Zacks Investment ResearchT3·13d ago
GBX The Greenbrier Companies, Inc.
XNYS
37.69
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
GBX
$37.69
—
Key stats
$37.69
- 52-Week Range
- $37.02 – $59.19
- YTD
- -20.28%
- IV Rank (30D)
- 92.45
- Straddle Price
- $4.65
- P/C Vol Ratio
- 0.62
- Market Cap
- $1.2B
- Open
- $37.52
- Day Range
- $37.10 – $38.00
- Volume
- 745,360
- Prev Close
- $37.61
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.98 |
| Cost of Equity (CAPM) | 10.04% (VRP-adj) |
| WACC | 6.89% |
| Volatility Risk Premium | +57.0pp (IV − HV30) |
| Effective Tax Rate | 29.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $-0.1B |
| Return on Equity (TTM) | 6.8% |
| Book / Price | 141.2% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 15.1% |
| FCF Margin (TTM) | -4.3% |
| Debt / Equity | 1.06 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $42.39 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $39.78 |
| Bollinger Width / SMA20 | 36.1% (drives anchor stability) |
| Net Debt | $1.5B |
| Market Cap | $1B |
Peers used for multiples: CAG, EFC, IIPR, KFY, LPG, MRP, RITM, TRN
60-Day Conviction
34%
20-Day Fair Value
≈ by Nov 20, 2026
$37.77
α +0.2%
rank 51%
conviction
15%
40-Day Fair Value
≈ by Dec 21, 2026
$37.92
α +0.6%
rank 51%
conviction
17%
60-Day Fair Value
≈ by Jan 19, 2027
$37.34
α -0.9%
rank 51%
conviction
34%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $5.93 | 19% | |
| Peer P/E | $27.65 | 7% | median 8.2× · 7 peers |
| Peer EV/EBITDA | $36.96 | 7% | median 9.6× · 8 peers |
| Peer P/B | $49.77 | 7% | median 0.9× · 8 peers |
| Peer P/S | $109.74 | 7% | median 1.3× · 8 peers |
| Market Anchor (SMA50) | $42.39 | 35% | stability 76% (BB-width) |
| Options Expected (B-L 30d) | $37.63 | 19% | 16 strikes · skew -0.08 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- RAILROAD EQUIPMENT (3743) · industry map
- Exchange
- XNYS
- Market Cap
- $1.2B
- Employees
- 11,000
- List Date
- 1994-07-21
- CIK
- 0000923120
- Next Earnings
- 2026-10-26 (After-Close)
- EPS Forecast
- $0.89 (1 est.)
- Headquarters
- Lake Oswego, OR
- Homepage
- https://www.gbrx.com
Greenbrier Companies Inc supplies equipment and services to international freight transportation markets, designing and marketing freight railcars in North America, Europe, and Brazil through subsidiaries and joint ventures. It provides railcar wheel services, parts, maintenance, and conversion services in North America. The company owns a lease fleet sourced mainly from its manufacturing operations and offers railcar management, regulatory compliance, and leasing services to railroads and owners. It operates two segments: Manufacturing and Leasing & Fleet Management, with the majority of reve…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.15% | -12.60% | -8.95% | 2.02% | 8.36% | 6.64% | -0.40% |
| Feb | 23.59% | 8.92% | 5.59% | 12.40% | -10.68% | 9.89% | 8.29% |
| Mar | -0.84% | 18.99% | -1.50% | -0.88% | -5.43% | -7.63% | 0.45% |
| Apr | -1.87% | -16.01% | -18.54% | -3.57% | -16.87% | -6.58% | -10.57% |
| May | -10.37% | -0.31% | 2.14% | 11.50% | 5.16% | -5.86% | 0.38% |
| Jun | -7.81% | -12.52% | 54.59% | -9.02% | 3.11% | 6.36% | 5.79% |
| Jul | -1.47% | -10.74% | 7.17% | 3.89% | -3.19% | 1.82% | -0.42% |
| Aug | 4.90% | -9.29% | -10.59% | -3.14% | 6.05% | -9.43% | -3.58% |
| Sep | -2.47% | -12.95% | -8.30% | 7.52% | -0.58% | -4.60% | -3.56% |
| Oct | -7.13% | 40.17% | -13.20% | 19.50% | -9.78% | -5.99%* | 3.93% |
| Nov | -5.77% | 4.86% | 6.92% | 15.37% | 6.31% | -- | 5.54% |
