Greenbrier Companies Past Earnings Performance
Past criteria checks 1/6
Greenbrier Companies has been growing earnings at an average annual rate of 41.4%, while the Machinery industry saw earnings growing at 8.3% annually. Revenues have been growing at an average rate of 9.9% per year. Greenbrier Companies's return on equity is 9.1%, and it has net margins of 5.1%.
Key information
41.39%
Earnings growth rate
42.22%
EPS growth rate
| Machinery Industry Growth | 8.77% |
| Revenue growth rate | 9.91% |
| Return on equity | 9.07% |
| Net Margin | 5.12% |
| Last Earnings Update | 28 Feb 2026 |
Recent past performance updates
Recent updates
Narrative Update • Apr 27
GBX: Higher Discount Rate And Trimmed Price View Will Cap Returns
Analysts have reduced their price target on Greenbrier Companies by $6, reflecting updated views on the company’s discount rate and future P/E assumptions. Analyst Commentary Recent research on Greenbrier Companies links the US$6 reduction in the price target to updated assumptions around the discount rate and future P/E levels.Analysis Article • Apr 14
Bearish: Analysts Just Cut Their The Greenbrier Companies, Inc. (NYSE:GBX) Revenue and EPS estimates
The latest analyst coverage could presage a bad day for The Greenbrier Companies, Inc. ( NYSE:GBX ), with the analysts...Narrative Update • Apr 11
GBX: Higher Discount Rates Will Limit Upside Even As Margins Improve
Analysts have trimmed Greenbrier Companies' implied value, with the updated price target moving about $5 lower as they factor in slightly higher discount rates, modestly different revenue assumptions, improved profit margin expectations, and a reduced future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts who recently raised their price targets point to room for execution gains, which they see as supportive of higher implied value even with adjusted assumptions.Narrative Update • Mar 28
GBX: One Time Gains Will Lift EPS While Core Strength Remains Questioned
Analysts have lifted Greenbrier Companies' price targets by up to $8, citing recent earnings that included gains from asset dispositions and minority interest, along with updated FY26 and FY27 EPS estimates that refine expectations for the company. Analyst Commentary Analyst reactions to Greenbrier's recent earnings and updated forecasts highlight a mix of optimism on earnings power and caution on the quality of those earnings and longer term execution.Seeking Alpha • Mar 23
Greenbrier Companies On My Bargain-Hunting Watchlist
Summary Greenbrier Companies is currently rated a hold, with a preference to re-enter at ~$45/share after further pullback. GBX's short-term headwinds include a 19% revenue decline, shrinking order backlog, and macro risks tied to the Iran war and global energy supply. Long-term thesis centers on rail transport demand growth in Europe and the US, driven by reindustrialization and energy efficiency imperatives. Incremental buying is favored to manage downside risk, with an eye on improved dividend yield and valuation upon further price weakness. Read the full article on Seeking AlphaNarrative Update • Mar 12
GBX: One Time Gains Will Support EPS While Core Earnings Lag
Analysts have lifted their price targets on Greenbrier by up to $8, citing recent quarterly EPS that came in above some forecasts, adjusted assessments of one time gains, and updated longer term EPS projections into FY26 and FY27. Analyst Commentary Recent research on Greenbrier highlights a mix of optimism around valuation support from earnings and caution around the quality and durability of those earnings.Narrative Update • Feb 25
GBX: One Time Gains Will Mask Weaker Core Earnings Ahead
Analysts have raised their price targets on Greenbrier by about $8, citing updated earnings expectations that reflect recent results while also adjusting for one time gains that boosted reported EPS. Analyst Commentary Recent research updates on Greenbrier Companies focus on how one time items affected the latest quarterly earnings and what that could mean for valuation and future execution.
New Narrative • Feb 12
Railcar Replacement Cycle And Margin Pressures Will Undermine Long Term Earnings Stability
Catalysts About Greenbrier Companies Greenbrier Companies designs, manufactures, leases and manages freight railcars across North America, Europe and Brazil. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 11
GBX: Railcar Cycle And Class 1 Consolidation Will Drive Balanced Returns
Narrative update Analysts have lifted their price targets on Greenbrier by about $8 to roughly $49, citing recent EPS outperformance versus their forecasts, updated views on one-off gains, and revised multi-year earnings estimates as key drivers of the change. Analyst Commentary Recent Street commentary on Greenbrier shows a split view, with some analysts more constructive on the upside potential and others still flagging meaningful risks.
