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

Greenbrier Companies (NYSE:GBX) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.750-4.75 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

GBX has been the subject of several research analyst reports. Wall Street Zen downgraded shares of Greenbrier Companies from a “strong-buy” rating to a “hold” rating in a research note on Saturday, November 1st. Weiss Ratings reiterated a “hold (c+)” rating on shares of Greenbrier Companies in a report on Wednesday, October 8th. Susquehanna cut their price target on Greenbrier Companies from $57.00 to $52.00 and set a “positive” rating on the stock in a research note on Wednesday, October 29th. Zacks Research upgraded Greenbrier Companies from a “strong sell” rating to a “hold” rating in a report on Monday, December 29th. Finally, The Goldman Sachs Group initiated coverage on shares of Greenbrier Companies in a report on Friday, November 21st. They set a “sell” rating and a $38.00 target price on the stock. 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 company. Based on data from MarketBeat, Greenbrier Companies presently has a consensus rating of “Hold” and a consensus price target of $45.00.

Greenbrier Companies Trading Up 5.6%

Shares of NYSE GBX opened at $53.43 on Friday. Greenbrier Companies has a 1-year low of $37.77 and a 1-year high of $71.06. The business has a fifty day moving average price of $45.25 and a 200 day moving average price of $46.42. The stock has a market capitalization of $1.67 billion, a P/E ratio of 8.48, a price-to-earnings-growth ratio of 2.20 and a beta of 1.67. The company has a debt-to-equity ratio of 1.03, a current ratio of 2.43 and a quick ratio of 1.38.

Greenbrier Companies (NYSE:GBX) last released 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 net margin of 6.30% and a return on equity of 12.90%. The business had revenue of $706.10 million during the quarter, compared to analyst estimates of $641.52 million. During the same period in the prior year, the firm posted $1.72 earnings per share. The company’s quarterly revenue was down 19.4% on a year-over-year basis. Greenbrier Companies has set its FY 2026 guidance at 3.750-4.75 EPS. Equities research analysts expect that Greenbrier Companies will post 5.9 EPS for the current fiscal year.

Greenbrier Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Tuesday, January 27th will be given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, January 27th. Greenbrier Companies’s dividend payout ratio is currently 20.32%.

Trending Headlines about Greenbrier Companies

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

• Positive Sentiment: Q1 FY2026 results beat expectations — diluted EPS of $1.14 and revenue of $706.1M topped consensus estimates, showing the company outperformed analyst forecasts this quarter. Quiver Quant Q1 2026 Earnings
• Neutral Sentiment: Company provided investor materials and held its earnings call; slide deck and press release are available for details that could influence guidance interpretation. PR Newswire Q1 Release
• Neutral Sentiment: Balance-sheet signal: cash & cash equivalents improved (~+20.6% YoY) which supports liquidity, but operating cash generation weakened sharply — a mixed cash-flow picture that investors will scrutinize. Quiver Quant Q1 2026 Earnings
• Negative Sentiment: FY2026 guidance came in below consensus — EPS range of $3.75–$4.75 and revenue guidance of $2.7B–$3.2B are below street estimates, which tempers the positive reaction to the quarterly beat.
• Negative Sentiment: Significant year-over-year declines in profitability metrics (revenue -19.4% YoY, gross profit -40.5%, operating profit -45.4%, EPS down ~34% YoY) and a sharp drop in operating cash flow are headwinds for longer-term growth expectations. Quiver Quant Q1 2026 Earnings
• Negative Sentiment: Mixed analyst and institutional activity — recent large reductions by some institutional holders and a split analyst outlook (buy vs. sell) add uncertainty around sentiment and future price targets. Quiver Quant Institutional & Analyst Notes

Hedge Funds Weigh In On Greenbrier Companies

Hedge funds have recently made changes to their positions in the company. Quarry LP lifted its position in Greenbrier Companies by 6,900.0% during the 3rd quarter. Quarry LP now owns 1,120 shares of the transportation company’s stock worth $52,000 after acquiring an additional 1,104 shares during the period. Tower Research Capital LLC TRC boosted its position in Greenbrier Companies by 282.4% in the second quarter. Tower Research Capital LLC TRC now owns 3,040 shares of the transportation company’s stock valued at $140,000 after buying an additional 2,245 shares during the last quarter. Advisory Services Network LLC acquired a new position in Greenbrier Companies in the 3rd quarter worth approximately $180,000. Vestcor Inc acquired a new position in Greenbrier Companies in the 3rd quarter worth approximately $183,000. Finally, Headlands Technologies LLC raised its position in Greenbrier Companies by 2,622.4% during the 2nd quarter. Headlands Technologies LLC now owns 4,247 shares of the transportation company’s stock worth $196,000 after buying an additional 4,091 shares during the last quarter. 95.59% of the stock is owned by institutional investors and hedge funds.

About Greenbrier Companies

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.