| Dec | 16.24% | -12.80% | 12.99% | -10.85% | 4.59% | -- | 2.03% |
| Total | 4.09% | -25.05% | 12.23% | 47.85% | -15.52% | -16.26% | 1.22% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $39.78
SMA 50: $42.39
SMA 200: $48.57
Current: $37.69
EMA 12: $38.96
EMA 26: $40.25
MACD: -1.2955 | Signal: -0.0265
BEARISH
ADX (14): 32.84
TREND
+DI: 16.33
−DI: 35.32
Momentum Oscillators
RSI (14): 24.99
OVERSOLD
Stoch %K: 18.74
Stoch %D: 24.48
Williams %R: -84.12
Volume & Volatility
BB Upper: $42.64
BB Lower: $36.92
NEUTRAL
OBV: -2,497,423
Vol SMA 20: 358,721
Vol ROC: 65.33%
ATR: $1.09
True Range: $0.90
HV 20: 20.5%
HV 30: 20.3%
HV 60: 25.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 7/10)
Key Drivers: Recent dividend announcements, low volatility, and bullish options market sentiment.
Primary Risks: Divergence between technical and news signals, potential for mean reversion.
Investment Thesis: GBX is a relatively stable company with a history of dividend growth. The recent positive news headlines have driven the stock price higher, but we believe there may be some room for further upside based on the options market sentiment.
Recent News Sentiment Impact: Positive news headlines have been driving the stock price higher, with 4 out of 6 recent articles having a positive tone. This has contributed to our neutral assessment and cautious optimism.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL / Medium-term (1-3 months): BULLISH / Long-term (3-12 months): BEARISH
Support/Resistance Levels:
- SMA 20: $47.82 (support)
- SMA 50: $48.98 (resistance)
- SMA 200: $48.58 (support)
Momentum Signals:
- RSI interpretation: Neutral, at 59.69
- MACD signal: Bearish, with histogram at -0.35
- Bollinger Bands position: Squeeze
Volume Analysis: Volume is relatively low, but has been increasing recently.
News & Sentiment Analysis
Recent Headlines Summary: Recent news headlines have been generally positive, focusing on dividend announcements and bullish market commentary.
Sentiment Assessment: Positive sentiment dominates, with 4 out of 6 recent articles having a positive tone.
Catalyst Identification: Upcoming dividend payments may provide further support for the stock price.
Market Narrative: The positive news headlines align with our technical analysis, suggesting that GBX is likely to continue its upward trend in the short term.
Risk & Volatility Assessment
Beta Interpretation: Low volatility, with a beta of 0.73 relative to SPY.
Volatility Regime: Historical volatility has been relatively low, but there are signs of increasing volatility recently.
Options Market Signals:
- IV rank: Medium (30.2%)
- Put/call ratio: Bullish sentiment
- Unusual activity: None
Downside Protection: Support levels at SMA 20 and SMA 50 provide a cushion for potential downside moves.
Market Context & Positioning
Sector Performance: GBX is outperforming the sector, with a relative strength of 1.2.
Institutional Activity: Institutional interest has been increasing recently, with volume flow suggesting accumulation.
Correlation Analysis: GBX has a positive correlation with the market (R-squared: 0.25).
Relative Valuation: GBX is trading within its historical range, but slightly below its long-term average.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $47.82 (support)
- SMA 50: $48.98 (resistance)
Breakout/Breakdown Levels:
- Upper Bollinger Band: $49.72 (breakout level)
- Lower Bollinger Band: $45.93 (breakdown level)
Time-Sensitive Catalysts: Upcoming dividend payments and quarterly earnings releases.
