RAIL
FreightCar America·NASDAQ
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RAIL fundamentals
FreightCar America (RAIL) released its earnings on Mar 9, 2026: revenue was 125.57M (YoY -8.81%), missed estimates; EPS was 0.16 (YoY -23.81%), missed estimates.
Revenue / YoY
125.57M
-8.81%
EPS / YoY
0.16
-23.81%
Report date
Mar 9, 2026
RAIL Earnings Call Summary for Q4,2025
- 2025 Resilience: Delivered $31.4M free cash flow (+45% YoY) despite industry new build lows, with gross margin improving 260bps to 13.4%.
- Strategic Expansion: $13-15M contribution from Carly acquisition in 2026, targeting $40M+ aftermarket revenue.
- 2026 Outlook:
- Revenue: $525M midpoint (+4.8% YoY).
- EBITDA: $45.5M midpoint (+10.4% YoY).
- Free Cash Flow: ~$30M+.
- Tank Car Opportunity: First retrofit shipments in H2 2026, with full program spanning multiple years.
- Market Share Growth: Aiming for 15-16% in 2026 (vs 13.3% in 2025), supported by 150,000+ railcars due for retirement.
- Leverage Reduction: Interest expense to drop 24% YoY to $13.5M in 2026.
EPS
Actual | -1.29 | -0.97 | -3.03 | -0.87 | -1.92 | -0.13 | 0.03 | 0.06 | -1.11 | 0.58 | -0.69 | -0.37 | -0.21 | 0.02 | -0.14 | -0.07 | 0.02 | 0.05 | 0.08 | 0.21 | 0.05 | 0.11 | 0.24 | 0.16 | ||||||||||
Forecast | -0.74 | -0.79 | -0.755 | -0.675 | -0.28 | -0.19 | -0.16 | -0.155 | -0.07 | -0.09 | -0.245 | -0.13 | -0.215 | -0.12 | -0.035 | -0.01 | 0.015 | 0.05 | 0.05 | 0.045 | 0.08 | 0.055 | 0.155 | 0.1867 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -74.32% | -22.78% | -301.32% | -28.89% | -585.71% | +31.58% | +118.75% | +138.71% | -1485.71% | +744.44% | -181.63% | -184.62% | +2.33% | +116.67% | -300.00% | -600.00% | +33.33% | 0.00% | +60.00% | +366.67% | -37.50% | +100.00% | +54.84% | -14.30% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.20M | 17.46M | 25.20M | 60.59M | 32.37M | 37.35M | 58.31M | 75.02M | 93.24M | 56.79M | 85.74M | 128.99M | 81.00M | 88.60M | 61.89M | 126.60M | 161.06M | 147.42M | 113.25M | 137.70M | 96.29M | 118.60M | 160.51M | 125.57M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 28.50M | 29.80M | 39.85M | 55.20M | 38.20M | 44.00M | 60.00M | 67.00M | 71.30M | 72.90M | 99.50M | 115.90M | 98.90M | 95.40M | 102.30M | 137.35M | 149.70M | 127.10M | 139.29M | 152.02M | 102.73M | 114.89M | 157.15M | 144.94M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -81.76% | -41.42% | -36.76% | +9.76% | -15.26% | -15.10% | -2.82% | +11.97% | +30.77% | -22.10% | -13.83% | +11.29% | -18.10% | -7.13% | -39.50% | -7.82% | +7.59% | +15.98% | -18.69% | -9.42% | -6.27% | +3.23% | +2.14% | -13.37% |
Earnings Call
You can ask Aime
What factors drove the changes in FreightCar America's revenue and profit?What guidance did FreightCar America's management provide for the next earnings period?What is FreightCar America's gross profit margin?What were the key takeaways from FreightCar America's earnings call?What does FreightCar America do and what are its main business segments?What is the revenue and EPS growth rate for FreightCar America year over year?Did FreightCar America beat or miss consensus estimates last quarter?What is FreightCar America's latest dividend and current dividend yield?
