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GREENBRIER COMPANIES INC（GBX）与FreightCar America, Inc.（RAIL）财务数据对比。点击上方公司名可切换其他公司
GREENBRIER COMPANIES INC的季度营收约是FreightCar America, Inc.的5.6倍（$706.1M vs $125.5M）。GREENBRIER COMPANIES INC净利率更高（5.2% vs -13.2%，领先18.4%）。FreightCar America, Inc.同比增速更快（-8.8% vs -19.4%）。GREENBRIER COMPANIES INC自由现金流更多（$18.7M vs $8.8M）。过去两年GREENBRIER COMPANIES INC的营收复合增速更高（-9.5% vs -11.7%）
格林布赖尔公司是总部位于美国俄勒冈州奥斯威戈湖的上市交通制造企业，专注于货运铁路车辆制造、翻新及租赁管理服务，是北美和欧洲领先的铁路货运设备设计、生产与销售商之一，业务范围还覆盖南美、波兰、罗马尼亚和土耳其。
货运车美国公司是铁路行业货运车厢制造商，全球约有2000名雇员，核心生产基地设在墨西哥卡斯塔诺斯，厂区面积达70万平方英尺。此外，公司总部设于芝加哥，在宾夕法尼亚州约翰斯顿设有工程与零部件厂区，主要为铁路领域提供专业货运车厢产品。
GBX vs RAIL — 直观对比
营收规模更大
GBX
是对方的5.6倍
$125.5M
营收增速更快
RAIL
高出10.6%
-19.4%
净利率更高
GBX
高出18.4%
-13.2%
自由现金流更多
GBX
多$9.9M
$8.8M
两年增速更快
GBX
近两年复合增速
-11.7%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $706.1M | $125.5M |
| 净利润 | $36.4M | $-16.6M |
| 毛利率 | 14.6% | 13.4% |
| 营业利润率 | 8.7% | 6.2% |
| 净利率 | 5.2% | -13.2% |
| 营收同比 | -19.4% | -8.8% |
| 净利润同比 | -34.2% | -147.9% |
| 每股收益（稀释后） | $1.14 | $-0.54 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收GBXRAIL
| Q4 25 | $706.1M | $125.5M | ||
| Q3 25 | $759.5M | $160.4M | ||
| Q2 25 | $842.7M | $118.5M | ||
| Q1 25 | $762.1M | $96.2M | ||
| Q4 24 | $875.9M | $137.6M | ||
| Q3 24 | $1.1B | $113.2M | ||
| Q2 24 | $820.2M | $146.0M | ||
| Q1 24 | $862.7M | $160.9M |
净利润GBXRAIL
| Q4 25 | $36.4M | $-16.6M | ||
| Q3 25 | $36.8M | $-7.4M | ||
| Q2 25 | $60.1M | $11.7M | ||
| Q1 25 | $51.9M | $50.4M | ||
| Q4 24 | $55.3M | $34.6M | ||
| Q3 24 | $61.6M | $-107.0M | ||
| Q2 24 | $33.9M | $8.2M | ||
| Q1 24 | $33.4M | $-11.6M |
毛利率GBXRAIL
| Q4 25 | 14.6% | 13.4% | ||
| Q3 25 | 18.9% | 15.1% | ||
| Q2 25 | 18.0% | 15.0% | ||
| Q1 25 | 18.2% | 15.0% | ||
| Q4 24 | 19.8% | 15.3% | ||
| Q3 24 | 18.2% | 14.3% | ||
| Q2 24 | 15.1% | 12.6% | ||
| Q1 24 | 14.2% | 7.1% |
营业利润率GBXRAIL
| Q4 25 | 8.7% | 6.2% | ||
| Q3 25 | 9.5% | 9.1% | ||
| Q2 25 | 11.0% | 6.5% | ||
| Q1 25 | 11.0% | 4.0% | ||
| Q4 24 | 12.8% | 8.5% | ||
| Q3 24 | 11.8% | 7.6% | ||
| Q2 24 | 8.8% | 9.0% | ||
| Q1 24 | 7.4% | 2.4% |
净利率GBXRAIL
| Q4 25 | 5.2% | -13.2% | ||
| Q3 25 | 4.8% | -4.6% | ||
| Q2 25 | 7.1% | 9.9% | ||
| Q1 25 | 6.8% | 52.4% | ||
| Q4 24 | 6.3% | 25.2% | ||
| Q3 24 | 5.8% | -94.6% | ||
| Q2 24 | 4.1% | 5.6% | ||
| Q1 24 | 3.9% | -7.2% |
每股收益（稀释后）GBXRAIL
| Q4 25 | $1.14 | $-0.54 | ||
| Q3 25 | $1.21 | $-0.23 | ||
| Q2 25 | $1.86 | $0.34 | ||
| Q1 25 | $1.56 | $1.52 | ||
| Q4 24 | $1.72 | $0.88 | ||
| Q3 24 | $1.91 | $-3.57 | ||
| Q2 24 | $1.06 | $0.11 | ||
| Q1 24 | $1.03 | $-0.54 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $361.8M | — |
| 总债务越低越好 | $1.8B | $107.2M |
| 股东权益账面价值 | $1.5B | $-107.4M |
| 总资产 | $4.3B | $290.0M |
| 负债/权益比越低杠杆越低 | 1.15× | — |