Risk Management: Stop-loss levels at SMA 20, with position sizing considerations based on risk tolerance.
By analyzing the data provided, we believe that GBX is likely to continue its upward trend in the short term, driven by recent positive news headlines and bullish options market sentiment. However, we also caution that there may be some room for mean reversion, and that technical and news signals should remain closely monitored.
Generated
News
All GBX news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
21 of 23 under expected move
Avg Expected Move
9.41%
Avg Actual Move
5.12%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-06 | After-Close | 7.16% | 1.65% | 0.23x | Within |
| 2021-04-06 | After-Close | 6.41% | 1.41% | 0.22x | Within |
| 2021-07-09 | After-Close | 6.12% | 0.74% | 0.12x | Within |
| 2021-10-26 | After-Close | 8.15% | 4.58% | 0.56x | Within |
| 2022-01-07 | After-Close | 8.06% | 7.09% | 0.88x | Within |
| 2022-04-06 | After-Close | 5.25% | 2.70% | 0.51x | Within |
| 2022-07-11 | After-Close | 6.40% | 3.25% | 0.51x | Within |
| 2022-10-27 | After-Close | 10.53% | 4.20% | 0.40x | Within |
| 2023-01-06 | After-Close | 11.69% | 4.12% | 0.35x | Within |
| 2023-03-22 | After-Close | 15.00% | 2.14% | 0.14x | Within |
| 2023-06-29 | After-Close | 8.76% | 0.65% | 0.07x | Within |
| 2023-09-21 | After-Close | 7.64% | 0.99% | 0.13x | Within |
| 2024-01-05 | After-Close | 5.95% | 4.14% | 0.70x | Within |
| 2024-04-05 | After-Close | 6.11% | 1.66% | 0.27x | Within |
| 2024-07-08 | After-Close | 5.71% | 3.24% | 0.57x | Within |
| 2024-10-23 | After-Close | 11.61% | 16.68% | 1.44x | Exceeded |
| 2025-01-08 | After-Close | 10.75% | 3.81% | 0.35x | Within |
| 2025-04-07 | After-Close | 16.43% | 11.42% | 0.70x | Within |
| 2025-07-01 | After-Close | 11.28% | 21.09% | 1.87x | Exceeded |
| 2025-10-28 | After-Close | 12.76% | 7.20% | 0.56x | Within |
| 2026-01-08 | After-Close | 11.81% | 10.27% | 0.87x | Within |
| 2026-04-07 | After-Close | 11.33% | 2.90% | 0.26x | Within |
| 2026-07-01 | After-Close | 11.47% | 1.72% | 0.15x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
GBX Options Activity & IV Rank
GBX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 54.4%
7-DTE IV: —
Expected Move: $4.65
7-DTE Move: $4.65
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 92
Put Volume: 57
P/C Volume: 0.62
BULLISH
Call OI: 1,012
Put OI: 291
P/C OI: 0.288
Total OI: 1,303
ATM Options Pricing
ATM Call: $2.17
ATM Put: $2.48
Call %: 5.8%
Put %: 6.6%
Chain Summary
Chain Volume: 564
Chain OI: 3,646
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 9th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
9%
vs own history
GEX tilt
-0.55
OI-weighted, today
Vanna tilt
-0.12
δ-sensitivity to IV
Charm tilt
+0.10
δ-decay vs time
? What is this?
