Goldman Sachs expects Nvidia ’beat and raise,’ lifts price target to $240
Investing.com -- Greenbrier Companies Inc (NYSE:GBX) reported better-than-expected fourth quarter earnings on Tuesday, but shares tumbled 6.9% in after-hours trading as the railcar manufacturer’s fiscal 2026 guidance came in significantly below analyst expectations.
The company reported adjusted earnings of $1.26 per share for its fiscal fourth quarter, exceeding analyst estimates of $0.92. Revenue totaled $759.5 million, falling short of the $792.12 million consensus estimate. For the full fiscal year 2025, Greenbrier achieved record earnings of $6.35 per diluted share, or $6.59 on an adjusted basis.
Despite the quarterly earnings beat, investors focused on Greenbrier’s disappointing outlook. The company projected fiscal 2026 earnings of $3.75-$4.75 per share, well below the $6.47 analyst consensus. Revenue guidance of $2.7-3.2 billion also fell short of the $3.245 billion analysts expected.
"Fiscal 2025 was a record year for Greenbrier, demonstrating the continued success of our strategy to deliver consistent, high-quality performance," said Lorie L. Tekorius, CEO and President. "As we enter fiscal 2026, we are navigating the current North American and European freight rail markets with a resilient business model, growing lease fleet, and continued productivity gains."
The company’s fourth quarter results included $5.8 million in European facility rationalization costs, with the company announcing the closure of two additional facilities. Greenbrier expects annualized savings of $20 million from these actions while maintaining consistent production capacity.
During the quarter, Greenbrier received new railcar orders for 2,400 units valued at more than $300 million and delivered 4,900 units. The company ended the fiscal year with a backlog of 16,600 units valued at approximately $2.2 billion.
Greenbrier’s lease fleet grew nearly 10% in fiscal 2025 to 17,000 units, with utilization remaining robust at 98.2%. The company reported strong operating cash flow exceeding $265 million for the full year.
The board approved a quarterly dividend of $0.32 per share, representing Greenbrier’s 46th consecutive quarterly dividend.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.