David focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. He is a long term investor of quality stocks and uses options for strategy. David told investors to buy in March 2009 at the bottom of the financial crisis. The S&P 500 increased 367% and the Nasdaq increased 685% from 2009 through 2019. He wants to help make people money by investing in high-quality growth stocks.Analyst’s Disclosure:I/we have no stock, option or similar derivative p ...

Core Insights - The article emphasizes the focus on growth and momentum stocks that are reasonably priced and expected to outperform the market in the long term [1] - It highlights a significant investment opportunity, noting that the S&P 500 increased by 367% and the Nasdaq by 685% from March 2009 to 2019, indicating a strong recovery from the financial crisis [1] Investment Strategy - The investment approach involves long-term investment in quality stocks, with the use of options as part of the strategy [1] - The article suggests that investing in high-quality growth stocks can be a way to generate wealth for investors [1]

CHICAGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- FreightCar America, Inc. (NASDAQ: RAIL) (“FreightCar America” or the “Company”), a diversified manufacturer and supplier of railroad freight cars, railcar parts and components, today announced that Nick Randall, Chief Executive Officer, and Michael Riordan, Chief Financial Officer, will participate in one-on-one meetings with investors at Sidoti's Year End Virtual Investor Conference on December 11, 2025.For additional information or to request a meeting, please co ...

Core Points - Railtown AI Technologies Inc. has successfully completed its amalgamation transaction with AI Partnerships Corp. on November 26, 2025 [1][2] - The amalgamation agreement was initially announced on October 8, 2025, and involved the acquisition of all outstanding shares of AIP in exchange for 49,476,251 common shares of Railtown, representing an exchange ratio of approximately 2.348 Railtown shares for each AIP share [3] Transaction Details - The transaction was supported by shareholders of AIP holding approximately 51.24% of the outstanding shares, who entered into voting support agreements [3] - Approximately 10 million of the Consideration Shares are placed in escrow, with specific conditions for release based on Railtown's annual recurring revenue from AIP Affiliates [5] - The first milestone for release is set at $1 million in annual recurring revenue, while the second milestone is $2 million, both to be achieved within 36 months from the effective date [5] Company Background - Railtown AI Technologies Inc. focuses on transforming the development and deployment of agentic software through intelligent AI frameworks [6] - AI Partnerships Corp. aims to create a global affiliate network of AI-as-a-Service companies, with over 180 SaaS-based AI affiliates across 13 countries [7]

Company Overview - FreightCar America, Inc. is a diversified manufacturer and supplier of railroad freight cars, railcar parts, and components [3] - The company specializes in railcar repairs, complete railcar rebody services, and railcar conversions to repurpose idled rail assets back into revenue service [3] - Established in 1901, FreightCar America has built a reputation for quality railcars that are essential to economic growth and the North American supply chain [3] Recent Developments - The CEO Nick Randall and CFO Michael Riordan will present and engage in one-on-one meetings with investors at Noble Capital Markets' Emerging Growth Equity Conference on December 3, 2025, in Boca Raton, Florida [1]

Core Insights - Freightcar America is positioned as a competitive player in the "TRANS – EQP&LSNG" industry, with a focus on railcar manufacturing and components for bulk commodities and containerized freight [14] Institutional Ownership - 32.0% of Freightcar America shares are held by institutional investors, compared to 86.4% for all companies in the "TRANS – EQP&LSNG" sector [1] - 28.7% of shares are held by company insiders, while the average for the sector is 10.3% [1] Analyst Recommendations - Freightcar America has a consensus price target of $9.00, indicating a potential upside of 16.13%, which is higher than the 14.81% potential upside for the sector [3][4] - The company has a rating score of 2.67, compared to 2.56 for its competitors, suggesting a more favorable outlook from analysts [3] Valuation & Earnings - Freightcar America reported gross revenue of $513.12 million and a net income of -$75.82 million, with a price-to-earnings ratio of 2.94 [7] - Competitors in the industry have a combined gross revenue of $3.78 billion and a net income of $360.72 million, with a higher price-to-earnings ratio of 6.37 [7] Profitability - Freightcar America has a net margin of -2.21%, a return on equity of -14.89%, and a return on assets of 6.92% [9] - In contrast, competitors have net margins of 10.91%, return on equity of 4.90%, and return on assets of 2.78% [9] Dividends - The company pays an annual dividend of $0.36 per share, resulting in a dividend yield of 4.6%, with a payout ratio of 13.6% [10] - The average dividend yield for the "TRANS – EQP&LSNG" sector is 1.5%, with a payout ratio of 20.0% [10] Summary - Freightcar America outperforms its competitors in 8 out of 15 evaluated factors, indicating a competitive edge in several areas [11]