· 15 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
75%
+14.5
pts
EXTREME
as of Oct 21 · ATM 54.2% / Wing 68.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)92.5HighOct 21
Straddle Price (30 DTE)$4.65Oct 21
Beta Analysis
Risk Metrics
Beta: 0.4336
Alpha: -21.07%
Correlation: 0.1764
R-Squared: 3.1%
Stock Volatility: 31.2%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own GBX
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $20.4M | #1114 of 3716 | +2202.1% | 13F | |
| Citadel Hedge fund Ken Griffin | $7.3M | #1807 of 6285 | +134.3% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $7.0M | #1264 of 3138 | new | 13F | |
| Point72 Hedge fund Steve Cohen | $2.3M | #1232 of 1945 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $10K | #4002 of 4729 | +26.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
GBX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 31,870,500 (as of 2026-05-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
4 filers$4.32M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $1.86M | 42.97% | 2026-06-30 |
| 2 | Walleye Trading LLC | $1.28M | 29.59% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $950.79K | 22.00% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $235.25K | 5.44% | 2026-06-30 |
3 filers$1.66M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $1.37M | 82.54% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $245.05K | 14.79% | 2026-06-30 |
| 3 | Walleye Trading LLC | $44.11K | 2.66% | 2026-06-30 |
GBX Insider Trading (Form 4)
Latest: 2026-10-20Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | William J. Krueger | SVP, COO, The Americas | Tax (F) | −2,237 | $39.11 | -$87.5K | EDGAR |
| 2026-10-20 | Brian J Comstock | EVP & President, The Americas | Tax (F) | −3,557 | $39.11 | -$139.1K | EDGAR |
| 2026-10-20 | Matthew Joseph Meyer | SVP, Finance & CAO | Tax (F) | −643 | $39.11 | -$25.1K | EDGAR |
| 2026-10-20 | Christian Lucky | SVP, CLO and CCO | Tax (F) | −1,112 | $39.11 | -$43.5K | EDGAR |
| 2026-10-20 | Michael J Donfris | SVP, CFO | Tax (F) | −1,347 | $39.11 | -$52.7K | EDGAR |
| 2026-10-20 | William Glenn | SVP & President, Europe | Exer (M) | −6,446 | — | EDGAR | |
| 2026-10-20 | Laurie R Dornan | SVP, Chief HR Officer | Tax (F) | −1,050 | $39.11 | -$41.1K | EDGAR |
| 2026-10-20 | Lorie Tekorius | CEO and President | Tax (F) | −7,071 | $39.11 | -$276.5K | EDGAR |
| 2026-07-20 | Wendy L Teramoto | Director | Gift (G) | −313 | — | EDGAR | |
| 2026-07-15 | William Glenn | SVP & President, Europe | Sell (S) | −4,000 | $48.15 | -$192.6K | EDGAR |
| 2026-06-18 | Michael J Donfris | SVP, CFO | Tax (F) | −351 | $49.33 | -$17.3K | EDGAR |
| 2026-02-04 | Wendy L Teramoto | Director | Gift (G) | −294 | — | EDGAR | |
| 2026-02-02 | William J. Krueger | SVP, COO, The Americas | Sell (S) | −6,000 | $50.00 | -$300.0K | EDGAR |
| 2026-01-09 | Wendy L Teramoto | Director | Award (A) | +3,465 | — | EDGAR | |
| 2026-01-09 | Antonio O Garza | Director | Award (A) | +3,465 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
GBX Insider Holdings
17 insiders · @ $37.69
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Lorie Tekorius | CEO and President | 344,857 | $13.00M | -$2.24M | 88 | 2026-10-20 |
| 2 | Brian J Comstock | EVP & President, The Americas | 72,528 | $2.73M | -$5.14M | 30 | 2026-10-20 |
| 3 | Graeme Jack | Director | 65,339 | $2.46M | $0 | 41 | 2026-01-09 |
| 4 | William J. Krueger | SVP, COO, The Americas | 58,242 | $2.20M | -$1.92M | 18 | 2026-10-20 |
| 5 | Martin Raymond Baker | Senior Vice President | 45,470 | $1.71M | -$3.52M | 64 | 2024-10-30 |
| 6 | Laurie R Dornan | SVP, Chief HR Officer | 43,430 | $1.64M | -$452.7K | 8 | 2026-10-20 |
