Greenbrier Companies, Inc. (The
42.00-3.26 (-7.2%)
Oct 29, 4:00:02 PM EDT · NYSE · GBX · USD
Key Stats
Market Cap
1.30BP/E (TTM)
6.61Basic EPS (TTM)
6.35Dividend Yield
0%Recent Filings
8-K
Record FY25 earnings reported
The Greenbrier Companies capped fiscal 2025 with record net earnings of $204 million and diluted EPS of $6.35, driven by operational excellence and lease fleet expansion to 17,000 units at 98% utilization. Yet European facility closures added $8 million in rationalization costs, yielding $20 million in annualized savings while preserving capacity. Backlog stands at 16,600 units worth $2.2 billion. Fiscal 2026 guidance projects 17,500–20,500 deliveries and EPS of $3.75–$4.75 amid resilient markets.
10-K
FY2025 results
The Greenbrier Companies capped FY2025 with a $2.2B backlog, down from $3.4B in FY2024, yet delivered solid results amid macroeconomic headwinds. Annual revenue dipped 8.6% y/y to $3.24B, driven by an 8.5% drop in manufacturing deliveries to 20,400 units, but margin expanded 2.9 points to 18.7% on operating efficiencies and higher Leasing & Fleet Management rents from a 9.7% fleet growth to 17,000 cars. Q4 momentum shone through sequential margin gains in manufacturing, fueled by cost controls, while Leasing utilization hit 98.2% with improved rates. Liquidity stayed robust at $802M including $496M in available borrowings, supporting $140M in lease capex and $22M in buybacks; no dividends changed. For FY2026, expect $240M in Leasing capex and $80M in manufacturing, with $1B backlog deliveries. Yet supply chain snarls could stall quarterly ramps.
10-Q
Q3 FY2025 results
The Greenbrier Companies, Inc. reported strong Q3 FY2025 results with revenue of $842.7 million, up 2.7% YoY, driven by higher railcar deliveries and leasing growth. Manufacturing revenue increased 3.1% to $778.2 million from 5,200 deliveries, while Leasing & Fleet Management revenue rose 1.1% to $64.5 million from fleet expansion. Gross margin improved to 18.0% from 15.1%, reflecting operational efficiencies. Net earnings attributable to Greenbrier surged 77.3% to $60.1 million, with diluted EPS at $1.86 versus $1.06. Operating cash flow strengthened to $167.7 million YTD, up from $138.4 million. Balance sheet shows $296.8 million cash, $1.76 billion total debt, and $1.67 billion equity. Backlog reached $2.5 billion, up from $2.3 billion. No major risks or M&A noted.
8-K
Strong Q3 earnings, raised guidance
Greenbrier posted Q3 net earnings of $60 million, or $1.86 diluted EPS, on $843 million revenue, up sequentially from $762 million. Aggregate gross margin hit 18%, driving $140 million operating cash flow and 98% lease fleet utilization, while new orders of 3,900 units bolstered a $2.5 billion backlog. The company raised FY25 gross margin guidance to 17.7%-18.3% yet closed a European facility, eyeing $10 million annual savings. Strong backlog sustains deliveries.
8-K
Greenbrier declares $0.32 dividend
The Greenbrier Companies declared a quarterly cash dividend of $0.32 per share, payable August 7, 2025, to shareholders of record on July 17, 2025. This marks the 45th consecutive quarterly payout, signaling steady commitment to investors amid economic pressures. Yet risks like inflation and geopolitical unrest could sway results. Greenbrier stays resilient.
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