Railroad Equipment & Railcar Leasing Stocks: Top Picks & Shovels for Logistics Growth

Wabtec posted 21% margins and 45.6% digital growth, while Trinity Industries leasing grew 4% with 96.8% utilization. Greenbrier exceeded Q1 earnings by 48% with 98% fleet utilization and a backlog of 16,300 units. These companies capture recurring revenue from manufacturing, leasing, and maintenance contracts, benefiting from regulatory replacement cycles, nearshoring tailwinds, and the reality that freight must move.