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Designs, builds and leases railroad freight cars and marine barges for North American and international customers.
Designs, builds and leases railroad freight cars and marine barges for North American and international customers.
Builds railcars to order against multi-year backlogs for railroads, shippers and leasing companies, and puts a share of the cars it builds into its own lease fleet or sells them to investors while keeping the management contract. Plants in Mexico and Europe serve the North American and European markets.
Moat: narrow (scale, installed base). Manufacturing scale and a captive leasing fleet, but Trinity Industries competes head-to-head in this market.
Headquarters: Lake Oswego, Oregon · Founded: 1974 · Employees: 10,000
Size Greenbrier Companies (GBX) is a United States Industrials company (Trucks/Construction/Farm Machinery) with a market value of $1.29B, the 2092nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $41.51 on 6 Nov 2026.
Performance Over six months the shares fell 17.9%, against -18.8% for the median peer and -1.1% for the United States market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue fell 24.0% over the last twelve months (peer median +9.6%); the operating margin is 3.7% (peer median 7.6%).
Valuation It trades at 13.0× forward earnings against a peer median of 20.0× (3rd cheapest of 13).
Capital Return on invested capital runs 6.2 points below its cost of capital (8.2% WACC).
Credit Greenbrier Companies has 1 bond outstanding ($374M).
Short interest Short interest is 9.3% of the free float (15 Oct 2026).
Next results Next results expected around 1 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $2.46B | $2.46B | $3.23B | $3.54B | $3.94B |
| Revenue growth | — | -24% | -9% | -10% | — |
| Gross profit | $320M | $325M | $600M | $553M | $442M |
| EBITDA | $222M | $227M | $459M | $422M | $313M |
| Net income | $79.0M | $79.0M | $204M | $160M | $62.5M |
| Free cash flow | -$240M | -$240M | -$14.7M | -$65.8M | -$284M |
| Capital expenditure | $279M | $279M | $280M | $398M | $362M |
| Total debt | $1.91B | $1.91B | $1.84B | $1.82B | $1.68B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Greenbrier Companies GBX | $1.29B | -18% | -24% | 4% | 13.0× | n/a |
| Trinity Industries TRN | $2.30B | -20% | -2% | 13% | 15.8× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GBX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.5% | -3.2% | 5th highest of 21 |
| 6-month return | -17.9% | -18.8% | 11th highest of 21 |
| Distance from 52-week high | -29.9% | -40.1% | 10th highest of 21 |
| Revenue growth (TTM) | -24.0% | +9.6% | lowest of 21 |
| Operating margin | 3.7% | 7.6% | 7th lowest of 21 |
| Forward P/E | 13.0× | 20.0× | 3rd cheapest of 13 |
| ROIC minus cost of capital | -6.2 pp | +0.5 pp | 6th lowest of 21 |
| EV / EBITDA | 13.9× | 11.5× | 3rd most expensive of 9 |
| Net debt / EBITDA | 7.5× | -0.2× | most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Greenbrier Companies GBX | United States | $1.29B | -18% | -24% | 4% | 13.0× | n/a | n/a |
| KTK 603680.SS | China | $1.28B | -24% | -16% | 17% | n/a | -6.0% | +2.3% |
| Alimak ALIG.ST | Sweden | $1.31B | +13% | -2% | 15% | 16.6× | 8.5% | +12.9% |
| Ingersoll-Rand (India) INGERRAND.NS | India | $1.33B | -13% | +8% | 23% | 41.2× | 34.1% | +17.6% |
| Austal ASB.AX | Australia | $1.23B | 0% | +11% | -7% | 18.1× | n/a | n/a |
| Asian Star Anchor Chain 601890.SS | China | $1.22B | -23% | +2% | 13% | 19.6× | 10.7% | +13.5% |
| Xinjiang Machinery Research Institute 300159.SZ | China | $1.21B | -28% | +28% | -40% | n/a | n/a | n/a |
| Hengbo 301225.SZ | China | $1.41B | -11% | +69% | 7% | 85.7× | n/a | n/a |
| Chengdu Yunda Technology 300440.SZ | China | $1.17B | -1% | +9% | 6% | n/a | 42.0% | +8.7% |
| Chengdu Leejun Industrial 002651.SZ | China | $1.17B | -20% | +7% | -6% | n/a | 15.0% | -2.3% |
| OMH SCIENCE 300486.SZ | China | $1.17B | -30% | +35% | 2% | n/a | 47.7% | -0.3% |
| Comer Industries COM.MI | Italy | $1.43B | -18% | +31% | 10% | 13.5× | 3.1% | +17.7% |
| Weichai Heavy Machinery 000880.SZ | China | $1.44B | -33% | +58% | 2% | n/a | 6.8% | +13.1% |
| Action Construction Equipment ACE.NS | India | $1.47B | +29% | +5% | 15% | 29.0× | 29.6% | +21.7% |
| Yamabiko 6250.T | Japan | $1.11B | +8% | +10% | 13% | 9.9× | -2.2% | +5.7% |
| Hanwha Engine 082740.KS | South Korea | $1.50B | -72% | +3% | 12% | 10.9× | -0.3% | +10.6% |
| Taiyuan Heavy Industry 600169.SS | China | $1.10B | -8% | +10% | 6% | n/a | -3.8% | +3.7% |
| Bestway Marine & Energy Technology 300008.SZ | China | $1.51B | -29% | +1% | 8% | 30.6× | 14.5% | +54.0% |
| Vossloh Aktiengesellschaft VOS.DE | Germany | $1.08B | -31% | +21% | 5% | 21.7× | 12.9% | +9.1% |
| Lindsay LNN | United States | $1.08B | -3% | -6% | 11% | 20.4× | 6.0% | +2.3% |
| Willing New Energy 002667.SZ | China | $1.08B | -20% | +49% | -44% | n/a | n/a | n/a |
Greenbrier Companies has 1 bond outstanding with $374M face value.