| 7 | Wendy L Teramoto | Director | 37,225 | $1.40M | -$182.6K | 44 | 2026-07-20 |
| 8 | Kelly Marie Williams | Director | 29,854 | $1.13M | $0 | 32 | 2026-01-09 |
| 9 | Ricardo Galvan | SVP, Operations, Maint Svcs. | 27,472 | $1.04M | -$522.4K | 5 | 2024-11-08 |
| 10 | Antonio O Garza | Director | 27,196 | $1.03M | $250.0K | 24 | 2026-01-09 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
GBX Board & Officers
As of SEC filings through Oct 20, 2026Directors 10
- Graeme Jack · since Oct 31, 2006
- Kelly Marie Williams · since Mar 31, 2015
- Thomas B Fargo · since Jul 1, 2015
- Wanda F Felton · since Jun 23, 2017
- Wendy L Teramoto · listed since Oct 2019
- Antonio O Garza · since Jul 30, 2021
- James R Huffines · since Jul 30, 2021
- Lorie Tekorius · listed since Jul 2022
- Jeffrey M Songer · since Jun 19, 2025
- Stevan B. Bobb · since Jun 19, 2025
Officers 8
- Lorie Tekorius · CEO and President · listed since Jul 2022
- William Glenn · SVP & President, Europe · listed since Jan 2024
- Brian J Comstock · EVP & President, The Americas · listed since Jan 2024
- Michael J Donfris · SVP, CFO · listed since Oct 2024
- William J. Krueger · SVP, COO, The Americas · listed since Apr 2024
- Laurie R Dornan · SVP, Chief HR Officer · since Jan 5, 2023
- Matthew Joseph Meyer · SVP, Finance & CAO · since Feb 20, 2023
- Christian Lucky · SVP, CLO and CCO · since Jan 4, 2024
Changes in the last 10 years (42)
| Jun 19, 2025 | Stevan B. Bobb became a director |
| Jun 19, 2025 | Jeffrey M Songer became a director |
| Oct 21, 2024 | Michael J Donfris listed as SVP, CFO (previously SVP, Finance) in SEC filings |
| Oct 18, 2024 | Ricardo Galvan listed as SVP, Operations, Maint Svcs. (previously SVP, Grs) in SEC filings |
| Jun 17, 2024 | Michael J Donfris became SVP, Finance |
| Apr 12, 2024 | William J. Krueger listed as SVP, COO, The Americas (previously President, GMO) in SEC filings |
| Jan 26, 2024 | Brian J Comstock listed as EVP & President, The Americas (previously Chief Comm. & Leasing Officer) in SEC filings |
| Jan 16, 2024 | Martin Raymond Baker listed as Senior Vice President (previously SVP & CLO and CCO) in SEC filings |
| Jan 10, 2024 | William Glenn first listed as SVP & President, Europe in an SEC filing |
| Jan 4, 2024 | The company announced the departure of Adrian J Downes as SVP & CFO in an SEC filing |
| Jan 4, 2024 | Christian Lucky became SVP, CLO and CCO |
| Oct 20, 2023 | Martin Raymond Baker listed as SVP & CLO and CCO (previously SVP, GC, & Compliance Officer) in SEC filings |
| Jun 29, 2023 | Patrick J Ottensmeyer became a director |
| Feb 20, 2023 | Matthew Joseph Meyer became SVP, Finance & CAO |
| Jan 5, 2023 | Ricardo Galvan became SVP, Grs |
| Jan 5, 2023 | Laurie R Dornan became SVP, Chief HR Officer |
| Sep 2, 2022 | William A Furman no longer listed as Executive Chairman in SEC filings |
| Sep 1, 2022 | William J. Krueger became President, GMO |
| Aug 1, 2022 | William A Furman listed as Executive Chairman (previously Chairman & CEO) in SEC filings |
| Jul 8, 2022 | Lorie Tekorius listed as CEO and President (previously President and COO) in SEC filings |
| Jul 8, 2022 | Lorie Tekorius first listed as a director in an SEC filing |
| Apr 30, 2022 | The company announced the departure of Alejandro Centurion as EVP and President, GMO in an SEC filing |
| Oct 21, 2021 | The company announced the departure of William A Furman from the board in an SEC filing |
| Oct 21, 2021 | The company announced the departure of William A Furman from the board in an SEC filing |
| Jul 30, 2021 | James R Huffines became a director |
| Jul 30, 2021 | Antonio O Garza became a director |
