NYSE: GBX 1Q23 Earnings Slides & Supplemental Information InvestorRelations@gbrx.com www.gbrx.com Safe Harbor Statement "SAFE HARBOR" STATEMENT UNDER THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995: This press release may contain forward-looking statements, including statements that are not purely statements of historical fact. Greenbrier uses words, and variations of words, such as "believe," "build," "commitment," "confident," "continue," "deliver," "demonstrate," "drive," "execute," "expect," "focus ...

The Greenbrier Companies, Inc. (NYSE:GBX) Q1 2023 Earnings Conference Call January 6, 2022 11:00 AM ET Company Participants Justin Roberts - Vice President & Treasurer Lorie Tekorius - President & CEO Brian Comstock - EVP & Chief Commercial and Leasing Officer Adrian Downes - SVP & CFO Conference Call Participants Justin Long - Stephens Ken Hoexter - Bank of America Allison Poliniak - Wells Fargo Bascome Majors - Susquehanna Matt Elkott - Cowen Steve Barger - KeyBanc Capital Markets Operator Hello, and welc ...

公司经营部门 - 公司经营三个报告部门：制造业，维护服务和租赁管理服务[68] 财务表现 - 2022年11月30日结束的三个月内，公司收入增加了2.158亿美元，同比增长39.2%，主要受制造业交付增加的影响[69] - 制造业部门的收入增长了1.94亿美元，同比增长42.9%，主要归因于铁路车辆交付量增加[78] - 维护服务部门的收入增长了1.31亿美元，同比增长18.1%，主要归因于运营量增加[88] 利润情况 - 制造业部门的运营利润下降了1.57亿美元，主要归因于Gunderson设施的资产减值[86] - 维护服务部门的运营利润增加了6600万美元，主要归因于运营量增加和效率提高[91] - 租赁和管理服务部门的运营利润为1,560万美元，较去年同期下降9.3%[92] 租赁和管理服务部门 - 2022年11月30日，租赁和管理服务部门的营收为3,450万美元，同比增长33.7%[92] - 2022年11月30日，租赁和管理服务部门的成本为1,290万美元，同比增长25.2%[92] - 2022年11月30日，租赁和管理服务部门的利润率为62.6%，较去年同期增长2.5%[92] - 2022年11月30日，租赁和管理服务部门的营收增长主要归因于更大的租赁车队和更高的租金率[93] - 2022年11月30日，租赁和管理服务部门的成本增长主要归因于租赁车队的增加[94] - 2022年11月30日，租赁和管理服务部门的利润率增长主要归因于租赁车队的扩大[95] - 2022年11月30日，租赁和管理服务部门的运营利润下降主要归因于处置设备的净收益减少[96] 资金情况 - 2022年11月30日，公司的现金及现金等价物为2.805亿美元，较8月31日的5.591亿美元减少了2.786亿美元[106] 资本支出预测 - 2023年的资本支出预计为租赁和管理服务部门约2.4亿美元，制造业约8000万美元，维护服务约1000万美元[109] 风险管理 - 公司通过外汇远期汇率合约来保护外币销售中的利润[142] - 公司将部分可变利率债务通过利率互换协议转换为固定利率债务[144] 资金支持 - 公司预计现有资金、运营现金流以及融资活动的收益将足以支持未来12个月的债务偿还、营运资本需求、计划的资本支出、对未纳入合并范围的联营企业的额外投资和股息[125]

The Greenbrier Companies, Inc. (NYSE:GBX) Q4 2022 Earnings Conference Call October 27, 2022 11:00 AM ET Company Participants Justin Roberts - Vice President and Treasurer Lorie Tekorius - President and CEO Brian Comstock - Executive Vice President and Chief Commercial and Leasing Officer Adrian Downes - Senior Vice President and CFO Conference Call Participants Justin Long - Stephens Matt Elkott - Cowen Bascome Majors - Susquehanna Allison Poliniak - Wells Fargo Adam Czakanski - Bank of America Steve Barger ...

The Greenbrier Companies, Inc. (NYSE:GBX) Q3 2022 Earnings Conference Call July 11, 2022 11:00 AM ET Company Participants Justin Roberts - Vice President of Corporate Finance & Investor Relations Bill Furman - Executive Chairman Lorie Tekorius - President & Chief Executive Officer Brian Comstock - Executive Vice President, Chief Commercial & Leasing Officer Adrian Downes - Senior Vice President, Chief Financial & Chief Accounting Officer Conference Call Participants Justin Long - Stephens Matt Elkott - Cowe ...

The Greenbrier Companies, Inc. (NYSE:GBX) Q2 2022 Earnings Conference Call April 6, 2022 11:00 AM ET Company Representatives Lorie Tekorius - Chief Executive Officer, President Justin Roberts - Vice President and Treasurer Bill Furman - Executive Chairman Brian Comstock - Executive Vice President, Chief Commercial and Leasing Officer Adrian Downes - Senior Vice President and CFO Conference Call Participants Justin Long - Stephens Bascome Majors - Susquehanna Allison Poliniak - Wells Fargo Matt Elkott - Cowe ...