The Motley Fool·Oct 27, 2026
Greenbrier: 3 Key Takeaways for Long-Term InvestorsRecurring revenue reached $175 million in fiscal 2026, up 55%. Fourth-quarter railcar orders reached $600 million across 3,400 units.
GBX appears trapped in an extended cyclical down-cycle, with revenue contracting for eight consecutive quarters and the YoY decline accelerating to -31.4% in 2026Q3 as the railcar backlog unwinds.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 26, 2026 | $0.39-51.4% vs $0.80 | $591M-2.3% vs $605M |
Q3 2026 Jul 1, 2026 | $0.60+0.0% vs $0.60 | $577M-5.9% vs $613M |
Q2 2026 Apr 7, 2026 | $0.47-42.9% vs $0.82 | $588M-11.5% vs $664M |
Q1 2026 Jan 8, 2026 | $1.14+35.7% vs $0.84 | $706M+7.7% vs $656M |
Recurring revenue reached $175 million in fiscal 2026, up 55%. Fourth-quarter railcar orders reached $600 million across 3,400 units.
The Greenbrier Companies, Inc. (GBX) Q4 2026 Earnings Call Transcript
Greenbrier Companies NYSE: GBX reported fiscal 2026 results that reflected weak railcar demand and customer caution over macroeconomic and trade-policy uncertainty, while highlighting growth in its leasing business, a fourth-quarter improvement in orders and a fiscal 2027 outlook calling for higher revenue and earnings.
LAKE OSWEGO, Ore., Oct. 26, 2026 /PRNewswire/ -- The Greenbrier Companies, Inc. (NYSE:GBX) today announced its fiscal fourth quarter 2026 financial results through an earnings release that will be furnished with the Securities and Exchange Commission on a Form 8-K and available on its investor website at https://investors.gbrx.com/.
Benchmark GBX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Greenbrier Companies, Inc. (GBX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.51 | $1.28B | 17.81 | -23.88% | 3.01% | 4.31% | 3.23% | |
| $29.43 | $2.34B | 7.21 | -29.95% | 15.57% | 28.95% | 4.05% | |
| $4.24 | $139.04M | -10.86 | -10.45% | -2.69% | — | — | |
| $283.59 | $47.9B | 34.99 | 7.51% | 11.2% | 12.13% | 0.36% | |
| $401.76 | $88.81B | 28.24 | 7.48% | 13.56% | 36.01% | 0.93% | |
| $182.74 | $6.49B | 16.54 | 9.77% | 17.69% | 10.85% | 1.37% |
The Greenbrier Companies, Inc. (GBX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Greenbrier Companies, Inc. (GBX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 26, 2026·SEC
Oct 26, 2026·SEC
Jul 1, 2026·SEC
Get notified when GBX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
The Greenbrier Companies, Inc. (GBX) stock FAQ — growth, dividends, profitability & financials explained
The Greenbrier Companies, Inc. (GBX) reported $2.46B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 471% more than the $430.9M of fiscal year 1997.
The Greenbrier Companies, Inc. (GBX) revenue fell by 23.9% over the trailing twelve months, compared with the twelve months before.
Yes. The Greenbrier Companies, Inc. (GBX) earned $74.0M in net income over the trailing twelve months (a 3.0% net margin).
Yes. The Greenbrier Companies, Inc. (GBX) pays a dividend that yields 3.23% at the current price, a moderate yield.
The Greenbrier Companies, Inc. (GBX) had a return on equity (ROE) of 4.3% over the trailing twelve months. That is below the market's typical 10-15%.
The Greenbrier Companies, Inc. (GBX) had negative free cash flow of $239.7M over the trailing twelve months.
