Greenbrier Companies (GBX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a ...

Core Viewpoint - FreightCar America, Inc. will participate in the Wolfe 18th Annual Global Transportation & Industrials Conference on May 20, 2025, indicating its engagement with investors and the industry [1]. Company Overview - FreightCar America is a diversified manufacturer and supplier of railroad freight cars, railcar parts, and components, headquartered in Chicago, Illinois [3]. - The company specializes in railcar repairs, complete railcar rebody services, and railcar conversions, which repurpose idled rail assets back into revenue service [3]. - Established in 1901, FreightCar America has built a reputation for quality railcars that are essential for economic growth and the North American supply chain [3].

Gross Profit Increased 26% with Gross Margin Expanding 780 Basis Points Generates Quarterly Operating Cash Flow of $13 million and Adjusted Free Cash Flow of $12 million Strong Order Intake Supports Reaffirmed Full Year Guidance CHICAGO, May 05, 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 reported results for the first quarter ended March 31, 20 ...

Core Viewpoint - The company reported higher earnings in Q1 2025, driven by improved gross profit, particularly in the Air & Sea division, despite facing market uncertainties related to global trade [2][4][7]. Financial Performance - Revenue for Q1 2025 was DKK 41,680 million, an increase from DKK 38,340 million in Q1 2024 [3]. - Gross profit rose to DKK 10,991 million, up 6.2% from DKK 10,265 million in the previous year [3][4]. - Operating profit (EBIT) before special items increased by 4.8% to DKK 3,860 million compared to DKK 3,641 million in Q1 2024 [3][4]. - Profit for the period improved to DKK 2,812 million from DKK 2,393 million year-on-year [3]. - Adjusted earnings for the period were DKK 2,874 million, up from DKK 2,463 million [3]. - Adjusted free cash flow surged to DKK 3,165 million from DKK 443 million in Q1 2024 [3][7]. Segment Performance - The Air & Sea division reported a gross profit increase of 9.5%, with EBIT before special items growing by 10.6% compared to the same period last year [5][7]. - Sea freight volumes grew by 3% year-on-year, aligning with estimated market growth, while air freight volumes remained stable [5]. - The Road segment experienced lower EBIT before special items due to weaker market conditions and cost inflation, although earnings improved sequentially from Q4 2024 [6][7]. - Solutions segment saw a revenue growth of 4.9% and a gross profit increase of 6.7%, but EBIT before special items decreased by 6.3% due to higher costs [9]. Strategic Developments - The completion of the Schenker acquisition marks a significant milestone in the company's growth strategy, expected to enhance its position in the transport and logistics sector [2][7]. - Full-year 2025 guidance for EBIT before special items has been upgraded to DKK 19.5-21.5 billion, reflecting the anticipated contribution from Schenker [7][14]. - Annual synergies from the Schenker integration are estimated at DKK 9.0 billion by the end of 2028, with total transaction and integration costs expected to be around DKK 11.0 billion [12][14]. Outlook - The company will include Schenker in its consolidated results starting May 1, 2025, with an update on integration expected in the H1 interim financial report [10]. - The effective tax rate is projected to remain at approximately 24% [14].

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]