GBXGREENBRIER COMPANIES INC
Railroad Equipment
- Revenue
- $2.5B
- 24% YoY
- Operating margin
- 5.8%
- 47% YoY
- EBITDA
- $274M
- 43% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 5.8×
- $1.6B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired50% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired141% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear3% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.0B | $3.9B | $3.5B | $3.2B | $2.5B | 24% |
| Operating income | $118M | $176M | $325M | $360M | $144M | 60% |
| Net income | $47M | $63M | $160M | $204M | $79M | 61% |
| Operating cash flow | −$150M | $71M | $330M | $266M | $40M | 85% |
| Capex | $381M | $362M | $398M | $280M | $279M | 0.4% |
| Stock-based comp | $16M | $12M | $17M | $18M | $16M | 11% |
| Buybacks | — | $57M | $1M | $23M | $13M | 41% |
| Dividends | $36M | $36M | $38M | $40M | $43M | 7.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.