Financial Data and Key Metrics Changes - Revenue for Q1 was $706 million, in line with expectations, with an aggregate gross margin of 15% reflecting lower production rates and deliveries compared to Q4 [15][18] - Operating income was $61 million, approximately 9% of revenue, with diluted EPS at $1.14 and EBITDA for the quarter at $98 million, or 14% of revenue [15][18] - Liquidity reached over $895 million, the highest in 20 quarters, consisting of more than $300 million in cash and $535 million in available borrowing capacity [16] Business Line Data and Key Metrics Changes - Global orders for approximately 3,700 railcars valued at roughly $550 million were received, with a backlog of approximately 16,300 units valued at about $2.2 billion [11][12] - The leasing and fleet management business showed high utilization at nearly 98%, with strong retention and improving economics on renewals [13][14] - The size of the fleet remained stable, with capital recycled through opportunistic asset sales in a strong secondary market [14] Market Data and Key Metrics Changes - Customers in North America and Europe are cautious about capital investments due to current freight volumes and trade policy considerations, impacting the timing of new railcar orders [6][7] - Market conditions in Europe remain complex, affecting performance due to operational inefficiencies, while Brazil's economic conditions are stable with consistent customer engagement [8] Company Strategy and Development Direction - The company is focused on aligning manufacturing with current demand levels while investing in efficiency and cost discipline [8][9] - Capital allocation priorities include maintaining balance sheet strength, returning capital to shareholders, and deploying capital where returns are strongest [9][17] - The company reiterated its Fiscal 2026 guidance, projecting new railcar deliveries of 17,500-20,500 units and revenue between $2.7-$3.2 billion [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating current market conditions and positioning for long-term value creation, emphasizing the importance of execution [5][10] - The company noted that while trade and tariff policies influence customer decisions, they do not change the long-term fundamentals of the railcar replacement cycle [7][39] - Management highlighted the need for discipline and teamwork in the current environment, recognizing employee commitment and flexibility [10] Other Important Information - The company announced a dividend of $0.32 per share, marking the 47th consecutive quarterly dividend [17] - The methodology for allocating syndication activity was changed, reflecting syndication in the manufacturing segment instead of leasing and fleet management, with no impact on consolidated results [16] Q&A Session Summary Question: Visibility into second half delivery growth - Management indicated good visibility into the second half, with opportunities for year-over-year growth expected as production ramps up [22] Question: Impact of Venezuela on manufacturing - Management stated there are no expected impacts from Venezuela on their business, as there is no overlap with operations in Brazil [23] Question: Customer ordering behavior and delivery expectations - Management noted an increase in order activity towards the end of Q3 and into Q1, with December showing unusually high deliveries [25] Question: Lease rates and renewal expectations - Lease rates for specialty cars have remained stable, with double-digit increases seen in renewals [28][30] Question: Tariff impacts on business - Management indicated tariffs have been neutral to financial performance but have created uncertainty affecting customer capital commitments [37][39] Question: Engagement in USMCA review - Management expressed strong support for USMCA, emphasizing the importance of the free flow of rail cars across borders for the economy [45][46]

NYSE: GBX 1Q26 Earnings Slides & Supplemental Information InvestorRelations@gbrx.com www.gbrx.com Forward Looking Statements This presentation and the accompanying oral presentation contain forward-looking statements, including statements that are not purely statements of historical fact. The Greenbrier Companies, Inc. (the "Company," "we," "us" or "our") uses words, and variations of words, such as "backlog," "believe," "capacity," "commit," "continue," "drive," "estimate," "expect," "focus," "future," "gr ...

Financial Performance - Q1 2026 net income increased approximately 16% to $46 million, and EPS increased approximately 19% to $019, reflecting higher profitability year over year[19] - As of Q1 2026, approximately 31% of the full-year revenue forecast and 32% of the gross profit forecast have been achieved[26] - As of Q1 2026, approximately 37% of the full-year net income and EPS forecasts have been achieved[30] Water & Wastewater Utilities - Recurring water and wastewater revenue increased approximately 26% from Q1 2024 to Q1 2026[38] - The company estimates its portfolio can serve approximately 60000 connections, generating approximately $23 billion in revenues based on current rates[50] - To date, the company has added around 1695 connections, representing 28% of its overall capacity[50] Land Development - Phase 2C is 89% complete by Q1 2026, with all $173 million revenue payments received[54] - Phase 2D is 65% complete by Q1 2026, with $45 million milestone payments received and $145 million remaining for FY26[55] - Quarter-over-quarter land development revenue increased to $65 million in Q1 2026[57] Single-Family Rentals - Single-family rental revenue increased approximately 20% from Q1 2024 to Q1 2026[85] - The company has completed 19 rental units at Sky Ranch, which are now fully leased[83] - The company has 40 additional homes under contract, with occupancy expected through FY2026[83] Capital Position - As of Q1 '26, the company has $239 million in cash and restricted cash and a $518 million Note Receivable[13] - The company's water rights portfolio supports up to 60000 connections[100]

TORONTO, ONTARIO / ACCESS Newswire / January 8, 2026 / Route1 Inc. ("Route1" or the "Company") (TSXV:ROI), a provider of advanced technology solutions and services focused on the deployment, support, and operational optimization of ALPR and other advanced data capture-based systems for city, state, and federal first responder departments, public safety agencies, colleges and universities, and parking operators, today provided a year-end review of its operational progress in 2025 and outlined its strategic p ...