Core Insights - Investors prioritize companies with consistent profitability, measured effectively by net profit margin, which reflects operational efficiency and management quality [1][2] Profitability Metrics - Net profit margin is calculated as Net profit divided by Sales multiplied by 100, indicating a company's ability to convert sales into profits [2] - A strong net profit margin suggests effective cost control and operational strength, essential for rewarding stakeholders and attracting investors [2] Industry Comparisons - Net profit margin varies across industries, complicating direct comparisons; it is crucial for traditional sectors but may be less relevant for technology firms [3] - Differences in accounting practices, particularly regarding non-cash expenses, further complicate comparisons [4] Investment Strategy - A healthy net profit margin and solid EPS growth are key elements sought in a business model, supplemented by additional criteria for maximizing returns [5] Screening Parameters - Criteria for screening include a net margin of at least 0%, positive percentage change in EPS, high broker ratings, and a favorable Zacks Rank [6] - Stocks with a VGM Score of A or B combined with a Zacks Rank of 1 or 2 are identified as having the best upside potential [7] Company Highlights - **SkyWest, Inc. (SKYW)**: Operates as a regional airline with a Zacks Rank of 1 and a VGM Score of A; 2025 earnings estimate revised upward by 3.8% to $10.33 per share [8] - **Interface, Inc. (TILE)**: Largest manufacturer of modular carpets, also holds a Zacks Rank of 1 and a VGM Score of A; 2025 earnings estimate revised to $1.85 per share from $1.70 [9] - **FreightCar America, Inc. (RAIL)**: Specializes in manufacturing railroad freight cars, currently has a Zacks Rank of 2 and a VGM Score of A; earnings estimate remained unchanged [10][11] - **Standard Motor Products, Inc. (SMP)**: Leading manufacturer of automotive replacement parts, holds a Zacks Rank of 2 and a VGM Score of A; 2025 earnings estimate revised upward by $0.04 to $3.80 per share [12][13]

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Financial Data and Key Metrics Changes - FreightCar America reported a revenue growth of over 42% year-over-year, totaling $160.5 million for Q3 2025, compared to $113.3 million in Q3 2024 [15] - Adjusted EBITDA reached a record $17 million, representing a 56% increase from the prior year, with an adjusted EBITDA margin of 10.6%, up from 9.6% in Q3 2024 [4][16] - Gross profit for the quarter was $24.2 million, with a gross margin of 15.1%, an increase from $16.2 million and 14.3% in the same quarter last year [15] Business Line Data and Key Metrics Changes - The company delivered 1,304 railcars in Q3 2025, up from 961 railcars in Q3 2024, reflecting higher production and deliveries [15] - The product mix improvement, including specialty new cars and conversions, contributed to the gross margin increase [16] Market Data and Key Metrics Changes - The broader railcar industry is expected to deliver under 30,000 railcars this year, significantly below the normalized rate of approximately 40,000 units [8][10] - FreightCar America maintained over 20% of the addressable market order share for new car orders, reflecting strong market positioning despite industry challenges [11] Company Strategy and Development Direction - The company is focused on enhancing operational efficiency and quality through initiatives like the TruTrack process, which integrates digital tracking and monitoring capabilities [5][12] - Strategic investments are being made in vertical integration, automation, and process control to prepare for future tank car conversions [6][7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in capturing pent-up demand as the market normalizes, despite current subdued industry demand [8][9] - The company anticipates maintaining strong margins and positive cash generation, with a healthy backlog of 2,750 units valued at approximately $222 million [9][18] Other Important Information - The company generated $3.4 million in operating cash during the quarter, with adjusted free cash flow improving to approximately $2.2 million [17] - Capital expenditures for Q3 totaled $1.2 million, with an expectation of $4-$5 million for the full year 2025 [17][18] Q&A Session Summary Question: Guidance on CapEx and tank car conversions - Management clarified that the change in CapEx guidance was due to timing rather than scope, with preparations for tank car conversions ahead of schedule [21][22] Question: Revenue guidance and average selling price - Management explained that the revenue guidance was adjusted due to a higher proportion of conversions, which have a lower average selling price, while maintaining unit count and EBITDA guidance [25][26] Question: Demand for coal car repair - Management indicated sustained demand for coal car components and repair services, supported by the company's extensive portfolio [31] Question: Impact of government shutdown on operations - Management reported no significant disruptions from the government shutdown, noting the rail industry’s resilience to such short-term issues [32] Question: 2025 guidance and Q4 expectations - Management acknowledged that Q4 is traditionally a lower margin quarter due to annual maintenance and a shift towards more commoditized cars [39][40] Question: Addressable market for tank car retrofits - Management discussed the potential for new tank car builds following the retrofit program, estimating a couple of hundred additional cars could be added to their addressable market [41][43] Question: Industry dynamics and future order placement - Management expressed confidence in a return to normalized order levels in 2026, driven by underlying demand fundamentals [44][46]

Core Insights - Freightcar America reported quarterly earnings of $0.24 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and showing a significant increase from $0.08 per share a year ago, resulting in an earnings surprise of +50.00% [1] - The company achieved revenues of $160.51 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.42% and up from $113.25 million year-over-year [2] - Freightcar America has outperformed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates two times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $199.58 million, while for the current fiscal year, the estimate is $0.54 on revenues of $568.21 million [7] - The company's earnings outlook is crucial for investors, as it reflects current consensus expectations and any recent changes in those expectations [4] Stock Performance - Freightcar America shares have declined approximately 5.4% since the beginning of the year, contrasting with the S&P 500's gain of 14.4% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [6] Industry Context - The Transportation - Equipment and Leasing industry, to which Freightcar America belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]