Greenbrier Companies Inc. (GBX) Stock Falls on Q2 2026 Earnings

Greenbrier Companies Inc. (The) ($GBX) reported results for Q2 2026.

Revenue: $587.5 million (down 22.9% year‑over‑year)

Gross profit: $69.5 million (down 49.9% year‑over‑year)

Operating profit: $25.1 million (down 70.0% year‑over‑year)

Net income attributable to common shareholders: $15.0 million (down 71.1% year‑over‑year)

Diluted earnings per share: $0.47 (down 69.9% year‑over‑year)

Cash flow and capital activity:

Cash from operating activities: $117.5 million (up 25.5% year‑over‑year)

Purchases of property, plant and equipment: -$43.8 million (down 34.9% year‑over‑year)

Cash and cash equivalents: $521.8 million (up 98.0% year‑over‑year)

Additional items of note:

Cost of sales: $518.0 million (down 16.9% year‑over‑year)

Total liabilities: $2.59 billion (down 0.7% year‑over‑year)

Guidance and market reaction:

Consensus estimates: revenue of $670.3 million and EPS of $0.83.

Stock moved -3.25% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Greenbrier Companies Inc. (The) Insider Trading Activity

Greenbrier Companies Inc. (The) insiders have traded $GBX stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $GBX stock by insiders over the last 6 months:

WILLIAM J. KRUEGER (SVP, COO, The Americas) sold 6,000 shares for an estimated $300,000

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Greenbrier Companies Inc. (The) Hedge Fund Activity

We have seen 103 institutional investors add shares of Greenbrier Companies Inc. (The) stock to their portfolio, and 157 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

TORONTO DOMINION BANK added 1,764,891 shares (+1870.9%) to their portfolio in Q4 2025, for an estimated $82,491,005
WELLINGTON MANAGEMENT GROUP LLP removed 277,337 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $12,962,731
FRONTIER CAPITAL MANAGEMENT CO LLC removed 235,910 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $11,026,433
BNP PARIBAS FINANCIAL MARKETS removed 234,002 shares (-87.8%) from their portfolio in Q4 2025, for an estimated $10,937,253
BALYASNY ASSET MANAGEMENT L.P. added 221,420 shares (+181.6%) to their portfolio in Q4 2025, for an estimated $10,349,170
ALGERT GLOBAL LLC removed 199,669 shares (-50.5%) from their portfolio in Q4 2025, for an estimated $9,332,529
D. E. SHAW & CO., INC. added 194,548 shares (+54.5%) to their portfolio in Q4 2025, for an estimated $9,093,173

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Greenbrier Companies Inc. (The) Analyst Ratings

Wall Street analysts have issued reports on $GBX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Goldman Sachs issued a "Sell" rating on 11/21/2025
Susquehanna issued a "Positive" rating on 10/29/2025

To track analyst ratings and price targets for Greenbrier Companies Inc. (The), check out Quiver Quantitative's $GBX forecast page.

Greenbrier Companies Inc. (The) Price Targets

Multiple analysts have issued price targets for $GBX recently. We have seen 2 analysts offer price targets for $GBX in the last 6 months, with a median target of $49.0.

Here are some recent targets:

Bascome Majors from Susquehanna set a target price of $60.0 on 01/26/2026
Andrzej Tomczyk from Goldman Sachs set a target price of $38.0 on 11/21/2025