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Side-by-side financial comparison of GREENBRIER COMPANIES INC (GBX) and UFP INDUSTRIES INC (UFPI). Click either name above to swap in a different company.
UFP INDUSTRIES INC is the larger business by last-quarter revenue ($1.3B vs $706.1M, roughly 1.9× GREENBRIER COMPANIES INC). GREENBRIER COMPANIES INC runs the higher net margin — 5.2% vs 3.0%, a 2.2% gap on every dollar of revenue. On growth, UFP INDUSTRIES INC posted the faster year-over-year revenue change (-9.0% vs -19.4%). UFP INDUSTRIES INC produced more free cash flow last quarter ($82.7M vs $18.7M). Over the past eight quarters, GREENBRIER COMPANIES INC's revenue compounded faster (-9.5% CAGR vs -9.9%).
The Greenbrier Companies is an American publicly traded transportation manufacturing corporation based in Lake Oswego, Oregon, United States. Greenbrier specializes in transportation services, notably freight railcar manufacturing, railcar refurbishment and railcar leasing/management services. The company is one of the leading designers, manufacturers and marketers of rail freight equipment in North America and Europe. It also has operations in South America, Poland, Romania and Turkey. Green...
UFP Industries, Inc. is a holding company that serves three markets: retail, industrial and construction. The company is headquartered in Grand Rapids, Michigan, and has been publicly traded since 1993. UFP Industries has 218 affiliated operations, which supply tens of thousands of products to three markets: UFP Retail, UFP Construction, and UFP Packaging.
GBX vs UFPI — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $706.1M | $1.3B |
| Net Profit | $36.4M | $40.0M |
| Gross Margin | 14.6% | 16.3% |
| Operating Margin | 8.7% | 4.4% |
| Net Margin | 5.2% | 3.0% |
| Revenue YoY | -19.4% | -9.0% |
| Net Profit YoY | -34.2% | -41.3% |
| EPS (diluted) | $1.14 | $0.71 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $706.1M | $1.3B | ||
| Q3 25 | $759.5M | $1.6B | ||
| Q2 25 | $842.7M | $1.8B | ||
| Q1 25 | $762.1M | $1.6B | ||
| Q4 24 | $875.9M | $1.5B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $820.2M | $1.9B | ||
| Q1 24 | $862.7M | $1.6B |
| Q4 25 | $36.4M | $40.0M | ||
| Q3 25 | $36.8M | $75.3M | ||
| Q2 25 | $60.1M | $100.7M | ||
| Q1 25 | $51.9M | $78.8M | ||
| Q4 24 | $55.3M | $68.0M | ||
| Q3 24 | $61.6M | $99.8M | ||
| Q2 24 | $33.9M | $125.9M | ||
| Q1 24 | $33.4M | $120.8M |
| Q4 25 | 14.6% | 16.3% | ||
| Q3 25 | 18.9% | 16.8% | ||
| Q2 25 | 18.0% | 17.0% | ||
| Q1 25 | 18.2% | 16.8% | ||
| Q4 24 | 19.8% | 16.4% | ||
| Q3 24 | 18.2% | 18.1% | ||
| Q2 24 | 15.1% | 19.1% | ||
| Q1 24 | 14.2% | 19.9% |
| Q4 25 | 8.7% | 4.4% | ||
| Q3 25 | 9.5% | 5.7% | ||
| Q2 25 | 11.0% | 6.7% | ||
| Q1 25 | 11.0% | 5.8% | ||
| Q4 24 | 12.8% | 5.4% | ||
| Q3 24 | 11.8% | 7.3% | ||
| Q2 24 | 8.8% | 8.4% | ||
| Q1 24 | 7.4% | 8.2% |
| Q4 25 | 5.2% | 3.0% | ||
| Q3 25 | 4.8% | 4.8% | ||
| Q2 25 | 7.1% | 5.5% | ||
| Q1 25 | 6.8% | 4.9% | ||
| Q4 24 | 6.3% | 4.7% | ||
| Q3 24 | 5.8% | 6.1% | ||
| Q2 24 | 4.1% | 6.6% | ||
| Q1 24 | 3.9% | 7.4% |
| Q4 25 | $1.14 | $0.71 | ||