New Narrative • Jan 28
Multi Year Rail Backlog And High Leasing Utilization Will Support Stronger Long Term Outlook
Catalysts About Greenbrier Companies Greenbrier Companies designs, manufactures, leases and manages freight railcars across North America, Europe and Brazil. What are the underlying business or industry changes driving this perspective?Narrative Update • Jan 28
GBX: Future Railcar Cycle And Class 1 Consolidation Will Shape Returns
Analysts have trimmed their average fair value estimate for Greenbrier Companies from about $53.50 to roughly $49.67, as they balance recent target increases around $49 with ongoing concerns about industry cyclicality and the quality of recent earnings. Analyst Commentary Recent research on Greenbrier highlights a split view, with some analysts focusing on upside drivers and others flagging risks tied to the railcar cycle and earnings quality.Analysis Article • Jan 07
The Greenbrier Companies, Inc.'s (NYSE:GBX) Earnings Are Not Doing Enough For Some Investors
The Greenbrier Companies, Inc.'s ( NYSE:GBX ) price-to-earnings (or "P/E") ratio of 7.5x might make it look like a...Analysis Article • Jul 30
Is Greenbrier Companies (NYSE:GBX) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analysis Article • Jul 17
Does Greenbrier Companies (NYSE:GBX) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analysis Article • Jul 03
The Greenbrier Companies, Inc. (NYSE:GBX) Held Back By Insufficient Growth Even After Shares Climb 27%
The Greenbrier Companies, Inc. ( NYSE:GBX ) shares have had a really impressive month, gaining 27% after a shaky period...Analysis Article • May 22
There's Been No Shortage Of Growth Recently For Greenbrier Companies' (NYSE:GBX) Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Analysis Article • Apr 08
Greenbrier Companies (NYSE:GBX) Is Paying Out A Larger Dividend Than Last Year
The Greenbrier Companies, Inc.'s ( NYSE:GBX ) periodic dividend will be increasing on the 13th of May to $0.32, with...Seeking Alpha • Apr 08
Greenbrier Companies Stock: Risky Investment, Continuing To Avoid
Summary Investing is about buying future cash flows; stocks must offer higher returns than risk-free government bonds to justify their risks. Greenbrier's financials are strong but cyclical; recent impressive growth may not continue, making it a risky investment. To match Treasury Note returns, Greenbrier's dividend must grow at an unrealistic 8.5% CAGR over a decade. Given the higher risk and lower expected returns, I recommend avoiding GBX stock in favor of more predictable Treasury Notes. Read the full article on Seeking AlphaAnalysis Article • Apr 07
Here's Why Greenbrier Companies (NYSE:GBX) Has A Meaningful Debt Burden
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Mar 24
The Greenbrier Companies, Inc.'s (NYSE:GBX) Low P/E No Reason For Excitement
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Seeking Alpha • Mar 06
Greenbrier: Take Advantage Of 20% Share Price Pullback
Summary Greenbrier's recent 20% stock price pullback, solid fundamentals, and favorable market trends present a good re-entry point despite challenges in revenue growth and shrinking order backlog. Earnings have surged due to improved profit margins, but future growth depends on increasing sales, which in turn depends on the orders backlog, which is currently shrinking. Positive external factors, like the global energy landscape and European rail transport expansion, support potential long-term demand for Greenbrier's railcars. Risks include potential prolonged stock price decline due to potentially lower oil prices, global economic slowdown, higher interest rates, and Europe's stagnant industrial output since 2008. Read the full article on Seeking AlphaAnalysis Article • Feb 13
There's Been No Shortage Of Growth Recently For Greenbrier Companies' (NYSE:GBX) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysis Article • Jan 13
Greenbrier Companies (NYSE:GBX) Is Due To Pay A Dividend Of $0.30
The Greenbrier Companies, Inc. ( NYSE:GBX ) has announced that it will pay a dividend of $0.30 per share on the 19th of...Seeking Alpha • Jan 09
The Greenbrier Companies: Stay For The Margin Power
Summary The Greenbrier Companies, Inc. reported strong fiscal Q1 results with revenue up 8.3% year-over-year, driven by robust deliveries and a solid new railcar order print. Gross margin improved to 19.8% in Q1, thanks to a favorable product mix and operational efficiencies, despite lower sequential revenues. The company extended its $100 million share repurchase program and declared a $0.30 per share dividend, emphasizing its shareholder-friendly practices. Looking ahead, GBX expects 22,500-25,000 deliveries and revenue between $3.35 billion and $3.65 billion this fiscal year. We see value still at 10.3X FWD, and the margin power justifies holding on for long-term gains. Read the full article on Seeking AlphaAnalysis Article • Jan 01
Is There Now An Opportunity In The Greenbrier Companies, Inc. (NYSE:GBX)?
