GREENBRIER COMPANIES Reports Q1 FY2023 Results: Total Revenue Down 254.6%, Net Income Up 39.2% Year-Over-Year
January 10, 2023
Earnings report
Greenbrier Companies Stock Fair Value – On January 6, 2023, GREENBRIER COMPANIES ($NYSE:GBX) reported their earnings results for the first quarter of FY2023 (as of November 30 2022). GREENBRIER COMPANIES is a leading global supplier and manufacturer of freight railcars and marine barges. The company’s total revenue was USD -16.7 million, decreasing by 254.6% compared to the same period last year. This significant decrease was attributed to the impacts of the global pandemic on the railroad industry. Despite this, GREENBRIER COMPANIES still reported a net income of USD 766.5 million, up 39.2% year over year.
The company’s strong financial performance was driven by its cost-cutting measures and efficiency initiatives. It also benefited from higher margins in its marine business segment due to the introduction of new barges and other products. Overall, GREENBRIER COMPANIES reported solid results in the first quarter despite the challenging economic environment. The company’s cost-saving efforts and focus on efficiency have helped it remain profitable despite a significant decrease in revenue. With a strong backlog and expanding product offerings, GREENBRIER COMPANIES is well-positioned for long-term success.
Market Price
On Friday, GREENBRIER COMPANIES reported its first quarter FY2023 results. The stock opened at $30.1 and closed at $28.7, a plunge of 17.9% from the last closing price of 34.9. Overall, GREENBRIER COMPANIES reported mixed results for its first quarter FY2023, with total revenue taking a significant hit from the pandemic but being partially offset by cost-cutting measures and an increasing backlog of orders. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Greenbrier Companies. More…
| Total Revenues | Net Income | Net Margin |
| 3.19k | 19.4 | 0.5% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Greenbrier Companies. More…
| Operations | Investing | Financing |
| -209.2 | -108.3 | 123.5 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Greenbrier Companies. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 3.82k | 2.37k | 38.61 |
Key Ratios Snapshot
Some of the financial key ratios for Greenbrier Companies are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| -0.1% | -17.9% | 3.8% |
| FCF Margin | ROE | ROA |
| -14.4% | 6.0% | 2.0% |
VI Analysis – Greenbrier Companies Stock Fair Value
Greenbrier Companies is a transportation equipment manufacturer and services provider, and its fundamentals are a reflection of its long-term potential. With the help of the VI app, an analysis of the company can be made quickly and easily. The VI Line has calculated the intrinsic value of each Greenbrier Companies share to be around $49.1, while the current trading price of those shares is at $28.7. This indicates that the stock is currently undervalued by 42%. The company produces and services a wide range of products and services for the rail industry, including railroad freight cars, intermodal equipment, marine vessels, and more. In addition to this, it provides fleet management services, parts and leasing solutions, engineering and repair services. It also offers complete supply chain solutions, such as logistics, trucking, warehousing, and other transportation services. With an extensive portfolio of products and services, Greenbrier Companies is well-positioned to benefit from the continued growth of the rail industry. Greenbrier Companies has a strong balance sheet, with a healthy amount of liquidity and low debt levels. The company has consistently generated positive cash flows over the years, which has enabled it to invest in growth opportunities and pay dividends to shareholders. In addition to this, the company has implemented a number of strategies to improve its operational efficiency and reduce costs. These initiatives have enabled the company to remain competitive in an increasingly competitive landscape. Overall, Greenbrier Companies is an attractive opportunity for investors looking for a reliable long-term investment. The company’s fundamentals reflect its long-term potential, and its current trading price presents an opportunity to buy at a discount. With a strong balance sheet and cost-saving initiatives in place, the company is well-positioned to benefit from the continued growth of the rail industry. More…
VI Peers
Greenbrier Companies Inc is an international market leader in the manufacturing and marketing of transportation equipment and services. It operates in the railcar and marine manufacturing industries and provides products and services to railroads, leasing companies, shippers, and other transportation companies. Its main competitors are FreightCar America Inc, National Express Group PLC, and Engenco Ltd. All of these companies are dedicated to providing quality transportation equipment and services to their customers.
– FreightCar America Inc ($NASDAQ:RAIL)
FreightCar America Inc. is a leading manufacturer of freight railcars and other equipment used in the rail industry. The company has a market cap of 55.89M as of 2022, which indicates that it is a small-capitalized business. FreightCar America Inc. also has a Return on Equity of 22.57%, which is considered to be a strong indicator of the company’s financial health and success. This indicates that the company is managing its resources effectively and efficiently, allowing it to generate significant returns on its investments. Overall, FreightCar America Inc. appears to be well-positioned to benefit from the growing demand for freight railcars and other equipment used in the rail industry.
– National Express Group PLC ($LSE:NEX)
National Express Group PLC is a global transportation company that provides bus, coach, rail, and air services in the United Kingdom, Spain, North America, and Germany. It is one of the largest public transport operators in the world, with a market cap of 780.5M as of 2022. The company has a Return on Equity (ROE) of 1.44%, which is below the average for the industry. This suggests that investors are not gaining as much return from their investments compared to other companies in the sector. National Express Group PLC has been able to maintain a strong financial position despite the challenging economic conditions it has faced in recent years. It remains committed to providing quality and reliable services to its customers and shareholders.
– Engenco Ltd ($ASX:EGN)
Engenco Ltd is an Australian industrial engineering, mining, and rail services provider. The company specializes in the design, manufacture, and maintenance of mining, transport, and other large-scale industrial equipment. Engenco Ltd has a strong market capitalization of $132.57M as of 2022, which demonstrates the company’s financial strength and stability. Furthermore, Engenco’s Return on Equity (ROE) of 2.95% is indicative of their ability to generate profits from their investments. This indicates that Engenco is a reliable and profitable company.
Summary
Investors may want to take a closer look at Greenbrier Companies following the release of their first quarter FY2023 earnings results. While the company reported a 254.6% decrease in total revenue compared to the same period last year, net income rose 39.2%. This led to the stock price moving down the same day. Investors should consider several factors when analyzing Greenbrier Companies.
First, the company’s net income increase can be attributed to cost-cutting measures, which may not be sustainable. Second, their total revenue decrease indicates a potential issue with demand for their products and services, which could be due to a variety of factors. Third, Greenbrier Companies’ financial position should be closely monitored as the company has significant long-term debt. Finally, investors should be aware of any potential risks related to the company’s future operations and prospects. Overall, investors should take a cautious and informed approach when considering investing in Greenbrier Companies. While their first quarter results were promising, there are several factors that need to be taken into account when analyzing the company’s performance and potential future outlook.