SCOTTSDALE, Ariz., Jan. 06, 2026 (GLOBE NEWSWIRE) -- Transglobal Management Group, Inc. (“TMGI” or the “Company”) (OTCID: TMGI) today announced strong and encouraging financial results for its wholly owned subsidiary, Stand-By Golf, for the calendar year ended December 31, 2025. Founded more than 37 years ago, Stand-By Golf operates across three of the nation’s premier golf markets: Palm Springs, California; Phoenix/Scottsdale, Arizona; and Las Vegas, Nevada. The company specializes in discounted tee-time a ...

Core Insights - Ford Motor Company experienced a significant share price increase of 33% in 2025, outperforming competitors like Tesla [1] - The current trading price of Ford shares is below $15, which may attract long-term investors looking for value [2] Financial Performance - Ford's average quarterly operating margin over the past five years has been just 2.5%, indicating challenges in profitability [6] - The company has a market capitalization of $53 billion and a forward price-to-earnings ratio of 9.3, which is significantly lower than the S&P 500's ratio of 22.3 [8][10] - Ford's total return over the past 10 years is 61%, which is substantially below the S&P 500's return of 297% [9] Business Challenges - Ford's business model is cyclical, with large purchases made infrequently by consumers, making it vulnerable during economic downturns [5] - The company has announced $19.5 billion in special charges related to restructuring, particularly affecting its electric vehicle operations [7] - Ford's historical inability to forecast industry changes accurately has contributed to its underperformance [7][9] Investment Considerations - The stock offers a dividend yield of 4.54%, with a quarterly payout of $0.15, which may appeal to income-focused investors [11] - However, the sustainability of the dividend is questionable, especially during economic downturns when vehicle demand may decline [11][12] - Despite the attractive valuation, the overall perception of Ford as a subpar business may limit its appeal to investors [10]

Key Points New York City-based Eminence Capital added 1.08 million shares of Workiva in the third quarter. The overall position value increased by $139.35 million from the previous period. As of September 30, the fund reported holding 3.72 million shares valued at $320.52 million, making it the third-largest portfolio position. These 10 stocks could mint the next wave of millionaires › New York City-based Eminence Capital increased its stake in Workiva (NYSE:WK) by 1.08 million shares in the thi ...

Fiscal Year 2025 Achieves Annual Revenue of $87.7 Million, Reflecting a 25% Increase Year Over YearLOS ANGELES, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Daily Journal Corporation (Nasdaq: DJCO), a publishing and technology company, today announced financial results for the fiscal year ended September 30, 2025. Total consolidated revenue for fiscal year 2025 was $87.7 million, representing a 25% increase from the $69.9 million reported in fiscal year 2024, driven primarily by growth at Journal Technologies. “Fiscal ...

A recent portfolio move highlights why scale, recurring revenue, and integration execution may matter more than short-term stock swings.Dallas-based Permian Investment Partners reported buying nearly 4.9 million additional shares of TIC Solutions, Inc. (TIC 2.27%) in a November 14 SEC filing.What HappenedAccording to a Securities and Exchange Commission (SEC) filing dated November 14, Permian Investment Partners increased its stake in TIC Solutions, Inc. (TIC 2.27%) by nearly 4.9 million shares during the t ...

Core Insights - Axon Enterprise has shown exceptional investment performance, with a $10,000 investment five years ago growing to over $41,000, and a decade-long investment nearing $300,000 [1] Group 1: Product Offerings and Revenue - Axon is well-known for its Taser and body cameras, but it also offers cloud-based software services that significantly contribute to its revenue growth [2] - The company benefits from a reliable revenue stream due to multi-year contracts with customers, resulting in a high retention rate [3] - As of Q3 2025, Axon reported annualized recurring revenue (ARR) of $1.3 billion, reflecting a 41% year-over-year increase [4] Group 2: Financial Performance - Axon has a market capitalization of $43 billion, with a current stock price of $539.67 [5] - The company has $11.4 billion in future contracted bookings, which is up 39%, indicating strong future revenue potential [6] Group 3: Business Strategy and Growth Opportunities - Axon's adaptability in its business model has allowed it to build a durable revenue base, expanding beyond single hardware offerings to a comprehensive suite of services [7] - The company is looking to expand into federal agencies, which presents an additional $12 billion market opportunity [8] - Axon is also developing new technologies, including drones and robots for law enforcement, and has acquired Carbyne to enhance the 911 system [9] Group 4: Stock Performance and Market Sentiment - Despite a 20% decline in stock price over the past year and a 40% drop from all-time highs, long-term expansion could lead to stock recovery for patient investors [10]