Analysts Offer Predictions for RAIL Q2 Earnings

Freightcar America, Inc. (NASDAQ:RAIL) – Northcoast Research issued their Q2 2026 earnings per share (EPS) estimates for Freightcar America in a report released on Thursday, July 30th. Northcoast Research analyst A. Reed anticipates that the transportation company will post earnings of ($0.04) per share for the quarter. The consensus estimate for Freightcar America’s current full-year earnings is $0.40 per share.

Freightcar America (NASDAQ:RAIL) last released its quarterly earnings data on Monday, August 3rd. The transportation company reported ($0.02) earnings per share for the quarter. Freightcar America had a negative return on equity of 9.86% and a negative net margin of 2.69%.The business had revenue of $113.14 million during the quarter, compared to analysts’ expectations of $110.41 million.

A number of other equities analysts also recently issued reports on RAIL. Weiss Ratings reiterated a “hold (c)” rating on shares of Freightcar America in a research note on Friday, June 5th. Zacks Research downgraded shares of Freightcar America from a “hold” rating to a “strong sell” rating in a research note on Tuesday, July 14th. One equities research analyst has rated the stock with a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Freightcar America has an average rating of “Reduce”.

Freightcar America Stock Performance

NASDAQ RAIL opened at $8.54 on Monday. Freightcar America has a one year low of $7.27 and a one year high of $14.90. The company has a market capitalization of $163.46 million, a price-to-earnings ratio of 11.54 and a beta of 1.48. The company’s 50-day simple moving average is $8.37 and its two-hundred day simple moving average is $9.52.

Hedge Funds Weigh In On Freightcar America

Institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of Freightcar America by 2.2% during the third quarter. Vanguard Group Inc. now owns 631,029 shares of the transportation company’s stock worth $6,171,000 after purchasing an additional 13,301 shares in the last quarter. Marshall Wace LLP grew its stake in Freightcar America by 92.4% during the 4th quarter. Marshall Wace LLP now owns 446,420 shares of the transportation company’s stock worth $4,942,000 after buying an additional 214,397 shares during the last quarter. Essex Investment Management Co. LLC grew its stake in Freightcar America by 68.7% during the 4th quarter. Essex Investment Management Co. LLC now owns 346,144 shares of the transportation company’s stock worth $3,832,000 after buying an additional 140,946 shares during the last quarter. Ancora Advisors LLC increased its position in Freightcar America by 12.9% during the 3rd quarter. Ancora Advisors LLC now owns 328,921 shares of the transportation company’s stock valued at $3,217,000 after buying an additional 37,530 shares in the last quarter. Finally, Hillsdale Investment Management Inc. increased its position in Freightcar America by 708.2% during the 4th quarter. Hillsdale Investment Management Inc. now owns 290,954 shares of the transportation company’s stock valued at $3,221,000 after buying an additional 254,954 shares in the last quarter. 31.96% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Freightcar America

Here are the key news stories impacting Freightcar America this week:

• Positive Sentiment: Backlog increased 121% sequentially to 3,972 railcars valued at $344 million, while management said FreightCar America captured approximately 45% of industry new-railcar orders. This points to strong demand and potentially better future revenue visibility. FreightCar America Second Quarter 2026 Results
• Positive Sentiment: Aftermarket revenue grew 13% year over year, and the company completed a second aftermarket acquisition after quarter-end. Management expects the broader aftermarket business to support growth across the railcar lifecycle.
• Positive Sentiment: Operating cash flow reached $12.1 million and free cash flow rose 43% year over year to $11.3 million. Workforce and facility changes are expected to generate approximately $12 million in annualized structural savings beginning in the third quarter.
• Positive Sentiment: Warrant exercises reduced the warrant liability from $119.4 million to $14.0 million and restored positive stockholders’ equity of $36.2 million, improving the balance sheet.
• Neutral Sentiment: Management said delayed customer delivery timing pushed some expected 2026 railcar deliveries into early 2027. The earnings call emphasized that order momentum remains strong, but execution and production ramp timing are key near-term risks. RAIL Q2 2026 Earnings Call Transcript
• Negative Sentiment: FreightCar America reported revenue of $113.1 million, down from $118.6 million a year earlier. Gross margin fell to 5.5% from 15.0%, adjusted EBITDA declined to $1.2 million from $9.3 million, and adjusted EPS was a loss of $0.02 versus adjusted earnings of $0.11.
• Negative Sentiment: The company recorded a $30.1 million GAAP net loss, or $0.94 per share, largely due to a $24.9 million non-cash warrant-liability loss. Although the accounting charge is non-cash, the headline loss may weigh on sentiment.
• Negative Sentiment: Fiscal 2026 guidance now calls for $410 million-$460 million of revenue and 3,500-3,900 deliveries, below the approximately $507.2 million revenue consensus. The reduced outlook reflects a 2026 delivery shift and is the main factor limiting the bullish reaction.

About Freightcar America

FreightCar America, Inc is a designer and manufacturer of specialized railroad freight cars, offering a diverse range of products that include tank cars, open and covered hoppers, gondolas, boxcars and centerbeam lumber cars. The company supports both new car construction and the rebuilding of existing fleets, providing custom engineering solutions to meet customer specifications and industry regulations. FreightCar America also supplies aftermarket parts, maintenance services and component remanufacturing for its own fleet and for third-party car owners.

Headquartered in Chicago, Illinois, FreightCar America traces its origins to early 20th-century railcar builders and began trading as an independent, publicly-listed company on the NASDAQ under the ticker RAIL following a spin-off in 2010.