Greenbrier Companies (NYSE:GBX) Releases Quarterly Earnings Results, Beats Expectations By $0.03 EPS

Greenbrier Companies (NYSE:GBX) announced its quarterly earnings results on Wednesday. The transportation company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.57 by $0.03, FiscalAI reports. Greenbrier Companies had a return on equity of 6.48% and a net margin of 4.07%.The firm had revenue of $576.50 million during the quarter, compared to analyst estimates of $612.69 million. During the same quarter in the previous year, the business earned $1.86 earnings per share. Greenbrier Companies’s quarterly revenue was down 31.6% on a year-over-year basis.

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

• Greenbrier said it delivered solid Q3 results, with aggregate gross margin improving to 14.1% and EPS of $0.60, helped by cost discipline, operational efficiency, and favorable foreign exchange.
• New railcar orders were 2,200 units valued at $340 million, and backlog ended at 13,800 railcars worth about $2 billion, with lease-originated orders making up 60% of global awards.
• The company highlighted continued strength in its leasing platform, with the owned lease fleet growing to 20,600 railcars and utilization remaining exceptionally high at 99%.
• Management said the market remains pressured by weak new-car demand, but it sees pent-up demand building for 2027 as rail loading improves in several commodities and trucking rates stay elevated.
• Greenbrier narrowed fiscal 2026 guidance to $3.00-$3.15 EPS while keeping revenue guidance at $2.4 billion-$2.5 billion, citing some delivery timing shifting into fiscal 2027 and slightly softer fourth-quarter production ramp expectations.

Greenbrier Companies Stock Performance

Shares of GBX stock opened at $47.68 on Friday. The stock’s 50-day simple moving average is $48.64 and its 200-day simple moving average is $50.56. The firm has a market capitalization of $1.48 billion, a PE ratio of 14.15 and a beta of 1.43. Greenbrier Companies has a fifty-two week low of $38.23 and a fifty-two week high of $59.19.

Greenbrier Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, August 6th. Shareholders of record on Thursday, July 16th will be paid a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a yield of 2.9%. The ex-dividend date is Thursday, July 16th. Greenbrier Companies’s payout ratio is presently 40.36%.

Greenbrier Companies News Summary

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

• Positive Sentiment: Greenbrier reported quarterly EPS of $0.60, which beat Wall Street’s $0.57 estimate, showing earnings held up better than expected despite a tough freight environment. Earnings report and conference call
• Positive Sentiment: The company reaffirmed its focus on lease-fleet growth, with management highlighting 99% fleet utilization and resilient margins, which may help offset weaker manufacturing demand. Zacks earnings call takeaway
• Neutral Sentiment: Greenbrier announced a quarterly dividend of $0.34 per share, which supports income-focused investors but is unlikely to change the near-term growth outlook by itself. Dividend and results announcement
• Neutral Sentiment: Susquehanna kept a neutral rating and $52 price target, implying modest upside from current levels rather than a strong bullish catalyst. Analyst rating update
• Negative Sentiment: Susquehanna also downgraded Greenbrier on low railcar orders, reinforcing concerns that new equipment demand is weak and could pressure future revenue growth. Downgrade article
• Negative Sentiment: Revenue came in below expectations at $576.5 million versus $612.7 million expected, and sales fell 31.6% year over year, a reminder that the core railcar business remains under strain. Yahoo Finance earnings summary

Institutional Investors Weigh In On Greenbrier Companies

A number of institutional investors and hedge funds have recently modified their holdings of GBX. Gen Wealth Partners Inc acquired a new position in shares of Greenbrier Companies in the 4th quarter valued at $38,000. Quarry LP increased its position in shares of Greenbrier Companies by 6,900.0% in the third quarter. Quarry LP now owns 1,120 shares of the transportation company’s stock valued at $52,000 after buying an additional 1,104 shares in the last quarter. Tower Research Capital LLC TRC increased its position in shares of Greenbrier Companies by 282.4% in the second quarter. Tower Research Capital LLC TRC now owns 3,040 shares of the transportation company’s stock valued at $140,000 after buying an additional 2,245 shares in the last quarter. Advisory Services Network LLC acquired a new position in shares of Greenbrier Companies during the 3rd quarter worth approximately $180,000. Finally, Vestcor Inc purchased a new position in shares of Greenbrier Companies during the 3rd quarter valued at approximately $183,000. Institutional investors and hedge funds own 95.59% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on GBX shares. Susquehanna lowered Greenbrier Companies from a “positive” rating to a “neutral” rating and set a $52.00 target price for the company. in a research report on Thursday. Zacks Research upgraded Greenbrier Companies from a “strong sell” rating to a “hold” rating in a research note on Monday, June 8th. Finally, Weiss Ratings downgraded Greenbrier Companies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 5th. Three investment analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Greenbrier Companies currently has a consensus rating of “Reduce” and a consensus price target of $45.00.

Greenbrier Companies Company Profile

The Greenbrier Companies, headquartered in Lake Oswego, Oregon, is a leading supplier of freight transportation equipment and services. The company designs, engineers and manufactures railroad freight cars—such as intermodal well cars, covered hoppers, tank cars and double-stack cars—as well as marine barges for domestic and international customers. Beyond original equipment production, Greenbrier provides aftermarket services including maintenance, repair, refurbishment and mechanical overhauls under long-term service agreements.

Greenbrier’s operations are organized into OEM and aftermarket segments, with manufacturing facilities and engineering centers across North America, Europe and Russia.