Greenbrier Companies (GBX)
Builds freight railcars while pairing maintenance, leasing, and fleet-management services.
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Builds freight railcars through a global manufacturing footprint and supports customers with repair, parts, leasing, and fleet-management services. Manufacturing remains the core business, while leasing and managed fleets add recurring exposure to North American railcar demand.
Manufacturing is the core segment, producing double-stack intermodal railcars, tank cars, freight railcars, automotive railcar products, and related components. The footprint spans the U.S., Mexico, Poland, and Romania, with North American offerings covering auto carriers, boxcars, hoppers, gondolas, flatcars, intermodal units, tank cars, and Sustainable Conversions.
Leasing & Fleet Management adds owned railcar leasing, fleet logistics, regulatory compliance, car-hire accounting, maintenance management, and remarketing services. The platform serves railroads, shippers, carriers, institutional investors, leasing companies, and other transportation customers.
Execution depends on railcar replacement cycles, freight demand, commodity flows, customer capital spending, and concentrated orders from large customers. Leasing and management services are used to balance the new railcar order cycle.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 2, 2026 | Susquehanna | Downgrade | ||
| Jan 26, 2026 | Susquehanna | Reiterate | Rating: —Target: $52 | Target: $60 |
| Nov 21, 2025 | Goldman Sachs | Target | Target: — | Target: $38 |
| Oct 29, 2025 | Susquehanna | Reiterate | Rating: —Target: $75 | Target: $52 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 31, 2026Cash & short-term investments $273.7M · Total debt $1.81B · Total assets $4.35B · Shareholders' equity $1.57B
- Revenue
- $576.5M
- Operating income
- $31.9M
- Net income
- $16.1M
HistoryDividendAnnual yield
| Institutions | 106.01% | 32.80M shares | |
|---|---|---|---|
| 278 holders · as of Jun 30, 2026 | |||
| Insiders | 2.56% | 791.0K shares | |
| 16 holders · as of Jul 20, 2026 | |||
| Adds to | 108.57% | ||
30.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 108.57%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.12% | 4.99M | as of Jun 30, 2026 |
Franklin Mutual Advisers, LLCInstitution | 8.86% | 2.74M | filed Feb 4, 2021 |
Vanguard Portfolio Management LLCInstitution | 6.86% | 2.12M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.49% | 2.01M | as of Jun 30, 2026 |
Toronto Dominion BankInstitution | 6.17% | 1.91M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 13, 2026 | William Glenn | officer: SVP & President, Europe | −4,000 | $48.15 |
| Jan 30, 2026 | William J. Krueger | officer: SVP, COO, The Americas | −6,000 | $50.00 |
- Trinity Industries
Integrated railcar manufacturing, leasing, and services rival
- FreightCar America
Focused freight-railcar manufacturing and aftermarket challenger
- GATX
Large railcar lessor and fleet-services rival
- Wabtec
Rail components, services, and digital systems overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Greenbrier Companies | $43.11 | +2.74% | $1.30B | 12.3 | 12.5 | 0.5 | −31.6% |
| Trinity Industries | $28.04 | +0.52% | $2.22B | 6.6 | 15.9 | 1.1 | −4.2% |
| FreightCar America | $7.59 | +0.80% | $246.8M | — | 8.1 | 0.5 | −4.6% |
| GATX | $181.81 | +0.78% | $6.40B | 17.8 | 17.6 | 3.1 | +34.8% |
| Wabtec | $288.15 | +1.68% | $47.86B | 38.1 | 25.2 | 4.0 | +17.5% |
| Median | 17.8 | 16.8 | 2.1 | +6.7% |