Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
No Data
GBX Transcript
The Greenbrier Companies, Inc. (GBX) Q1 2026 Earnings Call Transcript
Positive1-8
The earnings call summary suggests positive sentiment with strong financial metrics, optimistic guidance, and strategic initiatives. The company plans to ramp up production, maintain strong lease rates, and achieve higher margins in the back half of the year. Despite some uncertainties, such as tariffs and rail consolidation, the overall outlook, including support for USMCA and strategic investments, indicates a positive impact on stock price. The market cap suggests moderate sensitivity, leading to a predicted stock price increase of 2% to 8% over the next two weeks.
The Greenbrier Companies, Inc. (GBX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Neutral12-4
The Greenbrier Companies, Inc. (GBX) Q4 2025 Earnings Call Transcript
Positive10-28
The earnings call summary shows strong financial performance, including record EBITDA, improved margins, and robust cash flow. The company reported a healthy backlog and significant recurring revenue growth. Despite some concerns about lower car builds, management expects a market resurgence and has strategic initiatives to offset declines. The Q&A section provided additional insights into cost-saving measures and strategic adaptations, reinforcing a positive outlook. Given the company's market cap of $1.55 billion, the positive sentiment suggests a likely stock price increase of 2% to 8% over the next two weeks.
The Greenbrier Companies, Inc. (GBX) Q3 2025 Earnings Call Transcript
Positive7-1
The earnings call reflects strong financial performance with increased net earnings and revenue, improved margins, and a positive outlook. The dividend increase and share repurchase indicate confidence in financial health. Raised guidance for margins and revenue further supports a positive sentiment. Despite competitive pressures and FX risks, the company's strategic initiatives and optimistic guidance for demand recovery in H2 FY26 suggest a favorable market reaction. With a market cap of $1.55 billion, the stock is likely to react positively, within the 2% to 8% range, to these developments over the next two weeks.
GBX Slides
GBX Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
