Greenbrier Companies (NYSE:GBX) Posts Earnings Results, Misses Expectations By $0.41 EPS

Posted by Brian Himes on Oct 28th, 2026

Greenbrier Companies (NYSE:GBX – Get Free Report) released its quarterly earnings results on Monday. The transportation company reported $0.39 earnings per share for the quarter, missing analysts’ consensus estimates of $0.80 by ($0.41), FiscalAI reports. The firm had revenue of $591.00 million for the quarter, compared to the consensus estimate of $605.10 million. The company’s quarterly revenue was down 22.2% compared to the same quarter last year. During the same period last year, the firm posted $1.26 EPS.

Here are the key takeaways from Greenbrier Companies’ conference call:

Fourth-quarter orders and backlog improved: Greenbrier booked 3,400 railcars worth approximately $600 million, lifting backlog to 14,000 cars valued at $2.1 billion—the first sequential increase since fiscal 2024.
The leasing business continues to expand, with the owned fleet growing 23% to roughly 21,000 railcars, utilization at 98%, and recurring revenue reaching $175 million. Management expects the fleet to reach approximately 22,000–23,000 cars in fiscal 2027.
Management cited improving industry fundamentals, including stronger rail traffic, reduced cars in storage, scrapping exceeding new builds, and rising intermodal activity. Fiscal 2027 guidance calls for North American industry deliveries of 26,000–28,000 cars, revenue of $2.8–$3.2 billion, and EPS of $2.75–$3.75.
Fiscal 2026 results were pressured by weak demand and low production volumes, with revenue of $2.5 billion, core EPS of $2.60, and aggregate gross margin of 13.6%. Greenbrier continues to reduce headcount and optimize its footprint, including exiting its Omaha maintenance facility.
Trade disputes involving tank cars and freight-car couplers remain an uncertainty and have weighed on tank-car demand, although management expects any eventual duties to be passed through to customers rather than materially affect long-term financial performance. CEO Lorie Tekorius will also retire after the call, with Brian Comstock expected to continue the existing strategy while increasing focus on operating efficiency and leasing growth.

Greenbrier Companies Trading Down 2.2%

Shares of NYSE:GBX opened at $37.47 on Wednesday. Greenbrier Companies has a 52-week low of $36.35 and a 52-week high of $59.19. The company has a fifty day moving average of $41.79 and a 200-day moving average of $48.35.

Greenbrier Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, December 2nd. Shareholders of record on Wednesday, November 11th will be paid a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a dividend yield of 3.6%. The ex-dividend date of this dividend is Tuesday, November 10th.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on GBX shares. Susquehanna lowered Greenbrier Companies from a “positive” rating to a “neutral” rating and set a $52.00 target price on the stock. in a report on Thursday, July 2nd. Bank of America decreased their target price on shares of Greenbrier Companies from $42.00 to $38.00 and set an “underperform” rating on the stock in a report on Tuesday. Wall Street Zen cut shares of Greenbrier Companies from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Weiss Ratings downgraded shares of Greenbrier Companies from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday. Three research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $42.67.

Check Out Our Latest Stock Report on Greenbrier Companies

Greenbrier Companies News Roundup

Here are the key news stories impacting Greenbrier Companies this week:

Positive Sentiment: Management forecast fiscal 2027 revenue of $2.8 billion to $3.2 billion and EPS of $2.75 to $3.75, supported by expanding leasing activity. Fourth-quarter railcar orders totaled approximately $600 million across 3,400 units, while recurring revenue rose 55% to $175 million in fiscal 2026. Greenbrier fiscal 2027 outlook
Positive Sentiment: Greenbrier declared a quarterly dividend of $0.34 per share, or $1.36 annualized, representing a yield of about 3.7%. The dividend may provide income support while the company works through the industry downturn. Greenbrier dividend report
Neutral Sentiment: The company elected Emanuel “Manny” Pearlman as a Class III director. The appointment could add governance or industry expertise, but its immediate financial impact is unclear. Greenbrier board appointment
Negative Sentiment: Fiscal fourth-quarter results missed expectations: EPS was $0.39 versus the $0.80 consensus, and revenue of $591 million was below estimates and down 22.2% year over year. EPS also fell sharply from $1.26 in the prior-year quarter, signaling continued margin and demand pressure. Greenbrier fourth-quarter results
Negative Sentiment: Bank of America cut its GBX price target from $42 to $38 and maintained an “underperform” rating, implying limited upside from recent levels. Bank of America Greenbrier rating
Negative Sentiment: Greenbrier identified geopolitical conflicts as a new risk, citing potential supply disruptions, higher costs and additional margin pressure. Greenbrier geopolitical risk disclosure

Greenbrier Companies Company Profile

(Get Free Report)

Greenbrier Companies, Inc is a transportation equipment company that designs, manufactures and supplies freight railcars and related services. Its products include covered hopper cars, tank cars, gondolas, boxcars, intermodal equipment and railcars used to transport automobiles and other specialized cargo.

The company also provides railcar leasing and management services, maintenance, refurbishment, wheel services and parts. Through its manufacturing and service operations, Greenbrier supports railroads, leasing companies, shippers and other participants in the North American freight transportation industry.

Founded in 1974 and headquartered in Lake Oswego, Oregon, Greenbrier has expanded its operations beyond the United States, with manufacturing and service activities serving customers in North America and international markets.

Earnings History for Greenbrier Companies (NYSE:GBX)

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