{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-145584","form_type":"8-K","ticker":"GBX","cik":"0000923120","company_name":"GREENBRIER COMPANIES INC","filed_at":"2026-04-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.940296+00:00","generated_at":"2026-05-15T07:12:01.069437+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Greenbrier Q2 EPS $0.47, cuts FY26 guidance; raises dividend 6% to $0.34","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-145584","json":"https://secwatch.observer/filing/0001193125-26-145584.json","markdown":"https://secwatch.observer/filing/0001193125-26-145584.md","text":"https://secwatch.observer/filing/0001193125-26-145584.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/923120/000119312526145584/0001193125-26-145584-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/923120/000119312526145584/gbx-20260407.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T07:12:01.069437+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"cdaf51ab54865c15afe5a0420131c059e632461d","claim":"GREENBRIER COMPANIES INC reported second fiscal quarter ended February 28, 2026 results: revenue $587.5M, net income $15 million, EPS $0.47 per diluted share. Guidance lowered.","evidence_excerpt":"1,500 units of deliveries associated with Brazil. (2) Earnings from operations divided by revenue. Financial Summary Q2 FY26 Q1 FY26 Sequential Comparison – Main Drivers Revenue $587.5M $706.1M Primarily fewer deliveries Aggregate gross margin $69.5M $103.3M Lower production rates, timing of syndication deliveries, and planned facility shutdowns impacted","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/923120/000119312526145584/0001193125-26-145584-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second fiscal quarter ended February 28, 2026"},{"label":"Revenue","value":"$587.5M"},{"label":"Net income","value":"$15 million"},{"label":"EPS","value":"$0.47 per diluted share"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}