Top-Ranked Analysts Revise Estimates as Greenbrier Sets Q1 2025 Earnings Release Date

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Greenbrier will publish its Q1 results after the market close on January 8, 2025. Its most accurate analysts have already revised their earnings and revenue estimates in anticipation of the call.

1. Upcoming Q1 Earnings Release

The Greenbrier Companies will report first-quarter results after market close on Thursday, January 8, 2025. Analysts tracked by Refinitiv have revised their earnings per share forecasts to an average of $1.15, up from $1.02 as of mid-December, reflecting stronger-than-expected order intake in North America and Europe. Consensus revenue estimates stand at $1.2 billion, driven by a 12% year-over-year increase in railcar deliveries and a growing parts and services backlog of approximately $840 million. Investors will be watching free cash flow projections—currently forecast at $120 million for the quarter—and any commentary on raw material cost trends, given steel price volatility over the past six months.

2. CEO to Present at MARS 2026 Winter Meeting

On Wednesday, January 14, 2026, at 10:30 a.m. Central Time, Greenbrier President and CEO Lorie Tekorius will speak at the Midwest Association of Rail Shippers’ Winter Meeting in Chicago. Tekorius is expected to outline strategic priorities, including expansion of the company’s lease fleet—which stands at roughly 17,000 railcars—and recent investments in wheel services and retrofitting facilities. She will also discuss supply chain optimization initiatives, such as digital track-and-trace platforms piloted in Brazil and new joint-venture production capacity in Poland. The presentation offers investors insight into Greenbrier’s policy advocacy efforts and potential margin improvements from enhanced service offerings.

Sources

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