demand, commodity flows, customer capital spending, and concentrated orders from large customers. Leasing and management services are used to balance the new railcar order cycle.
Company facts
Categories
Key statistics
Year to date −2.8% · Average volume (30d) 343.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 2, 2026 | Susquehanna | Downgrade | Positive | Neutral | ||
| Jan 26, 2026 | Susquehanna | Reiterate | Positive | $52 | $60 | |
| Nov 21, 2025 | Goldman Sachs | Target | $38 | |||
| Oct 29, 2025 | Susquehanna | Reiterate | Positive | $75 | $52 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 1, 2026Q3 FY26 | $0.57 | $0.60 | +5.3% | $612.7M | $576.5M | −5.9% | −0.71% |
| Apr 7, 2026Q2 FY26 | $0.82 | $0.47 | −42.9% | $663.7M | $587.5M | −11.5% | +2.90% |
| Jan 8, 2026Q1 FY26 | $0.84 | $1.14 | +35.7% | $655.5M | $706.1M | +7.7% | −10.27% |
| Oct 28, 2025Q4 FY25 | $1.18 | $1.26 | +6.8% | $764.1M | $755.8M | −1.1% | −7.20% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $762.4M | $840.4M | $755.8M | $706.1M | $587.5M | $576.5M | |
| Gross profit | $138.9M | $149.2M | $139.9M | $103.3M | $69.5M | $81.1M | |
| Operating income | $74.3M | $83.3M | $69.1M | $61.1M | $25.1M | $31.9M | |
| Net income | $51.9M | $60.1M | $36.8M | $36.4M | $12.8M | $16.1M | |
| Diluted EPS | $1.56 | $1.86 | $1.19 | $1.14 | $0.47 | $0.60 | |
| Gross margin | 18.2% | 17.8% | 18.5% | 14.6% | 11.8% | 14.1% | |
| Operating margin | 9.7% | 9.9% | 9.1% | 8.7% | 4.3% | 5.5% |
Fiscal years (4-quarter sums)FY21 $1.75B · FY22 $2.98B · FY23 $3.94B · FY24 $3.54B · FY25 $3.23B
Revenue by product · Q3 FY26
Revenue by geography · FY25
Balance sheet, May 31, 2026Cash & short-term investments $273.7M · Total debt $1.81B · Total assets $4.35B · Shareholders' equity $1.57B
Dividends
Raised for 11 straight years — most recently to $0.34 from $0.32 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 16, 2026 | Jul 16 | Aug 6 | $0.34 | |
| Apr 20, 2026 | Apr 20 | May 11 | $0.34 | raised from $0.32 |
| Jan 27, 2026 | Jan 27 | Feb 17 | $0.32 | |
| Nov 12, 2025 | Nov 12 | Dec 3 | $0.32 | |
| Jul 17, 2025 | Jul 17 | Aug 7 | $0.32 | |
| Apr 22, 2025 | Apr 22 | May 13 | $0.32 | raised from $0.30 |
| Jan 29, 2025 | Jan 29 | Feb 19 | $0.30 | |
| Nov 6, 2024 | Nov 6 | Nov 27 | $0.30 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 30.94M · Float 30.19M · 97.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.99M | 16.12% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.12M | 6.86% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 2.01M | 6.49% | 13F | Aug 11, 2026 |
| Toronto Dominion Bank | 1.91M | 6.17% | 13F | Aug 14, 2026 |
| American Century Companies Inc | 1.77M | 5.71% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 13, 2026 | William Glenn | officer: SVP & President, Europe | −4,000 | $48.15 |
| Jan 30, 2026 | William J. Krueger | officer: SVP, COO, The Americas | −6,000 | $50.00 |
Peers
- Trinity Industries
Integrated railcar manufacturing, leasing, and services rival
- FreightCar America
Focused freight-railcar manufacturing and aftermarket challenger
- GATX
Large railcar lessor and fleet-services rival
- Wabtec
Rail components, services, and digital systems overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Greenbrier Companies | $45.91 | −0.09% | $1.42B | 13.5 | 13.3 | 0.5 | −31.6% |
| Trinity Industries | $29.27 | +0.03% | $2.33B | 7.0 | 16.6 | 1.1 | −4.2% |
| FreightCar America | $7.17 | 0.00% | $235.0M | — | 7.6 | 0.5 | −4.6% |
| GATX | $177.60 | +0.06% | $6.31B | 17.5 | 17.2 | 3.1 | +34.8% |
| Wabtec | $292.23 | +0.00% | $49.36B | 39.3 | 25.5 | 4.1 | +17.5% |
| Median | 17.5 | 16.9 | 2.1 | +6.7% |