THE GREENBRIER COMPANIES, INC.
boothcheck covers THE GREENBRIER COMPANIES, INC. (GBX) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 26, 2026.
• Two businesses share one ticker, and they behave nothing alike: in the quarter ended May 31, 2026 manufacturing produced 529.1 million dollars of revenue and 30.4 million of segment operating earnings, while leasing produced 47.4 million of revenue and 29.2 million of operating earnings [Source: Q3 FY2026 earnings release, July 1, 2026]. • The downturn is real and it is steep: nine-month revenue fell to 1,870.1 million dollars from 2,480.7 million a year earlier and earnings from operations to
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250 institutional managers reported holding GBX in 13F filings for the quarter ended 2026-03-31. 32 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (5.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GBX has cut its share count 5.1% over the past five years, spending $94.20M on repurchases. It pays a dividend, and has for 11 years running; the current rate is $1.00 a share annually. Cash returned over the past three years: $108.90M in dividends and $46.20M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at GBX over the trailing three years: 2023: 1 buy totaling $339k; 2025: 1 buy totaling $112k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GBX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-30 | +32.7% | +1.2% |
| 2023-10-26 | -20.2% | +37.3% |
| 2024-01-06 | +5.0% | +9.9% |
| 2024-04-06 | +1.4% | -4.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GBX's latest 8-K filings: 2026-07-01 (items 2.02, 9.01); 2026-05-05 (items 1.01, 2.03, 7.01, 9.01); 2026-04-07 (items 2.02, 9.01); 2026-04-01 (items 5.03, 7.01, 9.01); 2026-02-04 (items 1.01, 2.03, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.