What is Northcoast Research’s Forecast for RAIL Q2 Earnings?

Freightcar America, Inc. (NASDAQ:RAIL) – Research analysts at Northcoast Research issued their Q2 2026 earnings estimates for shares of Freightcar America in a note issued to investors 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.

A number of other brokerages also recently issued reports on RAIL. Zacks Research downgraded Freightcar America from a “hold” rating to a “strong sell” rating in a report on Tuesday, July 14th. Weiss Ratings restated a “hold (c)” rating on shares of Freightcar America in a research report on Friday, June 5th. One analyst has rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Freightcar America currently has an average rating of “Reduce”.

Freightcar America Stock Performance

RAIL opened at $8.24 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 cap of $157.71 million, a P/E ratio of 11.14 and a beta of 1.48. The business’s 50-day simple moving average is $8.36 and its 200-day simple moving average is $9.54.

Freightcar America (NASDAQ:RAIL) last announced its quarterly earnings results on Monday, August 3rd. The transportation company reported ($0.02) earnings per share (EPS) for the quarter. The business had revenue of $113.14 million for the quarter, compared to analysts’ expectations of $110.41 million. Freightcar America had a negative return on equity of 15.56% and a net margin of 6.25%.

Institutional Trading of Freightcar America

Several institutional investors and hedge funds have recently made changes to their positions in RAIL. BNP Paribas Financial Markets boosted its stake in shares of Freightcar America by 208.6% during the third quarter. BNP Paribas Financial Markets now owns 2,935 shares of the transportation company’s stock worth $29,000 after buying an additional 1,984 shares during the period. Royal Bank of Canada raised its stake in Freightcar America by 2,843.5% during the 4th quarter. Royal Bank of Canada now owns 4,062 shares of the transportation company’s stock valued at $45,000 after acquiring an additional 3,924 shares during the last quarter. Quarry LP purchased a new stake in Freightcar America during the 3rd quarter valued at approximately $53,000. State of Wyoming purchased a new position in shares of Freightcar America in the 2nd quarter valued at approximately $63,000. Finally, Dynamic Technology Lab Private Ltd purchased a new position in shares of Freightcar America in the 1st quarter valued at approximately $61,000. 31.96% of the stock is owned by hedge funds and other institutional investors.

More Freightcar America News

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

• Positive Sentiment: Backlog value increased 121% sequentially to 3,972 railcars valued at $344 million, while the company estimated it captured approximately 45% of industry new-railcar orders. This points to strong demand and potentially better future production visibility. FreightCar America, Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Aftermarket revenue grew 13% year over year, and FreightCar America completed a second aftermarket acquisition after quarter-end. Management expects the acquisition and operational changes to broaden revenue sources and support growth.
• Positive Sentiment: Operating cash flow reached $12.1 million and free cash flow rose 43% year over year to $11.3 million. The company also expects approximately $12 million in annualized structural savings from its workforce and facility realignment.
• Positive Sentiment: Warrant exercises reduced the warrant liability from $119.4 million to $14.0 million and moved stockholders’ equity to a positive $36.2 million, improving the balance-sheet presentation.
• Neutral Sentiment: Quarterly revenue of $113.1 million declined from $118.6 million a year earlier but exceeded the reported analyst consensus of $110.4 million. Railcar deliveries were 927 units, compared with 939 units in the prior-year quarter.
• Negative Sentiment: FreightCar America reported a $30.1 million GAAP net loss, or $0.94 per share, including a $24.9 million non-cash warrant-liability loss. On an adjusted basis, the company still posted a $0.02-per-share loss versus adjusted earnings of $0.11 a year earlier.
• Negative Sentiment: Gross margin fell to 5.5% from 15.0%, and adjusted EBITDA dropped to $1.2 million from $9.3 million, signaling substantial near-term pressure on manufacturing efficiency and profitability.
• Negative Sentiment: The company cut its fiscal 2026 outlook to revenue of $410 million-$460 million, well below the $507.2 million consensus estimate, and expects 3,500-3,900 deliveries. Management attributed the reduction to delayed production ramp-up and deliveries shifting into early 2027.

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.