Q3 FY2026 EarningsQ3 FY26 results were mixed as Greenbrier missed revenue expectations ($576.5M vs. $612.7M consensus) but significantly outperformed on margins. Aggregate gross margin reached 14.1%, far exceeding the 10.0% consensus, driven by improved manufacturing efficiency. Despite the top-line miss, GAAP EPS of $0.60 was essentially in-line with the $0.62 consensus, supported by lower S&A and a favorable 19.5% tax rate. However, FY26 guidance was revised downward for gross margins (13.8%-14.2% from 14.8%-15.2%) and EPS ($3.00-$3.15 from $3.00-$3.50), suggesting near-term headwinds.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: Greenbrier Cos(GBX) the Revenue is 576.5 M (-31.59%), Miss estimate;the EBIT is 31.9 M (-65.55%), Miss estimate;the EPS is 0.6 (-67.74%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.58B31.59%
0.61B27.29%
-0.04B4.30%
EBITMiss expectations
0.03B65.55%
0.03B62.45%
-0.00B3.10%
EPSMiss expectations
0.667.74%
0.6266.67%
-0.02001.07%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf