The Greenbrier Companies, Inc. (GBX – Free Report) is scheduled to release its second-quarter fiscal 2025 results on April 7, after market close.
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GBX has an impressive earnings surprise history, having surpassed the Zacks Consensus Estimate in three of the four preceding quarters and missing in one, the average beat being 31.9%. GBX boasts a long-term earnings growth rate of 11.7%.
Greenbrier Companies, Inc. (The) Price and EPS Surprise
Greenbrier Companies, Inc. (The) price-eps-surprise | Greenbrier Companies, Inc. (The) Quote
Let us take a look at the factors that are likely to have influenced Greenbrier Companies’ performance in the quarter under review.
We expect tariff-related uncertainties to hurt GBX’s second-quarter fiscal 2025 results. Supply-chain disruptions are likely to dent the results of GBX, currently carrying a Zacks Rank #3 (Hold). New railcar orders and deliveries may have been impacted by the current market volatility and uncertainty. Increased operating costs are likely to have dented bottom-line growth. You can see the complete list of today’s Zacks #1 Rank stocks here.
On a brighter note, low fuel costs due to the downtrend in the oil price are likely to have boosted the bottom-line performance. The southward movement of oil prices bodes well for the bottom-line growth of transportation stocks like GBX. This is because fuel expenses are a significant input cost for the aviation space.
Crude oil is struggling in 2025, with prices sliding to multi-month lows. Tariff concerns, weakening consumer confidence and production increase by OPEC+ have all contributed to this downward pressure.
Highlights of Q1 Fiscal 2025
GBX reported fiscal first-quarter 2025 earnings of $1.72 per share, which beat the Zacks Consensus Estimate of $1.16. In the year-ago period, it reported earnings of 96 cents. The total revenues were $875.9 million. The top line improved 28.3% year over year.
Recent Performances of Other Transportation Companies
Delta Air Lines (DAL – Free Report) reported fourth-quarter 2024 earnings (excluding 56 cents from non-recurring items) of $1.85 per share, which surpassed the Zacks Consensus Estimate of $1.76. Earnings increased 44.5% on a year-over-year basis due to low fuel costs.
DAL’s revenues of $15.56 billion surpassed the Zacks Consensus Estimate of $14.99 billion and increased 9.4% on a year-over-year basis, driven by strong holiday travel demand. Adjusted operating revenues (excluding third-party refinery sales) totaled $14.44 billion, up 5.7% year over year. Passenger revenues, which accounted for 82.4% of total revenues, rose 5% year over year to $12.82 billion.
J.B. Hunt Transport Services (JBHT – Free Report) reported fourth-quarter 2024 earnings per share of $1.53, which fell short of the Zacks Consensus Estimate of $1.62. However, the bottom line increased 4.1% on a year-over-year basis.
JBHT’s total operating revenues of $3.15 billion narrowly beat the Zacks Consensus Estimate of $3.13 billion but declined 4.8% year over year. The drop was mainly due to lower fuel surcharge revenues and yield pressure in its Intermodal segment.
JBHT’s fourth-quarter 2024 operating revenues of $2.78 billion, excluding fuel surcharge revenues, decreased 2% from the year-ago reported quarter. Total operating income for the reported quarter increased 2% year over year to $207 million.
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