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The Greenbrier Companies, Inc. 8-K Filings

GBX NYSE

Every 8-K that The Greenbrier Companies, Inc. (GBX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GBX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GBX filings page.

Rhea-AI Summary

GREENBRIER COMPANIES, INC. (GBX) announced a planned CEO succession. Chief Executive Officer and President Lorie L. Tekorius has chosen to retire from her roles effective January 6, 2027, following the 2027 Annual Meeting of Shareholders. She is expected to provide transition services afterward to support an orderly leadership transition, with terms to be disclosed when finalized.

The Board appointed Brian J. Comstock, currently Executive Vice President & President, The Americas, as her successor as Chief Executive Officer and President, effective January 6, 2027. It is expected that Comstock will also join the Board, while Tekorius, a Class III director whose term expires at the 2027 Annual Meeting, will not stand for re-election. The company states there are no arrangements, understandings or related-party transactions involved in Comstock’s selection.

Rhea-AI Summary

The Greenbrier Companies reported third quarter fiscal 2026 revenue of $576.5 million, down from $842.7 million a year earlier, but improved profitability versus the prior quarter. Aggregate gross margin rose to 14.1% from 11.8% in Q2, and EBITDA reached $69.1 million, or 12% of revenue.

Net earnings attributable to Greenbrier were $18.9 million, or $0.60 per diluted share, compared with $1.86 per diluted share a year ago and $0.47 in Q2 2026. Manufacturing revenue was $529.1 million with a 9.9% gross margin, while Leasing & Fleet Management generated $47.4 million of revenue with a 60.3% gross margin.

Greenbrier’s owned lease fleet increased to 20,600 railcars, up 23% sequentially, with utilization at 99%. New railcar orders totaled 2,200 units valued at $340 million, and backlog stood at 13,800 units worth about $2.0 billion as of May 31, 2026. The company entered a new $425 million non-recourse term loan to support lease fleet growth and declared a quarterly dividend of $0.34 per share, its 49th consecutive quarterly dividend. Greenbrier updated fiscal 2026 guidance, narrowing deliveries to 15,650–15,850 units, lowering aggregate gross margin and operating margin ranges, and trimming the top end of EPS guidance to $3.15.

Rhea-AI Summary

The Greenbrier Companies, Inc. entered into amendments to its credit facilities and established a new long-term leasing term loan. Greenbrier Leasing Company closed a new $425 million term loan that is non-recourse to Greenbrier, replacing an existing leasing term loan maturing in August 2027 and extending the maturity to May 2032.

At closing, $300 million was drawn, with an additional $125 million available as delayed draw commitments intended to fund railcar purchases during fiscal 2026. The amendments also remove the “SOFR Adjustment” from rates based on Term SOFR and keep interest rates in line with the prior term facility, supporting the continued growth of Greenbrier’s leasing fleet and recurring revenue base.

Rhea-AI Summary

The Greenbrier Companies, Inc. reported second quarter fiscal 2026 revenue of $587.5 million and net earnings attributable to Greenbrier of $15.0 million, or $0.47 diluted EPS. Operating cash flow was strong at $159 million, and EBITDA reached $60.8 million, or 10% of revenue.

Greenbrier booked new railcar orders for 2,900 units valued at $390 million and delivered 3,800 units, ending with a backlog of 15,200 units worth about $2.1 billion. The Board raised the quarterly dividend by 6% to $0.34 per share, payable May 11, 2026.

The company reduced its full‑year 2026 guidance, lowering expected deliveries, revenue, margins and EPS. Revenue guidance moved to $2.4–$2.5 billion from $2.7–$3.2 billion, and EPS guidance to $3.00–$3.50 from $3.75–$4.75, citing a more gradual production ramp and order timing.

Rhea-AI Summary

The Greenbrier Companies, Inc. reported board-approved amendments to its bylaws and a higher quarterly dividend. The amended bylaws clarify the presiding officer’s authority to adjourn shareholder meetings in certain situations and reset the advance notice window for shareholder proposals and director nominations tied to the prior year’s annual meeting date.

