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Why Greenbrier Shares Are Up Big Today

July 2, 2025
01:22 PM
2 min read
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Railcar manufacturer Greenbrier (GBX 21. 09%) used strong cost management to easily top expectations and raise fitability guidance for the year. Investors are relieved, sending s of Greenbrier up 20%...

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investment

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Published

July 2, 2025

01:22 PM

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investmentstocksindustrialstransportationmarket cyclesseasonal analysiseconomic

Railcar manufacturer Greenbrier (GBX 21. 09%) used strong cost management to easily top expectations and raise fitability guidance for the year

Investors are relieved, sending s of Greenbrier up 20% as of 12:30 p

Image source: Getty Images

Making the most of a tough environment It is a tough operating environment for railroads, with volumes down due to economic uncertainty and the impact of tariffs

In times this, you don't normally see railroad companies making big capital expenditures, and s of supplier Greenbrier came into earnings down 20% for the year based on those low expectations

Late Tuesday, the company dered an earnings surprise

Greenbrier earned $1. 86 per in the quarter on revenue of $842. 7 million, easily surpassing Wall Street's $0. 98 per on revenue of $795 million consensus estimate

Revenue was only up 2. 7% year over year, but the company was able to use operating efficiencies and gains from its leasing portfolio to boost the bottom line. "In a dynamic trade and economic environment, our focus on efficiency, agility, and strategic investment is yielding positive results," CEO Lorie L

Tekorius said in a statement

Is Greenbrier stock a buy

The company sees more opportunities for imvement up ahead

Greenbrier raised its full-year guidance for gross margin and operating margin, predicting $10 million in annual savings from its effort to rationalize its European network

This is a cyclical, and it could be tough for Greenbrier to really accelerate until railroads see demand grow

But Greenbrier if nothing else is making the case that investors had overreacted in sending the stock down big prior to earnings

For those interested in the 2. 3% dividend yield and willing to be patient to ride out a recovery, there is still time to climb on board

Lou Whiteman has no position in any of the stocks mentioned

The Motley Fool has no position in any of the stocks mentioned

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