The Greenbrier Companies, Inc. (GBX) Stock

The Greenbrier Companies, Inc. (GBX) is a Industrials stock trading at $45.85 (as of 2026-08-20), with a market capitalization of $1.42B and a trailing P/E of 11.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

The Greenbrier Companies designs, manufactures, and markets railroad freight car equipment, with operations spanning North America, Europe, and South America. It operates through Manufacturing, Wheels, Repair & Parts, and Leasing & Services segments, serving customers that use and maintain railcar fleets, including via equipment repair, component supply, and railcar leasing.

Understand The Greenbrier Companies, Inc.: how it makes money

The Greenbrier Companies builds and sells railroad freight car equipment, and also earns money from maintenance, parts, and leasing its railcar fleet.

Earnings are shaped by a mix of cyclical railcar manufacturing volume (linked to orders and deliveries) and fleet monetization (linked to lease utilization), with recurring maintenance and parts adding a steadier layer.

Revenue by segment (latest quarter)
Mfg$0.5B
WRP$0.1B
Lease$0.1B

Business quality (Weak): The model combines new equipment activity with recurring maintenance and leasing, but the company operates with thin margins and carries railcars that can become idle.

Valuation: At 11× earnings, GBX trades 43% below the Shipbuilding & Railroad Equipment average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Book-to-Bill Ratio: 1.2 suggests railcar order intake exceeded deliveries during the period.
  • Recurring Revenue: 0.17 USD_B indicates a meaningful recurring portion of revenue beyond new railcar manufacturing.
  • Lease Fleet Utilization: 98 percent supports revenue generation from the company’s owned lease fleet.

Bear case

  • Operating margin: 4.3 percent is modest, which can limit resilience if costs rise or demand softens.
  • Railcars in Storage: 276,000 railcars in storage and Railcars Idled for Over One Year at 50 percent point to potential utilization pressure.
  • Cyclicality of manufacturing volumes: Manufacturing results depend on global railcar orders and deliveries, which can fluctuate.
Valuation — source: SEC EDGAR (first-party)
Price$45.85
Market Cap$1.42B
P/E Ratio11.3
EV / EBITDA7.9
Price / Book0.84
Price / Sales0.51
FCF Yield9.7%
DCF Value (model)$124.65
DCF Upside vs Price171.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$3.24B
Net Margin6.3%
Revenue Growth (YoY)-31.6%
EPS Growth (YoY)-68.2%
FCF Growth (YoY)-346.2%
Valuation vs Sector & Industry
Stock P/E11.3
Sector P/E (Industrials)25.9
Industry P/E (Shipbuilding & Railroad Equipment)21.0
vs Sector-56.5%
vs Industry-46.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($268.12M)
Institutional Holders Tracked10
Company
SectorIndustrials
IndustryShipbuilding & Railroad Equipment
CEOLorie L. Tekorius
Employees14,200
CountryUS
IPO Date1994-07-14

Related Companies (Business model: Industrials / Capital Goods (Heavy Machinery + Diversified Industrials); 8 closest by market cap; US-domiciled)

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GBX earnings history · GBX institutional & insider holders · GBX KPIs & operating metrics · GBX financials · GBX investor presentations & press releases · GBX SEC filings · GBX peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.