Major U.S. stock indices witnessed an upside on Aug 21, reflecting investors’ optimism about a possible rate cut expected in the next Fed meeting. Notably, the Fed minutes of the July 2024 meeting, published yesterday, indicate that the Federal Reserve has moved closer to a long-awaited interest rate reduction.This might lure investors into rushing to buy some stocks, with hopes for future growth seeming bright. However, keeping in mind the volatile situation of the world economy lately, it is advisable to ...

Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. Greenbrier Companies (GBX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.Greenbrier Companies is a member of the Transportation sector. This group in ...

For Immediate ReleaseChicago, IL – August 5, 2024 – Today, Zacks Equity Research discusses Wabtec Corp. (WAB) , The Greenbrier Companies, Inc. (GBX) and Ryder System (R) .Industry: Transportation - Equipment LeasingLink: https://www.zacks.com/commentary/2315544/3-stocks-to-watch-from-the-transport-equipment-leasing-industryThe Zacks Transportation - Equipment and Leasing industry currently stands to benefit from the solid investor-friendly steps. Notably, consistent shareholder-friendly initiatives in the f ...

文章核心观点 - 报道了Greenbrier公司董事会成员Patrick J. Ottensmeyer先生的去世 [1][2] - 介绍了Ottensmeyer先生在铁路行业和国际贸易政策方面的丰富经验和杰出贡献 [2][3][4] - 公司高管对Ottensmeyer先生的离世表示深切哀悼和感谢 [5][6] Greenbrier公司概况 - Greenbrier是一家总部位于俄勒冈州湖奥斯维戈的领先国际供应商,为全球货运市场提供设备和服务 [7] - 通过全资子公司和合资企业,Greenbrier在北美、欧洲和巴西设计、制造和销售货运铁路车辆 [7] - Greenbrier还提供铁路车辆轮轴服务、零件、维修和改造服务,并拥有约15,200辆租赁铁路车辆 [7] - Greenbrier为北美铁路公司和其他铁路车辆所有者提供车辆管理、监管合规服务和租赁服务 [7]

Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either Greenbrier Companies (GBX) or Westinghouse Air Brake Technologies (WAB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best ret ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe ...

文章核心观点 - 格林布里公司(GBX)股价最近呈现下跌趋势,但由于股价已进入超卖区域,加上分析师普遍预期公司业绩将好于此前预测,因此股价有望反弹[1][2] - 相对强弱指数(RSI)是判断股票是否超卖的常用技术指标,当RSI低于30时通常被视为超卖[2] - 分析师对GBX当前年度的盈利预测已上调2.4%,这通常意味着股价在短期内会上涨[3] - GBX目前的扎克斯排名为2(买入),这进一步表明其短期内有反弹的潜力[3] 行业分析 无 公司分析 - GBX股价最近下跌14.8%,但已进入超卖区域[1][2] - GBX当前年度的盈利预测已上调2.4%[3] - GBX目前的扎克斯排名为2(买入)[3]

The Greenbrier Companies NYSE: GBX stock is returning to the buy zone. The business is boring, and the Q3 release is uninspiring, but neither are reasons for income investors to shed the stock. The results certainly aren’t reasons for its price to drop more than 10%, which is why the stock price correction in GBX is a good buying opportunity to load up on more shares.Greenbrier Companies TodayGBXGreenbrier Companies$44.08 -4.48 (-9.22%) 52-Week Range$32.00▼$58.00Dividend Yield2.72%P/E Ratio12.97Price Target ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended May 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from ______ to ______ Commission File No. 1-13146 Oregon 93-0816972 (State of Incorporation) (I.R.S. Employer Identification No.) One Centerpointe Drive, Suite 200, Lake Oswego, O ...

财务数据和关键指标变化 - 公司在第三季度实现了4.5年来最高的每股收益和EBITDA水平,达到了疫情前的水平 [9][36] - 公司连续第三个季度实现了15.1%的综合毛利率,这得益于产品组合、资产证券化活动以及持续的运营效率提升 [9][12][34] - 公司预计第四季度交付量和毛利率水平将进一步提升,这比原定计划提前一年实现 [12][13][42] 各条业务线数据和关键指标变化 - 制造业务第三季度毛利率为10.9%,较上一季度略有提升,多项效率提升措施正在持续发挥作用 [23] - 租赁和管理服务业务继续保持良好表现,在第三季度新增600个车辆进入租赁车队,车队利用率保持在99%的高位 [24][25] - 公司计划未来几年每年净增加约2.65亿美元租赁车队,以实现经常性收入翻番的目标 [24] - 第三季度资产证券化活动为公司带来了强劲的流动性和利润 [28] 各个市场数据和关键指标变化 - 公司在第三季度获得了6,300辆新订单,价值8.3亿美元,需求保持多元化 [20] - 公司在欧洲和巴西市场的订单占比约25%,国际业务保持良好势头 [21] - 公司在欧洲租赁业务方面取得重大进展,已交付1,000辆租赁车厢 [21] 公司战略和发展方向及行业竞争 - 公司正在积极推进"更好的结合"战略,取得了阶段性成果,并有望提前实现部分战略目标 [9][10][11] - 公司在创新方面保持领先地位,最近成功推出了超高强度钢敞车和新型多用途汽车运输车型 [14][15] - 公司获得了美国今日报评选的2024年气候领袖奖,彰显了公司在减碳方面的成就 [16] - 公司看好未来铁路货运行业的稳定发展,认为铁路运输在构建更环保的运输体系中扮演着关键角色 [15][17] 管理层对经营环境和未来前景的评论 - 公司认为当前市场环境相对稳定,不太容易出现过去几十年那样的繁荣和衰退周期 [17] - 公司商业团队的出色表现,为制造业务提供了良好的可见性,也稳步增加了经常性租赁收入和现金流 [18] - 公司对长期战略和多年目标充满信心,未来将继续分享进展情况 [18] 其他重要信息 - 公司董事会宣布每股0.3美元的季度股息,这是公司连续第41个季度派发股息 [38][39] - 公司将继续专注于降低和偿还有追索权的债务,同时保持资本结构优化和回报股东 [40][41] 问答环节重要的提问和回答 问题1 **Jacob Moore 提问** 询问公司订单情况与行业数据的差异,以及未来的发展趋势 [49][50][51][52] **Brian Comstock 和 Lorie Tekorius 回答** 公司凭借多元化的产品组合和出色的租赁能力,保持了较强的市场份额,未来订单趋势也将保持稳定 [50][51][52] 问题2 **Jacob Moore 提问** 询问外部采购车辆用于资产证券化对租赁业务毛利的影响,以及未来的规模 [53][54][55][56] **Justin Roberts 和 Brian Comstock 回答** 这种做法是公司多年来一直采取的策略,目的是为了满足证券化投资者的需求,未来可能会有更多此类交易,但难以预测具体规模 [54][55][56] 问题3 **Bascome Majors 提问** 询问北美市场订单情况及未来产能利用率 [59][60][61][62][63][64][65][66][67][68][69] **Brian Comstock、Justin Roberts 和 Lorie Tekorius 回答** 北美市场订单保持稳定,公司有信心在未来一年内保持较高的产能利用率,同时还有进一步提升的空间 [60][61][64][65][66][67][68][69]