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The Greenbrier Companies GBX Leasing And Fleet Management — Cost Of Revenue

Other segment segments

Manufacturing
$487M-29.0%

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Other financials

Income statement

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Revenue$576.5M-31.6%
Gross profit$81.1M-46.5%
Operating income$31.9M-65.6%
Net income$18.9M-68.6%
EPS (diluted)$0.60-67.7%

Balance sheet

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Cash & equivalents$273.7M-7.8%
Total debt$1.9B+2,016%
Total equity$1.6B+4.6%
Total assets$4.3B-0.1%

Cash flow

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Operating cash flow$158.7M+69.6%
CapEx$59.6M-27.9%
Free cash flow-$286.4M

Valuation

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Market cap$1.48B+5.7%
Enterprise value$3.08B+159%
P/E13.8×+7.7×
P/S0.6×+0.2×

Profitability

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Gross margin15.1%-3.4pp
Operating margin7.2%-4.4pp
Net margin4.1%-2.4pp
FCF margin-6.4%

Returns & leverage

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Return on equity7%-9.2pp
Debt / equity1.2×+1.1×

Where this comes from

Reported directly by The Greenbrier Companies in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: The Greenbrier Companies’s 10-Q, filed July 1, 2026.

Filed
Jul 1, 2026, 4:45 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-292719
(in millions)ManufacturingLeasing & Fleet ManagementTotal
Cost of revenue
Cost of revenue from external customers476.618.8495.4
Intersegment cost of revenue10.40.110.5
487.018.9505.9
Margin52.528.681.1
Selling and administrative22.45.1
Net gain on disposition of equipment(0.3)(5.7)
Segment earnings from operations$30.4$29.2$59.6

Item 1. Condensed Consolidated Financial Statements

FAQ

What is The Greenbrier Companies's leasing and fleet management — cost of revenue?
The Greenbrier Companies (GBX) reported leasing and fleet management — cost of revenue of $18.9M in Q1 2026.
How has The Greenbrier Companies's leasing and fleet management — cost of revenue changed year-over-year?
The Greenbrier Companies's leasing and fleet management — cost of revenue increased by 1.6% year-over-year, from $18.6M to $18.9M.
What is the long-term trend for The Greenbrier Companies's leasing and fleet management — cost of revenue?
Over 2 years (2023 to 2025), The Greenbrier Companies's leasing and fleet management — cost of revenue has grown at a 16.6% compound annual growth rate (CAGR), from $56.4M to $76.7M.
What does leasing and fleet management — cost of revenue mean?
This represents the direct costs associated with operating and maintaining the leased railcar fleet, including maintenance, insurance, and fleet management personnel expenses. Monitoring this metric helps assess the operational efficiency and cost structure of the leasing business segment.

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