Railroad Equipment & Railcar Leasing Stocks: Top Picks & Shovels for Logistics Growth
ByAinvest
Monday, Feb 2, 2026 6:05 pm ET1min read
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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.
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