GREENBRIER COMPANIES INC

GBX · Railroad Equipment · 30.9M shares · +0%/yr ↑ shares · EDGAR filings ↗

Net buyback after stock comp: $45M (gross $57M, SBC $12M)

Reference price $50.00 · est. market cap ~$1.5B — last insider sale, 2026-01-30 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B72

Integrated railcar manufacturer/lessor that delivered margin expansion and double-digit earnings growth in a soft market.

Strengths

ROE 13.3% (68.7th pct) and ROA 4.7% (77th); margin expanded to 18.7% with EPS +28%
$2.2B backlog and growing recurring leasing revenue from an integrated, hard-to-replicate model

Risks

Elevated leverage (D/E 1.14, 80.9th pct) and low gross margin (18.7%, 17th pct)
Cyclical railcar demand and European footprint rationalization (Poland/Türkiye closures)

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Revenue declineRevenue -16.8% YoY
Insider sellingInsider selling — 1 open-market sale(s) by 1 insider(s) (~$300,000, last 6mo) Form 4 ↗

Quarterly revenue

2025-05-31 · $843M2025-08-31 · $760M2025-11-30 · $706M2026-02-28 · $588M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin

18.7%

Operating margin

11.1%

Net margin

6.3%

Return on equity

13.3%

Return on assets

4.7%

ROIC

8.7%

Revenue growth (QoQ)

-16.8%

Net-income growth

27.5%

Debt / equity

1.1×

Net debt / EBITDA

3.0×

EBITDA

$482M

Tangible book value

$1.4B

Cash & investments

$306M

Stock comp / revenue

0.5%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-17	Donfris Michael J	Tax withheld	351	$49.33
2026-02-03	Teramoto Wendy L	Gift	294	—
2026-01-30	Krueger William J.	Sell	6.0K	$50.00
2026-01-07	Felton Wanda F	Option exercise	2.0K	—
2026-01-07	Songer Jeffrey M	Option exercise	1.8K	—
2026-01-07	Teramoto Wendy L	Grant	3.5K	—
2026-01-07	Bobb Stevan B.	Option exercise	1.8K	—
2026-01-07	Felton Wanda F	Grant	2.8K	—
2026-01-07	Garza Antonio O	Grant	3.5K	—
2025-12-03	Bobb Stevan B.	Grant	12	—
2025-12-03	Garza Antonio O	Grant	17	—
2025-12-03	Songer Jeffrey M	Grant	12	—
2025-12-03	Teramoto Wendy L	Grant	17	—
2025-10-22	Dornan Laurie R	Tax withheld	6.1K	$45.76
2025-10-22	Comstock Brian J	Grant	66K	—
2025-10-22	Comstock Brian J	Tax withheld	22K	$45.76
2025-10-22	Donfris Michael J	Grant	10K	—
2025-10-22	Dornan Laurie R	Grant	23K	—
2025-10-22	Glenn William	Grant	9.2K	—
2025-10-22	Krueger William J.	Grant	48K	—
2025-10-22	Krueger William J.	Tax withheld	12K	$45.76
2025-10-22	Lucky Christian	Grant	11K	—
2025-10-22	Lucky Christian	Tax withheld	1.8K	$45.76
2025-10-22	Meyer Matthew Joseph	Grant	3.7K	—
2025-10-22	Tekorius Lorie	Grant	150K	—
2025-10-22	Tekorius Lorie	Tax withheld	52K	$45.76
2025-10-18	Tekorius Lorie	Tax withheld	10K	$45.27
2025-10-18	Comstock Brian J	Tax withheld	3.8K	$45.27
2025-10-18	Meyer Matthew Joseph	Tax withheld	334	$45.27
2025-10-18	Donfris Michael J	Tax withheld	623	$45.27
2025-10-18	Lucky Christian	Tax withheld	940	$45.27
2025-10-18	Dornan Laurie R	Tax withheld	1.6K	$45.27
2025-10-18	Krueger William J.	Tax withheld	2.2K	$45.27
2025-10-18	Glenn William	Option exercise	8.4K	—
2025-10-17	Donfris Michael J	Tax withheld	724	$45.47
2025-10-17	Comstock Brian J	Tax withheld	1.7K	$45.47
2025-10-17	Dornan Laurie R	Tax withheld	483	$45.47
2025-10-17	Glenn William	Option exercise	2.7K	—
2025-10-17	Krueger William J.	Tax withheld	1.0K	$45.47
2025-10-17	Lucky Christian	Tax withheld	504	$45.47
2025-10-17	Meyer Matthew Joseph	Tax withheld	310	$45.47
2025-10-17	Tekorius Lorie	Tax withheld	3.5K	$45.47
2025-08-08	Huffines James R	Buy	2.5K	$44.84
2025-08-07	Bobb Stevan B.	Grant	12	—
2025-08-07	Garza Antonio O	Grant	17	—
2025-08-07	Teramoto Wendy L	Grant	17	—
2025-08-07	Songer Jeffrey M	Grant	12	—
2025-07-11	Felton Wanda F	Sell	3.7K	$54.31
2025-07-09	FARGO THOMAS B	Sell	3.7K	$54.97
2025-07-01	Krueger William J.	Sell	4.0K	$48.00
2025-06-19	Songer Jeffrey M	Grant	1.8K	—
2025-06-19	Bobb Stevan B.	Grant	1.8K	—
2025-06-17	Donfris Michael J	Tax withheld	351	$45.68
2025-05-13	Teramoto Wendy L	Grant	16	—
2025-05-13	Garza Antonio O	Grant	16	—
2025-05-13	Krueger William J.	Sell	2.0K	$48.00
2025-04-01	Krueger William J.	Sell	2.0K	$50.98
2025-03-03	Krueger William J.	Sell	1.2K	$55.52
2025-03-03	Krueger William J.	Sell	692	$54.12
2025-03-03	Krueger William J.	Sell	100	$56.06
2025-02-19	Garza Antonio O	Grant	12	—
2025-02-19	Teramoto Wendy L	Grant	12	—
2025-02-03	Krueger William J.	Sell	1.0K	$62.73
2025-02-03	Krueger William J.	Sell	1.0K	$63.70
2025-01-22	Teramoto Wendy L	Gift	220	—
2025-01-14	Comstock Brian J	Sell	25K	$66.23
2025-01-09	Garza Antonio O	Grant	2.5K	—
2025-01-09	Teramoto Wendy L	Grant	2.5K	—
2025-01-05	FARGO THOMAS B	Option exercise	4.0K	—
2025-01-05	Felton Wanda F	Option exercise	799	—
2025-01-05	Jack Graeme	Option exercise	4.0K	—
2025-01-05	Huffines James R	Option exercise	4.0K	—
2025-01-05	Williams Kelly Marie	Option exercise	4.0K	—
2025-01-02	Krueger William J.	Sell	2.0K	$61.13

