The EPS miss is significant and likely to weigh on the stock near-term, despite the strong order announcement. Monitor the fiscal Q4 2026 full earnings release for margin details and guidance for fiscal 2027 to assess whether the miss was a one-time issue or signals broader operational challenges.
Price Chart
Executive Summary
Greenbrier announced 3,400 railcar orders valued at ~$600M in fiscal Q4 2026, including 780 units for Saudi Railway Company (SAR). The orders span multiple railcar types and end markets, providing a solid backlog entering fiscal 2027. However, the company reported EPS of $0.60, a 27.1% miss vs consensus of $0.82, with revenue of $611.3M in line with estimates.
Key Financial Metrics
Key Facts
- Received orders for 3,400 new railcars valued at ~$600M in fiscal Q4 2026
- Includes 780 railcars for Saudi Railway Company (SAR), first intermodal units for SAR
- EPS of $0.60 missed consensus of $0.82 by 27.1%
- Revenue of $611.3M in line with consensus of $611.3M
- Orders span tank cars, intermodal units, and other railcar types
- SAR order builds on relationship dating to 2015 tank car order
Financial Impact
EPS miss of $0.22 per share (27.1% below consensus) with revenue in line; order book of $600M provides backlog visibility but does not offset earnings disappointment
Risk Factors
- EPS miss of 27.1% may indicate cost pressures or operational inefficiencies
- Forward-looking statements subject to economic downturn, tariffs, inflation, and supply chain disruptions
- Backlog conversion and production execution risks
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302885443 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $37.30 | awaiting T+20 | — | $37.31 (−0.03%) |
Oct 26, 2026 today | 8-K | $38.30 | awaiting T+20 | — | $37.31 (−2.58%) |
Oct 26, 2026 today | Press Release | $38.30 | awaiting T+20 | — | $37.31 (−2.58%) |
Sep 22, 2026 5w ago | 8-K | $43.04 $37.61 | ▼ −12.62% | ▼ −12.06% | $37.31 (−13.31%) |
Sep 22, 2026 5w ago | Press Release | $43.04 $37.61 | ▲ +12.62% | ▲ +12.06% | $37.31 (+13.31%) |
Aug 31, 2026 8w ago | 8-K | $42.00 $40.07 | ▼ −4.60% | ▼ −4.91% | $37.31 (−11.17%) |
Apr 7, 2026 28w ago | 8-K | $48.70 $50.16 | ▼ −3.00% | ▲ +5.54% | $37.31 (+23.39%) |
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