secwatch.observer — SEC 8-K summary
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Issuer:     GREENBRIER COMPANIES INC (GBX)
CIK:        0000923120
Form:       8-K
Filed at:   2026-07-01T20:20:16+00:00
Accession:  0001193125-26-292598
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Greenbrier Q3 EPS $0.60, revenue $576.5M; narrows FY26 EPS guidance to $3.00-$3.15, lowers margin outlook
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- Q3 net earnings $19M ($0.60 diluted EPS); revenue $576.5M; aggregate gross margin 14.1% (up 230 bps sequentially).
- Owned lease fleet grew 23% to 20,600 units; utilization 99%; new $425M non-recourse term loan.
- New railcar orders 2,200 units ($340M); deliveries 3,600; backlog 13,800 units ($2.0B).
- FY26 guidance: deliveries narrowed to 15,650-15,850; aggregate gross margin lowered to 13.8%-14.2%; EPS narrowed to $3.00-$3.15.
- Board declared $0.34/share quarterly dividend, payable Aug 6, 2026 (49th consecutive quarterly dividend).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/923120/000119312526292598/0001193125-26-292598-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/923120/000119312526292598/gbx-20260701.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-292598

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