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The Greenbrier Companies
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Designs, builds, leases freight railcars worldwide
The Greenbrier Companies
Work Here?
Designs, builds, leases freight railcars worldwide
Overview
Greenbrier designs, builds, and markets freight railcars for customers in North America, Europe, and Brazil, and provides wheel services, parts, maintenance, retrofitting, and other railcar services. It also owns a railcar lease fleet and offers railcar management, regulatory compliance, and leasing services to railroads and other owners. The company manufactures railcars and then sells or leases them, while also maintaining and upgrading the fleet as needed. Its global, vertically integrated approach combines manufacturing, leasing, maintenance, and compliance in one company, helping customers operate railcars efficiently. Its goal is to move goods around the world by rail by providing reliable railcars and end-to-end lifecycle support from production through operation and upkeep.
About The Greenbrier Companies
Industries
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Lake Oswego, Oregon
Founded
1981
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Simplify's Take
What believers are saying
- Greenbrier lifted Q3 2026 revenue to $576.5 million and earned $18.9 million.
- Management kept FY26 revenue at $2.4 billion-$2.5 billion and narrowed EPS to $3.00-$3.15.
- A July 2026 refinancing extended leasing debt maturity six years and added $125 million liquidity.
What critics are saying
- North American railcar deliveries are forecast near 2010 lows, crushing 2026 newbuild volumes.
- CBP’s May 18, 2026 coupler ruling threatens Greenbrier’s Mexico supply chain and backlog economics.
- Temporary furloughs in Kennett signal demand collapse; prolonged weakness risks factory underutilization and covenant pressure.
What makes The Greenbrier Companies unique
- Greenbrier’s integrated manufacturing, leasing, and syndication model diversifies earnings across cyclical railcar demand.
- Its owned lease fleet reached 20,600 units with 99% utilization in July 2026.
- Greenbrier designs niche cars like DOT 105J500W CO2 tank cars for emerging sequestration routes.
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Funding
Total Funding
$425M
Above
Industry Average
Funded Over
1 Rounds
Stock Price
Growth & Insights and Company News
6 month growth
↑ 12%1 year growth
↑ 12%2 year growth
↑ 12%Greenbrier, a freight rail transportation equipment supplier, reported disappointing Q2 results. The company's revenues fell to $576.5 million, down 31.6% year on year and missing analyst expectations by 5.9%. Greenbrier delivered the weakest performance among heavy transportation equipment peers, showing the slowest revenue growth and missing full-year guidance significantly. The stock dropped 3.7% following the results. The heavy transportation equipment sector collectively reported satisfactory Q2 results, with the 12 tracked stocks beating analyst revenue estimates by 2.2% on average. However, sector share prices declined 3.9% on average following earnings announcements. Wabash performed best among peers, reporting $417.2 million in revenues and exceeding analyst expectations by 3.6%, though its stock also fell 6% post-results.
The Greenbrier Companies is manufacturing tank cars designed to transport carbon dioxide from industrial sources, like Midwest ethanol plants, to underground storage sites in the West. The move addresses carbon capture and storage as industries seek to reduce CO2 emissions. Greenbrier's 22,000-gallon cars can operate 25-plus days before venting, depending on conditions. The CO2 is liquefied, kept cool and under pressure during transport. Competitor TrinityRail also offers CO2 tank cars. Rail transport is preferred due to limited CO2 pipeline infrastructure. Union Pacific plans to haul CO2 from the Midwest to Wyoming sequestration sites by late 2027. Tax credits of $85 per metric tonne are driving the economics. US industries produce approximately 1.4 billion metric tonnes of CO2 annually, far exceeding industrial uses like beverage carbonation.
Greenbrier Companies reported fiscal third-quarter earnings of $18.9 million, or 60 cents per share, on revenue of $576.5 million. The Lake Oswego, Oregon-based railroad freight car equipment maker announced the results on Wednesday. For the full year, Greenbrier expects earnings between $3 and $3.15 per share, with revenue projected in the range of $2.4 billion to $2.5 billion.
Greenbrier Companies reported third-quarter fiscal 2026 revenue of $577 million, with manufacturing revenue at $529 million and leasing revenue at $47 million. The company achieved an aggregate gross margin of 14.1% and diluted earnings per share of $0.93, with EBITDA reaching $69 million. The railcar manufacturer expanded its owned lease fleet to 20,600 units with 99% utilisation. Total liquidity stood at approximately $887 million, and the company paid its 49th consecutive quarterly dividend of $0.34 per share. Greenbrier narrowed its fiscal 2026 earnings guidance to $3-$3.15 per share, with revenue guidance of $2.4-$2.5 billion. However, the company faces headwinds from weak North American railcar demand, with deliveries projected at their lowest level since 2010. The company is also seeking clarity on potential tariff implications for tank cars imported from Mexico.
Greenbrier reported revenues of $587.5 million in Q1, down 22.9% year-on-year and missing analyst expectations by 11.5%. The railcar manufacturer delivered the weakest performance amongst heavy transportation equipment stocks, with the slowest revenue growth and disappointing full-year guidance. The heavy transportation equipment sector posted satisfactory Q1 results overall, with revenues and guidance meeting analyst estimates. However, Greenbrier's shares fell 1.3% following its earnings release. In contrast, Douglas Dynamics reported the strongest performance in the group, with revenues of $137.8 million, up 19.8% year-on-year and beating expectations by 3.4%. The snow and ice equipment manufacturer also delivered the highest full-year guidance raise, with shares rising 1.5% since reporting.
The Greenbrier Companies is Hiring for 21 Jobs on Simplify!
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About The Greenbrier Companies
Industries
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Lake Oswego, Oregon
Founded
1981
The Greenbrier Companies is Hiring for 21 Jobs on Simplify!
Find jobs on Simplify and start your career today