earnings
confidence high
sentiment positive
materiality 0.75
Greenbrier Q2 GAAP EPS $1.56, core EPS $1.69; raises dividend 7% to $0.32; lowers FY25 delivery guidance
GREENBRIER COMPANIES INC
2025-Q2 EPS
reported $3.28
vs consensus $0.99
▲ beat
(+229.7%)
- GAAP diluted EPS $1.56 (includes $0.13 European rationalization); core diluted EPS $1.69 on revenue of $762M.
- Quarterly dividend raised 7% to $0.32/share; payable May 13, 2025, record Apr 22, 2025.
- European JV facility closure in Romania; $6M rationalization costs ($2M gross margin, $4M SG&A).
- Aggregate gross margin 18% (sixth consecutive mid-teens+); operating cash flow $94M; fleet utilization 98%.
- FY25 guidance: deliveries lowered to 21,500-23,500 units; revenue $3.15B-$3.35B; gross margin % raised to 17.0%-17.5%.