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May 31, 2025
Greenbrier Q3 2025 Earnings Report
Greenbrier reported strong third quarter results with increased revenue, improved profitability, and high fleet utilization.
Key Takeaways
Greenbrier delivered solid Q3 FY25 performance driven by higher deliveries, strong leasing activity, and ongoing operational efficiencies.
Revenue rose to $842700000 due to increased syndicated deliveries.
Net income reached $60100000, reflecting strong operational performance.
Leasing fleet utilization remained high at 98.2%.
New orders and a strong backlog support sustained demand.
Revenue by Segment
Forward Guidance
Greenbrier affirmed its FY25 revenue and delivery guidance while raising its margin expectations.
Positive Outlook
- FY25 gross margin guidance raised to 17.7% - 18.3%.
- Operating margin forecast increased to 10.6% - 11.0%.
- Strong backlog of 18,900 units valued at $2.5 billion.
- Efficient cost management and working capital performance.
- Successful renewal of $850 million in bank facilities.
Challenges Ahead
- Revenue guidance remains flat at $3.15B - $3.35B.
- Capital expenditures for manufacturing revised up to $145M.
- Leasing & Fleet Management capex cut to $270M from $300M.
- Lower non-recurring gains from lease fleet dispositions.
- Slight drop in lease fleet utilization from prior quarter.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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