Revenue: As of FY2026 Q1, the actual value is USD 706.1 M, beating the estimate of USD 655.53 M.EPS: As of FY2026 Q1, the actual value is USD 1.14, beating the estimate of USD 0.87.EBIT: As of FY2026 Q1, the actual value is USD 61.1 M.<h3>Segment Revenue</h3><ul><li>Manufacturing Revenue: $657.0 million for Q1 FY26, compared to $709.7 million in Q4 FY25.</li><li>Leasing &amp; Fleet Management Revenue: $49.1 million for Q1 FY26, compared to $49.8 million in Q4 FY25.</li></ul><h3>Operational Metrics</h3><ul><li>Net Earnings: $36 million attributable to Greenbrier, or $1.14 per diluted share for Q1 FY26.</li><li>EBITDA: Nearly $98 million, representing 14% of revenue for Q1 FY26.</li><li>Operating Margin: 8.7% for Q1 FY26, compared to 9.5% in Q4 FY25.</li><li>Gross Margin: 14.6% for Q1 FY26, compared to 18.9% in Q4 FY25.</li></ul><h3>Cash Flow</h3><ul><li>Operating Cash Flow: $76 million for Q1 FY26.</li><li>Net Cash Provided by Operating Activities: $76.2 million for Q1 FY26.</li></ul><h3>Unique Metrics</h3><ul><li>New Railcar Orders: 3,700 units valued at $550 million in Q1 FY26.</li><li>Railcar Backlog: 16,300 units with an estimated value of $2.2 billion as of November 30, 2025.</li></ul><h3>Outlook / Guidance</h3><ul><li>Greenbrier expects deliveries of 17,500 - 20,500 units and revenue between $2.7 billion and $3.2 billion for fiscal 2026.</li><li>Aggregate gross margin is projected to be between 16.0% and 16.5%, with an operating margin of 9.0% to 9.5%.</li><li>EPS guidance is set between $3.75 and $4.75 for fiscal 2026.</li></ul>

Greenbrier Cos | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 706.1 M