US · Industrials · Railroads
EPS came in at 0.39 against a street estimate of 0.89 — a miss of 56.2%.
Analysts rate Greenbrier Companies Inc a sell (0 buy, 1 hold, 2 sell out of 3) with an average price target of $42.00.
CAUTIOUS Greenbrier sees rail demand and orders improving, but fiscal 2027 is back-half weighted, margins remain pressured, and tariff uncertainty persists. Q4 FY26 North American inquiries and orders improved, Europe remained soft with fewer than 10,000 freight-wagon deliveries expected in 2026, and Brazil delivered more than 400 railcars in the quarter. Analysts focused on guidance variability, leasing margins and fleet growth, manufacturing volumes, pricing, and tariff exposure. Management emphasized back-half timing, mix quality, temporary maintenance timing, and continued trade uncertainty. 2026-10-26…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.09% |
| Vanguard Portfolio Management, LLC | 6.84% |
| Dimensional Fund Advisors, Inc. | 6.47% |
| The Toronto-Dominion Bank | 6.15% |
| American Century Companies Inc | 5.70% |
| Vanguard Capital Management, LLC | 4.31% |
| State Street Corp | 4.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.60% |
| Document | Date |
|---|---|
| Annual report FY2026 HEADLINE NUMBERS • Fiscal year ended August 31, 2026. • Railcar backlog decreased to 14,000 units from 16,600 in 2025 and 26,700 in 2024. • Estimat | 2026-10-26 |
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Fiscal 2026 revenue was $2,461.1 million, down from $3,240.2 million in fiscal 2025. • Fiscal 2026 net earnings attributable to G | 2026-10-26 |
| Material agreement · Q1 FY2027 HEADLINE NUMBERS • On October 24, 2026, Greenbrier entered into a Cooperation Agreement with Atlas FRM LLC, doing business as Atlas Holdings LLC. • | 2026-10-26 |
| Reg FD disclosure · Q1 FY2027 THE GREENBRIER COMPANIES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company announced orders for new railcars on September 22, 2026 • Specific order vol | 2026-09-22 |
| Board / officer change · Q4 FY2026 GREENBRIER COMPANIES, INC. - 8-K SUMMARY HEADLINE NUMBERS • CEO Departure Effective: January 6, 2027 • New CEO Appointment: Brian J. Comstock • Comp | 2026-08-31 |
| Quarterly report · Q3 FY2026 THE GREENBRIER COMPANIES, INC. – 10-Q SUMMARY Quarter ended May 31, 2026 --- HEADLINE NUMBERS • Total Revenue (9 months): $1,870.1 million, down 24 | 2026-07-01 |
| Results announced · Q4 FY2026 GREENBRIER COMPANIES Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 Net Earnings: $18.9 million ($0.60 diluted EPS); Nine-month earnings $70.3 mil | 2026-07-01 |
| Material agreement · Q3 FY2026 GREENBRIER COMPANIES 8-K SUMMARY HEADLINE NUMBERS • Company refinanced and expanded credit facilities on May 5, 2026 • New term loans total $300 mil | 2026-05-05 |
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| Action | Detail | Date |
|---|---|---|
| Dividend | $0.34 / share ex-date Nov 10, 2026 · pay Dec 2, 2026 | 2026-11-10 |
| Dividend | $0.34 / share ex-date Jul 16, 2026 · pay Aug 6, 2026 | 2026-07-16 |
| Dividend | $0.34 / share ex-date Apr 20, 2026 · pay May 11, 2026 | 2026-04-20 |
| Dividend | $0.32 / share ex-date Jan 27, 2026 · pay Feb 17, 2026 | 2026-01-27 |
| Dividend | $0.32 / share ex-date Nov 12, 2025 · pay Dec 3, 2025 | 2025-11-12 |
| Announcement | Date |
|---|---|
| Quarterly orders for 3,400 railcars valued at $600 million Greenbrier reported fiscal fourth-quarter and full-year 2026 results. Q4 revenue was $591.0 million, up from $576.5 million in Q3, while net income was $9 million, or $0.27 per diluted share | 2026-10-26 |
| 3,400 railcar orders valued at $600 million received in Q4 Greenbrier Companies announced receiving $600 million in railcar orders for 3,400 units during its fiscal fourth quarter (ended August 31, 2026). The largest order came from Saudi Arabian Ra | 2026-09-22 |
| Quarterly dividend increased by 6% to $0.34 per share Greenbrier Companies reported second quarter fiscal 2026 results with mixed signals. The company generated strong operating cash flow of $159 million and maintained excellent fleet utilizati | 2026-04-07 |
| Q1 results reported; FY2026 revenue, margin, EPS and capex guidance reiterated/updated Greenbrier Companies reported Q1 fiscal 2026 results with net earnings of $36 million ($1.14 per diluted share) and operating cash flow of $76 million. The company maintains strong fleet uti | 2026-01-08 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.