Commentary

TD Cowen Insight: GBX Investor Day

Written by Matt Elkott, Transportation OEM Analyst, TD Cowen
(The Greenbrier Companies Photograph)

(The Greenbrier Companies Photograph)

For The Greenbrier Companies (GBX), we see gradually subsiding volatility in revenue, margins and earnings over the next three to five years. This is as the company targets higher—albeit measured—lease fleet growth, and as the right-sized manufacturing footprint for GBX and the industry should mean less erratic annual builds.

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