Core Insights - FreightCar America received total orders valued at approximately $141 million for 1,250 railcars during Q1 2025, indicating strong demand and market share gains [1][2] - The company captured approximately 25% of all new railcars ordered in the quarter and 36% in its addressable market, marking the largest market share intake in 15 years [2] Company Performance - The sustained customer interest is particularly noted in gondolas, open-top hoppers, and covered hopper cars, which are integral to the company's diverse railcar portfolio [3] - The company's manufacturing agility and operational efficiency are highlighted as competitive strengths that enable it to capture market opportunities [3] Market Context - Railcars sold by FreightCar America in North America are not subject to tariffs due to compliance with the United States-Mexico-Canada Agreement, which is monitored by the company [3] - The company has a long-standing reputation since 1901 for building quality railcars that are critical to economic growth and the North American supply chain [4]

Call Start: 08:45 January 1, 0000 9:58 AM ET Union Pacific Corporation (NYSE:UNP) Q1 2025 Earnings Conference Call April 24, 2025, 8:45 AM ET Company Participants Jim Vena - Chief Executive Officer Jennifer Hamann - Chief Financial Officer Kenny Rocker - Executive Vice President, Marketing and Sales Eric Gehringer - Executive Vice President, Operations Wes Hutcherson - Former Executive Vice President, Marketing and Sales Conference Call Participants Chris Wetherbee - Wells Fargo Tom Wadewitz - UBS Fadi Cham ...

Group 1 - Canadian Pacific Kansas City (CPKC) will be represented by John Brooks, Executive Vice-President and Chief Marketing Officer, at the 2025 Bank of America Industrials, Transportation and Airlines Key Leaders Conference on May 14, 2025 [1] - CPKC is the first and only single-line transnational railway connecting Canada, the United States, and Mexico, providing extensive access to major ports across North America [2] - The company operates approximately 20,000 route miles and employs around 20,000 railroaders, offering a wide range of freight transportation services and logistics solutions [2] Group 2 - CPKC aims to grow alongside its customers by providing supply chain expertise and unparalleled rail service across key markets in North America [2] - The company will provide a live audio webcast of the conference, with a replay available after the event [1]

Norfolk Southern (NSC) Q1 2025 Earnings Call April 23, 2025 08:45 AM ET Company Participants Luke Nichols - Senior Director of Investor RelationsMark George - President & CEOJohn Orr - COO & Executive VPClaude Elkins - EVP & Chief Commercial OfficerJason Zampi - EVP, CFO & TreasurerKen Hoexter - Managing DirectorBrian Ossenbeck - Managing DirectorJonathan Chappell - Senior Managing DirectorJason Seidl - Managing DirectorStephanie Moore - SVP & Equity ResearchWalter Spracklin - Canadian Equity Research Manag ...

Core Insights - Pomerantz LLP is investigating claims on behalf of investors of The Greenbrier Companies, Inc. regarding potential securities fraud or unlawful business practices by the company and its officers or directors [1] - Greenbrier reported fiscal second quarter 2025 results, with non-GAAP earnings per share of $1.69, missing consensus estimates by $0.09, and revenues of $762.1 million, missing estimates by $136.43 million, reflecting a year-over-year decline of 11.7% [3] - Following the financial report, Greenbrier's stock price dropped by $5.11, or 11.42%, closing at $39.63 per share on April 8, 2025 [3] Financial Performance - Non-GAAP earnings per share for Q2 2025 were reported at $1.69, which was $0.09 below consensus estimates [3] - Total revenues for the quarter were $762.1 million, missing consensus estimates by $136.43 million and showing an 11.7% decline year-over-year [3] Operational Changes - Greenbrier announced the closure of a facility in Romania, attributing the decision to market conditions and a comprehensive analysis in Europe [3]

CSX Corporation (CSX) Q1 2025 Earnings Conference Call April 16, 2025 04:30 PM ET Company Participants Operator - Conference Call OperatorSean Pelkey - EVP and Chief Financial OfficerKevin Boone - EVP and Chief Commercial OfficerMatthew - Conference Call ModeratorJoe Hendricks - President and Chief Executive OfficerMike Corey - EVP and Chief Operating Officer Conference Call Participants Rika Hernane - Analyst, Deutsche BankTom Waterwicks - Analyst, UBSChristian Weatherby - Analyst, Wells FargoKen Hexter - ...

