FreightCar America, Inc. (RAIL)

In the past six months, FreightCar America reported its Second Quarter 2025 results on August 4, 2025. On September 8, 2025, the company adopted a Limited Duration Stockholder Rights Plan. The Third Quarter 2025 results were released on November 10, 2025, reporting strong revenue growth and increased EPS. On December 22, 2025, FreightCar America completed the acquisition of Carly Railcar Components, LLC. The stock experienced a 12.68% increase in the month leading up to January 9, 2026.

Demand for FreightCar America's products and services is cyclical, influenced by broader economic and industry-specific factors. The railcar market softened in 2025, but is anticipated to return to growth from 2026 to 2030. Growth drivers include fleet replacement cycles, expanding freight needs, shifts in U.S. manufacturing, and easing inflation. Customer delivery schedules can influence quarterly delivery volumes. The company's performance is tied to the overall health and modernization cycles of the rail industry.

FreightCar America, Inc. is a diversified manufacturer and supplier of railroad freight cars and railcar components, operating within the Industrials sector. The company designs, manufactures, and sells a broad range of railcars for the transportation of bulk commodities and containerized freight products, including boxcars, hopper cars, flat cars, gondola cars, coil steel cars, and coal cars. In addition to new railcar manufacturing, the company sells used railcars, rebuilds, converts, and leases railcars, and manufactures and sells parts for various railcars.

FreightCar America's primary manufacturing facility is located in Castaños, Mexico. The company maintains its headquarters in Chicago, Illinois, and an engineering and parts facility in Johnstown, Pennsylvania. FreightCar America serves customers across North America and also exports its railcars to the Middle East and Latin America.

FreightCar America's brand reputation has been positively influenced by strategic business moves and operational performance. The acquisition of Carly Railcar Components in December 2025 expanded the company's aftermarket distribution. The company has been recognized for its strong operational performance and strategic initiatives to drive profitable growth. FreightCar America's focus on solving complex customer needs with high-value customized solutions also contributes to a positive reputation.

Ownership of FreightCar America, Inc. is dispersed, with institutional investors and hedge funds being the largest holders, while retail shareholders and insiders hold smaller stakes. As of January 9, 2026, FreightCar America had 115 institutional owners and shareholders holding a total of 8,198,392 shares. Major institutional owners include Allianz Asset Management GmbH, Continental General Insurance Co, Vanguard Group Inc, Arrowstreet Capital, Limited Partnership, Ancora Advisors, LLC, Minerva Advisors LLC, Renaissance Technologies Llc, BlackRock, Inc., and Marshall Wace, Llp. Fabricaciones y Servicios de México, S.A. de C.V. is also a significant shareholder, holding 10% of outstanding shares as of March 2025. Key individual owners include Benavides Alejandro Gil (21.31%), James R. Meyer (4.54%), Benavides Jesus Salvador Gil (3.63%), Dean C. Kehler (3.02%), Andrew R. Heyer (3.02%), and John Life Insurance Co Hancock (2.77%). CEO Nicholas Randall owns 1.0% of the company's shares.