Greenbrier Companies Inc Q4 2024 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Bascome Majors - Susquehanna Financial Group LLP - Analyst : Good afternoon. Looking into next year, I mean, there had been some concern that the North American cycle could be a little more tepid near term just based on industry orders. I mean, you're guiding to roughly flattish deliveries year over year. Can you bridge us through your different markets and maybe give us some color on your backlog coverage and where there's opportunity and risk to any of your different regions here? Thank you.

Question: Bascome Majors - Susquehanna Financial Group LLP - Analyst : Thank you for that. And I mean, piecing it all together, it does seem like with the margin improvement, there is an opportunity to -- but EPS in the close to $5 range, if you bridge this all together, is that roughly where you're getting out? Or are there some other items maybe below the line that we should think about to get from what you've guided officially to EPS? Thank you.

Question: Bascome Majors - Susquehanna Financial Group LLP - Analyst : And last piece, it seems that the market in North America at least has moved away from the long-term speculative order from leasing companies. Do you think that's a permanent change or reflective of some other issues? And could we see some of that come back in, in 2025? Thank you,

Question: Bascome Majors - Susquehanna Financial Group LLP - Analyst : Thank you, all.