GBX: Improved margins, strong lease growth, and robust liquidity position support positive 2026 outlook
Q3 saw improved gross margin and earnings, strong lease fleet growth, and disciplined capital allocation. Guidance for fiscal 2026 remains at $2.4–$2.5 billion revenue and $3–$3.15 EPS, with some activity shifting to 2027. Regulatory risks are being managed, and pent-up demand is expected to drive…