RAIL Earnings

RAIL reported its FY2025Q3 earnings on 2025-11-10, showcasing a revenue of 161.00M against an estimate of 157.00M, resulting in a 2.14% surprise. The EPS was 0.24, surpassing the expected 0.15 by 60% . The stock experienced a 11.79% price change on the earnings day and a -0.94% change over the next five days, reflecting market reactions to the results.

Following RAIL's FY2025Q3 earnings announcement on 2025-11-10, the stock price moved by 11.79% on the day of the release. Over the subsequent five days, it saw a -0.94% change. Historically, RAIL's stock price tends to shift by an average of +0.69% in the 10 days leading up to earnings and +6.46% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate RAIL’s annual revenue to reach 161.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -2.2% and EPS estimates Revise Downward by -6.01% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between RAIL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -2.2%, while EPS estimates moved Revise Downward by -6.01% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RAIL's stock price typically moves by +0.69% in the 10 days before its earnings and +6.46% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 161.00M.

The earnings call highlights strong financial metrics with a notable increase in adjusted EBITDA and net income. Despite a reported net loss due to a noncash adjustment, the company's profitability, cash flow, and healthy balance sheet are positive indicators. The Q&A session reassures ongoing demand and strategic market positioning, with plans for tank car retrofits and new production. However, some concerns about Q4 margins and unclear management responses slightly temper enthusiasm, leading to a positive, rather than strong positive, sentiment.