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Freightcar America (RAIL)
NASDAQ:RAIL
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed resilient operational and financial performance despite a weak industry new-build market. Management emphasized margin expansion (260+ bps), strong cash generation (free cash flow up ~45%), market share gains (~300 bps), and strategic progress including an aftermarket acquisition and tank retrofit readiness. These positives were balanced against continued industry volume weakness (industry deliveries down ~26%), some quarter-over-quarter margin and adjusted EBITDA pressure in Q4, mix-driven revenue declines in the quarter, and timing risks around backlog conversion and infrastructure-driven demand. Overall, the company presented a constructive outlook with disciplined capital allocation and flexibility to capitalize on recovery, while acknowledging near-term industry headwinds and accounting-related earnings volatility.Company Guidance
Margin Expansion and Profitability Improvement
Full-year gross margin expanded by over 260 basis points year-over-year; adjusted EBITDA per car grew by roughly 10% year-over-year, reflecting improved mix, operating leverage and cost discipline.
Strong Cash Generation and Balance Sheet
Generated $31.4 million in free cash flow in 2025, up approximately 44.8% year-over-year; operating cash flow of $34.8 million; ended the year with $64.3 million in cash and low net leverage within target range (~1.0–2.5x).
Revenue and Deliveries in Expected Range
Reported full-year 2025 revenue of $501 million on 4,125 units; management notes FY revenue and deliveries were within the company's expected ranges.
Market Share Gains and Order Flow
Increased delivery market share by nearly 300 basis points in 2025; company secured ~3,250 total orders (including ~2,500 new railcar orders) and exited the year with a backlog of 1,926 railcars valued at $137.5 million, providing visibility into 2026 production.
Aftermarket Expansion via Acquisition
Completed acquisition of Carly Railcar Components (aftermarket distributor) to expand aftermarket capabilities and diversify revenue mix; aftermarket business generated approximately $27.1 million in 2025 and management expects aftermarket revenue to be meaningfully larger in 2026 (management estimate ~ $40M+ including acquisition contribution).
Operational Improvements and Manufacturing Flexibility
Implemented process initiatives (TruTrack) and plant flow improvements at Castanos, driving productivity, throughput and cost absorption; company has four active production lines with ability to activate a fifth quickly to scale as market conditions improve.
Tank Car Retrofit Readiness
Advanced tank car retrofit readiness with shipments prepared to begin in the back half of 2026 for multi-year retrofit program, adding an adjacent revenue stream beyond new builds.
2026 Guidance Reflects Growth Ambition
Management provided FY2026 guidance of $500 million to $550 million in revenue (midpoint +4.8% year-over-year) and adjusted EBITDA guidance of $41 million to $50 million (midpoint +10.4% year-over-year versus lease-adjusted 2025), and delivery guidance of 4,000–4,500 railcars.
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 |
|---|---|---|---|
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% |
May 05, 2025 | $6.25 | $6.81 | +8.96% |
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 May 12, 2026, After Close (Confirmed).
What is Freightcar America (RAIL) earnings time?
Freightcar America (RAIL) earnings time is at May 12, 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 (Q1) is 0.07.