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Greenbrier Companies (GBX)
NYSE:GBX
Earnings Data
Report Date
Apr 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.9Last Year’s EPS
1.69Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized disciplined execution, strong liquidity, solid Q1 financial results (revenue, margins, EPS, EBITDA) and resilient leasing performance. Management reiterated FY2026 guidance and highlighted order momentum, backlog stability and opportunistic fleet transactions. Key near-term challenges include demand timing uncertainty driven by freight volumes and trade policy, moderated production with workforce adjustments (primarily Mexico) and European restructuring-related inefficiencies. On balance, the positives (liquidity, recurring leasing earnings, order momentum, stable backlog, and guidance reiteration) outweigh the near-term operational and demand-related headwinds.Company Guidance
Solid Quarterly Financials
Q1 revenue of $706 million; aggregate gross margin of 15%; operating income of $61 million (~9% of revenue); diluted EPS of $1.14; EBITDA of $98 million (~14% of revenue).
Strong Liquidity and Cash Generation
Q1 liquidity highest in 20 quarters at over $895 million (more than $300 million cash on hand and $535 million available borrowing capacity); operating cash flow of $76 million for the quarter.
Recurring Earnings from Leasing Business
Lease fleet utilization nearly 98% with strong retention; renewals showing double-digit year-over-year increases; approximately 1,500–1,800 leases were up for renewal entering the fiscal year with ~35% already renewed.
Order Momentum and Backlog
Received global orders for ~3,700 railcars valued at roughly $550 million (average ASP ~ $150k driven by specialty cars); backlog roughly steady at ~16,300 units valued at about $2.2 billion.
Capital Allocation Discipline and Shareholder Returns
Declared $0.32 quarterly dividend (47th consecutive quarterly dividend); repurchased ~$13 million of shares in Q1 with ~ $65 million remaining authorization; opportunistic fleet sales generated a gain of ~$17.7 million (~$0.30 EPS impact this quarter).
Reiterated FY2026 Guidance
Guidance maintained for FY26: new railcar deliveries 17,500–20,500 units; revenue $2.7B–$3.2B; aggregate gross margin 16%–16.5%; operating margin 9%–9.5%; EPS $3.75–$4.75.
Return on Invested Capital In Line with Target
12-month return on invested capital of 10%, within the company's FY2026 target range of 10%–14%.
Operational Efficiency Actions
Proactive alignment of production with demand, continued overhead optimization and process improvement initiatives; manufacturing footprint adjustments (including targeted headcount reductions) intended to improve structural efficiency and scale economics as demand recovers.
GBX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GBX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 08, 2026 | $53.34 | ― | ― |
Oct 28, 2025 | $44.92 | $41.68 | -7.21% |
Jul 01, 2025 | $46.34 | $56.11 | +21.08% |
Apr 07, 2025 | $43.78 | $38.78 | -11.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Greenbrier Companies (GBX) report earnings?
Greenbrier Companies (GBX) is schdueled to report earning on Apr 13, 2026, Before Open (Confirmed).
What is Greenbrier Companies (GBX) earnings time?
Greenbrier Companies (GBX) earnings time is at Apr 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GBX EPS forecast?
GBX EPS forecast for the fiscal quarter 2026 (Q2) is 0.9.
