The significant earnings and revenue miss combined with lowered full-year guidance suggests weakening demand or operational challenges. The stock is likely to decline, and traders should watch for further downward revisions or signs of demand recovery. The dividend increase is insufficient to offset the negative fundamentals.
Price Chart
Executive Summary
Greenbrier reported Q2 FY26 earnings with diluted EPS of $0.47, missing consensus of $0.82 by 42.7%, and revenue of $587.5M, missing by 11.4%. The company lowered full-year 2026 guidance across all metrics, including EPS to $3.00-$3.50 from $3.75-$4.75, due to a more gradual production ramp-up and shift of deliveries into early fiscal 2027.
Key Financial Metrics
Key Facts
- Q2 FY26 diluted EPS was $0.47, missing consensus of $0.82 by 42.7%
- Q2 revenue was $587.5M, missing consensus of $663.7M by 11.4%
- Full-year 2026 EPS guidance lowered to $3.00-$3.50 from $3.75-$4.75
- Revenue guidance lowered to $2.4B-$2.5B from $2.7B-$3.2B
- Deliveries guidance lowered to 15,350-16,350 units from 17,500-20,500 units
- Operating margin guidance lowered to 7.0%-7.8% from 9.0%-9.5%
Financial Impact
EPS miss of $0.35 (42.7%) and revenue miss of $76.2M (11.4%), with full-year guidance lowered across all metrics
Risk Factors
- Continued decline in railcar demand
- Operational inefficiencies from lower production rates
- Further downward guidance revisions
- Increased competition in railcar manufacturing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-145584 |
| Document: gbx-20260407.htm | 0001193125-26-145584 |
| Document: 0001193125-26-145584-index-headers.html | 0001193125-26-145584 |
| Document: 0001193125-26-145584-index.html | 0001193125-26-145584 |
| Document: 0001193125-26-145584.txt | 0001193125-26-145584 |
| 8-K Data (Synthetic) | 0001193125-26-145584 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $37.30 | awaiting T+20 | — | $37.16 (+0.38%) |
Oct 26, 2026 today | 8-K | $38.30 | awaiting T+20 | — | $37.16 (−2.98%) |
Oct 26, 2026 today | Press Release | $38.30 | awaiting T+20 | — | $37.16 (−2.98%) |
Sep 22, 2026 5w ago | 8-K | $43.04 $37.61 | ▼ −12.62% | ▼ −12.06% | $37.16 (−13.66%) |
Sep 22, 2026 5w ago | Press Release | $43.04 $37.61 | ▲ +12.62% | ▲ +12.06% | $37.16 (+13.66%) |
Aug 31, 2026 8w ago | 8-K | $42.00 $40.07 | ▼ −4.60% | ▼ −4.91% | $37.16 (−11.52%) |
Apr 7, 2026 28w ago | 8-K | $48.70 $50.16 | ▼ −3.00% | ▲ +5.54% | $37.16 (+23.69%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers