Looks like market thinking good report is on the way. With everyone beginning to buy cars from refineries to leasing companies to railroads, one would think numbers and margins have to bode well. Guessing continued improvements in India have to start working into the numbers soon. Better efficiencies, more production, better margins, and more international business - whats there not to like? But we will soon know the answer!
Its interesting that gbx had a little hiccup in new orders but reitierated full year sales guidance. Hopefully ARII has had more success than gbx - maybe reason gbx isn't doing as well is because ARII is stealing business. It would be nice to see India pick up some real orders, but expect breakeven at best for a couple years.
I think GBX is just a poorly managed company and has difficulty making money when they have the business. Everything I read indicates a lot of companies are buying tank cars, and the margin has to reflect that, because they need them now!