While The Greenbrier Companies, Inc. ( NYSE:GBX ) might not have the largest market cap around , it led the NYSE...Analysis Article • Dec 18
Greenbrier Companies (NYSE:GBX) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Nov 28
Greenbrier: Gross Margin Increase Will Continue To Drive Shares Northward
Summary Rated 'Buy' in March 2022, Greenbrier shares have returned 40%, outperforming the S&P500's 30% return in the same period. Greenbrier's profitability is driven by a 27% increase in gross profit, reaching $558.5 million for the year ending August 2024. A potential breakout above 2014 and 2024 highs suggests shares should not trade below the supporting trend line if the breakout is confirmed. Value investors should focus on Greenbrier's future profitability from recurring revenue rather than its current valuation. Read the full article on Seeking AlphaAnalysis Article • Nov 26
If EPS Growth Is Important To You, Greenbrier Companies (NYSE:GBX) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • Nov 12
Improved Earnings Required Before The Greenbrier Companies, Inc. (NYSE:GBX) Stock's 26% Jump Looks Justified
The Greenbrier Companies, Inc. ( NYSE:GBX ) shares have continued their recent momentum with a 26% gain in the last...
New Narrative • Oct 27
Analysts Cast Doubt As Machinery Giant Faces Sluggish Revenue Forecast
Strategic focus on leasing and management aims for stable future revenue, leveraging fleet expansion to enhance long-term margins and growth.Analysis Article • Oct 21
Greenbrier Companies' (NYSE:GBX) Dividend Will Be $0.30
The Greenbrier Companies, Inc. ( NYSE:GBX ) has announced that it will pay a dividend of $0.30 per share on the 27th of...Analysis Article • Sep 25
Is It Too Late To Consider Buying The Greenbrier Companies, Inc. (NYSE:GBX)?
While The Greenbrier Companies, Inc. ( NYSE:GBX ) might not have the largest market cap around , it saw a decent share...Analysis Article • Sep 12
Is Greenbrier Companies (NYSE:GBX) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Sep 10
Continuing To Avoid Greenbrier
Summary Despite good financial results, Greenbrier's shares are too risky at current prices; I'm waiting for a drop to the mid-high $30s. Revenue fell 15%, but net earnings surged 162% due to excellent cost control; dividend increased by 9%. Current valuation is middling; shares are neither cheap nor expensive, making them unattractive given a potential market downturn. The market's 12% growth expectation for Greenbrier is excessive; prudence dictates staying on the sidelines for now. Read the full article on Seeking AlphaAnalysis Article • Aug 30
The Greenbrier Companies, Inc.'s (NYSE:GBX) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Seeking Alpha • Aug 21
Greenbrier: A Buying Opportunity Could Arise This Fall
Summary Greenbrier's financial results have been solid and steady in the past few years, owing in part to beneficial external trends, such as increased rail transport demand in Europe. Most ongoing trends suggest that rail transport, especially for freight, are likely to provide companies like Greenbrier with opportunities for growth, as deglobalization leads to more regionalized supply chains. I foresee an opportunity to buy on the dip perhaps in the fall, if a broader stock market selloff leads to a significant decline in Greenbrier's stock price. Read the full article on Seeking AlphaAnalysis Article • Jul 27
