Railroad freight remains a critical but often overlooked backbone of the economy, even as uncertainty clouds capital investment decisions. Railcar orders have moderated amid tariff concerns and cautious shipper spending, yet Greenbrier’s backlog remains strong, underscoring resilient underlying demand. In this Talking Transports podcast, Greenbrier CEO Lorie Tekorius joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s strategy to balance cyclical new railcar manufacturing with expanding recurring revenue from leasing and services. Tekorius outlines margin expansion through footprint optimization, steel sourcing discipline and insourcing initiatives, while addressing tariffs, inflationary pressures, rail consolidation and the long-term opportunity to increase freight rail’s share of the transportation pie.

<p>Railroad freight remains a critical but often overlooked backbone of the economy, even as uncertainty clouds capital investment decisions. Railcar orders have moderated amid tariff concerns and cautious shipper spending, yet Greenbrier&rsquo;s backlog remains strong, underscoring resilient underlying demand. In this Talking Transports podcast, Greenbrier CEO Lorie Tekorius joins Bloomberg Intelligence&rsquo;s Lee Klaskow to discuss the company&rsquo;s strategy to balance cyclical new railcar manufacturing with expanding recurring revenue from leasing and services. Tekorius outlines margin expansion through footprint optimization, steel sourcing discipline and insourcing initiatives, while addressing tariffs, inflationary pressures, rail consolidation and the long-term opportunity to increase freight rail&rsquo;s share of the transportation pie.</p>

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

<p>Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.</p>

Talking Transports

Greenbrier Navigates Rail Cyclicality

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2b8fb14d-dd25-4323-91fb-b3fa016afdce/transcript