Greenbrier Companies (NYSE:GBX) delivered a strong fiscal third-quarter performance that far exceeded Wall Street expectations, sending the stock soaring over 10% in post-earnings trading. The railcar manufacturer posted better-than-expected profitability and upgraded its full-year margin outlook, reaffirming investor confidence in its long-term growth trajectory.
Q3 2025 Highlights: Profitability Outshines Revenue Miss
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EPS: $1.86 vs. $1.17 expected
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Revenue: $842.7 million vs. $885.6 million expected
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Gross Margin: 18%
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Operating Margin: 11%
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Railcars Delivered: 5,600 units
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New Orders: 3,900 units valued at over $500 million
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Lease Fleet Utilization: 98.2%
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Backlog: 18,900 units worth $2.5 billion
“Greenbrier achieved strong financial performance with net earnings rising both sequentially and year-over-year,” said CEO Lorie Tekorius.
Despite a slight miss on revenue, the company outperformed on all profitability metrics, achieving its seventh straight quarter of meeting or exceeding its gross margin goal.
Upgraded Guidance for FY2025
Greenbrier maintained its railcar delivery outlook of 21,500–23,500 units and revenue guidance of $3.15–$3.35 billion, broadly in line with Wall Street forecasts. More importantly, the company raised its profitability targets:
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Gross Margin Guidance: Raised to 17.7–18.3% (from 17.0–17.5%)
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Operating Margin Forecast: Raised to 10.6–11.0% (from 10.2–10.7%)
This signals continued operational efficiency and pricing power amid macroeconomic uncertainty and supply chain volatility.
Track Earnings Performance and Analyst Revisions
Investors looking to evaluate Greenbrier’s consistency and expectations can use:
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Final Thoughts
Greenbrier’s Q3 earnings beat and upgraded margin guidance reinforce its position as a leading North American railcar manufacturer with operational resilience. Strong cash flow generation, a healthy order backlog, and disciplined execution continue to drive long-term shareholder value—even in a volatile economic environment.
