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.
格林布賴爾公司（紐約證券交易所代碼：GBX）公佈了24財年第二季度業績。
Revenue declined to $862.7 million from $1.122 billion a year ago but was above the consensus of $843.3 million.
收入從去年同期的11.22億美元下降至8.627億美元，但高於市場預期的8.433億美元。
The company's lease fleet utilization was 99%, and fleet size increased by 500 to 14,600 units.
該公司的租賃機隊利用率爲99％，機隊規模增加了500輛，達到14,600輛。
GBX has secured orders for 5,900 new railcars worth $690 million and delivered 5,600 units in the quarter.
GBX已獲得價值6.9億美元的5,900輛新軌道車輛的訂單，並在本季度交付了5,600輛。
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，新的軌道車輛積壓量爲29,200輛，估計價值爲36億美元。
EBITDA came in at $95.0 million, with a margin of 11%. EPS of $1.03 topped the consensus of $0.86.
息稅折舊攤銷前利潤爲9,500萬美元，利潤率爲11％。每股收益爲1.03美元，超過了市場預期的0.86美元。
As of February 29, 2024, cash and equivalents stood at $272 million.
截至2024年2月29日，現金及等價物爲2.72億美元。
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美分的季度股息將於2024年5月14日支付給截至2024年4月23日的登記股東。
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財年展望：格林布賴爾現在預計收入爲35.0億美元至37.0億美元（前期爲34.0億美元至37.0億美元），而預期收入爲35.2億美元。
The company expects to deliver 23,500 – 25,000 units (vs. 22,500 – 25,000 units earlier), including around 1,400 units in Brazil.
該公司預計將交付23,500至25,000輛（而之前爲22,500至25,000輛），其中包括在巴西交付的約1,400輛。
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現在預計製造業的資本支出約爲1.4億美元，維護服務方面的資本支出爲1500萬美元，租賃和管理服務方面的租賃投資總額約爲3.5億美元。
The company now anticipates proceeds from equipment sales of around $75 million.
該公司現在預計設備銷售收入約爲7500萬美元。
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."
首席執行官兼總裁Lorie L. Tekorius表示：“Greenbrier廣泛的產品陣容、廣泛的市場關係、支持的客戶體驗和深厚的商業發起能力共同創造了我們獨特的領導地位，並實現了持續的成功。”
"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."
“這些因素提供了收入可見性，同時支持了我們盈利的租賃業務，通過對租賃軌道車輛車隊的嚴格投資和強勁的租約續約，該業務正在增長。”
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).
投資者可以通過第一信託澳大利亞央行美國工業復興ETF（納斯達克股票代碼：AIRR）和景順標普小型股600純價值ETF（紐約證券交易所代碼：RZV）獲得股票敞口。
Price Action: GBX shares are up 1.47% at $53.17 on the last check Friday.
價格走勢：週五的最後一次支票中，GBX股價上漲1.47％，至53.17美元。