Full text
Earnings transcript
Read the complete earnings call transcript.
GBX
The Greenbrier Companies, Inc.
$52.74
0.16
(0.3%)
| Exchange: | NYSE |
| Market Cap: | 1.629B |
| Shares Outstanding: | 10.918M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Railroads | |||||
| CEO: | Lorie L. Tekorius | |||||
| Full Time Employees: | 14200 | |||||
| Address: |
| |||||
| Website: | https://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 three segments: Manufacturing; Wheels, Repair & Parts; and Leasing & Services. The Manufacturing segment offers conventional railcars, such as covered hopper cars, boxcars, center partition cars, and bulkhead flat cars; tank cars; double-stack intermodal railcars; auto-max and multi-max products for the transportation of light vehicles; pressurized tank cars, non-pressurized tank cars, flat cars, coil cars, gondolas, sliding wall cars, and automobile transporter cars; and marine vessels. The Wheels, Repair & Parts segment provides wheel services, including reconditioning of wheels and axles, new axle machining and finishing, and downsizing; operates a railcar repair, refurbishment, and maintenance network; and reconditions and manufactures railcar cushioning units, couplers, yokes, side frames, bolsters, and various other parts, as well as produces roofs, doors, and associated parts for boxcars. The Leasing & Services segment offers operating leases and ‘per diem’ leases for a fleet of approximately 8,800 railcars; and management services comprising railcar maintenance management, railcar accounting services, fleet management and logistics, administration, and railcar remarketing. This segment owns or provides management services to a fleet of approximately 444,000 railcars for railroads, shippers, carriers, institutional investors, and other leasing and transportation companies. The company serves railroads, leasing companies, financial institutions, shippers, carriers, and transportation companies. The Greenbrier Companies, Inc. was founded in 1974 and is headquartered in Lake Oswego, Oregon.
Click to read more…
Revenue Segmentation
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 3,942,200 | 3,539,700 | 3,233,200 |
| Gross Profit | 442,100 | 553,100 | 600,400 |
| EBITDA | 312,100 | 450,300 | 517,800 |
| Operating Income | 206,800 | 306,000 | 337,100 |
| Net Income | 62,500 | 160,100 | 204,100 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 3,978,400 | 4,254,500 | -240,600 |
| Total Liabilities | 2,512,600 | 2,676,200 | -127,100 |
| Total Stockholders Equity | 1,254,600 | 1,376,100 | 1,532,500 |
| Total Debt | 1,608,800 | 1,821,800 | 1,835,800 |
| Cash and Cash Equivalents | 281,700 | 351,800 | 306,100 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 71,200 | 329,600 | 265,700 |
| Capital Expenditure | -362,100 | -398,300 | -280,400 |
| Free Cash Flow | -290,900 | -68,700 | -14,700 |
| Net Income | 75,600 | 172,700 | 0 |
| Net Change in Cash | -256,400 | 65,900 | -42,200 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,758,716.782 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 2,879,904.867 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 2,836,915 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 283,299.505 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 295,744.612 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 291,329.875 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 164,248.196 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 173,708.551 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 170,352.605 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 213,322.395 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 222,693.466 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 219,369.203 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 5.300 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 5.400 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 5.110 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: Greenbrier Companies reported strong financial results in the Q3 2025 earnings call, with key metrics such as revenue and net income reflecting positive growth. This performance underscores the company's operational efficiency and ability to capitalize on market demand within the railcar manufacturing sector.
- Solid Financial Position: The earnings call summary highlights a strong balance sheet, supported by disciplined capital allocation. Metrics such as currentRatioTTM and quickRatioTTM indicate healthy liquidity, while freeCashFlowYieldTTM suggests effective cash generation, providing a buffer against market volatility.
- Strategic Plan Execution: Management's confidence in executing its strategic plan, as emphasized in the Q3 2025 earnings call, points to a clear vision for growth. This is further supported by consistent operating cash flow and targeted capital expenditure, reflecting a focus on sustainable expansion.
Log in with Full Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about GBX valuation
Is The Greenbrier Companies, Inc. (GBX) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for The Greenbrier Companies, Inc. (GBX) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is GBX a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether GBX trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is GBX’s P/E ratio?
You can see GBX’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for GBX?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is GBX a good long-term investment?
Whether GBX fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
GBX
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
0.3
Trading Metrics:
| Open: | 52.92 | Previous Close: | 52.58 | |
| Day Low: | 52.02 | Day High: | 53.84 | |
| Year Low: | 37.77 | Year High: | 59.19 | |
| Price Avg 50: | 53.76 | Price Avg 200: | 48.3 | |
| Volume: | 442329 | Average Volume: | 402245 |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's freeGBX full analysis
Welcome to MARKETSNAP’s SWOT analysis for GBX, better known as Greenbrier Companies! If you’re a long-term investor looking to dig into a player in the railcar manufacturing space, you’ve come to the right place. Today, we’re breaking down the strengths, weaknesses, opportunities, and threats for Greenbrier, a company that’s been making waves in the transportation equipment sector. Let’s get into it with a quick overview, some recent updates, and then a deep dive into what makes this stock tick for…
