GREENBRIER COMPANIES INC — Form 8-K
Filed October 26, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
For fiscal year ended August 31, 2026, Greenbrier reported net earnings of $79M ($2.49 diluted EPS) on revenues of $2.46B, down from $204M ($6.35 EPS) in FY2025. Q4 new railcar orders totaled 3,400 units valued at $600M; backlog stands at 14,000 units worth $2.1B. Owned lease fleet grew 23% to 20,900 units with 98% utilization. Company returned $56M to shareholders via dividends and repurchases; board approved $0.34/share quarterly dividend (50th consecutive). FY2027 guidance: $2.8B–$3.2B revenue, 7.0%–7.5% operating margin, $2.75–$3.75 EPS.
Why this rating
Earnings fell 61% YoY; backlog inflection is positive but tariff headwinds cited. Lease fleet growth meaningful for recurring revenue. At $1.7B market cap, $125M YoY profit decline is material but business fundamentals remain intact.
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