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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
Q3,undefined
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Q4,2025
Actual
-1.29-0.97-3.03-0.87-1.92-0.130.030.06-1.110.58-0.69-0.37-0.210.02-0.14-0.070.020.050.080.210.050.110.240.16
Forecast
-0.74-0.79-0.755-0.675-0.28-0.19-0.16-0.155-0.07-0.09-0.245-0.13-0.215-0.12-0.035-0.010.0150.050.050.0450.080.0550.1550.1867
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
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Q3,2022
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Q1,2023
Q2,2023
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Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
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Q4,2025
Actual
--------------------5.20M17.46M25.20M60.59M32.37M37.35M58.31M75.02M93.24M56.79M85.74M128.99M81.00M88.60M61.89M126.60M161.06M147.42M113.25M137.70M96.29M118.60M160.51M125.57M
Forecast
--------------------28.50M29.80M39.85M55.20M38.20M44.00M60.00M67.00M71.30M72.90M99.50M115.90M98.90M95.40M102.30M137.35M149.70M127.10M139.29M152.02M102.73M114.89M157.15M144.94M
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