Commentary

Greenbrier Group Meeting Takeaways From TD Cowen

Written by Matt Elkott, Transportation OEM Analyst, TD Cowen
Justin Roberts, VP, Corporate Finance & Treasurer, The Greenbrier Companies

Justin Roberts, VP, Corporate Finance & Treasurer, The Greenbrier Companies

We hosted a virtual group meeting with Justin Roberts, VP, Corporate Finance & Treasurer, The Greenbrier Companies. Mr. Roberts remains confident in GBX's long-term operational plan, launched in April at the company's first-ever investor day. Inquiry and order activity has been solid in recent weeks. He expects stable industry builds at or modestly above replacement for the next few years.

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