MEDIUMBuilt-inGeographic
workforce in Mexico
“10-K Item 1: 'We depend on a highly skilled workforce of approximately 10,000 employees of which approximately half reside in Mexico.'”
GBX · Concentration risk · 10-K extracted
Greenbrier Companies, Inc. (The (GBX) concentration risks
Updated
The most significant concentration Greenbrier Companies, Inc. (The discloses is workforce in Mexico, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Greenbrier Companies, Inc. (The’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH0
MEDIUM1
LOW2
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
LOWOutside partyCustomer
12%
one customer
“10-K Item 1: 'In 2026, revenue from one customer accounted for approximately 12% of Consolidated Revenue'”
LOWOutside partySupplier
top supplier
“10-K Item 1: 'The top supplier accounted for 14% of total inventory purchases in 2026.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-11-01Greenbrier's disclosed concentrations are modest and mostly operational. The largest is labor geography: the company depends on a skilled workforce of approximately 10,000 employees, of which approximately half reside in Mexico. That is a medium-share, structural exposure to one country's labor, regulatory and trade conditions. The two commercial concentrations are both low-share dependencies. Revenue from one customer accounted for approximately 12% of Consolidated Revenue, and the top supplier accounted for 14% of total inventory purchases. Both are idiosyncratic and counterparty-specific, so a change in either relationship would be felt, but neither is large enough to dominate results. Taken together, the workforce footprint in Mexico is the structural item that shapes the cost base and could move the verdict, while the customer and supplier shares are manageable relationship risks that are clearly disclosed in the filing.
For the engine’s reasoning on GBX’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Railroads
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| TRN | Trinity Industries, Inc. | 0 | 2 | 0 | 2 |
| GBX● | Greenbrier Companies, Inc. (The | 0 | 1 | 2 | 3 |
| CP | Canadian Pacific Kansas City Li | 0 | 1 | 1 | 2 |
| CSX | CSX Corporation | 0 | 0 | 0 | 0 |
| NSC | Norfolk Southern Corporation | 0 | 0 | 0 | 0 |
| UNP | Union Pacific Corporation | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.