Earnings Data
Report Date
Oct 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.66Last Year’s EPS
1.01Same Quarter Last Year
Moderate Sell
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a resilient and well-capitalized company demonstrating operational discipline, margin improvement, strong leasing momentum (99% utilization and growing owned fleet), and robust liquidity. These positives offset near-term headwinds: weaker new-build demand (industry forecasts for 2026), a small sequential decline in manufacturing revenue, timing shifts of activity into fiscal 2027, and regulatory uncertainties around tariffs and couplers. Management emphasized diversified lease growth, cost control, and balanced capital allocation while narrowing guidance to reflect timing risks.Company Guidance
Quarterly Revenue and Profitability
Total revenue of $577 million for the quarter; aggregate gross margin improved sequentially to 14.1% (within long-term target range); earnings from operations of $32 million (~6% of revenue); diluted EPS of $0.60; EBITDA of $69 million (~12% of revenue).
Leasing and Fleet Management Expansion
Owned lease fleet expanded to 20.6k railcars with utilization exceptionally strong at 99%; leasing & fleet revenue $47 million, up 3% from Q2; lease originations represented 60% of total global orders (71% North America, 53% Europe); secondary market acquisitions of ~4.4k railcars during the quarter.
Order Intake and Backlog
Orders received of 2.2k railcars valued at $340 million during the quarter; backlog ended at 13.8k railcars valued at $2.0 billion, providing visible future production and revenue opportunities.
Strong Balance Sheet and Liquidity
Total liquidity approximately $887 million (cash $274 million plus $613 million available borrowing capacity); operating investments included $227 million deployed to expand leased railcars; refinanced leasing term loan with a $300 million facility (maturity extended 6 years) and added a delayed draw of up to $125 million.
Capital Allocation and Shareholder Returns
Declared quarterly dividend of $0.34 per share (49th consecutive quarterly dividend); approximately $65 million remaining under share repurchase authorization; continued disciplined capital allocation with target lease-fleet investment up to $300 million per year.
Operational and Commercial Execution
Manufacturing segment showed improved operating efficiency and margin progression despite low production levels, aided by insourcing investments; wheelset shipments exceeded expectations; Brazil (Greenbrier-Maxion) delivered strong operational and financial performance driven by agriculture and biodiesel demand.
Guidance Narrowing and Outlook
Fiscal 2026 revenue outlook maintained at $2.4B–$2.5B; EPS range narrowed to $3.00–$3.15, reflecting increased visibility and management confidence while acknowledging timing shifts into fiscal 2027.
Commercial Flexibility and Market Position
Lease origination capabilities and integrated go-to-market model highlighted as strategic strengths (direct sales, leasing partnerships, syndication), enabling flexibility to manage production and support utilization across markets.
CH:G90 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Greenbrier Companies (CH:G90) report earnings?
Greenbrier Companies (CH:G90) is schdueled to report earning on Oct 28, 2026, Before Open (Confirmed).
What is Greenbrier Companies (CH:G90) earnings time?
Greenbrier Companies (CH:G90) earnings time is at Oct 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Greenbrier Companies stock?
The P/E ratio of Greenbrier is N/A.
What is CH:G90 EPS forecast?
CH:G90 EPS forecast for the fiscal quarter 2026 (Q4) is 0.66.
