The Greenbrier Companies, Inc. documents its railcar manufacturing, leasing and fleet-management business through SEC reports covering operating results, material agreements, governance and capital structure. Its Form 8-K filings furnish earnings releases and report credit-facility amendments, term-loan arrangements and railcar-backed debt issued through leasing subsidiaries.
Greenbrier filings also cover NYSE-listed common stock, annual meeting matters, amendments to bylaws, shareholder proposal and director nomination procedures, and equity incentive plan approvals. Proxy materials and related current reports provide formal records of governance actions and compensation-plan authorizations for the Oregon corporation.
Greenbrier Companies Inc. (GBX) director Emanuel R. Pearlman acquired 662 shares of common stock through a grant or award on October 27, 2026. The shares were held directly, and his reported position following the transaction was 662 shares. The transaction is recorded as a non-derivative grant or award acquisition rather than a purchase or sale.
Greenbrier Companies Inc. (GBX) identifies Emanuel R. Pearlman as a director in a Form 3 beneficial-ownership report.
The Greenbrier Companies, Inc. (GBX), which makes freight railcars and provides leasing, maintenance and fleet-management services, reported FY2026 revenue of $2,461.1 million, compared with $3,240.2 million in FY2025. Manufacturing revenue was $2,266.5 million, versus $3,046.9 million; Leasing & Fleet Management revenue was $194.6 million, versus $193.3 million. Net earnings attributable to Greenbrier were $79.0 million, versus $204.1 million, and net cash provided by operating activities was $39.6 million, versus $265.7 million.
At August 31, 2026, new railcar backlog was 14,000 units with estimated future revenue value of $2,100 million, compared with 16,600 units and $2,200 million at August 31, 2025. Based on current production schedules, approximately $1.0 billion of backlog railcar sales were scheduled for delivery in 2027, with the remaining amount expected in 2028 and beyond. Greenbrier owned approximately 20,900 railcars as of August 31, 2026.
Cash dividends were $1.32 per share in FY2026, compared with $1.24 in FY2025.
The Greenbrier Companies, Inc. (GBX) reported fiscal 2026 revenue of $2,461.1 million, versus $3,240.2 million in fiscal 2025, and net earnings attributable to Greenbrier of $79.0 million, versus $204.1 million. Fiscal diluted EPS was $2.49 and Core EBITDA was $299.8 million. In Q4, revenue was $591.0 million and net earnings attributable to Greenbrier were $8.7 million, or $0.27 per diluted share; Core diluted EPS was $0.39. Fiscal operating cash flow was $39.6 million, compared with $265.7 million.
As of August 31, 2026, railcar backlog was 14,000 units, with an estimated value of $2.1 billion, following 3,400 Q4 orders valued at $600 million. The owned lease fleet was 20,900 railcars, with 98% utilization. The board approved a $0.34 quarterly dividend payable December 2, 2026, to shareholders of record November 11, 2026. Fiscal 2027 guidance calls for revenue of $2.8 billion–$3.2 billion, operating margin of 7.0%–7.5%, diluted EPS of $2.75–$3.75, and net capital expenditures of $225 million–$275 million, net of equipment sales proceeds.
The Greenbrier Companies, Inc. (GBX) increased its Board from 10 to 11 directors and appointed Emanuel R. Pearlman to the Board and Audit Committee, effective October 27, 2026. His Class III appointment runs through the 2027 annual meeting. Greenbrier agreed to include him in its 2027 director slate and recommend shareholders vote for his election to a term expiring at the 2030 annual meeting.
Under a cooperation agreement with Atlas FRM LLC (doing business as Atlas Holdings LLC), the parties agreed to certain voting commitments and limited sharing of non-public information, subject to confidentiality and trading restrictions. The agreement provides that Pearlman will deliver an irrevocable resignation letter, subject to Board acceptance, effective if Atlas or an affiliate publicly announces or discloses a proposal or offer to acquire all or a majority of Greenbrier’s voting securities, or all or substantially all of its assets. A separate confidentiality agreement includes standstill commitments.
Greenbrier Companies Inc reported that Brian J. Comstock, EVP & President, The Americas, received a grant of time-vesting restricted stock units and had performance-vesting restricted stock units vest on October 21, 2026; the reported acquisition was 49,475 common shares. On October 21, 11,960 shares were withheld for tax liability at $37.6100 per share, followed by 2,798 shares withheld on October 22 at $37.6900 per share.
Greenbrier Companies Inc. CFO Michael J. Donfris reported a grant and vesting of 21,254 restricted stock units on October 21, 2026; 2,380 shares were withheld for taxes at $37.61 per share. On October 22, he deferred receipt of 1,026 common shares and received an equal number of phantom shares; 584 shares were withheld for taxes at $37.69 per share.
At Greenbrier Companies Inc. (GBX), SVP, Chief HR Officer Laurie R. Dornan reported an acquisition of 14,525 shares on October 21, 2026, in connection with a grant of time-vesting and vesting of performance-vesting restricted stock units. Dornan also had 2,891 shares withheld for tax liability incident to vesting on October 21 at $37.61 per share, and 544 shares withheld on October 22 at $37.69 per share.
Greenbrier Companies Inc. SVP & President, Europe William Glenn received a grant of 10,267 time-vesting restricted stock units on October 21, 2026, and received 12,718 phantom shares instead of common shares upon vesting. His reported phantom-share balance after the transaction was 54,232. On October 22, 2026, 745 shares were withheld for tax liability incident to restricted-stock-unit vesting, at $37.69 per share. Phantom shares are economically equivalent to common shares and are payable in cash upon termination of employment.
Greenbrier Companies Inc. (GBX) SVP, COO, The Americas William J. Krueger reported a grant of 41,324 common shares on October 21, 2026, involving receipt of time-vesting restricted stock units and vesting of performance-vesting restricted stock units under the company's 2021 Stock Incentive Plan. Shares were withheld for tax liability: 7,590 shares on October 21 at $37.61 per share and 1,862 shares on October 22 at $37.69 per share.