Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GBX
BUYREMOVEThe Greenbrier Companies, Inc. · Industrials · United States · $1.5B · Avg Vol: $20M/d
The Greenbrier Companies is a leading manufacturer of railroad freight cars. While rail transport is energy-efficient, the business is highly capital-intensive, cyclical, and low-margin, failing our Terry Smith quality criteria.
COMPANY DESCRIPTION
The Greenbrier Companies, Inc. is a leading international supplier of transportation equipment and services, primarily focused on designing, manufacturing, and remarketing railroad freight cars. The company benefits from its scale, broad product portfolio, and integrated manufacturing and leasing capabilities, making it a key player in the North American and European railcar markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.0B | 3.9B | 3.5B | 3.2B | 2.9% |
| EPS | 1.44 | 1.95 | 5.15 | 6.55 | 65.7% |
| Shares | 32.6M | 30.9M | 31.1M | 30.9M | -5.3% |
| Debt | 1.6B | 1.7B | 1.8B | 1.8B | 4.2% |
| Equity | 1.3B | 1.3B | 1.4B | 1.5B | 6.3% |
| Op CF | -150.4M | 71.2M | 329.6M | 265.7M | 93.2% |
| Inv CF | -224.0M | -280.0M | -320.4M | -203.1M | — |
| Fin CF | 244.9M | -76.2M | 86.2M | -101.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of GBX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GBX | The Greenbrier Companies, Inc.(you) | $1.5B | 78 | BUY |
| TRN | Trinity Industries, Inc. | $2.6B | 76 | BUY |
| FSTR | L.B. Foster Company | $423M | 89 | STRONG BUY |
| WAB | Westinghouse Air Brake Technologies Corporation | $44.3B | 69 | BUY |
| RAIL | FreightCar America, Inc. | $149M | 43 | HOLD |
| CSX | CSX Corporation | $85.1B | 60 | HOLD |
| UNP.MX | Union Pacific Corporation | $161.3B | 86 | STRONG BUY |
| RWC.AX | Reliance Worldwide Corporation Limited | $1.7B | 79 | BUY |
| NSSC | Napco Security Technologies, Inc. | $1.3B | 75 | BUY |
| TNC | Tennant Company | $1.5B | 71 | BUY |
Peer medians: ROE 11.5% · P/E 30.2x · Gross margin 28.6%