GREENBRIER COMPANIES INC (GBX) Form 10-K — Oct 26, 2026
Greenbrier's fiscal 2026 (ended August 31, 2026) results showed a sharp cyclical downturn, with revenue falling 24.0% to $2.46 billion and net earnings attributable to Greenbrier dropping 61.3% to $79.0 million ($2.49 diluted EPS vs. $6.35 prior year). Deliveries fell 31.9% to 13,900 railcars and the manufacturing margin compressed to 9.5% from 15.9%. Backlog fell to 14,000 units valued at $2.1 billion, down from 16,600 units a year ago and 26,700 units two years ago, signaling continued pressure on future demand amid tariffs and trade uncertainty.
Key figures
- Eps
- 2.49
- Net Income
- 79000000
- Revenue Yoy
- -24.0%
- Cash Position
- 235100000
- Shares Outstanding
- 30998599
- Deliveries
- 13900
- Backlog value
- $2.1 billion
- Prior year eps
- $6.35
- Ad cvd loss range
- zero to approximately $110 million
- Lease fleet units
- 20900
- Lease fleet growth
- 22.9% increase (3,900 railcars)
- Delivery change pct
- -31.9%
- Available borrowings
- $727.2 million
- Owned units on lease
- 98.0%
- Manufacturing revenue
- $2,266.5 million (down 25.6%)
- Railcar backlog units
- 14000
- Prior year net earnings
- $204.1 million
- Manufacturing margin pct
- 9.5% (down from 15.9%)
- Prior year backlog units
- 16600
- Share repurchase remaining
- $64.5 million
- Leasing fleet mgmt earnings from ops
- $139.1 million (up 22.3%)
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