NYSE$GBX
The Greenbrier Companies Inc · Q1 2025 earnings
Q1 2025 earnings · · Investor relations
Briefing
Greenbrier reported strong results in Q1 2025, with diluted EPS of $1.72 and an aggregate gross margin of 19.8%. The company affirmed its FY 2025 guidance and renewed its $100 million share repurchase authorization.
Greenbrier achieved impressive results in the first quarter of fiscal 2025, delivering exceptional bottom-line performance and ROIC within their long-term range. The ongoing expansion of the lease fleet and resulting recurring revenue is encouraging. The company is affirming its full-year guidance and expects demand to increase as 2025 progresses.
- Net earnings of $55 million, or $1.72 per diluted share, on revenue of $876 million.
- EBITDA of $145 million, or 16.6% of revenue, was generated.
- Operating margin reached $112 million, or 12.8% of revenue.
- Lease fleet grew by 1,200 units to 16,700 units with high lease fleet utilization of nearly 99%.
Headline financials
Revenue & EPS history
Greenbrier · Revenue · Quarterly
$876M
Forward guidance
Greenbrier is affirming its Operating Metric guidance and updating Capital Expenditure guidance for fiscal 2025.
Tailwinds
- Deliveries between 22,500 - 25,000 units.
- Revenue between $3.35B - $3.65B.
- Aggregate Gross Margin % between 16.0% - 16.5%.
- Operating Margin % between 9.2% - 9.7%.
- Equipment Sales Proceeds of $60M.
Headwinds
- Manufacturing Capital Expenditures of $120M.
- Leasing & Fleet Management Capital Expenditures of $360M.
- Gross Capital Expenditures of $480M.
- Net Capital Expenditures of $420M.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2025
+0.4%
Avg return
Earnings day
-0.2%
Avg return
5 days after
+1.7%
Avg return
30 days after
43%
28 / 65 earnings
Positive
+32.7%
Q3 2023
Best reaction
-21.3%
Q1 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | -1.2% | -0.5% | — | |
| Q1 2026 | -9.9% | -8.8% | +2.4% | |
| Q4 2025 | -7.5% | -7.6% | -1.7% | |
| Q3 2025 | -2.5% | -5.6% | -10.1% | |
| Q2 2025 | -11.4% | -8.9% | -0.1% | |
| Q1 2025 | +4.2% | +6.7% | +7.7% | |
| Q4 2024 | +15.0% | +19.1% | +27.6% | |
| Q3 2024 | -6.2% | -6.4% | -8.2% | |
| Q2 2024 | +3.1% | +1.9% | -0.3% | |
| Q1 2024 | +9.4% | +6.6% | +5.8% | |
| Q4 2023 | -20.2% | -16.9% | -8.3% | |
| Q3 2023 | +32.7% | +32.7% | +38.0% | |
| Q2 2023 | +9.6% | -2.7% | -12.3% | |
| Q1 2023 | -21.3% | -18.0% | -9.3% | |
| Q4 2022 | +24.0% | +32.6% | +37.7% | |
| Q3 2022 | -12.4% | -10.0% | -4.3% | |
| Q2 2022 | -7.2% | -4.5% | -9.9% | |
| Q1 2022 | -12.5% | -14.0% | -15.1% | |
| Q4 2021 | -12.0% | -12.1% | -10.9% | |
| Q3 2021 | +8.9% | +8.2% | +8.8% | |
| Q2 2021 | -6.0% | -5.0% | +0.1% | |
| Q1 2021 | -0.3% | -0.6% | +12.0% | |
| Q4 2020 | -12.8% | -18.4% | -1.7% | |
| Q3 2020 | +17.7% | +20.2% | +27.3% | |
| Q2 2020 | +29.8% | +29.5% | +13.0% | |
| Q1 2020 | -10.6% | -12.2% | -15.8% | |
| Q4 2019 | -5.4% | -7.0% | -10.4% | |
| Q3 2019 | -8.4% | -6.3% | -8.3% | |
| Q2 2019 | -2.4% | -0.5% | +8.6% | |
| Q1 2019 | -7.2% | -6.4% | -4.1% | |
| Q4 2018 | -12.0% | -11.8% | -17.4% | |
| Q3 2018 | +15.4% | +13.5% | +20.6% | |
| Q2 2018 | -7.3% | -9.4% | -8.1% | |
| Q1 2018 | -4.6% | -7.0% | -7.1% | |
| Q4 2017 | +0.4% | +2.4% | -7.0% | |
| Q3 2017 | -7.5% | -6.7% | -10.6% | |
| Q2 2017 | +12.9% | +11.2% | +0.5% | |
| Q1 2017 | +17.8% | +21.2% | +13.9% | |
| Q4 2016 | -10.4% | -14.7% | +6.8% | |
| Q3 2016 | -1.8% | +6.3% | +15.5% | |
| Q2 2016 | +10.8% | — | — | |
| Q1 2016 | -13.7% | — | — | |
| Q4 2015 | +12.8% | — | — | |
| Q3 2015 | +3.7% | — | — | |
| Q2 2015 | +5.2% | — | — | |
| Q1 2015 | +10.9% | — | — | |
| Q4 2014 | -1.1% | — | — | |
| Q3 2014 | +16.6% | — | — | |
| Q2 2014 | -3.8% | — | — | |
| Q1 2014 | +7.1% | — | — | |
| Q4 2013 | +19.2% | — | — | |
| Q3 2013 | -8.6% | — | — | |
| Q2 2013 | -3.8% | — | — | |
| Q1 2013 | -0.7% | — | — | |
| Q4 2012 | -20.2% | — | — | |
| Q4 2010 | -20.2% | — | — | |
| Q3 2011 | -2.8% | — | — | |
| Q3 2012 | +9.5% | — | — | |
| Q2 2011 | -13.8% | — | — | |
| Q2 2012 | -13.8% | — | — | |
| Q1 2011 | +7.7% | — | — | |
| Q1 2012 | +7.7% | — | — | |
| Q4 2011 | +7.7% | — | — | |
| Q3 2010 | +17.5% | — | — | |
| Q2 2010 | +12.7% | — | — |
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