Feed / GBX

The Greenbrier Companies, Inc.

GBX

Industrials · 39.89 -3.1% today

Isolated · not yet confirmedMarket checked 30 Sept, 15:55 GMT-4

Market read

No connected market move is active around The Greenbrier Companies, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company-3.1% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • GBX's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if GBX's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Railroads

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • GBX's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations333
Usable filing statements84
Verified relationships5
Evidence supporting the case
  • Operating margin changed +2.0 percentage points in the latest annual period.
  • Net margin changed +1.8 percentage points in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -8.6% year over year.
  • Demand and volume has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 30, 2026

40.09
6m-20.6%12m-11.8%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-08-31$1.7B-37.4%$0.96+0.7%
2022-08-31$3.0B+70.4%$1.40-0.1%
2023-08-31$3.9B+32.5%$1.89+0.5%
2024-08-31$3.5B-10.1%$4.96-4.2%
2025-08-31$3.2B-8.6%$6.35-0.7%

What management says matters

Persistent and emerging business drivers

Demand and volumenegative · 4 filings
“Margin percentage decreased 5.7% for the six months ended February 28, 2026 compared to the six months ended February 28, 2025 primarily due to an unfavorable change in railcar manufacturing product mix and operating at lower volumes during the six months end…”
10-Q · Apr 7, 2026 ↗
Capital investment and capacitynegative · 2 filings
“The $96.1 million change in Net cash provided by (used in) investing activities for the six months ended February 28, 2026 was primarily attributable to a $66.6 million increase in Proceeds from the sale of assets and a $38.8 million decrease in Capital expen…”
10-Q · Apr 7, 2026 ↗
Foreign exchangemixed · 2 filings
“The effective tax rate was impacted by net favorable discrete items related to foreign currency exchange rates at our U.S.”
10-Q · Apr 7, 2026 ↗

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

39.89-3.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 13:40 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GBX. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GBX. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GBX

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BRELYFiling-linked nameinvesteeJan 8, 2026 ▾

“Approximately 13% of backlog units and estimated backlog value as of November 30, 2025 was associated with our Brazilian manufacturing operations which is accounted for under the equity method.”

FMXFomento Económico Mexicano, S.A.B. de C.V.investeeJul 2, 2025 ▾

“$11.5 million decrease in Interest and foreign exchange expense primarily attributed to the change in the Mexican Peso's and Brazilian Real's foreign exchange rates relative to the U.S.”

Depended on by

GATXGATX CorporationsupplierFeb 19, 2026 ▾

“Rail North America purchases new railcars from a number of manufacturers, including Trinity Rail Group, LLC ("Trinity"), a subsidiary of Trinity Industries, Inc., The Greenbrier Companies, Inc.”

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GBX is currently a Leader in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GBX; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.