Greenbrier Q4 Adjusted EBITDA Misses at $72.3M as Gross Margin Slips
GBX is trading near its 52-week low of $37.02 (8.6% above the low) on elevated volume (2.3× avg).
Summary
Greenbrier's fiscal Q4 adjusted EBITDA came in at $72.30 million against a $83.14 million consensus from three analysts — a clear miss. Gross margin slipped to 13.5% from 14.1% the prior quarter, and Q4 EPS was $0.39 with core net earnings of $12 million. The quarter follows the 8-K and 10-K filed today showing FY26 revenue down 24.0% to $2,461.1 million and EPS of $2.49 versus $6.35, with railcar deliveries off 31.9%. The offset is demand: Q4 orders of roughly $600 million lifted backlog to 14,000 units, and management says higher rail traffic and diesel prices are driving more North American inquiries early in FY27. Management gave no specific financial guidance for fiscal 2027, so the margin recovery story is unquantified.
At the time of this announcement, GBX was trading at $40.20 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $1.2B. The 52-week trading range was $37.02 to $59.19. This news item was assessed with negative market sentiment and an importance score of 7 out of 10. Source: Reuters.