Railcar Giant Greenbrier Faces Setback In Q3 - Can New Railcar Orders Turn the Tide?
Railcar Giant Greenbrier Faces Setback In Q3 - Can New Railcar Orders Turn the Tide?
GBX has secured orders for 6,300 new railcars worth $830 million and delivered 5,400 units in the quarter. The Greenbrier Companies, Inc. (NYSE:GBX) shares are tumbling today after the company reported worse-than-expected third-quarter FY24 results.
今天格林布賴爾公司（紐交所：GBX）公佈了FY24第三季度比預期更糟糕的業績，股票價格下跌。
Revenue declined to $820.2 million from $1.038 billion a year ago and missed the consensus of $928.7 million.
營業收入從一年前的10.38億美元下降到82020萬美元，未達到預期的92870萬美元。
The company's lease fleet utilization was around 99%, and fleet size increased by 600 units to 15,200 units.
公司的租賃車隊利用率約爲99％，車隊規模增加了600輛，達到15200輛。
GBX has secured orders for 6,300 new railcars worth $830 million and delivered 5,400 units in the quarter.
GBX獲得了價值8300萬美元的6300個新鐵路貨車訂單，並在本季度交付了5400輛。
As of May end, the new railcar backlog stood at 29,400 units, with an estimated value of $3.7 billion.
截至5月底，新鐵路貨車訂單積壓量達到29,400輛，估值爲37億美元。
EBITDA came in at $104 million vs $95 million a year ago, with a margin of 13%. EPS of $1.06 missed the consensus of $1.15.
EBITDA爲1.04億美元，去年同期爲9500萬美元，利潤率爲13％，每股收益1.06美元，未達到預期的1.15美元。
As of May 31, cash and equivalents stood at $291.8 million. The company's quarterly dividend per share of $0.30 is payable on August 13 to shareholders of record as of July 23.
截至5月31日，現金及其等價物爲29180萬美元。公司股息爲每股0.30美元，將於8月13日支付給截至7月23日的股東。
FY24 Outlook: Greenbrier revised revenue guidance to $3.50 billion-$3.60 billion (vs. $3.50 billion-$3.70 billion earlier), compared to the consensus of $3.56 billion.
FY24展望：格林布賴爾公司將營收指導下調至35億-36億美元（較之前的35億-37億美元），與市場共識的35.6億美元相比。
The company now expects to deliver 23,500 – 24,000 (vs. 23,500 – 25,000 units earlier), including around 1,400 units in Brazil.
該公司現在預計將交付23500至24000輛車（較早前的23500至25000輛車），其中巴西約有1400輛。
Greenbrier projects capital expenditures of around $150 million in Manufacturing and $15 million in Maintenance Services and sees gross leasing investment of about $340 million in Leasing & Management Services.
格林布賴爾公司預計在製造業和維護服務方面的資本支出約爲1.5億美元，並預計其租賃和管理服務的毛利率爲3400萬美元。
The company anticipates proceeds from equipment sales of around $75 million.
該公司預計從設備銷售中獲得約7500萬美元的收益。
Lorie L. Tekorius, CEO and President, said, "Consolidated gross margin in the mid-teens for a third consecutive quarter drove strong EPS performance. Results reflect our continued focus on efficiencies gained over the last several quarters and execution by the team that extends across the full reach of Greenbrier's business."
Lorie L. Tekorius，首席執行官和總裁，表示：“連續第三個季度高於中等水平的毛利率推動了強勁的每股收益表現。結果反映了我們在過去幾個季度中獲得的效率提升和團隊在Greenbrier業務的全範圍內的執行”。
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First Trust RBA American Industrial Renaissance ETF（納斯達克：AIRR）和Invesco S&P小型股600純價值ETF（紐交所：RZV）獲得該股票的曝光。
Also Read: Greenbrier Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
閱讀更多：格林布賴爾公司爲Q3準備; 這是來自華爾街最準確的分析師的最近預測變化
Price Action: GBX shares are down 11.3% at $43.07 at the last check Monday.
價格變動：週一最後一次檢查時，GBX股價下跌11.3％，至43.07美元。
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