Greenbrier Companies, Inc. (The)

GBX Industrials Railroads

Greenbrier Companies, Inc. (The)’s revenue for fiscal 2025 (year ended August 2025) was $3.2 billion, down 8.59% from fiscal 2024.

Revenue
−31.6%
EPS
−68.2%
Free cash flow
−412.3%

Quarter to May 2026, against a year earlier

39.01 0.48 +1.25%
Market cap
$1.2B
P/E
11.2×
Fwd P/E
12.5×
Dividend yield
4.27%
F-score
7/9
Altman Z
1.99
Beneish M
−2.58
Dividend safety
65/100

Insider Decisions last twelve months

Sold, $m 0.49
Trades a month
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — 1 — — — — — 1 — — —
Insider Ownership 5.10%

Capital & Financial Ratios $m

Size
Market Cap 1,190.00
Revenue ttm 2,629.60
Net income ttm 109.00
Free cash flow ttm 59.80
Net debt Q (322.80)
Valuation
P/E 11.24
Forward P/E 12.50
Price / sales 0.46
Forward P/S Powerpack
Price / FCF 20.12
Price / book 0.71
Financial health
Current ratio Q 0.60 (below 1: weak)
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q 1.93
Growth
Revenue growth Q −31.59% (below 0%: shrinking)
Operating income growth Q −65.55% (below 0%: shrinking)
EPS, this year +28.21% (at or above 15%: strong)
EPS, next year A +34.25% (at or above 15%: strong)
Revenue, next year A −23.62% (below 0%: weak)
EPS, past 5 yrs +34.18% (at or above 15%: strong)
EPS, next 5 yrs A −10.03% (below 0%: weak)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 42.12%
10-year low 10-year high
P/S against its own 10 years 51.96%
10-year low 10-year high
P/B against its own 10 years 18.44%
10-year low 10-year high
EV/Sales against its own 10 years 95.15%
10-year low 10-year high
EV/FCF against its own 10 years 82.40%
10-year low 10-year high

Dividends raised 4 years running

Yield
4.27%
Annual rate
1.66
Payout ratio
49.3%
Growth, 2017–26
+4.78%/yr
  1. 0.88 ’17
  2. 0.98 ’18 +11%
  3. 1.00 ’19 +2%
  4. 1.08 ’20 +8%
  5. 1.08 ’21 +0%
  6. 1.08 ’22 +0%
  7. 1.14 ’23 +6%
  8. 1.20 ’24 +5%
  9. 1.26 ’25 +5%
  10. 1.34 ’26 +6%

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 303 369 326 323
Receivables 572 569 571 481
Inventory 824 771 688 619
Other — — — —
1,698 1,708 1,586 1,424
2023 2024 2025 Q'26
Payables 744 731 652 574
ST’ Debt — — — —
Other — — — —
1,041 731 652 2,380

Compound Annual Growth %

10y 5y 3y
Sales 2.20% 3.02% 2.86%
Cash Flow 3.28% (0.48%) 0.00%
Earnings 0.57% 33.02% 63.26%
Book Value 6.99% 2.88% 5.91%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Nov Feb May Aug Year
’26 1.14 0.47 0.60 — —
’25 1.72 1.56 1.86 1.16 6.35
’24 0.96 1.03 1.06 1.92 4.96
’23 (0.51) 0.97 0.64 0.77 1.89
’22 0.32 0.38 0.09 0.60 1.40
’21 (0.30) (0.28) 0.59 0.95 0.96
’20 0.23 0.41 0.83 0.00 1.46
Fiscal quarters ending in the months shown.

Revenue $m

Nov Feb May Aug Year
’26 706 588 577 — —
’25 876 762 843 760 3,240
’24 809 863 820 1,053 3,545
’23 767 1,122 1,038 1,017 3,944
’22 551 683 794 951 2,978
’21 403 296 450 599 1,748
’20 769 624 763 636 2,792
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Nov Feb May Aug Year
’26 76 159 (227) — —
’25 (65) 94 139 98 266
’24 (45) 99 84 191 330
’23 (255) 159 98 70 71
’22 (197) (24) (108) 178 (150)
’21 9 (103) (29) 83 (40)
’20 (70) (63) 222 183 272
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Nov Feb May Aug Year
’26 61 208 (238) — —
’25 (124) 81 76 29 63
’24 (113) 2 (8) 125 6
’23 (299) 95 28 (36) (212)
’22 (356) 86 (152) 47 (376)
’21 (21) (112) (41) 11 (164)
’20 (66) (66) 244 177 289
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

