Greenbrier reports Q1 EPS $1.14, consensus 79c

Reports Q1 revenue $706.1M, consensus $655.53M. In Q1, new railcar orders for 3,700 units valued at $550M and deliveries of 4,400 units, resulting in a new railcar backlog of 16,300 units with an estimated value of $2.2B as of November 30, 2025. “Greenbrier (GBX) delivered solid results in Q1,” said Lorie Tekorius, CEO and President. “Leasing and Fleet Management provided stability through strong execution and recurring cash flows including selectively recycling capital through fleet sales in a strong equipment market to support liquidity and balance sheet strength. Manufacturing achieved good operating performance on lower volumes.”