The Greenbrier Companies, Inc. (GBX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Greenbrier is positioned as a compelling long-term buy-and-hold opportunity, despite recent revenue declines and market pessimism. Greenbrier's improving profitability, reasonable P/E ratio, and solid dividend support its investment appeal, even as sales volumes continue to slide. Long-term growth catalysts include Europe's potential reindustrialization, China's Belt and Road rail expansion, and possible increased U.S. rail demand.
The Greenbrier Companies, Inc. (NYSE:GBX ) Q4 2025 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Justin Roberts - VP of Corporate Finance & Investor Relations and Treasurer Lorie Leeson - President, CEO & Director Brian Comstock - Executive Vice President & President of The Americas Michael Donfris - Senior VP & CFO Conference Call Participants Ken Hoexter - BofA Securities, Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Presentation Operator Hello, and welcome to the Greenbrier Companies Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] At the request of the Greenbrier Companies, this conference call is being recorded for instant replay purposes.
Headwinds, including inflation, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, R and GBX are likely to stand out.
Low price-to-sales stocks -- PDS, GBX, GDOT, MOS and PAGS -- show strong fundamentals and value potential for investors seeking upside returns.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
GBX shines on strong efficiency, upward estimate revisions and shareholder-friendly moves as shares outpace industry gains.
Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either Greenbrier Companies (GBX) or Westinghouse Air Brake Technologies (WAB). But which of these two stocks offers value investors a better bang for their buck right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either Greenbrier Companies (GBX) or Westinghouse Air Brake Technologies (WAB). But which of these two stocks offers value investors a better bang for their buck right now?
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Greenbrier (GBX) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
Greenbrier (GBX) could produce exceptional returns because of its solid growth attributes.