The Greenbrier Companies, Inc. — Fourth Quarter and Fiscal 2026 Earnings Summary

Greenbrier reported fourth-quarter fiscal 2026 net earnings of $9 million, or $0.27 per diluted share, while full-year net earnings reached $79 million, or $2.49 per share. The company's backlog grew to 14,000 units valued at $2.1 billion, driven by a sequential increase in new orders despite tariff uncertainties in North American markets. Fiscal 2026 core EBITDA totaled $300 million, representing 12% of revenue, as the owned lease fleet expanded by 23% to 20,900 units with 98% utilization. Greenbrier returned $56 million to shareholders through dividends and share repurchases and announced a quarterly dividend of $0.34 per share. For fiscal 2027, the company provided guidance projecting total revenue between $2.8 billion and $3.2 billion and earnings per share between $2.75 and $3.75.