The Greenbrier Companies (GBX) Stock Falls on Q4 2026 Earnings

The Greenbrier Companies, Inc. $GBX reported fourth-quarter fiscal 2026 revenue of $591.0 million, below the analyst estimate of $611.2 million. The company’s top line fell 22.2% from a year earlier, while gross profit dropped to $79.8 million and operating profit declined to $25.5 million.

Bottom-line results weakened more sharply, with net income attributable to common shareholders falling to $8.7 million and diluted earnings per share coming in at $0.27. Both figures were down more than 76% year over year, reflecting a softer quarter across profitability measures.

Cash generation also moved lower, with operating cash flow at $31.5 million. Greenbrier continued to invest in its business, with purchases of property, plant and equipment totaling $132.1 million. The company ended the period with $235.1 million in cash and cash equivalents, while total liabilities rose to $2.71 billion.

• Revenue: $591.0 million
• Net income: $8.7 million
• Diluted EPS: $0.27
• Operating cash flow: $31.5 million

Shares fell 2.61% after the close as investors digested the softer-than-expected results.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Investivoq.

The Greenbrier Companies, Inc. Insider Trading Activity

The Greenbrier Companies, Inc. insiders have traded $GBX stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $GBX stock by insiders over the last 6 months:

• WILLIAM GLENN (SVP & President, Europe) sold 4,000 shares for an estimated $192,604

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

The Greenbrier Companies, Inc. Hedge Fund Activity

We have seen 128 institutional investors add shares of The Greenbrier Companies, Inc. stock to their portfolio, and 111 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• BROAD BAY CAPITAL MANAGEMENT, LP removed 801,752 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $39,293,865
• DONALD SMITH & CO., INC. added 652,672 shares (+inf%) to their portfolio in Q2 2026, for an estimated $31,987,454
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 543,199 shares (+inf%) to their portfolio in Q2 2026, for an estimated $26,622,182
• ATLAS FRM LLC added 538,027 shares (+215.6%) to their portfolio in Q2 2026, for an estimated $26,368,703
• AMERIPRISE FINANCIAL INC removed 497,769 shares (-85.8%) from their portfolio in Q2 2026, for an estimated $24,395,658
• TWO SIGMA INVESTMENTS, LP added 435,879 shares (+1246.0%) to their portfolio in Q2 2026, for an estimated $21,362,429
• MILLENNIUM MANAGEMENT LLC added 398,155 shares (+2202.1%) to their portfolio in Q2 2026, for an estimated $19,513,576

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.