Greenbrier Companies, Inc. (GBX)
Summary
GBX Chart
Greenbrier Companies: Significant Margin Of Safety For Patient Value Investors
Greenbrier Companies is mispriced, trading below tangible book value despite its vertically integrated, high-margin railcar and leasing operations. GBX's U.S. footprint includes 5 major manufacturing plants, 7 wheel service centers, 7 repair facilities, and 6 logistics hubs, supporting diversified revenue streams. Internationally, GBX is optimizing by idling Romanian and some Polish facilities, cutting regional headcount by 30% while maintaining productive capacity.
The Greenbrier's Stock Rises 15.3% Since Fiscal Q3 Earnings Release
GBX beats fiscal Q3 earnings estimates, but its shares slide after the results as the company narrows its 2026 EPS guidance while maintaining its sales outlook.
GBX Q3 Earnings Call Shows Focus on Lease Growth
GBX emphasizes lease growth, 99% fleet utilization and resilient margins as it navigates weak railcar demand while maintaining its fiscal 2026 revenue outlook.
Greenbrier Companies, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 228 | $10,689.42 | $10,784.4 | $94.98 | 0.89% |
| SN Stephen Nickel CULLEN INVESTMENT GROUP Ltd. | 19,164 | $854,164.17 | $906,457.2 | $52,293.03 | 6.12% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 200 | $9,348 | $9,460 | $112 | 1.2% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 260 | $11,897.2 | $12,287.6 | $390.4 | 3.28% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 8,824 | $449,903.25 | $415,786.88 | -$34,116.37 | -7.58% |
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Greenbrier Companies, Inc. Profile
| Ground Transportation Industry | Industrials Sector | Lorie L. Tekorius CEO | NYSE Exchange | 393657101 CUSIP |
| US Country | 11,000 Employees | 16 Jul 2026 Last Dividend | - Last Split | 14 Jul 1994 IPO Date |
Overview
The Greenbrier Companies, Inc., established in 1974 and based in Lake Oswego, Oregon, plays a pivotal role in the railroad industry through the design, manufacturing, and marketing of railroad freight car equipment primarily in North America, Europe, and South America. Operating across three key segments – Manufacturing, Maintenance Services, and Leasing & Management Services – The Greenbrier Companies provide a comprehensive range of products and services that cater to the needs of railroads, leasing companies, financial institutions, shippers, carriers, and transportation companies. Through its innovative solutions and broad service portfolio, Greenbrier addresses the complex demands of the rail transport sector, emphasizing sustainability, efficiency, and operational excellence.
Products and Services
- Manufacturing Segment
Under this segment, Greenbrier offers an extensive portfolio of railcar products, including covered hopper cars, gondolas, open top hoppers, boxcars, center partition cars, tank cars, sustainable conversions, double-stack railcars, intermodal cars, and specialty cars like auto-max ii, multi-max, and multi-max plus. It serves various purposes such as automobile transport, coil steel and metals carrying, flat cars for general freight, sliding wall cars for easy loading, pressurized and non-pressurized tank cars for liquid and gas transportation.
- Maintenance Services Segment
Provides comprehensive wheel services, including reconditioning of wheels and axles, new axle machining and finishing, and axle downsizing. It also manages a vast network for railcar repair, refurbishment, and maintenance. Further, it offers reconditioning and manufacturing of key railcar components like cushioning units, couplers, yokes, side frames, bolsters, and various other parts, ensuring the optimal performance and longevity of railcars.
- Leasing & Management Services Segment
Delivers a range of leasing options, including operating leases and per diem leases, for its fleet of approximately 13,400 railcars. Besides leasing, it provides management services that cover railcar maintenance management, railcar accounting services, fleet management and logistics, administration, and railcar re-marketing. These services are tailored for railroads, shippers, carriers, institutional investors, and other leasing and transportation companies, helping them optimize their operations and reduce overheads.
