GBX GREENBRIER COMPANIES INC
Last updated: Aug 16, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 2/4 quarters. Q1 2025: $13M, Q3 2026: $8M, Q3 2025: $0M, Q2 2025: $-12M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $13M vs trailing avg $-1M (-1348%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-378M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 38,000 shares = 0.1% of 30,873,000 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
No insider open-market purchases in the last 12 months
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Need both buyback and insider purchase data
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $0M in the last 90 days (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 492604.0x more than bought. 2 C-suite officers among sellers
- Glenn William (SVP & President, Europe) sold 4,000 shares on 2026-07-13
- Krueger William J. (SVP, COO, The Americas) sold 6,000 shares on 2026-01-30