GBX GREENBRIER COMPANIES INC

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: integrated freight railcar manufacturing, leasing, maintenance, wheel services, and fleet management across North America, Europe, and Brazil
• • Structural change: combined Maintenance Services and Manufacturing into a single Manufacturing segment as of Sept 2024 to streamline operations
• • Backlog decline: railcar backlog units down to 16,600 in 2025 from 26,700 in 2024, with estimated future revenue value of $2.2B vs $3.4B prior year
• • Workforce: approx. 11,000 employees globally, half in Mexico; implemented company-wide safety culture reset in 2025 with new metrics and training
• • Environmental focus: received EPA "Special Notice" letter in Nov 2024 initiating formal Superfund site settlement negotiations for Portland Harbor contamination

Risk Factors

• • Regulatory risk from uncertain U.S. and reciprocal tariffs impacting costs and demand, monitored amid ongoing legal challenges and negotiations
• • Geopolitical exposure to war in Ukraine causing higher energy, steel prices, supply chain disruptions, and uncertain pass-through costs in Europe
• • Supply chain risk from reliance on limited suppliers for specialty railcar components, with top 10 suppliers accounting for 36% of purchases in 2025
• • Competitive risk from rivals potentially less affected by tariffs, able to mitigate increased material costs better than Greenbrier
• • Financial risk from customer concentration, with two customers generating approximately 26% of consolidated revenue in 2025

Management Discussion & Analysis

• • Revenue $3.24B, down 6.8% YoY; Manufacturing $2.99B (-9.7%), Leasing & Fleet Management $249.0M (+7.2%)
• • Operating margin Manufacturing 10.9% vs 9.3%, Leasing & Fleet Management 64.5% vs 59.8%
• • Best segment Leasing & Fleet Management ops income $160.6M (+15.5%); worst Manufacturing ops income $327.5M (+6.1%) on lower revenue
• • Operating cash flow $265.7M, capex $280.4M gross; share repurchases $22.2M (517k shares); dividend $0.32/share declared quarterly
• • Management expects 2026 capex ~$320M, proceeds from asset sales ~$115M; risks include tax law changes (OBBBA), foreign exchange, and macroeconomic factors affecting demand

What are the latest GBX SEC filings in 2026?

GREENBRIER COMPANIES INC (GBX) has filed a 10-K annual report on October 28, 2025, a 10-Q quarterly report on April 7, 2026, an 8-K current report on July 1, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did GBX file its most recent 10-K annual report?

GREENBRIER COMPANIES INC (GBX) filed its most recent 10-K annual report on October 28, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view GBX 10-Q quarterly reports?

GREENBRIER COMPANIES INC (GBX)'s most recent 10-Q quarterly report was filed on April 7, 2026. SignalX displays every GBX 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has GBX filed recently?

GREENBRIER COMPANIES INC (GBX)'s most recent 8-K was filed on July 1, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find GBX insider trading activity (Form 4)?

SignalX aggregates every GBX Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does GBX file with the SEC?

GREENBRIER COMPANIES INC (GBX) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new GBX filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for GREENBRIER COMPANIES INC (GBX).

What is GBX's SEC CIK number?

GREENBRIER COMPANIES INC (GBX)'s SEC CIK (Central Index Key) number is 923120. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 923120 to look up all GBX filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find GBX return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from GREENBRIER COMPANIES INC (GBX) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.