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The Greenbrier Companies, Inc. Stock Price

NYSE:GBX Community·US$1.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

GBX Share Price Performance

US$51.75
-3.15 (-5.74%)
US$49.67
Fair Value
US$51.75
-3.15 (-5.74%)
4.2% overvalued intrinsic discount
US$49.67
Fair Value
Price US$51.75
AnalystConsensusTarget US$49.67
AnalystHighTarget US$60.00
AnalystLowTarget US$40.00

GBX Community Narratives

AnalystConsensusTarget·
Fair Value US$49.67 4.2% overvalued intrinsic discount

Rail Leasing And European Rationalization Will Sustain Momentum Amid Headwinds

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AnalystHighTarget·
Fair Value US$60 13.8% undervalued intrinsic discount

Multi Year Rail Backlog And High Leasing Utilization Will Support Stronger Long Term Outlook

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AnalystLowTarget·
Fair Value US$40 29.4% overvalued intrinsic discount

Railcar Replacement Cycle And Margin Pressures Will Undermine Long Term Earnings Stability

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US$49.67
4.2% overvalued intrinsic discount
Revenue
-1.24% p.a.
Profit Margin
2.96%
Future PE
22.55x
Price in 2029
US$67.12
US$40
29.4% overvalued intrinsic discount
Revenue
-0.11% p.a.
Profit Margin
3.48%
Future PE
15.23x
Price in 2029
US$55.08
US$60
13.8% undervalued intrinsic discount
Revenue
-0.11% p.a.
Profit Margin
3.5%
Future PE
22.84x
Price in 2029
US$83.22

Trending Discussion

Updated Narratives

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GBX: One Time Gains Will Support EPS While Core Earnings Lag

Fair Value: US$49.67 4.2% overvalued intrinsic discount
3 users have followed this narrative
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Railcar Replacement Cycle And Margin Pressures Will Undermine Long Term Earnings Stability

Fair Value: US$40 29.4% overvalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
GBX logo

Multi Year Rail Backlog And High Leasing Utilization Will Support Stronger Long Term Outlook

Fair Value: US$60 13.8% undervalued intrinsic discount
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0 users have commented on this narrative
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Snowflake Analysis

Established dividend payer with proven track record.

3 Risks
4 Rewards

The Greenbrier Companies, Inc. Key Details

US$3.1b

Revenue

US$2.5b

Cost of Revenue

US$537.2m

Gross Profit

US$352.0m

Other Expenses

US$185.2m

Earnings

Last Reported Earnings
Nov 30, 2025
Next Reporting Earnings
n/a
6.00
17.50%
6.03%
101.8%
View Full Analysis

About GBX

Founded
1974
Employees
11000
CEO
Lorie Tekorius
WebsiteView website
www.gbrx.com

The Greenbrier Companies, Inc. designs, manufactures, and markets railroad freight car equipment in North America, Europe, and South America. It operates through Manufacturing, and Leasing & Management Services. The Manufacturing segment offers covered hopper cars, gondolas, open top hoppers, boxcars, center partition cars, tank cars, sustainable conversions, intermodal railcars, and railcar equipment; reconditioning of wheels and axles, new axle machining and finishing, and downsizing; operates a railcar maintenance network; and reconditions and manufactures railcar cushioning units, couplers, yokes, side frames, bolsters, and various other parts. The Leasing & Management Services segment offers operating leases and per diem leases for a fleet of approximately 17,000 railcars; and management services comprising railcar maintenance management, railcar accounting services, fleet management and logistics, administration, and railcar re-marketing. This segment provides management services for railroads, shippers, carriers, institutional investors, and other leasing and transportation companies. It serves railroads, leasing companies, financial institutions, shippers, carriers, and transportation companies. The company was founded in 1974 and is headquartered in Lake Oswego, Oregon.