Greenbrier lowers FY26 EPS view to $3.00-$3.50 from $3.75-$4.75

Lowers FY26 revenue view to $2.4B-$2.5B from $2.7B-$3.2B. Consensus is for FY26 EPS $4.08 and for revenue $2.89B. Raises FY26 Net Capital Expenditures vie to $205M from $120M. The company said, “Greenbrier (GBX) updates FY26 guidance to reflect a more gradual production ramp-up resulting from a shift of deliveries into early fiscal 2027. This is driven by order timing rather than changes to underlying demand. The revised outlook also includes increased investment in the lease fleet, with double digit fleet growth expected in fiscal 2026 to grow recurring revenue.”