| Feb 10, 2021 | Brian J Comstock listed as Chief Comm. & Leasing Officer (previously EVP, Sales and Marketing) in SEC filings |
| Mar 31, 2020 | William A Furman first listed as a director in an SEC filing |
| Oct 25, 2019 | Wendy L Teramoto first listed as a director in an SEC filing |
| Oct 24, 2019 | William A Furman listed as Chairman & CEO (previously President & CEO) in SEC filings |
| Oct 24, 2019 | Lorie Tekorius listed as President and COO (previously EVP & COO) in SEC filings |
| Nov 13, 2018 | Mark J Rittenbaum listed as EVP, Chief Comm & Leasing Off (previously EVP, Commercial & Leasing) in SEC filings |
| Oct 25, 2018 | Lorie Tekorius listed as EVP & COO (previously EVP & CFO) in SEC filings |
| Oct 25, 2018 | Adrian J Downes listed as SVP & CFO (previously SVP & CAO) in SEC filings |
| Apr 15, 2018 | Brian J Comstock became EVP, Sales and Marketing |
| Feb 2, 2018 | Walter T. Hannan reported in an SEC filing no longer being SVP & CHRO |
| Jun 23, 2017 | Wanda F Felton became a director |
| Jun 23, 2017 | David L Starling became a director |
| May 8, 2017 | Lorie Tekorius listed as EVP & CFO (previously SVP & CFO) in SEC filings |
| Apr 3, 2017 | Wendy L Teramoto reported in an SEC filing no longer being a director |
| Mar 29, 2017 | Lorie Tekorius listed as SVP & CFO (previously SVP, CFO & Treasurer) in SEC filings |
| Jan 3, 2017 | James T Sharp reported in an SEC filing no longer being EVP and President, GLC |
Not reported recently (9)
- Ricardo Galvan · Last reported as SVP, Operations, Maint Svcs. in an SEC filing dated Nov 8, 2024
- Martin Raymond Baker · Last reported as Senior Vice President in an SEC filing dated Oct 30, 2024
- Patrick J Ottensmeyer · Last reported as a director in an SEC filing dated May 16, 2024
- Charles J Swindells · Last reported as a director in an SEC filing dated Dec 1, 2023
- David L Starling · Last reported as a director in an SEC filing dated Feb 21, 2023
- Donald A Washburn · Last reported as a director in an SEC filing dated Dec 6, 2021
- Duane Charles McDougall · Last reported as a director in an SEC filing dated Dec 6, 2021
- Mark J Rittenbaum · Last reported as EVP, Chief Comm & Leasing Off in an SEC filing dated Dec 29, 2020
- Anne Manning · Last reported as VP Corporate Controller in an SEC filing dated Apr 7, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
GBX Proposed Insider Sales (Form 144)
Latest: 2026-07-13
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-13 | Glenn William | Officer | 4,000 | $189.2K | 2026-07-13 | Robert W Baird & Co. | — | EDGAR |
| 2026-01-30 | WILLIAM J KRUEGER | Officer | 6,000 | $300.0K | 2026-01-30 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-07-10 | Felton Wanda F | Director | 3,747 | $207.1K | 2025-07-10 | Merrill Lynch | — | EDGAR |
| 2025-07-09 | FARGO THOMAS B | Director, CHAIRMAN | 3,727 | $204.8K | 2025-07-09 | RBC CAPITAL MARKETS LLC | — | EDGAR |
| 2025-07-01 | WILLIAM J KRUEGER | Officer | 4,000 | $184.2K | 2025-07-01 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-05-13 | WILLIAM J KRUEGER | Officer | 2,000 | $94.4K | 2025-05-13 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-04-01 | WILLIAM J KRUEGER | Officer | 2,000 | $102.4K | 2025-04-01 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-02-13 | Glenn William | Officer | 12,000 | $742.3K | 2025-02-13 | U.S. Bank | — | EDGAR |
| 2025-02-03 | WILLIAM J KRUEGER | Officer | 4,000 | $265.0K | 2025-02-03 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-01-28 | BAKER MARTIN RAYMOND | Officer | 14,940 | $1.03M | 2025-01-28 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
98 ETFs hold GBX
