Greenbrier Companies (NYSE:GBX) Posts Earnings Results, Beats Estimates By $0.03 EPS

Greenbrier Companies (NYSE:GBX) issued its earnings results on Wednesday. The transportation company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.57 by $0.03, FiscalAI reports. The business had revenue of $576.50 million for the quarter, compared to analyst estimates of $612.69 million. Greenbrier Companies had a return on equity of 8.94% and a net margin of 5.12%.The business’s quarterly revenue was down 31.6% on a year-over-year basis. During the same quarter last year, the company earned $1.86 EPS.

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 Trading Down 1.9%

Shares of GBX opened at $48.09 on Thursday. The company’s 50 day simple moving average is $48.65 and its 200-day simple moving average is $50.56. The firm has a market cap of $1.49 billion, a PE ratio of 10.39 and a beta of 1.43. Greenbrier Companies has a 12-month low of $38.23 and a 12-month high of $59.19.

Analysts Set New Price Targets

Several analysts have recently weighed in on GBX shares. Weiss Ratings downgraded shares of Greenbrier Companies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, June 5th. Zacks Research raised shares of Greenbrier Companies from a “strong sell” rating to a “hold” rating in a research report on Monday, June 8th. One research analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $49.00.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the business. California State Teachers Retirement System boosted its stake in shares of Greenbrier Companies by 1.6% during the second quarter. California State Teachers Retirement System now owns 28,747 shares of the transportation company’s stock worth $1,324,000 after buying an additional 454 shares during the period. The Manufacturers Life Insurance Company increased its position in Greenbrier Companies by 3.0% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 16,229 shares of the transportation company’s stock valued at $747,000 after acquiring an additional 470 shares during the period. CANADA LIFE ASSURANCE Co raised its stake in Greenbrier Companies by 1.9% during the 2nd quarter. CANADA LIFE ASSURANCE Co now owns 27,809 shares of the transportation company’s stock valued at $1,280,000 after acquiring an additional 526 shares during the last quarter. Franklin Resources Inc. raised its stake in Greenbrier Companies by 3.9% during the 3rd quarter. Franklin Resources Inc. now owns 20,846 shares of the transportation company’s stock valued at $962,000 after acquiring an additional 773 shares during the last quarter. Finally, Gen Wealth Partners Inc acquired a new stake in Greenbrier Companies during the 4th quarter worth approximately $38,000. 95.59% of the stock is owned by hedge funds and other 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.