Greenbrier also declared a quarterly cash dividend of $0.34 per share, up from $0.32, representing a 6% increase. The dividend is payable on May 11, 2026 to stockholders of record as of April 20, 2026, marking the company’s 48th consecutive quarterly dividend.

Rhea-AI Summary

The Greenbrier Companies, Inc. reports that its wholly owned subsidiary GBX Leasing 2022-1 LLC issued two tranches of secured railcar equipment notes in a private placement. The Issuer sold Class A Notes with an aggregate principal amount of $280,425,000 at a fixed interest rate of 5.13% and Class B Notes with an aggregate principal amount of $19,575,000 at 5.30%.

The notes are secured by a portfolio of railcars and related operating leases and have a stated final maturity of February 22, 2056, with monthly payments and targeted amortization designed to repay them earlier if cash flow assumptions are met. Net proceeds received from the railcars acquired in connection with the issuance will be used for Greenbrier’s general corporate purposes.

Rhea-AI Summary

The Greenbrier Companies, Inc. reported results of its 2026 Annual Meeting of Shareholders held on January 7, 2026. Shareholders approved the 2021 Stock Incentive Plan, As Amended, which adds 1,000,000 shares to the pool of shares available for issuance to employees, officers, directors and certain consultants.

Five directors were elected: Stevan B. Bobb and Jeffrey M. Songer to terms ending in 2027 and 2028, and Wanda F. Felton, Graeme A. Jack and Wendy L. Teramoto as Class II directors to terms ending in 2029. Shareholders gave advisory approval to 2025 executive compensation and approved Amended and Restated Articles of Incorporation to increase the number of authorized shares of common stock. They also ratified the appointment of KPMG LLP as independent auditors for the year ending August 31, 2026.

Rhea-AI Summary

The Greenbrier Companies, Inc. reported financial results for its first fiscal quarter ended November 30, 2025, through an earnings release dated January 8, 2026. The company furnished this earnings release as Exhibit 99.1 to the current report, making the detailed quarterly figures and commentary available to investors. The report clarifies that the earnings release is being furnished rather than filed under securities laws, which affects how it may be incorporated into other regulatory documents.

Rhea-AI Summary

The Greenbrier Companies, Inc. (GBX) furnished an earnings release for its fourth fiscal quarter and year ended August 31, 2025. The release is attached as Exhibit 99.1 to a current report on Form 8-K dated October 28, 2025.

The company states the information under Item 2.02, including Exhibit 99.1, is being furnished and is not deemed filed under the Exchange Act, and will not be incorporated by reference into other filings except as specifically referenced.

Rhea-AI Summary

The Greenbrier Companies, Inc. (GBX) announced a cash dividend of $0.32 per share. The dividend will be paid on December 3, 2025 to shareholders of record as of the close of business on November 12, 2025. The announcement was made via press release furnished under Item 7.01 (Regulation FD) and attached as Exhibit 99.1.

This action returns cash to shareholders on the stated payment date, with eligibility determined by the record date.

Rhea-AI Summary

The Greenbrier Companies, Inc. (NYSE: GBX) filed a Form 8-K dated June 19, 2025 to disclose changes to its board of directors under Item 5.02.

The Board expanded from eight to ten seats and appointed Stevan Bobb (Class III) and Jeffrey Songer (Class I) as directors effective June 19, 2025. Both appointees will stand for election at the 2026 annual meeting in accordance with the company’s bylaws. They have not yet been assigned to any Board committees but will participate in the existing non-employee director compensation program outlined in the November 14, 2024 proxy statement. The company confirmed that no related-party transactions or other arrangements triggered disclosure under Regulation S-K Item 404(a).

Under Item 7.01, Greenbrier furnished a press release (Exhibit 99.1) dated June 23, 2025 announcing the appointments; the release is furnished, not filed. No financial statements accompanied the filing, and no other material events were reported.