Greenbrier Companies (NYSE:GBX) Issues FY 2026 Earnings Guidance

Greenbrier Companies (NYSE:GBX) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.750-4.75 for the period, compared to the consensus estimate of 4.150. The company issued revenue guidance of $2.7 billion-$3.2 billion, compared to the consensus revenue estimate of $2.9 billion.

Greenbrier Companies Stock Up 5.6%

GBX stock traded up $2.82 during mid-day trading on Thursday, hitting $53.43. The stock had a trading volume of 1,285,982 shares, compared to its average volume of 615,908. Greenbrier Companies has a 1-year low of $37.77 and a 1-year high of $71.06. The company has a fifty day moving average of $45.01 and a 200 day moving average of $46.37. The company has a current ratio of 2.43, a quick ratio of 1.38 and a debt-to-equity ratio of 1.03. The stock has a market capitalization of $1.67 billion, a price-to-earnings ratio of 8.48, a PEG ratio of 2.13 and a beta of 1.67.

Greenbrier Companies (NYSE:GBX) last announced its quarterly earnings results on Thursday, January 8th. The transportation company reported $1.14 EPS for the quarter, beating the consensus estimate of $0.84 by $0.30. Greenbrier Companies had a return on equity of 12.90% and a net margin of 6.30%.Greenbrier Companies has set its FY 2026 guidance at 3.750-4.75 EPS. On average, equities analysts expect that Greenbrier Companies will post 5.9 EPS for the current fiscal year.

Greenbrier Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 3rd. Investors of record on Wednesday, November 12th were paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Wednesday, November 12th. Greenbrier Companies’s payout ratio is presently 20.32%.

Analyst Ratings Changes

Several research firms have commented on GBX. The Goldman Sachs Group began coverage on shares of Greenbrier Companies in a research report on Friday, November 21st. They set a “sell” rating and a $38.00 target price on the stock. Zacks Research raised Greenbrier Companies from a “strong sell” rating to a “hold” rating in a report on Monday, December 29th. Weiss Ratings restated a “hold (c+)” rating on shares of Greenbrier Companies in a report on Wednesday, October 8th. Wall Street Zen cut Greenbrier Companies from a “strong-buy” rating to a “hold” rating in a research report on Saturday, November 1st. Finally, Susquehanna dropped their price target on shares of Greenbrier Companies from $57.00 to $52.00 and set a “positive” rating on the stock in a research report on Wednesday, October 29th. One research analyst has rated the stock with a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Reduce” and an average target price of $50.67.

Key Headlines Impacting Greenbrier Companies

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

• Positive Sentiment: Q1 results beat consensus — Greenbrier reported diluted EPS of $1.14 and revenue of $706.1M, both above estimates, which likely drove immediate upside as the quarter showed stronger-than-expected top- and bottom-line delivery. Greenbrier Companies, Inc. (GBX) Releases Q1 2026 Earnings
• Positive Sentiment: Balance-sheet highlights — cash and equivalents rose ~20% YoY to $361.8M and total liabilities fell ~4.1% YoY, supporting liquidity and reducing immediate solvency concerns. Greenbrier Companies, Inc. (GBX) Releases Q1 2026 Earnings
• Neutral Sentiment: Company filings and investor materials published — Greenbrier furnished its Q1 release, slide deck and Form 8‑K, giving investors access to management detail ahead of calls (helps transparency but not directional by itself). View Press Release
• Neutral Sentiment: Management outreach — CEO Lorie Tekorius is scheduled to present at the MARS 2026 Winter Meeting; useful for industry color but not an immediate earnings driver. Greenbrier CEO Lorie Tekorius to Present at MARS 2026 Winter Meeting
• Negative Sentiment: FY‑2026 guidance came in below consensus — Greenbrier set EPS guidance of $3.75–$4.75 (consensus ~$4.15) and revenue guidance of $2.7B–$3.2B (consensus ~$2.9B), signaling more cautious full‑year expectations and limiting upside from the beat.
• Negative Sentiment: Underlying operating weakness — Q1 showed material YoY declines (gross profit down ~40.5%, operating profit down ~45.4%, diluted EPS down ~33.7%) and operating cash from activities fell sharply, indicating margin and cash‑flow pressure that could cap future multiple expansion. Greenbrier Companies, Inc. (GBX) Releases Q1 2026 Earnings

Institutional Investors Weigh In On Greenbrier Companies

Several hedge funds and other institutional investors have recently modified their holdings of the stock. California State Teachers Retirement System raised its stake in Greenbrier Companies by 1.6% during the 2nd quarter. California State Teachers Retirement System now owns 28,747 shares of the transportation company’s stock valued at $1,324,000 after purchasing an additional 454 shares during the last quarter. The Manufacturers Life Insurance Company increased its holdings in shares of Greenbrier Companies by 3.0% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 16,229 shares of the transportation company’s stock worth $747,000 after purchasing an additional 470 shares during the period. CANADA LIFE ASSURANCE Co raised its position in shares of Greenbrier Companies by 1.9% during the second quarter. CANADA LIFE ASSURANCE Co now owns 27,809 shares of the transportation company’s stock valued at $1,280,000 after buying an additional 526 shares during the last quarter. Franklin Resources Inc. lifted its stake in shares of Greenbrier Companies by 3.9% in the third quarter. Franklin Resources Inc. now owns 20,846 shares of the transportation company’s stock valued at $962,000 after buying an additional 773 shares during the period. Finally, Quarry LP lifted its stake 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 during the period. Institutional investors and hedge funds own 95.59% of the company’s stock.

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.