Freightcar America (RAIL)
NASDAQ:RAIL
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but fundamentally stable picture: operational and strategic progress (strong aftermarket growth, ~50% productivity improvement, higher gross margins, a larger and diversified backlog, and a solid cash position) are clear positives. These are offset by meaningful near-term declines in revenue, unit deliveries, and adjusted profitability (adjusted EBITDA and adjusted net income), and by reliance on second-half order conversions and retrofit program timing to meet full-year expectations. Management reaffirmed guidance and emphasized agility, backlog strength, and a growing pipeline as mitigating factors.Company Guidance
Aftermarket Revenue Acceleration
Aftermarket sales grew 86% year-over-year, reflecting meaningful expansion of the company's retrofit/conversion and service offerings and contributing to a more diversified revenue mix.
Improved Gross Margin and Structural Profitability
Gross margin improved to 16.8% (one of the highest quarters in over a decade), an increase of 190 basis points year-over-year, driven by a more favorable product mix and productivity gains despite lower volumes.
Productivity and Operational Improvements
Productivity increased by approximately 50% over the last 24 months; four fully operational production lines, implementation of TrueTrack for build visibility/quality, and shorter lead times enhance operational agility and capacity scalability.
Backlog Growth and Diversified Order Book
Backlog totaled 2,058 units valued at approximately $156 million and increased sequentially by $19 million, with a diversified mix across new builds, conversions, and retrofit programs supporting back-half weighted revenue expectations.
Cash Position and Capital Discipline
Ended the quarter with $52.8 million in cash and cash equivalents, continued debt reduction, minimal Q1 capital expenditures ($147k), and reaffirmed full-year capex guidance of $7M–$10M focused on maintenance and targeted investments.
Market Indicators and Share
Industry orders in the quarter were 5,654 units (up ~11.2% year-over-year) and FreightCar estimates an addressable market share of ~17% for the quarter (excludes tank cars); U.S. carload traffic was up over 4% year-over-year, with 13 of 20 carload segments growing.
Tank Car Retrofit Program Timing
Company expects to begin shipments under its tank car retrofit program in H2 (initial activity in Q3, meaningful contribution in Q4) with a two-year program that will further diversify revenue into 2027.
RAIL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RAIL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $8.06 | ― | ― |
Mar 09, 2026 | $12.68 | $10.01 | -21.06% |
Nov 10, 2025 | $8.48 | $9.48 | +11.79% |
Aug 04, 2025 | $9.92 | $10.40 | +4.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Freightcar America (RAIL) report earnings?
Freightcar America (RAIL) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Freightcar America (RAIL) earnings time?
Freightcar America (RAIL) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RAIL EPS forecast?
RAIL EPS forecast for the fiscal quarter 2026 (Q2) is 0.02.