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. CEO and President Lorie Tekorius reported withholding 3,506 common shares on October 17, 2026, and 3,565 common shares on October 18, 2026, to pay tax liability incident to restricted stock unit vesting. Both entries list $39.11 per share. No Rule 10b5-1 plan is reported.
GREENBRIER COMPANIES INC (GBX) reported that it received orders for 3,400 new railcars with an aggregate value of approximately $600 million during its fiscal fourth quarter ended August 31, 2026. These orders cover multiple railcar types and end markets.
The quarter’s activity includes 780 railcars for Saudi Railway Company (SAR), a Saudi Arabian government-owned customer. That award includes tank cars for phosphoric acid and molten sulfur and Greenbrier’s first sale of intermodal units to SAR, extending a relationship that began with a 2015 tank car order. Tank cars formed from U.S. steel were completed at Greenbrier’s North American manufacturing operations in Mexico and have begun shipping to SAR.
Management states that the fourth-quarter orders demonstrate global customer demand for Greenbrier’s products and highlight its ability to deliver specialized equipment tailored to customer operating needs. The company views these orders as reinforcing its business reach and providing a foundation as it enters fiscal 2027.
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.
American Century entities reported significant ownership in The Greenbrier Companies, Inc. common stock. American Century ETF Trust reported beneficial ownership of 1,692,268 shares, representing 5.5% of the outstanding common stock, with sole voting and dispositive power over these shares as of June 30, 2026.
American Century Investment Management, Inc., American Century Companies, Inc., and Stowers Institute for Medical Research each reported beneficial ownership of 1,767,398 shares, or 5.7% of the common stock, all with sole voting and dispositive power. Various advisory clients of American Century Investment Management have the right to receive dividends or sale proceeds from these securities.
Greenbrier Companies director Wendy L. Teramoto transferred 313 shares of Common Stock as a bona fide gift on July 16, 2026. After this disposition, she directly holds 37,225 shares of Greenbrier Companies stock.
Greenbrier Companies Inc. executive Glenn William, SVP & President, Europe, reported two transactions. He sold 4,000 shares of common stock at $48.1510 per share, leaving 24,325 shares held directly. In a separate discretionary transaction under Rule 16b-3(f), he shifted the cash value of 20,000 phantom stock units within a deferred compensation plan, after which he held 35,068 phantom shares.
A holder of GBX common stock filed a notice of proposed sales. The holder plans to sell 4,000 shares through Robert W. Baird & Co. for an aggregate value of $189,200.00 and 20,000 shares through U.S. Bank for $946,000.00, with both transactions dated July 13, 2026 on the NYSE.
The securities to be sold were acquired from the issuer as compensation, including common stock received upon vesting of RSUs on 02/01/2020 (1,046 shares), 10/23/2020 (1,920 shares), and 02/01/2021 (1,034 shares), plus 20,000 phantom shares acquired on 10/22/2025 upon deferral of common stock to be received upon vesting of RSUs.
The Greenbrier Companies, Inc. reported much weaker results for the quarter ended May 31, 2026. Revenue fell to $576.5M from $842.7M a year earlier, mainly on lower manufacturing activity. Net earnings attributable to Greenbrier dropped to $18.9M, down from $60.1M, with diluted EPS at $0.60 versus $1.86. For the first nine months, revenue declined to $1.87B from $2.48B, and net earnings to $70.3M from $167.3M, reflecting lower margins despite cost controls and gains on equipment sales. Operating cash flow fell sharply to $8.1M from $167.7M, while total debt, net, increased slightly to $1.81B. The company continued share repurchases, buying 313 thousand shares for $13.3M in the nine-month period and maintained dividends.
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.
GREENBRIER COMPANIES INC SVP and CFO Michael J. Donfris reported a routine tax-related share disposition tied to equity compensation. On the reported date, 351 shares of Common Stock were withheld at $49.33 per share to cover tax liabilities from vesting restricted stock units, not as an open-market sale. Following this withholding, Donfris directly holds 25,596 shares of Common Stock.