3.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to August

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM May ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 2,680 2,169 2,519 3,034 2,792 1,748 2,978 3,944 3,545 3,240 2,630 +2.1% 2,475 2,900 3,189 (0.5%)
Gross margin, % 20.58 19.42 16.24 12.08 12.65 13.25 10.28 11.18 15.76 18.75 15.12 (1.8) pt
EBT 395 236 224 153 125 (9) 61 91 224 284 127 (3.6%)
EBT margin, % 14.74 10.89 8.88 5.05 4.47 (0.49) 2.04 2.31 6.31 8.78 4.83 (6.0) pt
Net income 285 160 172 106 88 35 54 76 173 213 109 (3.2%)
Per share, $
Per share, $ Revenue 91.90 74.22 81.65 93.01 85.47 53.54 91.43 123.32 113.97 103.95 85.00 +1.4%
Earnings 6.28 3.97 4.92 2.18 1.50 0.99 1.44 1.95 5.15 6.55 3.46 +0.5%
Cash flow 11.56 9.77 3.35 (0.65) 8.33 (1.24) (4.62) 2.23 10.60 8.52 3.43 (3.3%)
Capex (1.21) (2.12) (0.77) (2.23) 0.51 (3.77) (6.91) (8.86) (10.39) (6.52) (1.50) +20.6%
Free cash flow 10.35 7.65 2.58 (2.88) 8.84 (5.01) (11.53) (6.63) 0.20 2.01 1.93 (16.7%)
Book value 34.88 40.34 44.86 44.20 45.09 45.22 43.88 44.09 49.41 54.46 54.83 +5.1%
Shares, m 29 29 31 33 33 33 33 32 31 31 31 +0.7%
Valuation, ×
Valuation, × P/E 5.41 10.78 11.65 10.26 18.01 43.66 19.80 21.60 9.19 7.10 11.24 15.7
P/S 0.37 0.58 0.71 0.24 0.32 0.82 0.31 0.35 0.42 0.45 0.46 0.5
P/B 0.97 1.06 1.29 0.51 0.60 0.98 0.65 0.97 0.96 0.85 0.71 0.9
EV/Sales 0.39 0.55 0.67 0.40 0.30 0.91 0.55 0.60 0.81 0.89 1.00 0.6
EV/FCF 3.46 5.33 21.16 (12.91) 2.94 (9.75) (4.36) (11.17) 453.85 45.88 44.00 49.4
Cash, $m
Cash, $m Operating cash flow 337 286 103 (21) 272 (40) (150) 71 330 266 106 (2.6%)
Capex (35) (62) (24) (73) 17 (123) (225) (283) (323) (203) (46) +21.5%
Free cash flow 302 224 80 (94) 289 (164) (376) (212) 6 63 60 (16.0%)
Balance, $m
Balance, $m Working capital 476 881 843 781 796 722 894 658 977 934 (956) +7.8%
Net debt 55 (62) (103) 484 (38) 155 710 1,009 1,387 1,425 (323) +43.6%
Shareholders’ equity 1,017 1,179 1,384 1,442 1,473 1,476 1,429 1,410 1,537 1,698 1,696 +5.9%
Returns, %
Returns, % ROA 10.10 5.48 6.24 2.61 1.59 0.99 1.30 1.60 3.89 4.74 2.46 (5.4) pt
ROIC 23.83 14.58 12.34 5.97 7.33 1.57 3.45 4.56 6.94 7.21 8.65 (16.6) pt
ROE 19.49 10.57 11.84 5.03 3.36 2.20 3.23 4.40 10.87 12.62 6.36 (6.9) pt
People
People Employees 9,418 11,917 13,400 17,100 10,600 10,300 14,400 13,800 14,200 11,000 — +1.7%
Revenue/emp, $m 0.28 0.18 0.19 0.18 0.26 0.17 0.21 0.29 0.25 0.29 — +0.4%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Aug 2025 · latest quarter May 2026

Greenbrier Companies, Inc. (The) vs peers in Railroads (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CSX CSX Corporation $96.3B 30.1× 25.3× +10.10% (above 0%: growing) +22.73% (above 0%: growing) +816.52% (above 0%: growing) 69.83% 38.27% Compare
CP Canadian Pacific Kansas City Limited $77.7B 28.8× 27.0× +12.46% (above 0%: growing) −13.40% (below 0%: shrinking) +54.79% (above 0%: growing) 67.51% 35.35% Compare
NSC Norfolk Southern Corporation $76.9B 29.2× 27.8× +11.41% (above 0%: growing) −4.40% (below 0%: shrinking) −3.08% (below 0%: shrinking) 66.32% 32.44% Compare
WAB Wabtec $47.9B 37.5× 30.0× +17.48% (above 0%: growing) +18.88% (above 0%: growing) +122.94% (above 0%: growing) 36.52% 18.87% Compare
TRN Trinity Industries, Inc. $2.3B 6.9× 13.4× −4.17% (below 0%: shrinking) +623.53% (above 0%: growing) +75.30% (above 0%: growing) 22.66% 41.19% Compare
GBX Greenbrier Companies, Inc. (The) $1.2B 11.2× 12.5× −31.59% (below 0%: shrinking) −68.23% (below 0%: shrinking) −412.32% (below 0%: shrinking) 14.07% 5.53%
FSTR L.B. Foster Company $382.8M 32.4× 22.1× −3.49% (below 0%: shrinking) +7.14% (above 0%: growing) +83.84% (above 0%: growing) 22.28% 4.44% Compare
RAIL Freightcar America, Inc. $137.1M — (loss-making) 9.7× −4.62% (below 0%: shrinking) n/m +33.43% (above 0%: growing) 5.45% (3.80%) Compare
SWVL Swvl Holdings Corp. $82.1M — (loss-making) — — n/m +99.68% (above 0%: growing) 13.65% (77.75%) Compare
Median of peers $25.1B 29.7× 25.3× +10.10% +13.01% +79.57% 29.59% 25.66%

All 11 Railroads stocks →

Pay and ownership Proxy statement filed 17 November 2025

Ownership

Directors and executive officers, together 1.71%
BLACKROCK, INC. 15.88%
THE VANGUARD GROUP 11.65%
DIMENSIONAL FUND ADVISORS LP Building One 6.66%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Greenbrier Companies, Inc. (The) (GBX) Latest News

28 Oct

Impact 3 · · Simply Wall St.
Impact 3 · · FreightWaves

26 Oct

Impact 4 · · The Motley Fool transcript
Impact 3 · · Associated Press
Impact 3 · · PR Newswire
stockrow.com/GBX · Data as of May 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com