Core Viewpoint - The stock market experienced a significant rally, with Union Pacific's stock rising over 7%, but it lagged behind the broader market due to recent analyst price target cuts [1] Analyst Price Target Cuts - Jefferies' Stephanie Moore reduced her price target for Union Pacific from $255 to $230 per share [2] - TD Cowen's Jason Seidl lowered his price target from $258 to $252 per share [2] - Both analysts maintained their recommendations, with Moore suggesting a hold and Seidl a buy [3] Market Sentiment and Future Outlook - The recent price target cuts have dampened sentiment regarding Union Pacific's future, despite the stock's recent performance [2] - Investors had previously sold off the stock, anticipating vulnerabilities due to high tariffs announced by the Trump administration [3] Impact of Tariffs - Prohibitive tariffs, particularly on major Asian trading partners, could negatively impact Union Pacific's cargo volume, as it is a key operator for west coast ports [4] - The ongoing tariff situation may lead to increased volatility in Union Pacific's stock, making it a risky investment for those averse to market fluctuations [4]

CALGARY, AB, April 9, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) said today it will release its first-quarter 2025 financial and operating results after the markets close on April 30, 2025. CPKC will discuss its results with the financial community in a conference call beginning at 4:30 p.m. ET (2:30 p.m. MT) on April 30, 2025. Conference Call Access Canada and U.S.: 800-274-8461 International: 203-518-9814 *Conference ID: CPKCQ125 Callers should dial in 10 minutes prior to ...

Financial Data and Key Metrics Changes - Revenues increased 173% to $4,100,000 for Q4 2024 compared to $1,500,000 for Q3 2024, but down 18% from $5,000,000 for Q4 2023 [22] - For the full year 2024, revenues were $7,200,000 compared to $15,700,000 for 2023, largely due to extended timelines and war-related disruptions [25] - Operating loss was $8,500,000 for Q4 2024 compared to $12,600,000 for Q4 2023 [25] - Adjusted EBITDA loss was $28,500,000 for 2024 compared to $29,700,000 for 2023 [27] Business Line Data and Key Metrics Changes - OAS revenues were $3,600,000, an increase of 260% from Q3 2024 and a 10% increase from Q4 2023 [22] - Revenues from ONDAS Networks were $500,000, relatively flat compared to Q3 2024 and down $1,100,000 from Q4 2023 [22] - The company closed the year with a $10,000,000 backlog, primarily with OAS, reinforcing the strength of its pipeline [12] Market Data and Key Metrics Changes - The company established a presence in the global defense market, securing two major programs with a military customer in the Middle East [10] - The demand for drone interception technology is growing, positioning IronDrone as a market-defining platform [10] Company Strategy and Development Direction - The company anticipates a record year of revenue growth in 2025, primarily driven by OAS [7] - Key objectives for 2025 include driving growth with existing programs and expanding into new customer opportunities [14] - A strategic partnership with Palantir Technologies was announced to enhance operational efficiencies through AI [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving at least $20,000,000 in revenues from OAS in 2025, supported by a growing backlog [12][61] - The company expects margins to recover in 2025 with higher revenues and improved scale from larger production volumes at OAS [26] - Management highlighted the importance of operational scale and customer engagement to support growth [64] Other Important Information - The company raised $35,000,000 in Q4 2024, providing a strong liquidity position for expansion [13] - Cash held as of 12/31/2024 was $30,000,000, compared to $15,000,000 as of 12/31/2023 [27] Q&A Session Summary Question: Visibility into $20,000,000 revenue target and mix between Optimus and IronDrone - Management expects the $10,000,000 backlog to be recognized in revenue in Q1 and Q2 2025, with active engagement on new programs [66][67] Question: Development of first responder opportunities in the U.S. market - There is significant interest in the Optimus platform, with successful pilot programs conducted [73][74] Question: Impact of U.S. tariff posture on product delivery and costs - Management does not foresee a major impact from tariffs, as they do not source much from China [75][76] Question: Gross margins expectations for the year - Management expects gross margins to recover, projecting them to be in the 40% range initially, potentially reaching 50% or better [78] Question: Clarification on the partnership with Palantir - Management clarified that the partnership involves integrating Palantir's Foundry AI to enhance operational capabilities and develop advanced solutions [84][85] Question: Status of regulatory deadlines for network requirements - Management indicated that the railroad industry is committed to meeting regulatory deadlines, with specific timelines for spectrum utilization [90][91]