25 shown · $448.06M total exposure · 0.08% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.07% | $69.3M | $103.1B | 2026-10-20 |
| 2 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.21% | $66.6M | $31.4B | 2026-10-20 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $39.4M | — | 2026-09-30 |
| 4 | PAVE Global X U.S. Infrastructure Development ETF | Global X | 0.24% | $32.7M | — | 2026-10-21 |
| 5 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.04% | $30.2M | $75.1B | 2026-10-20 |
| 6 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $27.9M | — | 2026-09-30 |
| 7 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.09% | $23.9M | — | 2026-10-20 |
| 8 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.06% | $18.3M | — | 2026-10-20 |
| 9 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.03% | $18.2M | — | 2026-09-30 |
| 10 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $14.0M | — | 2026-09-30 |
| 11 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.08% | $10.8M | $13.7B | 2026-10-20 |
| 12 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.07% | $10.7M | $15.7B | 2026-10-20 |
| 13 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.13% | $9.7M | $7.6B | 2026-10-20 |
| 14 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.11% | $9.5M | — | 2026-05-31 |
| 15 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.03% | $9.1M | — | 2026-10-20 |
| 16 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.04% | $7.2M | — | 2026-09-30 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.03% | $7.0M | — | 2026-05-31 |
| 18 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.29% | $7.0M | — | 2026-06-30 |
| 19 | USVM VictoryShares US Small Mid Cap Value Momentum ETF | Nport | 0.40% | $6.9M | — | 2026-06-30 |
| 20 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.13% | $6.0M | $4.7B | 2026-10-20 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $5.4M | — | 2026-10-20 |
| 22 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $4.9M | — | 2026-09-30 |
| 23 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.21% | $4.6M | — | 2026-06-30 |
| 24 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.06% | $4.5M | — | 2026-10-20 |
| 25 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.07% | $4.4M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
11.15
TTM Diluted EPS
$3.38
TTM Revenue
$2.63B
TTM Net Income
$107.10M
TTM Op. Cash Flow
$106.10M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-05-31 | $576.50M | $18.90M | $0.60 | $-226.80M |
| Q2 '26 | 2026-02-28 | $587.50M | $15.00M | $0.47 | $158.70M |
| Q1 '26 | 2025-11-30 | $706.10M | $36.40M | $1.14 | $76.20M |
| Q4 '25 | 2025-08-31 | $759.50M | $36.80M | $1.17 | $98.00M |
| Q3 '25 | 2025-05-31 | $842.70M | $60.10M | $1.86 | $139.20M |
| Q2 '25 | 2025-02-28 | $762.10M | $51.90M | $1.56 | $93.60M |
| Q1 '25 | 2024-11-30 | $875.90M | $55.30M | $1.72 | $-65.10M |
| Q4 '24 | 2024-08-31 | $1.05B | $61.60M | $1.91 | $191.20M |
| Q3 '24 | 2024-05-31 | $820.20M | $33.90M | $1.06 | $84.00M |
| Q2 '24 | 2024-02-29 | $862.70M | $33.40M | $1.03 | $99.10M |
| Q1 '24 | 2023-11-30 | $808.80M | $31.20M | $0.96 | $-44.70M |
| Q4 '23 | 2023-08-31 | $1.02B | $24.80M | $0.76 | $70.00M |
Q3 2026 • period ending 2026-05-31 • filed 2026-07-01
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
11.15
P/B
0.71
P/S
0.46
EV/EBITDA
9.67
EV/Sales
1.04
ROE
6.3%
ROA
2.5%
Div Yield
3.60%
FCF Yield
8.83%
Debt/Equity
1.06
Current Ratio
—
Market Cap
$1.20B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.81M
SI % of Float
9.28%
Days to Cover
5.90
Short Vol Ratio
87.1%
Free Float
30.32M
Float %
98.0%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07