Why Rail Transport Company Greenbrier's Shares Are Trading Higher Today
Why Rail Transport Company Greenbrier's Shares Are Trading Higher Today
The Greenbrier Companies, Inc. (NYSE:GBX) reported the second quarter of FY24 results.
格林布赖尔公司（纽约证券交易所代码：GBX）公布了24财年第二季度业绩。
Revenue declined to $862.7 million from $1.122 billion a year ago but was above the consensus of $843.3 million.
收入从去年同期的11.22亿美元下降至8.627亿美元，但高于市场预期的8.433亿美元。
The company's lease fleet utilization was 99%, and fleet size increased by 500 to 14,600 units.
该公司的租赁机队利用率为99％，机队规模增加了500辆，达到14,600辆。
GBX has secured orders for 5,900 new railcars worth $690 million and delivered 5,600 units in the quarter.
GBX已获得价值6.9亿美元的5,900辆新轨道车辆的订单，并在本季度交付了5,600辆。
As of February 29, 2023, the new railcar backlog stood at 29,200 units with an estimated value of $3.6 billion.
截至2023年2月29日，新的轨道车辆积压量为29,200辆，估计价值为36亿美元。
EBITDA came in at $95.0 million, with a margin of 11%. EPS of $1.03 topped the consensus of $0.86.
息税折旧摊销前利润为9,500万美元，利润率为11％。每股收益为1.03美元，超过了市场预期的0.86美元。
As of February 29, 2024, cash and equivalents stood at $272 million.
截至2024年2月29日，现金及等价物为2.72亿美元。
Dividend: The company's quarterly dividend per share of 30 cents is payable on May 14, 2024, to shareholders of record as of April 23, 2024.
股息：公司每股30美分的季度股息将于2024年5月14日支付给截至2024年4月23日的登记股东。
FY24 Outlook: Greenbrier now expects revenue of $3.50 billion – $3.70 billion (vs. $3.40 billion – $3.70 billion earlier) vs. consensus of $3.52 billion.
24财年展望：格林布赖尔现在预计收入为35.0亿美元至37.0亿美元（前期为34.0亿美元至37.0亿美元），而预期收入为35.2亿美元。
The company expects to deliver 23,500 – 25,000 units (vs. 22,500 – 25,000 units earlier), including around 1,400 units in Brazil.
该公司预计将交付23,500至25,000辆（而之前为22,500至25,000辆），其中包括在巴西交付的约1,400辆。
GBX now projects capital expenditures of around $140 million in Manufacturing and $15 million in Maintenance Services and sees gross leasing investment of about $350 million in Leasing & Management Services.
GBX现在预计制造业的资本支出约为1.4亿美元，维护服务方面的资本支出为1500万美元，租赁和管理服务方面的租赁投资总额约为3.5亿美元。
The company now anticipates proceeds from equipment sales of around $75 million.
该公司现在预计设备销售收入约为7500万美元。
Lorie L. Tekorius, CEO and President said, "Greenbrier's broad product lineup, extensive market relationships, supportive customer experience, and deep commercial origination capabilities combine to create our unique leadership position and enable ongoing success."
首席执行官兼总裁Lorie L. Tekorius表示：“Greenbrier广泛的产品阵容、广泛的市场关系、支持的客户体验和深厚的商业发起能力共同创造了我们独特的领导地位，并实现了持续的成功。”
"These factors provide revenue visibility while supporting our profitable leasing business, which is growing through the disciplined investment in our leased railcar fleet and robust lease renewals."
“这些因素提供了收入可见性，同时支持了我们盈利的租赁业务，通过对租赁轨道车辆车队的严格投资和强劲的租约续约，该业务正在增长。”
Investors can gain exposure to the stock via First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR) and Invesco S&P Smallcap 600 Pure Value ETF (NYSE:RZV).
投资者可以通过第一信托澳大利亚央行美国工业复兴ETF（纳斯达克股票代码：AIRR）和景顺标普小型股600纯价值ETF（纽约证券交易所代码：RZV）获得股票敞口。
Price Action: GBX shares are up 1.47% at $53.17 on the last check Friday.
价格走势：周五的最后一次支票中，GBX股价上涨1.47％，至53.17美元。