THE GREENBRIER COMPANIES, INC.
THE GREENBRIER COMPANIES, INC. (GBX) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
- Greenbrier trades almost exactly at book value ($49.70 price against $49.31 book), so the market pays nothing above accounting net worth for a railcar maker earning a roughly 9.5% ROE with $4.68 trailing EPS and $230 million of free cash flow. - The order book underwrites near-term revenue (backlog 15,200 cars worth about $2.1 billion) but is shrinking, and fiscal Q2 2026 earnings fell to $0.47 from $1.14 in Q1 as deliveries dropped, the cyclical down-leg is in progress. - The capital-allocati
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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. Nothing here is investment advice.
Last analyzed: June 27, 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.