The Greenbrier Companies, Inc.

The Greenbrier Companies, Inc.

GBXยทNYSE

$46.84

-0.36%
IndustrialsRailroads

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.

At a Glance

Live Snapshot
Market Cap$1.45B
EPS6.5500
P/E Ratio7.15
Earnings Date07/07/2026
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The Greenbrier Companies, Inc. Street Expectations Map

GBX ยท NYSE

Wall Street analysts project that GBX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 60.00, with estimates ranging from a low of 60.00 to a high of 60.00.

Lowest Target
60.00
28.10%
Consensus Target
60.00
28.10%
Highest Target
60.00
28.10%

The consensus 1-year price target stands at 60.00, with estimates ranging from a low of 60.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+28.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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The Greenbrier Companies, Inc. Forward Estimates of Revenue

GBX ยท NYSE
Latest Revenue
3.23B
FY 2025
Avg Estimate
2.56B
FY 2026
Estimate Range
2.50B - 2.60B
Analyst Spread

Forward Growth Analysis

Projected Growth-20.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Greenbrier Companies, Inc. Forward Estimates of Net Income

GBX ยท NYSE
Latest Net Income
204.10M
FY 2025
Avg Estimate
100.00M
FY 2026
Estimate Range
97.62M - 103.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-51.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Greenbrier Companies, Inc. Forward Estimates of EPS

GBX ยท NYSE
Latest EPS
6.55
FY 2025
Avg Estimate
$3.15
FY 2026
Estimate Range
$3.04 - $3.21
Analyst Spread

Forward Growth Analysis

Projected Growth-51.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Greenbrier Companies, Inc. Forward Estimates of EBIT

GBX ยท NYSE
Latest EBIT
396.30M
FY 2025
Avg Estimate
166.16M
FY 2026
Estimate Range
162.23M - 168.50M
Analyst Spread

Forward Growth Analysis

Projected Growth-58.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Greenbrier Companies, Inc. Forward Estimates of EBITDA

GBX ยท NYSE
Latest EBITDA
517.80M
FY 2025
Avg Estimate
262.98M
FY 2026
Estimate Range
256.77M - 266.69M
Analyst Spread

Forward Growth Analysis

Projected Growth-49.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Greenbrier Companies, Inc. Forward Estimates of SG&A Expense

GBX ยท NYSE
Latest SG&A Expense
257.80M
FY 2025
Avg Estimate
198.02M
FY 2026
Estimate Range
193.35M - 200.82M
Analyst Spread

Forward Growth Analysis

Projected Growth-23.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Greenbrier Companies, Inc. Insider Positioning

GBX ยท NYSE

During the last 12 months, insiders have purchased $112K and sold $895K worth of GBX shares, resulting in $783K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

6.0K

300.00K

Net Activity

-300K

-$300K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

2.5K

112.11K

Sold

11.4K

595.20K

Net Activity

-483K

-$483K

Top Buyers

1
HJR

Huffines James R

Director

2.5K sharesโ€ข1 transactions

$112K

Top Sellers

1
KWJ

Krueger William J.

Officer: Svp, Coo, The Americas

10.0K sharesโ€ข2 transactions

$492K

2
FTB

Fargo Thomas B

Director

3.7K sharesโ€ข1 transactions

$205K

3
FWF

Felton Wanda F

Director

3.7K sharesโ€ข1 transactions

$198K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $783K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.13:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

High Selling

3 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.