FreightCar America secures $141 million in new railcar orders

Published 24/04/2025, 22:14
FreightCar America secures $141 million in new railcar orders

CHICAGO - FreightCar America, Inc. (NASDAQ:RAIL), a manufacturer and supplier of railroad freight cars, announced today that it has secured orders worth approximately $141 million for 1,250 railcars in the quarter ending March 31, 2025. This volume represents about 25% of all new railcars ordered during the quarter and 36% of the company’s addressable market, marking its largest market share for a quarter in 15 years. The company, currently valued at $121.8 million in market capitalization, has demonstrated strong momentum with a 69.74% stock price increase over the past year, according to InvestingPro data.

The company attributes its market share gains to strategic initiatives that have improved operational efficiency and led to product innovation and commercial excellence. The orders include various types of railcars, with a particular interest noted in gondolas, open-top hoppers, and covered hopper cars. With revenue growth of 56.22% in the last twelve months and analysts expecting profitability this year, FreightCar America shows promising signs of operational improvement despite its current gross profit margin of 11.98%. For deeper insights into RAIL’s financial health and growth potential, investors can access comprehensive analysis through InvestingPro’s detailed research reports, available for over 1,400 US stocks.

Nick Randall, President and CEO of FreightCar America, expressed satisfaction with the sustained customer interest and highlighted the company’s manufacturing agility as a key competitive strength. He also mentioned that, according to their understanding, the railcars sold by the company in North America are not subject to tariffs, in compliance with the United States-Mexico-Canada Agreement. The company’s next earnings report is scheduled for May 13, 2025, which will provide more clarity on its financial trajectory.

FreightCar America, which has been in operation since 1901, continues to monitor tariff developments and remains confident in its forward trajectory, supported by a strategic supply chain approach and operational excellence initiatives at its manufacturing facility.

The company, headquartered in Chicago, Illinois, specializes in the design, production, and supply of railroad freight cars, parts, and components. It also offers railcar repairs, rebodies, and conversions, playing a critical role in the North American supply chain.

The completion of the orders mentioned in the announcement is subject to customary documentation and terms. This press release is based on a press release statement and contains forward-looking statements that involve risks and uncertainties, including market conditions and regulatory changes.

In other recent news, FreightCar America reported a notable earnings achievement for the fourth quarter of 2024, with earnings per share (EPS) reaching $0.21, significantly exceeding the projected $0.07. However, the company faced a slight revenue shortfall, ending the year with $137.7 million in revenue against a forecast of $143.61 million. For the entire year, FreightCar America experienced a 56% increase in revenue, amounting to $559.4 million, and adjusted EBITDA rose by 114% year-over-year to $43 million. The company also expanded into new segments, including Tank Cars, which is anticipated to enhance its market position. Looking ahead, FreightCar America forecasts railcar deliveries between 4,500 and 4,900 units in 2025, with revenue guidance set between $530 million and $595 million. In corporate governance news, William D. Gehl, a long-standing board member, will retire at the 2025 Annual Meeting of Stockholders, leading to a reduction in board size from nine to eight directors. Additionally, FreightCar America adjusted its capital structure by replacing preferred shares with a lower-cost term loan facility, significantly reducing capital costs.

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