| Q3 25 | $1.21 | $1.29 | ||
| Q2 25 | $1.86 | $1.70 | ||
| Q1 25 | $1.56 | $1.30 | ||
| Q4 24 | $1.72 | $1.12 | ||
| Q3 24 | $1.91 | $1.64 | ||
| Q2 24 | $1.06 | $2.05 | ||
| Q1 24 | $1.03 | $1.96 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $361.8M | $948.6M |
| Total DebtLower is stronger | $1.8B | $229.8M |
| Stockholders' EquityBook value | $1.5B | $3.1B |
| Total Assets | $4.3B | $4.0B |
| Debt / EquityLower = less leverage | 1.15× | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $948.6M | ||
| Q3 25 | $306.1M | $1.0B | ||
| Q2 25 | $296.8M | $874.0M | ||
| Q1 25 | $263.5M | $934.3M | ||
| Q4 24 | $300.0M | $1.2B | ||
| Q3 24 | $351.8M | $1.2B | ||
| Q2 24 | $271.6M | $1.1B | ||
| Q1 24 | $252.0M | $1.0B |
| Q4 25 | $1.8B | $229.8M | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $234.0M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $3.1B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.1B | ||
| Q1 25 | $1.5B | $3.2B | ||
| Q4 24 | $1.4B | $3.2B | ||
| Q3 24 | $1.4B | $3.2B | ||
| Q2 24 | $1.3B | $3.1B | ||
| Q1 24 | $1.3B | $3.1B |
| Q4 25 | $4.3B | $4.0B | ||
| Q3 25 | $4.4B | $4.1B | ||
| Q2 25 | $4.4B | $4.1B | ||
| Q1 25 | $4.3B | $4.2B | ||
| Q4 24 | $4.3B | $4.2B | ||
| Q3 24 | $4.3B | $4.2B | ||
| Q2 24 | $4.1B | $4.1B | ||
| Q1 24 | $4.0B | $4.1B |
| Q4 25 | 1.15× | 0.08× | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $76.2M | $146.6M |
| Free Cash FlowOCF − Capex | $18.7M | $82.7M |
| FCF MarginFCF / Revenue | 2.6% | 6.2% |
| Capex IntensityCapex / Revenue | 8.1% | 4.8% |
| Cash ConversionOCF / Net Profit | 2.09× | 3.67× |
| TTM Free Cash FlowTrailing 4 quarters | $128.2M | $276.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.2M | $146.6M | ||
| Q3 25 | $98.0M | $286.0M | ||
| Q2 25 | $139.2M | $221.9M | ||
| Q1 25 | $93.6M | $-108.8M | ||
| Q4 24 | $-65.1M | $144.9M | ||
| Q3 24 | $191.2M | $258.6M | ||
| Q2 24 | $84.0M | $255.9M | ||
| Q1 24 | $99.1M | $-16.8M |
| Q4 25 | $18.7M | $82.7M | ||
| Q3 25 | $26.7M | $210.2M | ||
| Q2 25 | $56.5M | $159.5M | ||
| Q1 25 | $26.3M | $-176.1M | ||
| Q4 24 | $-124.2M | $78.1M | ||
| Q3 24 | $117.6M | $199.7M | ||
| Q2 24 | $-50.2M | $198.4M | ||
| Q1 24 | $-23.1M | $-65.9M |
| Q4 25 | 2.6% | 6.2% | ||
| Q3 25 | 3.5% | 13.5% | ||
| Q2 25 | 6.7% | 8.7% | ||
| Q1 25 | 3.5% | -11.0% | ||
| Q4 24 | -14.2% | 5.3% | ||
| Q3 24 | 11.2% | 12.1% | ||
| Q2 24 | -6.1% | 10.4% | ||
| Q1 24 | -2.7% | -4.0% |
| Q4 25 | 8.1% | 4.8% | ||
| Q3 25 | 9.4% | 4.9% | ||
| Q2 25 | 9.8% | 3.4% | ||
| Q1 25 | 8.8% | 4.2% | ||
| Q4 24 | 6.7% | 4.6% | ||
| Q3 24 | 7.0% | 3.6% | ||
| Q2 24 | 16.4% | 3.0% | ||
| Q1 24 | 14.2% | 3.0% |
| Q4 25 | 2.09× | 3.67× | ||
| Q3 25 | 2.66× | 3.80× | ||
| Q2 25 | 2.32× | 2.20× | ||
| Q1 25 | 1.80× | -1.38× | ||
| Q4 24 | -1.18× | 2.13× | ||
| Q3 24 | 3.10× | 2.59× | ||
| Q2 24 | 2.48× | 2.03× | ||
| Q1 24 | 2.97× | -0.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GBX
| Rail Cars | $456.6M | 65% |
| Other | $118.6M | 17% |
| Railcar Maintenance | $84.9M | 12% |
| Leasing And Fleet Management | $46.0M | 7% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