8季度趋势，按日历期对齐
现金及短期投资GBXRAIL
| Q4 25 | $361.8M | — | ||
| Q3 25 | $306.1M | — | ||
| Q2 25 | $296.8M | — | ||
| Q1 25 | $263.5M | — | ||
| Q4 24 | $300.0M | — | ||
| Q3 24 | $351.8M | — | ||
| Q2 24 | $271.6M | — | ||
| Q1 24 | $252.0M | — |
总债务GBXRAIL
| Q4 25 | $1.8B | $107.2M | ||
| Q3 25 | $1.8B | $107.6M | ||
| Q2 25 | — | $107.9M | ||
| Q1 25 | — | $108.2M | ||
| Q4 24 | — | $108.4M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益GBXRAIL
| Q4 25 | $1.5B | $-107.4M | ||
| Q3 25 | $1.5B | $-90.9M | ||
| Q2 25 | $1.5B | $-83.5M | ||
| Q1 25 | $1.5B | $-97.4M | ||
| Q4 24 | $1.4B | $-150.3M | ||
| Q3 24 | $1.4B | $-156.3M | ||
| Q2 24 | $1.3B | $-48.8M | ||
| Q1 24 | $1.3B | $-57.0M |
总资产GBXRAIL
| Q4 25 | $4.3B | $290.0M | ||
| Q3 25 | $4.4B | $340.8M | ||
| Q2 25 | $4.4B | $328.1M | ||
| Q1 25 | $4.3B | $250.5M | ||
| Q4 24 | $4.3B | $224.2M | ||
| Q3 24 | $4.3B | $245.9M | ||
| Q2 24 | $4.1B | $207.2M | ||
| Q1 24 | $4.0B | $248.7M |
负债/权益比GBXRAIL
| Q4 25 | 1.15× | — | ||
| Q3 25 | 1.14× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $76.2M | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $18.7M | $8.8M |
| 自由现金流率自由现金流/营收 | 2.6% | 7.0% |
| 资本支出强度资本支出/营收 | 8.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.09× | — |
| 过去12个月自由现金流最近4个季度 | $128.2M | $31.4M |
8季度趋势，按日历期对齐
经营现金流GBXRAIL
| Q4 25 | $76.2M | $10.0M | ||
| Q3 25 | $98.0M | $3.4M | ||
| Q2 25 | $139.2M | $8.5M | ||
| Q1 25 | $93.6M | $12.8M | ||
| Q4 24 | $-65.1M | $5.9M | ||
| Q3 24 | $191.2M | $7.2M | ||
| Q2 24 | $84.0M | $57.2M | ||
| Q1 24 | $99.1M | $-25.3M |
自由现金流GBXRAIL
| Q4 25 | $18.7M | $8.8M | ||
| Q3 25 | $26.7M | $2.2M | ||
| Q2 25 | $56.5M | $7.9M | ||
| Q1 25 | $26.3M | $12.5M | ||
| Q4 24 | $-124.2M | $4.6M | ||
| Q3 24 | $117.6M | $5.7M | ||
| Q2 24 | $-50.2M | $55.9M | ||
| Q1 24 | $-23.1M | $-26.3M |
自由现金流率GBXRAIL
| Q4 25 | 2.6% | 7.0% | ||
| Q3 25 | 3.5% | 1.4% | ||
| Q2 25 | 6.7% | 6.7% | ||
| Q1 25 | 3.5% | 13.0% | ||
| Q4 24 | -14.2% | 3.3% | ||
| Q3 24 | 11.2% | 5.0% | ||
| Q2 24 | -6.1% | 38.3% | ||
| Q1 24 | -2.7% | -16.3% |
资本支出强度GBXRAIL
| Q4 25 | 8.1% | 1.0% | ||
| Q3 25 | 9.4% | 0.7% | ||
| Q2 25 | 9.8% | 0.5% | ||
| Q1 25 | 8.8% | 0.3% | ||
| Q4 24 | 6.7% | 0.9% | ||
| Q3 24 | 7.0% | 1.3% | ||
| Q2 24 | 16.4% | 0.9% | ||
| Q1 24 | 14.2% | 0.6% |
现金转化率GBXRAIL
| Q4 25 | 2.09× | — | ||
| Q3 25 | 2.66× | — | ||
| Q2 25 | 2.32× | 0.73× | ||
| Q1 25 | 1.80× | 0.25× | ||
| Q4 24 | -1.18× | 0.17× | ||
| Q3 24 | 3.10× | — | ||
| Q2 24 | 2.48× | 6.99× | ||
| Q1 24 | 2.97× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
GBX
| Rail Cars | $456.6M | 65% |
| Other | $118.6M | 17% |
| Railcar Maintenance | $84.9M | 12% |
| Leasing And Fleet Management | $46.0M | 7% |
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |
