FreightCar America, Inc. Announces Orders of 1,250 Railcars Valued at $141 Million
FreightCar America (NASDAQ: RAIL) has secured orders for 1,250 railcars valued at $141 million during Q1 2025. The orders represent 25% of all new railcars ordered in the quarter and 36% of their addressable market, marking their largest market share intake in 15 years.
The company reported strong demand across their product portfolio, particularly in gondolas, open-top hoppers, and covered hopper cars. CEO Nick Randall confirmed that their North American railcar sales are not subject to tariffs due to compliance with the United States-Mexico-Canada Agreement.
FreightCar America (NASDAQ: RAIL) ha ottenuto ordini per 1.250 carri ferroviari per un valore di 141 milioni di dollari nel primo trimestre del 2025. Questi ordini rappresentano il 25% di tutti i nuovi carri ordinati nel trimestre e il 36% del loro mercato indirizzabile, segnando la loro quota di mercato più alta negli ultimi 15 anni.
L'azienda ha riportato una forte domanda su tutta la gamma di prodotti, in particolare per gondole, carri aperti a bocca larga e carri coperti. Il CEO Nick Randall ha confermato che le vendite di carri ferroviari in Nord America non sono soggette a dazi grazie alla conformità con l'Accordo Stati Uniti-Messico-Canada.
FreightCar America (NASDAQ: RAIL) ha asegurado pedidos de 1.250 vagones valorados en 141 millones de dólares durante el primer trimestre de 2025. Los pedidos representan el 25% de todos los nuevos vagones ordenados en el trimestre y el 36% de su mercado accesible, marcando su mayor cuota de mercado en 15 años.
La empresa reportó una fuerte demanda en toda su cartera de productos, especialmente en góndolas, tolvas abiertas y tolvas cubiertas. El CEO Nick Randall confirmó que las ventas de vagones en Norteamérica no están sujetas a aranceles debido al cumplimiento con el Acuerdo Estados Unidos-México-Canadá.
FreightCar America (NASDAQ: RAIL)는 2025년 1분기에 1,250대의 철도 차량을 총 1억 4,100만 달러 규모로 수주했습니다. 이 주문은 해당 분기 신규 철도 차량 주문의 25%와 자사 타겟 시장의 36%를 차지하며, 지난 15년간 최대 시장 점유율을 기록했습니다.
회사는 곤돌라, 오픈탑 호퍼, 커버드 호퍼 차량 등 제품군 전반에 걸쳐 강한 수요를 보고했습니다. CEO 닉 랜달은 북미 철도 차량 판매가 미국-멕시코-캐나다 협정(USMCA) 준수로 인해 관세 대상이 아니라고 확인했습니다.
FreightCar America (NASDAQ : RAIL) a obtenu des commandes pour 1 250 wagons d'une valeur de 141 millions de dollars au cours du premier trimestre 2025. Ces commandes représentent 25 % de tous les nouveaux wagons commandés durant le trimestre et 36 % de leur marché adressable, marquant ainsi leur plus grande part de marché en 15 ans.
L'entreprise a signalé une forte demande sur l'ensemble de son portefeuille de produits, notamment pour les gondoles, les wagons trémies ouverts et les wagons trémies couverts. Le PDG Nick Randall a confirmé que leurs ventes de wagons en Amérique du Nord ne sont pas soumises à des tarifs douaniers grâce au respect de l'Accord États-Unis-Mexique-Canada.
FreightCar America (NASDAQ: RAIL) hat im ersten Quartal 2025 Aufträge für 1.250 Güterwagen im Wert von 141 Millionen US-Dollar erhalten. Diese Aufträge machen 25 % aller im Quartal bestellten neuen Güterwagen sowie 36 % ihres adressierbaren Marktes aus und markieren ihren größten Marktanteil seit 15 Jahren.
Das Unternehmen berichtete von einer starken Nachfrage im gesamten Produktportfolio, insbesondere bei Gondolawagen, offenen Silowagen und gedeckten Silowagen. CEO Nick Randall bestätigte, dass ihre Verkäufe von Güterwagen in Nordamerika aufgrund der Einhaltung des Abkommens zwischen den USA, Mexiko und Kanada (USMCA) nicht zollpflichtig sind.
- Secured $141 million in new orders for 1,250 railcars
- Achieved highest market share in 15 years with 25% of total orders
- Captured 36% of addressable market in Q1 2025
- Products exempt from tariffs under USMCA agreement
- Orders subject to customary documentation and completion of terms
Insights
FreightCar America secured orders worth $141M (exceeding its $111M market cap), capturing 25% of quarterly railcar market—their best performance in 15 years.
FreightCar America has secured orders valued at
The
Product diversity stands out as a key strength, with demand specifically noted across gondolas, open-top hoppers, and covered hopper cars. This balanced portfolio reduces dependency on any single railcar type or end market.
Management's clarification regarding tariff exemptions addresses a critical operational consideration, confirming that their railcars sold in North America aren't currently subject to tariffs due to USMCA compliance. This provides important context for their Mexico-based manufacturing strategy amid evolving trade policies.
The
Their product mix reveals strategic diversification. The specific mention of gondolas, open-top hoppers, and covered hopper cars demonstrates strength across multiple end-use applications spanning industrial, agricultural, and bulk commodity transportation segments. This diverse portfolio creates more resilient demand patterns compared to specialization in a single railcar category.
The company's emphasis on "manufacturing agility" as a competitive advantage aligns perfectly with current market dynamics where supply chain flexibility and responsiveness have become critical differentiators in industrial manufacturing. This operational approach likely contributed to their ability to capture these substantial orders.
Their proactive addressing of tariff concerns demonstrates strategic foresight. The explicit confirmation that their railcars aren't subject to tariffs due to USMCA compliance addresses a potential investor concern about their Mexico-based manufacturing operations. This geographical positioning appears to provide cost advantages while maintaining North American trade benefits—a competitive edge in the current trade environment.
Orders Highlight Continued Strength Across Diverse Product Offerings
CHICAGO, April 24, 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 announced that it received total orders valued at approximately
FreightCar America continues to gain share within its core railcar markets, driven by strategic initiatives aimed at increasing operational efficiency, product innovation, and commercial excellence. The orders represent approximately
Nick Randall, President and Chief Executive Officer of FreightCar America, commented, "We are pleased to see sustained customer interest across our product portfolio, particularly in gondolas, open-top hoppers and covered hopper cars, which remain an integral part of our diverse portfolio of railcar types. Our manufacturing agility and ability to capture these opportunities highlights our competitive strengths."
Randall continued, “We have been monitoring recent tariff developments and based on our current understanding, railcars sold by FreightCar America in North America are not subject to tariffs due to their compliance with the United States-Mexico-Canada Agreement. We continue to monitor any tariff developments. With our supply chain strategy, operational excellence initiatives at our manufacturing facility and continued commercial momentum, we remain confident in our forward trajectory."
Certain orders referenced in this release are subject to customary documentation and completion of terms.
About FreightCar America
FreightCar America, headquartered in Chicago, Illinois, is a leading designer, producer and supplier of railroad freight cars, railcar parts and components. We also specialize in railcar repairs, complete railcar rebody services and railcar conversions that repurpose idled rail assets back into revenue service. Since 1901, our customers have trusted us to build quality railcars that are critical to economic growth and instrumental to the North American supply chain. To learn more about FreightCar America, visit www.freightcaramerica.com.
Forward-Looking Statements
This press release contains statements relating to our expected financial performance, financial condition, and/or future business prospects, events and/or plans that are “forward-looking statements” as defined under the Private Securities Litigation Reform Act of 1995. Forward-looking statements represent our estimates and assumptions only as of the date of this press release. Our actual results may differ materially from the results described in or anticipated by our forward-looking statements due to certain risks and uncertainties. These potential risks and uncertainties relate to, among other things, the cyclical nature of our business; adverse economic and market conditions, including inflation; material disruption in the movement of rail traffic for deliveries; fluctuating costs of raw materials, including steel and aluminum; delays in the delivery of raw materials; our ability to maintain relationships with our suppliers of railcar components; our reliance upon a small number of customers that represent a large percentage of our sales; the variable purchase patterns of our customers and the timing of completion; delivery and customer acceptance of orders; the highly competitive nature of our industry; the risk of lack of acceptance of our new railcar offerings; potential unexpected changes in laws, rules, and regulatory requirements, including tariffs and trade barriers (including recent United States tariffs imposed or threatened to be imposed on China, Canada, Mexico and other countries and any retaliatory actions taken by such countries); and other competitive factors. The factors listed above are not exhaustive. New factors emerge from time to time that may cause our business not to develop as we expect, and it is not possible for us to predict all of them. We expressly disclaim any duty to provide updates to any forward-looking statements made in this press release, whether as a result of new information, future events or otherwise.
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FAQ
How many railcars did FreightCar America (RAIL) secure in orders for Q1 2025?
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Which types of railcars are showing strong demand for FreightCar America (RAIL)?
Are FreightCar America's (RAIL) North American railcar sales subject to tariffs?
