FSTR · NASDAQ · Railroads

L.B. Foster (FSTR)

Supplies rail products, monitoring systems, precast concrete, and steel infrastructure components.

$37.13
vs last close−0.64 (−1.69%)
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L.B. Foster CompanyFSTR
Industrials

Supplies rail products, friction-management and monitoring systems, precast concrete, and steel products through two segments. Sales lean toward rail markets, while infrastructure work is mostly domestic and tied to construction, project funding, and raw-material availability.

Runs two operating segments: Rail, Technologies, and Services, and Infrastructure Solutions. Rail includes rail products, global friction management, and technology services for freight, passenger, transit, and industrial customers.

Infrastructure Solutions supplies precast concrete products, precast buildings, bridge products, protective pipe coatings, water-well threaded products, and related steel products. Rail products and services are marketed across major industrial regions in North America, South America, Europe, and Asia, while infrastructure products are primarily sold in the United States.

Originating in used-rail resale in 1902, the portfolio has expanded through acquisitions in rail technology, precast concrete, protective coatings, and digital rail systems, followed by exits from lower-priority lines. Demand depends on rail traffic, infrastructure-project funding, government budgets, project timing, and input costs for steel, cement, aggregates, electronics, and related materials.

Company facts

CEOJohn F. Kasel
ListedJun 9, 1981
ExchangeNASDAQ
HeadquartersPittsburgh, PA
CountryUnited States
Employees1,191
CIK0000352825
ISINUS3500601097

Market cap$395.0M
EPS (ttm)$1.05
P/E (ttm)35.97
ROE6.5%
P/B2.22
P/S0.7075
Dividend yieldDiv yield
Beta0.88vs XLI 0.51

Price target$21.00−44.4%Average of 7 analysts
ConsensusHold5 of 7 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

No analyst notes in the last 24 months.

Next report
Nov 2, 26
in 40 days
EPS estimate
$0.60
Revenue estimate
$152.2M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.02−$0.20$0.27$0.40$0.22$0.14$0.29Pending
Estimate$0.29$0.01$0.52$0.61$0.66−$0.22$0.41$0.60
Surprise−106.9%−2,100.0%−48.1%−34.4%−66.7%+163.6%−28.4%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$128.2M$97.8M$143.6M$138.3M$160.4M$121.1M$138.6MPending
Estimate$131.0M$144.9M$155.0M$158.8M$157.9M$104.3M$134.5M$152.2M
Surprise−2.2%−32.5%−7.4%−12.9%+1.6%+16.1%+3.0%
Estimate$0.60
ReportedDue Nov 2, 2026
Estimate$152.2M
ReportedDue Nov 2, 2026
View details

Debt to equity39.50%
Current ratio200.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$137.5M$128.2M$97.8M$143.6M$138.3M$160.4M$121.1M$138.6M
Net income$35.9M−$242.0K−$2.1M$2.9M$4.4M$2.4M$1.5M$3.1M
Net margin26.1%0.0%0.0%2.0%3.1%1.5%1.2%2.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$7.3M$3.1M−$1.9M$7.7M$8.3M$7.8M$2.0M$6.2M
YoY growth+352.9%+407.8%Turned loss+67.9%+13.3%+156.7%Turned profit−19.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $5.8M · Total debt $70.3M · Total assets $334.2M · Shareholders' equity $178.0M

Revenue
$138.6M
Operating income
$6.2M
Net income
$3.1M
View details

No dividends on record.

Institutions≈ 78.64%8.27M shares
136 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders18.24%1.92M shares
20 holders · as of Aug 26, 2026
Other≈ 3.12%328.1K shares
remainder

10.52M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Brandes Investment Partners, LPInstitution
13.60%1.43Mas of Jun 30, 2026
Aron R. EnglishInsider10 percent owner
9.77%1.03Mfiled Apr 2, 2026
Gamco Investors, Inc. et alInstitution
8.42%885,439as of Jun 30, 2026
BlackRock, Inc.Institution
7.07%743,232as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
6.44%677,098as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Apr 1, 2026Aron R. English10 percent owner−38,431$28.05
Mar 31, 2026Aron R. English10 percent owner−1,500$28.02
Mar 30, 2026Aron R. English10 percent owner−1,887$28.01
Mar 27, 2026Aron R. English10 percent owner−862$28.02
Mar 26, 2026Aron R. English10 percent owner−8,968$28.02
View details

  • Caterpillar

    Rail infrastructure scale across trackwork, fasteners, signaling, and MOW

  • Wabtec

    Rail digital, signaling, infrastructure, and transit systems overlap

  • CRH

    Scale competitor in precast and modular infrastructure products

  • NWPX

    Precast and water-infrastructure peer in concrete, pipe, and steel systems

  • Nucor

    Steel-products scale peer for bridge, piling, and infrastructure steel

Compare

CompanyPriceChange
L.B. Foster$37.13−1.69%$395.0M36.020.60.7−3.5%
Caterpillar$805.13−0.36%$372.20B34.828.05.0+24.0%
Wabtec$292.44+0.94%$48.94B38.925.64.1+17.5%
CRH$85.35−3.06%$58.83B+5.6%
NWPX$101.91−1.37%$995.8M20.720.21.7+19.7%
Nucor$248.61+1.20%$55.95B19.611.71.5+23.0%
Median27.722.92.9+19.7%