L.B. Foster Company (FSTR) FY Earnings Call Presentation

Company Overview - L B Foster Company, founded in 1902, is headquartered in Pittsburgh, Pennsylvania, with locations across North America, South America, Europe, and Asia[17] - The company is a critical infrastructure solutions provider focused on growing its innovative, technology-based offerings[17] - The company's 2025 revenue guidance is between $540 million and $580 million, with adjusted EBITDA between $42 million and $48 million[15] Financial Performance and Metrics - TTM Q1 2025 sales by segment: Rail Infrastructure at $298 million and Infrastructure Solutions at $206 million[13] - The company's 2024 sales by region: United States at $455 million, United Kingdom at $44 million, and Canada at $22 million[14] - The company's TTM Q1 2025 adjusted EBITDA is $29 million[15] - The company's TTM Q1 2025 book-to-bill ratio is 104:100[82] Strategic Initiatives and Capital Allocation - The company is targeting a gross leverage ratio between approximately 10x and 20x and is implementing a new $40 million share repurchase program authorized through February 2028[96, 97] - The company is targeting approximately 20% of sales for maintenance and to support organic growth initiatives[96] - The company's backlog is up 67% year-over-year to $2372 million[71]