FreightCar America, Inc.·Industrials

FreightCar America, Inc. (RAIL) Shareholder/Analyst Call Prepared Remarks Transcript

RAIL faces rising costs, weak price performance and earnings estimate cuts, as geopolitical and macro pressures cloud its financial outlook.

FreightCar America delivered margin expansion in 2025 despite revenue declines and industry headwinds, showcasing operational flexibility and cost discipline. RAIL's backlog dropped 31% year-over-year, and 2026 revenue growth expectations have been lowered, reflecting continued weakness in new railcar demand. Valuation is compelling with a forward EV/EBITDA of 4.7, but further upside depends on a rebound in new railcar orders and improved industry conditions.

Freightcar America (NASDAQ: RAIL) outlined what management called a year of "disciplined execution and resilience" during its fourth-quarter and fiscal 2025 earnings call, highlighting margin expansion, strong cash generation, and steps to diversify beyond new railcar manufacturing in a weak North American new-build environment. Management cites margin expansion and cash generation despite weak industry volumes CEO

FreightCar America, Inc. (RAIL) Q4 2025 Earnings Call Transcript

Freightcar America (RAIL) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.21 per share a year ago.
FreightCar America, Inc., through its subsidiaries, designs, manufactures, and sells railcars and railcar components for the transportation of bulk commodities and containerized freight products primarily in North America. It operates in two segments, Manufacturing and Parts. The company offers a range of freight cars, including open top hoppers; covered hopper cars; gondolas; triple hoppers and hybrid aluminum/stainless steel railcars; ore hopper and gondola railcars; ballast hopper cars; aggregate hopper cars; intermodal flats; and non-intermodal flat cars. It also provides railcars, including coal cars, bulk commodity cars, coil steel cars, and boxcars; and woodchip hoppers, aluminum vehicle carriers, and articulated bulk container railcars. In addition, the company sells used railcars; leases, rebuilds, and converts railcars; and sells forged, cast, and fabricated parts for various railcars. It also exports its manufactured railcars to Latin America and the Middle East. The company's customers primarily include financial institutions, railroads, and shippers. FreightCar America, Inc. was founded in 1901 and is headquartered in Chicago, Illinois.
Industrials
Railroads
2,030
2005-04-06
1.71