Greenbrier Companies Reports Q4 2026 Results with Growing Backlog and Positive Fiscal 2027 Guidance
The Greenbrier Companies (GBX) reported fourth-quarter revenue of $591 million, a 3% sequential increase driven by lease fleet growth and an improved manufacturing mix. Despite facing industry cyclical lows and geopolitical uncertainty, the company achieved its highest quarterly order value of the fiscal year at approximately $600 million for 3,400 units. The backlog grew to 14,000 units valued at $2.1 billion, marking the first sequential increase since fiscal 2024. Looking ahead to fiscal 2027, management issued optimistic guidance with revenue expected between $2.8 billion and $3.2 billion and EPS projected at $2.75 to $3.75. This outlook is supported by anticipated improvements in manufacturing volumes and continued expansion of the owned lease fleet, which grew 23% during the fiscal year. While management noted headwinds such as a soft European rail market and potential new duties on tank cars, they remain focused on cost discipline and recurring revenue growth.
Tickers: $GBX
Topics: Backlog Increase EPS Fiscal Year Guidance Lease Fleet Expansion Revenue Growth
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