earnings
confidence high
sentiment neutral
materiality 0.75
Greenbrier Q2 EPS $0.47, cuts FY26 guidance; raises dividend 6% to $0.34
GREENBRIER COMPANIES INC
2026-Q2 EPS reported
$1.62
revenue$1,293,600,000
- Net earnings $15M ($0.47 diluted EPS); revenue $587.5M, down 17% sequentially; EBITDA $61M (10% of rev).
- Strong operating cash flow of $159M; new railcar orders 2,900 units valued at $390M; backlog 15,200 units ($2.1B).
- Board increases quarterly dividend 6% to $0.34/share, payable May 11, 2026 to holders of record Apr 20, 2026.
- Revised FY26 guidance: deliveries 15,350-16,350 units (from 17,500-20,500); revenue $2.4B-$2.5B; EPS $3.00-$3.50 (from $3.75-$4.75).
- Fleet utilization remains strong at 98.5%; aggregate gross margin 11.8% in Q2, down from 14.6% in Q1.
item 2.02item 9.01