Forum talk counts mentions of GBX in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
3/7Mixed
MissReturn on equity 15%+Earns a lot on the money owners have in the business.13.8%
MissDebt under half of equityNot relying on borrowed money.1.15x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.3%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$265.7M
PassShare count not growingNot diluting owners. Falling means buybacks.-0.3% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.18.7%
Revenue
$3.2B
-8.6% vs prior year
5-year growth
+3.0%/yr
revenue, per year
Total debt
$1.8B
1.15x equity
Free cash flow
$265.7M
8.2% of revenue
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 31, 2026
Reported Oct 26After close4:10 pm ET
Revenue
$591.0M
-22.2% YoY
EPS
$0.28
vs $1.17
Op. margin
4.3%
-5.2 pts
Gross margin
13.5%
-5.4 pts
Free cash flow
-$100.6M
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trend
No trades to chart yet.
Filing buzz
Last 7 days vs normal
93/ 100
This week
11
Normal week
0.9
vs normal
12.9x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.7%
Institutions added 3.7% to their holdings. 126 bought, 115 sold. 2 quarters of net buying in a row.
Shares held by institutions32.3M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-0.1%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
1.2x · $1.8B debt
Shares outstandingLatest reported
31M
Why low risk
Revenue down 24% from the year before
Earnings reports
Last 12
Next reportAround Jan 7, 2027 (est.)Estimated from the same quarter last year
Results filedOct 26
Results filedJul 1
Results filedApr 7
Results filedJan 8
Results filedOct 28, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days