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The Greenbrier Companies (GBX) investor relations material
The Greenbrier Companies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary1 Jul, 2025
Executive summary
Net earnings of $60.1M ($1.86/share) on $843M revenue for Q3 FY25, up year-over-year, with gross margin at 18% and operating margin at 11%.
Operating cash flow nearly $140M, driven by increased earnings and working capital efficiencies.
Lease fleet utilization at 98%, with 16,800–18,100 units and net book value of ~$1.5B.
Backlog at 18,900–19,000 units valued at $2.5B, with new Q3 orders for 3,900 units worth $500M+.
Repurchased $22M in shares; $78M remains authorized; 45th consecutive quarterly dividend of $0.32/share declared.
Financial highlights
Revenue of $843M in Q3 FY25, up 11% sequentially and 2.7% year-over-year.
EBITDA of $129M (15% of revenue); diluted/core EPS at $1.86, up from $1.06 year-over-year.
Operating margin at 11% of revenue; aggregate gross margin at 18%.
Cash and cash equivalents at $297M as of May 31, 2025; liquidity at $770M, highest in over two years.
Net earnings for the quarter up 69.8% year-over-year; cost of revenue decreased 0.7%.
Outlook and guidance
FY25 revenue guidance: $3.15B–$3.35B; deliveries expected at 21,500–23,500 units.
Aggregate gross margin guidance raised to 17.7%–18.3%; operating margin to 10.6%–11.0%.
Manufacturing investments expected at $145M; leasing/fleet management gross investment at $230M–$300M; net capital expenditures for FY25 projected at $340M.
Proceeds from asset sales expected to be ~$75M for 2025.
Optimism for a strong fiscal year finish and medium- to long-term market conditions.
What is driving the increase in manufacturing?
Explain the impact of footprint optimization.
Detail the leasing strategy for recurring revenue.
How will US tax policy energize railcar markets?
What is driving steady growth in railcar maintenance?
How does Greenbrier plan to grow its lease fleet?
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Next The Greenbrier Companies earnings date
Q4 202528 Oct, 2025
Next The Greenbrier Companies earnings date
Q4 202528 Oct, 2025
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Frequently asked questions
The Greenbrier Companies, Inc. designs, manufactures, and markets railroad freight car equipment in North America, Europe, and South America. It operates through three segments: Manufacturing, Wheels, and Leasing and Services.
The Manufacturing segment provides double-stack intermodal railcars; tank cars for the transportation of various liquid and gaseous commodities; conventional railcars comprising boxcars, covered hopper cars, center partition cars, solid bottom open top hopper cars, railcar movers, trailing devices for retarders or pushers that enhance the performance of locomotives in start/stop operations or on grades in switching yards; and mechanical products consisting of pressure vessel tanks that store natural gas fuels. The Greenbrier Companies, Inc. was founded in 1974 and is headquartered in Lake Oswego, Oregon.
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