FSTR FOSTER L B CO
Price Chart
Executive Summary
L.B. Foster reported Q1 2026 net sales of $121.1M (+23.9% YoY) and GAAP EPS of $0.14, a massive beat vs consensus of -$0.22. Full-year 2026 guidance was reaffirmed, signaling continued momentum across Rail and Infrastructure segments.
Key Financial Metrics
Actionable Insight
The strong beat and reaffirmed guidance should drive positive momentum. Watch for any macro headwinds (tariffs, infrastructure funding) that could affect the rail and infrastructure end markets. The stock may gap up on open.
Key Facts
- Q1 2026 net sales $121.1M, up 23.9% YoY
- GAAP diluted EPS $0.14 vs consensus -$0.22 (beat by $0.36)
- Net income of $1.5M vs -$2.1M loss in prior year
- EBITDA $5.2M, up 183% YoY
- Full-year 2026 guidance reaffirmed: net sales $540M-$580M, Adj. EBITDA $41M-$46M
- Gross leverage ratio improved to 1.2x from 2.5x last year
Financial Impact
EPS surprise of +163.6% on consensus; revenue beat vs prior year by 23.9%
Risk Factors
- Geopolitical volatility and tariffs impacting raw material costs
- Backlog decline of 11.7% YoY could weigh on future orders
- UK Rail restructuring still in progress
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000352825-26-000026 |
| Document: fstr-20260504.htm | 0000352825-26-000026 |
| Document: 0000352825-26-000026-index-headers.html | 0000352825-26-000026 |
| Document: 0000352825-26-000026-index.html | 0000352825-26-000026 |
| Document: 0000352825-26-000026.txt | 0000352825-26-000026 |
| 8-K Data (Synthetic) | 0000352825-26-000026 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 21, 2026
19d ago
|
8-K
| $38.08 $40.40 | ▲ +6.09% | ▲ +4.49% | $41.76 (+9.66%) |
|
May 4, 2026
5w ago
|
8-K
| $36.60 $40.92 | ▲ +11.80% | ▲ +8.87% | $41.76 (+14.10%) |
|
Apr 27, 2026
6w ago
|
Press Release
| $31.81 $36.60 | ▲ +15.06% | ▲ +14.66% | $41.76 (+31.28%) |
|
Apr 10, 2026
8w ago
|
DEFA14A
| $30.00 $30.00 | · 0.00% | ▼ −4.50% | $41.76 (+39.20%) |
|
Mar 3, 2026
14w ago
|
Press Release
| $31.66 $28.50 | ▼ −9.98% | ▼ −9.50% | $41.76 (+31.90%) |
US Market Status
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