The Returns At Greenbrier Companies (NYSE:GBX) Aren't Growing
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analysis Article • Jul 11
Revenue Miss: The Greenbrier Companies, Inc. Fell 11% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models
As you might know, The Greenbrier Companies, Inc. ( NYSE:GBX ) last week released its latest third-quarter, and things...Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Greenbrier Companies makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 28 Feb 26 | 2,896 | 148 | 249 | 6 |
| 30 Nov 25 | 3,070 | 185 | 256 | 6 |
| 31 Aug 25 | 3,240 | 204 | 258 | 6 |
| 31 May 25 | 3,534 | 229 | 255 | 5 |
| 28 Feb 25 | 3,511 | 203 | 249 | 5 |
| 30 Nov 24 | 3,612 | 184 | 248 | 5 |
| 31 Aug 24 | 3,545 | 160 | 242 | 5 |
| 31 May 24 | 3,509 | 123 | 235 | 4 |
| 29 Feb 24 | 3,727 | 111 | 239 | 4 |
| 30 Nov 23 | 3,986 | 110 | 234 | 4 |
| 31 Aug 23 | 3,944 | 63 | 231 | 4 |
| 31 May 23 | 3,877 | 58 | 239 | 5 |
| 28 Feb 23 | 3,633 | 40 | 233 | 5 |
| 30 Nov 22 | 3,194 | 19 | 229 | 5 |
| 31 Aug 22 | 2,978 | 47 | 220 | 5 |
| 31 May 22 | 2,626 | 58 | 206 | 6 |
| 28 Feb 22 | 2,283 | 75 | 197 | 6 |
| 30 Nov 21 | 1,896 | 53 | 186 | 6 |
| 31 Aug 21 | 1,748 | 32 | 186 | 6 |
| 31 May 21 | 1,785 | 1 | 177 | 6 |
| 28 Feb 21 | 2,098 | 9 | 177 | 6 |
| 30 Nov 20 | 2,426 | 31 | 188 | 6 |
| 31 Aug 20 | 2,792 | 49 | 199 | 6 |
| 31 May 20 | 3,070 | 84 | 201 | 5 |
| 29 Feb 20 | 3,164 | 72 | 200 | 5 |
| 30 Nov 19 | 3,198 | 61 | 193 | 5 |
| 31 Aug 19 | 3,034 | 71 | 208 | 5 |
| 31 May 19 | 2,809 | 67 | 192 | 6 |
| 28 Feb 19 | 2,594 | 85 | 195 | 6 |
| 30 Nov 18 | 2,564 | 143 | 198 | 6 |
| 31 Aug 18 | 2,519 | 152 | 194 | 6 |
| 31 May 18 | 2,442 | 145 | 192 | 4 |
| 28 Feb 18 | 2,239 | 144 | 183 | 4 |
| 30 Nov 17 | 2,176 | 117 | 172 | 4 |
| 31 Aug 17 | 2,169 | 116 | 166 | 4 |
| 31 May 17 | 2,153 | 126 | 164 | 0 |
| 28 Feb 17 | 2,327 | 128 | 165 | 0 |
| 30 Nov 16 | 2,429 | 139 | 163 | 0 |
| 31 Aug 16 | 2,680 | 183 | 156 | 3 |
| 31 May 16 | 2,850 | 217 | 157 | 0 |
| 29 Feb 16 | 2,952 | 224 | 154 | 0 |
| 30 Nov 15 | 2,913 | 229 | 148 | 0 |
| 31 Aug 15 | 2,605 | 193 | 152 | 0 |
| 31 May 15 | 2,458 | 173 | 143 | 0 |
Quality Earnings: GBX has a large one-off gain of $36.8M impacting its last 12 months of financial results to 28th February, 2026.
Growing Profit Margin: GBX's current net profit margins (5.1%) are lower than last year (5.8%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: GBX's earnings have grown significantly by 41.4% per year over the past 5 years.
Accelerating Growth: GBX's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: GBX had negative earnings growth (-26.8%) over the past year, making it difficult to compare to the Machinery industry average (1.6%).
Return on Equity
High ROE: GBX's Return on Equity (9.1%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/13 23:47 |
| End of Day Share Price | 2026/05/13 00:00 |
| Earnings | 2026/02/28 |
| Annual Earnings | 2025/08/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Greenbrier Companies, Inc. is covered by 15 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Kenneth Hoexter | BofA Global Research |
| Mehvish Rahman | Citigroup Inc |
| Kristine Kubacki | CLSA |