Investment thesis: Between Greenbrier's ( GBX ) internal performance and the external factors impacting its outlook, the company is becoming one of my favorite long-term buy & hold targets. The company's internal results show an overall healthy situation, markedAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GBX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

The Greenbrier Companies (NYSE:GBX) Q4 2025 Earnings Call October 28, 2025 05:00 PM ET Company ParticipantsJustin Roberts - VP of Financial Operations of The AmericasLorie Tekorius - CEO and PresidentBrian Comstock - EVP and President of The AmericasMichael Donfris - SVP and CFOConference Call ParticipantsBascome Majors - Equity Research AnalystKen Hoexter - AnalystOperatorHello, and welcome to the Greenbrier Companies fourth quarter 2025 earnings conference call. Following today's presentation, we will con ...

The Greenbrier Companies (NYSE:GBX) Q4 2025 Earnings Call October 28, 2025 05:00 PM ET Company ParticipantsJustin Roberts - VP of Financial Operations of The AmericasLorie Tekorius - CEO and PresidentBrian Comstock - EVP and President of The AmericasMichael Donfris - SVP and CFOConference Call ParticipantsBascome Majors - Equity Research AnalystKen Hoexter - AnalystOperatorHello, and welcome to the Greenbrier Companies Fourth Quarter 2025 Earnings Conference Call. Following today's presentation, we will con ...

The Greenbrier Companies (NYSE:GBX) Q4 2025 Earnings Call October 28, 2025 05:00 PM ET Speaker4Hello, and welcome to the Greenbrier Companies Fourth Quarter 2025 Earnings Conference Call. Following today's presentation, we will conduct a question and answer session. Until that time, all lines will be in a listen-only mode. At the request of the Greenbrier Companies, this conference call is being recorded for instant replay purposes. At this time, I would like to turn the conference over to Mr. Justin Robert ...

InvestorRelations@gbrx.com www.gbrx.com NYSE: GBX 4Q25 Earnings Slides & Supplemental Information Forward Looking Statements This presentation and the accompanying oral presentation contain forward-looking statements, including statements that are not purely statements of historical fact. The Greenbrier Companies, Inc. (the "Company," "we," "us" or "our") uses words, and variations of words, such as "backlog," "believe," "capacity," "commit," "continue," "drive," "estimate," "expect," "focus," "future," "gr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549-1004 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended August 31, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from ___________ to ___________ Commission File No. 1-13146 THE GREENBRIER COMPANIES, INC. (Exact name of Registrant as specified in its charter) Oregon (State of Incorporation ...

Exhibit 99.1 Earnings Release One Centerpointe Drive, Suite 200, Lake Oswego, Oregon 97035 503-684-7000 www.gbrx.com October 28, 2025 Contact: Justin Roberts, Investor Relations Jack Isselmann, Media Relations Ph: 503-684-7000 Greenbrier Reports Fourth Quarter and Record Fiscal 2025 Diluted EPS of $6.35 Strong full-year operating cash flow exceeds $265 million Q4 GAAP Diluted EPS of $1.16 includes $0.10 per share of additional European facility-related rationalization costs Q4 Core Diluted EPS of $1.26 The ...

Greenbrier is set to release its quarterly earnings on October 28, 2025, with an expected EPS of $1.18 and projected revenue of $764.1 million.The company announces a quarterly cash dividend of $0.32 per share, marking the 46th consecutive quarterly dividend.Key financial metrics indicate a strong market position, with a P/E ratio of 6.23, a debt-to-equity ratio of 1.23, and an earnings yield of 16.06%.The Greenbrier Companies, trading on the NYSE under the symbol GBX, is a key player in the global freight ...

440k+ Newsrooms & Influencers About Greenbrier 9k+ Digital Media Outlets Greenbrier, headquartered in Lake Oswego, Oregon, is a leading international supplier of equipment and services to global freight transportation markets. Through its wholly-owned subsidiaries and joint ventures, Greenbrier designs, builds and markets freight railcars in North America, Europe and Brazil. We are a leading provider of freight railcar wheel services, parts, maintenance and retrofitting services in North America through o ...

行业概述 - 行业公司提供设备融资、租赁以及供应链管理服务 [3] - 业务范围包括飞机、轨道车和集装箱租赁，部分公司还提供物流、运输解决方案及车队管理服务 [3] - 客户群体广泛，涵盖从小型企业到大型国际企业，涉及汽车、电子、运输、食品服务等多个行业 [3] 行业前景的决定因素 - 股东回报强劲：随着经济活动从疫情低点复苏，更多公司通过增加股息和股票回购来分配现金 [4] - 经济不确定性持续：持续的关税紧张局势、通胀担忧、经济放缓风险以及地缘政治紧张抑制了行业前景 [5] - 供应链中断与成本高企：供应链问题持续存在，运营成本增加限制了利润增长，预计成本将保持高位 [6] 行业表现与估值 - 行业过去一年表现落后于大盘和整体板块，价格下跌18.4%，而同期标普500指数上涨18.7%，更广泛的运输板块下跌10.2% [9][10] - 行业当前基于未来12个月市盈率的估值为13.99倍，低于标普500的23.52倍，也略高于其所属运输板块的13.84倍 [13] - 过去五年内，行业市盈率在8.42倍至15.65倍之间波动，中位数为11.57倍 [13] 值得关注的公司 - Wabtec公司：专注于提高安全性和可靠性的新技术，其重组和成本削减措施是近期优势的主要驱动力，2025年预期盈利增长率为17.6% [17][18][19] - Ryder系统：拥有超过49年不间断支付股息的历史，应对疲软货运市场的成本削减举措值得称赞，2025年预期盈利增长率为9.3% [22][23] - Greenbrier公司：在北美、欧洲和南美设计、制造和销售铁路货运设备，2025年预期盈利增长率为33.1% [26]