Oct 26, 4:10 PM ET
Greenbrier reported fourth-quarter revenue of $591.0 million, up from $576.5 million in the prior quarter, but diluted EPS fell to $0.27 from $0.60 as lower gross margin and $4 million of facility rationalization costs weighed on results. For fiscal 2026, net earnings attributable to Greenbrier were $79 million, or $2.49 per diluted share, down from $204.1 million in fiscal 2025, and the company guided fiscal 2027 EPS to $2.75 to $3.75 on revenue of $2.8 billion to $3.2 billion.
- Q4 net earnings attributable to Greenbrier were $9 million, or $0.27 per diluted share; core diluted EPS was $0.39 excluding $0.12 per share of facility rationalization costs.
- Railcar backlog was 14,000 units valued at an estimated $2.1 billion as of August 31, 2026, after 3,400 new orders in Q4.
- Fiscal 2027 guidance: total revenue $2.8 billion to $3.2 billion, EPS $2.75 to $3.75, operating margin 7.0% to 7.5%.
- Board approved a quarterly dividend of $0.34 per share, payable December 2, 2026, to holders of record as of November 11, 2026.
Read the filing on SEC.gov ↗
Oct 26, 4:10 PM ET
Greenbrier entered into a Cooperation Agreement with Atlas FRM LLC (d/b/a Atlas Holdings LLC) on October 24, 2026, and appointed Emanuel Pearlman as a director, effective October 27, 2026, increasing the board from ten to eleven members. Under the agreement, Mr. Pearlman will also serve on the Audit Committee and be nominated for election at the 2027 Annual Meeting, and he will resign from the board if Atlas proposes to acquire the company.
- Board increased from ten to eleven directors; Mr. Pearlman appointed to Class III with a term expiring at the 2027 Annual Meeting
- Mr. Pearlman will serve on the Audit Committee, effective October 27, 2026
- Cooperation Agreement includes voting commitments, limited non-public information sharing, and standstill terms under Atlas's confidentiality agreement
- Mr. Pearlman has irrevocably agreed to resign if Atlas or its affiliates announce a proposal to acquire all or a majority of voting securities or substantially all assets
Read the filing on SEC.gov ↗
Aug 31, 4:06 PM ET
Greenbrier CEO and President Lorie Tekorius will retire effective January 6, 2027, and will not stand for re-election as a director at the 2027 annual meeting. The Board appointed Brian J. Comstock, currently Executive Vice President and President, The Americas, as her successor, effective the same date. The filing does not state financial results or changes to guidance, so the direct effect on shareholders is the change in top leadership.
- Lorie Tekorius retires as CEO and President effective January 6, 2027, and will provide transition services afterward.
- Brian J. Comstock, 64, appointed to succeed her as CEO and President, effective January 6, 2027.
- Comstock has worked at Greenbrier since 1998 and has served as Executive Vice President & President, The Americas, since January 2024.
- Board appointment was made August 26, 2026; the press release was issued August 31, 2026.
Read the filing on SEC.gov ↗
Jul 1, 4:20 PM ET
Greenbrier reported fiscal third-quarter revenue of $576.5 million, down from $842.7 million a year earlier, and net earnings attributable to Greenbrier of $18.9 million, or $0.60 per diluted share, compared with $60.1 million a year earlier. The company narrowed its fiscal 2026 EPS guidance to $3.00 to $3.15 from $3.00 to $3.50 and lowered its aggregate gross margin guidance to 13.8% to 14.2%, which weighs on shareholders' expected earnings.
- Q3 revenue of $576.5 million versus $842.7 million in the year-earlier quarter and $587.5 million in the prior quarter
- Diluted EPS of $0.60 versus $1.86 a year earlier and $0.47 in the prior quarter
- FY26 EPS guidance lowered to $3.00 to $3.15 from $3.00 to $3.50; aggregate gross margin guidance cut to 13.8% to 14.2% from 14.8% to 15.2%; revenue guidance unchanged at $2.4 billion to $2.5 billion
- Quarterly dividend of $0.34 per share, payable August 6, 2026, to shareholders of record as of July 16, 2026
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.