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

Key Points

• FY2026 guidance: Greenbrier issued EPS guidance of $3.00–$3.50 and revenue guidance of $2.4B–$2.5B, both notably below consensus estimates of $4.21 EPS and $2.9B revenue.
• Recent results disappointed: the company reported $0.47 EPS vs. $0.82 expected and revenue down 22.9% year-over-year, underscoring weaker near-term demand.
• Shareholder return & valuation: Greenbrier boosted its quarterly dividend to $0.34 (annualized $1.36, yield 2.6%), and the stock trades near $52.64 with a market cap of about $1.63B and a P/E of 9.22.

Greenbrier Companies (NYSE:GBX - Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.000-3.500 for the period, compared to the consensus EPS estimate of 4.210. The company issued revenue guidance of $2.4 billion-$2.5 billion, compared to the consensus revenue estimate of $2.9 billion.

Greenbrier Companies Price Performance

GBX stock traded up $3.61 on Thursday, reaching $52.64. The company's stock had a trading volume of 357,428 shares, compared to its average volume of 443,799. Greenbrier Companies has a 52 week low of $38.23 and a 52 week high of $59.19. The company has a market capitalization of $1.63 billion, a P/E ratio of 9.22, a price-to-earnings-growth ratio of 2.21 and a beta of 1.62. The firm has a fifty day moving average of $53.84 and a two-hundred day moving average of $48.69.

Greenbrier Companies (NYSE:GBX - Get Free Report) last released its earnings results on Tuesday, April 7th. The transportation company reported $0.47 earnings per share for the quarter, missing analysts' consensus estimates of $0.82 by ($0.35). The firm had revenue of $587.50 million during the quarter, compared to analyst estimates of $667.02 million. Greenbrier Companies had a return on equity of 11.53% and a net margin of 6.03%.The business's revenue for the quarter was down 22.9% on a year-over-year basis. During the same quarter last year, the company earned $1.56 earnings per share. As a group, equities analysts expect that Greenbrier Companies will post 5.9 EPS for the current fiscal year.

Greenbrier Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, May 11th. Stockholders of record on Monday, April 20th will be given a dividend of $0.34 per share. This is a boost from Greenbrier Companies's previous quarterly dividend of $0.32. The ex-dividend date is Monday, April 20th. This represents a $1.36 dividend on an annualized basis and a dividend yield of 2.6%. Greenbrier Companies's payout ratio is currently 22.38%.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. Weiss Ratings reissued a "hold (c+)" rating on shares of Greenbrier Companies in a research note on Thursday, January 22nd. Susquehanna boosted their target price on shares of Greenbrier Companies from $52.00 to $60.00 and gave the company a "positive" rating in a research note on Monday, January 26th. Finally, Zacks Research raised shares of Greenbrier Companies from a "strong sell" rating to a "hold" rating in a research note on Monday, December 29th. One research analyst has rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Greenbrier Companies currently has a consensus rating of "Hold" and a consensus price target of $49.00.

Insider Buying and Selling

In other Greenbrier Companies news, COO William J. Krueger sold 6,000 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $50.00, for a total transaction of $300,000.00. Following the transaction, the chief operating officer directly owned 59,262 shares of the company's stock, valued at $2,963,100. This represents a 9.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.71% of the stock is owned by insiders.

Institutional Investors Weigh In On Greenbrier Companies

A number of hedge funds have recently bought and sold shares of GBX. Gen Wealth Partners Inc bought a new stake in Greenbrier Companies during the fourth quarter valued at about $38,000. Quarry LP boosted its holdings in Greenbrier Companies by 6,900.0% during the third quarter. Quarry LP now owns 1,120 shares of the transportation company's stock valued at $52,000 after acquiring an additional 1,104 shares during the period. Tower Research Capital LLC TRC boosted its holdings in Greenbrier Companies by 282.4% during the second quarter. Tower Research Capital LLC TRC now owns 3,040 shares of the transportation company's stock valued at $140,000 after acquiring an additional 2,245 shares during the period. Advisory Services Network LLC bought a new stake in Greenbrier Companies during the third quarter valued at about $180,000. Finally, Vestcor Inc bought a new stake in Greenbrier Companies during the third quarter valued at about $183,000. 95.59% of the stock is currently owned by institutional investors.

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.

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