GBX News & Events

Reports Q4 revenue $587.5M, consensus $663.67M. "Greenbrier delivered resilient Q2 results in a low-volume environment," said Lorie L. Tekorius, CEO and President. "Our integrated business model, supported by disciplined execution and strong cash generation, continued to drive performance. We further strengthened our liquidity and balance sheet, providing flexibility while customer commitments remain measured and market conditions continue to evolve."

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 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."

The Greenbrier Companies announced a quarterly cash dividend of 34c per share, payable on May 11 to stockholders of record as of April 20. This represents a 6% increase from 32c per share and is Greenbrier's 48th consecutive quarterly dividend.