earnings
confidence high
sentiment positive
materiality 0.75
Greenbrier Q4 FY2024 EPS $1.92, revenue $1.1B; guides FY2025 revenue $3.35-3.65B
GREENBRIER COMPANIES INC
2024-FY EPS reported
$4.96
revenue$3,544,700,000
- Q4 net earnings $62M ($1.92 diluted EPS), revenue $1.05B; full-year net earnings $160M ($4.96 EPS), revenue $3.5B.
- Q4 gross margin 18.2%, full year 15.8%, in line with long-term target; Q4 EBITDA $159M, full year $451M (12.7% of revenue).
- FY2025 guidance: deliveries 22.5k-25k units, revenue $3.35B-$3.65B, aggregate gross margin 16-16.5%, operating margin 9.2-9.7%.
- New railcar orders Q4: 4,400 units ($575M); backlog 26,700 units ($3.4B); lease fleet 15,500 units (99% utilization).
- Dividend declared $0.30/share payable Nov 27, 2024; FY2024 operating cash flow $330M (second highest).