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Nov 30, 2025
Greenbrier Q1 2026 Earnings Report
Greenbrier posted solid earnings and order intake in Q1 FY26 despite a revenue decline.
Key Takeaways
Greenbrier reported a strong quarter with $706.1M in revenue, $36M in net income, and solid cash flow, supported by new orders and a healthy backlog.
Net income reached $36M with EPS of $1.14, showing resilient profitability.
Revenue came in at $706.1M, reflecting reduced volumes but effective cost control.
Greenbrier secured 3,700 new railcar orders valued at $550M.
Operating cash flow was $76M, supporting nearly $900M in available liquidity.
Forward Guidance
Greenbrier expects $2.7B–$3.2B in revenue and up to 20,500 unit deliveries in FY26, driven by lease fleet growth and productivity gains.
Positive Outlook
- Revenue guided between $2.7B and $3.2B for FY26.
- Delivery guidance includes up to 20,500 units.
- Operating margin expected to reach 9.5%.
- Core EPS projected as high as $4.75.
- Lease fleet investments expected to drive long-term returns.
Challenges Ahead
- Lower production rates impacting efficiency.
- Maintenance volumes reduced, pressuring margins.
- Recurring revenue growth base still maturing.
- Capex guidance suggests increased spend pressure.
- Exposure to macroeconomic and geopolitical risks.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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