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Customers (1)

GATX CORP

Suppliers (0)

Named in the 10-K; linked when we track them.

Notable events (8-K)

Date	Items
2026-05-05	Material agreementDebt obligationReg FDExhibits	filing ↗
2026-04-07	ResultsExhibits	filing ↗
2026-04-01	5.03Reg FDExhibits	filing ↗
2026-02-04	Material agreementDebt obligationReg FDExhibits	filing ↗
2026-01-09	Exec/director changeShareholder vote	filing ↗
2026-01-08	ResultsExhibits	filing ↗
2025-10-28	ResultsExhibits	filing ↗
2025-10-23	Reg FDExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-05-05	2026-05-05	0001193125-26-206582 ↗
10-Q	2026-04-07	2026-02-28	0001193125-26-145619 ↗
8-K	2026-04-07	2026-04-07	0001193125-26-145584 ↗
8-K	2026-04-01	2026-03-31	0001193125-26-138058 ↗
8-K	2026-02-04	2026-02-04	0001193125-26-037650 ↗
8-K	2026-01-09	2026-01-07	0001193125-26-008997 ↗
10-Q	2026-01-08	2025-11-30	0001193125-26-007768 ↗
8-K	2026-01-08	2026-01-08	0001193125-26-007731 ↗
10-K	2025-10-28	2025-08-31	0001193125-25-253612 ↗
8-K	2025-10-28	2025-10-28	0001193125-25-253533 ↗
8-K	2025-10-23	2025-10-23	0001193125-25-248829 ↗
10-Q	2025-07-02	2025-05-31	0000950170-25-092942 ↗