业绩总结 - 第四季度净收益为6200万美元，每股摊薄收益为1.92美元，收入为11亿美元[2] - 2024财年净收益为1.6亿美元，每股摊薄收益为4.96美元，收入为35亿美元[2] - 第四季度和全年EBITDA分别为1.59亿美元和4.51亿美元，占收入的15.1%和12.7%[2] - 2024年第一季度的调整后EBITDA为104.0百万美元，较2023年第二季度的96.8百万美元增长了7.4%[29] - 2024年第一季度的净收益为33.9百万美元，较2023年第二季度的31.2百万美元增长了8.6%[31] - 2024年第一季度的调整后稀释每股收益为1.06美元，较2023年第二季度的0.96美元增长了10.4%[32] 用户数据 - 第四季度新订单为4400个单位，价值5.75亿美元，交付7000个单位[2] - 新的铁路车背包为26700个单位，估计价值34亿美元[2] - 2025财年收入指导为33.5亿至36.5亿美元，交付单位为22500至25000个[20] 未来展望 - 预计2025财年毛利率将提高至16.0%至16.5%[20] - 预计在未来几年内，追索债务将继续减少，降幅为5%[26] 财务状况 - 2024年末流动性为6.98亿美元，包括3.52亿美元现金和3.46亿美元可用借款能力[24] - 2024年第一季度的现金及现金等价物为292.9百万美元，较2023年2月28日的444.5百万美元减少了34.1%[33] - 2024年第一季度的总负债为1721.7百万美元，较2023年2月28日的1560.5百万美元增长了10.3%[33] 投资回报 - 2024年8月31日的调整后投资资本回报率（ROIC）为9.8%，较2023年2月28日的8.3%增长了1.5个百分点[33] - 2024年8月31日的总投资资本为2986.0百万美元，较2023年2月28日的2604.4百万美元增长了14.7%[34] 股息信息 - 公司宣布每股0.30美元的季度股息，将于2024年11月27日支付[3]

财务数据和关键指标变化 - 公司在2024财年第四季度实现了159百万美元的EBITDA，整体毛利率提升至18.2%，较上季度增长310个基点 [5][6] - 2024财年整体毛利率为15.8%，较2023财年提高460个基点 [5][6] - 运营现金流在第四季度为192百万美元，全年为330百万美元，主要由于净收益和改善的营运资本 [18][19] 各条业务线数据和关键指标变化 - 租赁团队在第四季度增加了300个单位的车队，车队利用率保持在约99% [10] - 维护服务在毛利率上实现了同比增长，显示出运营效率的提升 [17] 各个市场数据和关键指标变化 - 新铁路车市场在第四季度获得了4,400个单位的订单，价值575百万美元，整体订单积压为26,700个单位，估计价值为34亿美元 [12][15] - 北美铁路车队利用率约为81%，显示出市场需求的稳定性 [13] 公司战略和发展方向和行业竞争 - 公司正在推进“Better Together”战略，专注于制造领导地位、提高制造毛利率和在租赁业务中实现收入翻倍 [5][8] - 公司计划在未来四年内将租赁收入翻倍，已实现25%的进展 [7][10] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望持乐观态度，预计2025财年将实现更高的整体毛利率和强劲的底线结果 [8][22] - 管理层指出，当前市场是供给驱动的替换市场，预计需求将保持稳定 [13] 其他重要信息 - 公司在2024财年向股东返还超过5亿美元，包括第四季度的900万美元股息 [21] - 公司计划在2025财年交付22,500至25,000个新铁路车，预计收入在33.5亿至36.5亿美元之间 [23] 问答环节所有提问和回答 问题: 关于北美市场的周期性变化 - 管理层表示，尽管北美市场可能面临一些短期挑战，但由于汽车市场的强劲表现，整体订单积压仍然稳健 [26][28] 问题: 关于每股收益的预期 - 管理层确认，2024财年接近每股收益5美元的目标，预计2025财年将继续改善 [30] 问题: 关于长期租赁市场的变化 - 管理层指出，运营租赁公司在过去几年中保持谨慎，虽然这可能是长期趋势，但市场仍然活跃 [32][35]

Exhibit 99.1 One Centerpointe Drive, Suite 200, Lake Oswego, Oregon 97035 503-684-7000 www.gbrx.com October 23, 2024 Contact: Justin Roberts, Investor Relations Jack Isselmann, Media Relations Ph: 503-684-7000 Greenbrier Reports Fourth Quarter and Fiscal Year 2024 Results Q4 Diluted EPS of $1.92 Gross margin of 18.2% in Q4 Robust full-year operating cash flow of $330 million The Greenbrier Companies, Inc. (NYSE: GBX) ("Greenbrier"), a leading international supplier of equipment and services to global freigh ...

LAKE OSWEGO, Ore., Oct. 23, 2024 /PRNewswire/ -- The Greenbrier Companies, Inc. (NYSE:GBX) today announced its fourth quarter and fiscal 2024 financial results through an earnings release that will be furnished with the Securities and Exchange Commission on a Form 8-K and available on its investor website at https://investors.gbrx.com/. Greenbrier will host a live audio webcast at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) today to discuss these financial results. The webcast and all the related materi ...

LAKE OSWEGO, Ore., Oct. 18, 2024 /PRNewswire/ -- The Greenbrier Companies (NYSE: GBX) announced today a quarterly cash dividend of 0.30 per share, payable on November 27, 2024, to stockholders of record as of November 6, 2024.About GreenbrierGreenbrier, headquartered in Lake Oswego, Oregon, is a leading international supplier of equipment and services to global freight transportation markets. Through its wholly-owned subsidiaries and joint ventures, Greenbrier designs, builds and markets freight railcars in ...

文章核心观点 - 格林布里尔公司将于2024年10月23日发布第四季度和2024财年的财报结果 [1] - 公司将举行财报电话会议,投资者可通过网络直播或拨打电话参与 [1] - 公司网站上提供了财报发布和电话会议的相关信息 [1] 公司概况 - 格林布里尔公司总部位于俄勒冈州湖奥斯维戈,是全球货运市场的主要设备和服务供应商 [2] - 公司通过全资子公司和合资企业在北美、欧洲和巴西设计、制造和销售货运铁路车厢 [2] - 公司在北美提供铁路车厢轮毂服务、零件、维修和改造服务 [2] - 公司拥有约15,200辆租赁铁路车厢,主要来自公司的制造业务 [2] - 公司为北美铁路公司和其他铁路车厢所有者提供车厢管理、监管合规服务和租赁服务 [2]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-an ...

Major U.S. stock indices witnessed an upside on Aug 21, reflecting investors’ optimism about a possible rate cut expected in the next Fed meeting. Notably, the Fed minutes of the July 2024 meeting, published yesterday, indicate that the Federal Reserve has moved closer to a long-awaited interest rate reduction.This might lure investors into rushing to buy some stocks, with hopes for future growth seeming bright. However, keeping in mind the volatile situation of the world economy lately, it is advisable to ...

Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. Greenbrier Companies (GBX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.Greenbrier Companies is a member of the Transportation sector. This group in ...

For Immediate ReleaseChicago, IL – August 5, 2024 – Today, Zacks Equity Research discusses Wabtec Corp. (WAB) , The Greenbrier Companies, Inc. (GBX) and Ryder System (R) .Industry: Transportation - Equipment LeasingLink: https://www.zacks.com/commentary/2315544/3-stocks-to-watch-from-the-transport-equipment-leasing-industryThe Zacks Transportation - Equipment and Leasing industry currently stands to benefit from the solid investor-friendly steps. Notably, consistent shareholder-friendly initiatives in the f ...