Greenbrier CEO Lorie Tekorius to Speak at MARS 2026 Winter Meeting
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2026
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Should l Buy GBX?
Source: Newsfilter
- Industry Leadership Speech: Greenbrier CEO Lorie Tekorius is scheduled to speak at the MARS 2026 Winter Meeting on January 14, sharing insights on railcar manufacturing and supply chain trends, showcasing the company's leadership in the freight rail industry.
- Commitment to Policy Advocacy: Tekorius emphasizes that MARS provides a collaborative platform for all parties in the rail supply chain, indicating Greenbrier's dedication to enhancing policy advocacy to improve equipment and infrastructure in North American freight rail.
- Enhancing Market Competitiveness: Through engagement with industry peers and customers, Tekorius aims to boost the availability and competitiveness of North American freight rail, further solidifying Greenbrier's position in the market.
- Global Business Presence: Greenbrier designs, builds, and markets freight railcars across North America, Europe, and Brazil, owning a lease fleet of approximately 17,000 railcars, demonstrating its extensive influence in the global freight market.
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Analyst Views on GBX
Wall Street analysts forecast GBX stock price to fall
3 Analyst Rating
1 Buy
0 Hold
2 Sell
Moderate Sell
Current: 56.070
Low
38.00
Averages
46.33
High
52.00
Current: 56.070
Low
38.00
Averages
46.33
High
52.00
About GBX
The Greenbrier Companies, Inc. is an international supplier of equipment and services to global freight transportation markets. The Company designs, builds and markets freight railcars in North America, Europe and Brazil. It is a provider of freight railcar wheel services, parts, maintenance and retrofitting services in North America through its maintenance services business unit. It owns a lease fleet of approximately 15,500 railcars that originate primarily from its manufacturing operations. The Company offers railcar management, regulatory compliance services and leasing services to railroads and other railcar owners in North America. Its products include freight railcars, tank cars, intermodal railcars, automotive and sustainable conversions. Its North American management services business offers a range of software and services that include railcar maintenance management, railcar accounting services, total fleet management, fleet logistics, administration and railcar re-marketing.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Market Demand: The robust demand from investors for this ABS issuance reflects ongoing market confidence in Greenbrier's railcar portfolios, with stable utilization and predictable cash flows providing a solid foundation for future growth.
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- Strategic Importance: CFO Michael Donfris noted that Williams' expertise will add significant value to the company's investor relations efforts, supporting the ongoing growth strategy and strengthening relationships with investors.
- Educational Background: Williams holds a Bachelor of Science degree in Finance from the University of Utah, and his educational background combined with extensive industry experience will provide robust support for Greenbrier's investor relations management.
See More
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- New Appointment: Greenbrier has appointed Travis Williams as the Head of Investor Relations, reporting directly to CFO Michael Donfris, aiming to enhance engagement and communication with investors.
- Extensive Experience: With over 20 years in investor relations, capital markets, and equity analysis, Williams previously served as Senior Director of Investor Relations at Enerpac Tool Group, demonstrating a strong ability to enhance shareholder engagement and drive long-term value creation.
- Strategic Importance: Company executives noted that Williams' expertise will add significant value to Greenbrier's investor relations efforts, supporting the company's ongoing growth strategy and strengthening relationships with investors.
- Educational Background: Williams holds a Bachelor of Science degree in Finance from the University of Utah, and his educational and professional background will bolster the company's competitiveness in the global freight market.
See More
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- Sales Surge: The company's quarterly sales reached $706.1 million, significantly exceeding the anticipated $626.297 million, demonstrating robust product demand that could enhance market share and competitiveness.
- Stock Fluctuation: Despite the positive earnings report, Greenbrier's stock fell 0.8% to $52.90 in after-hours trading, reflecting market concerns about the broader economic environment.
- Industry Impact: Greenbrier's strong financial results may positively influence the transportation and logistics sector, attracting more investor attention to related stocks and potentially driving overall industry recovery.
See More
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- New Order Growth: The company secured approximately 3,700 new railcar orders valued at around $550 million, indicating strong demand even in a challenging market, thereby strengthening its market position.
- Robust Liquidity: Greenbrier maintains over $895 million in liquidity, including more than $300 million in cash and $535 million in available borrowing capacity, reflecting its solid capital structure and disciplined execution.
- Fiscal 2026 Guidance: The company reiterated its fiscal 2026 guidance, projecting revenue between $2.7 billion and $3.2 billion, showcasing confidence in navigating current market conditions and commitment to long-term value creation.
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