RAIL FreightCar America Inc

$RAIL no brainer under $6. They have taken a lot of cost out of business. EBITDA $36-$44 million. Last time they had around the midpoint of their new revenue outlook EBITDA was around $15 million.

$RAIL think now is the time. Big blow with that order news but still, significantly cheaper now!l and seems like an overreaction! $CSX $NSC $IWM

$RAIL Where the Backlog Stands Now By erasing this lone tank car client from their books, FreightCar America's remaining 2,660-unit backlog (valued at $284.5 million) is now entirely comprised of its traditional core offerings—such as coal cars, hopper cars, boxcars, and intermodal flats.

$RAIL: Freightcar America guides Q3 revenue below consensus, lowers FY26 guidance; Elects to remove 1,285 railcars related to its tank car retrofit order from its backlog.

$RAIL FreightCar America pulled a 1,285-car tank retrofit order from backlog, saying the customer probably can't meet its obligations. Preliminary Q3: 662 deliveries vs 1,304 a year ago, revenue 75-77 million vs 160.5 million, adjusted EBITDA roughly breakeven vs 17 million. FY2026 guide cut on it: revenue to 370-410 million from 410-460 million, adjusted EBITDA to 15-19 million from 36-44 million. More than half the full-year EBITDA guide went with one customer contract.

$RAIL what a disaster with afterhours news…. I mean how can you trust management at this time? Likely heading to mid $3’s

$RAIL Follow-up: Railcar maker FreightCar America pulled a 1,285-car tank car retrofit order from backlog, saying the customer is unlikely to meet its contract, and cut 2026 adjusted EBITDA guidance to $15-19M from the $36-44M in its August 3, 2026 Q2 release. Market value: about $192M at $5.86, 16:40 ET Oct 19, 2026; 2026 revenue guidance falls to $370-410M from $410-460M. Other side: CEO says no other orders are affected; backlog left is 2,660 units worth $284.5M at Sept 30. Full Q3 results Nov 9, call Nov 10.

$RAIL Railcar maker FreightCar America's pill ended; OC III funds that beneficially own about 48.8% of the common stock, including shares issuable on exercise of warrants (per their July 2, 2026 Schedule 13D/A) face board veto on >20% buyers. Any new pill must trigger at 20%+, vs 15% before. Value: about $200.5M at the $6.115 close, 4pm ET October 15, 2026. In return the funds are freed from the old pill's 0.001% add-on trigger; sales into a board-approved >50% deal or unopposed tender are exempt. Ends Oct 14, 2030 or when they fall to 20% or less.