L.B. Foster
Supplies rail products, monitoring systems, precast concrete, and steel infrastructure components.
Something off on this page? Send us feedback.
Profile
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
Key statistics
Year to date +38.5% · Average volume (30d) 74.5K
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.41 | $0.29 | −28.4% | $134.5M | $138.6M | +3.0% | −4.09% |
| May 4, 2026Q1 FY26 | −$0.22 | $0.14 | +163.6% | $104.3M | $121.1M | +16.1% | +8.58% |
| Mar 3, 2026Q4 FY25 | $0.66 | $0.22 | −66.7% | $157.9M | $160.4M | +1.6% | −0.79% |
| Nov 3, 2025Q3 FY25 | $0.61 | $0.40 | −34.4% | $158.8M | $138.3M | −12.9% | −0.48% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $97.8M | $143.6M | $138.3M | $160.4M | $121.1M | $138.6M | |
| Gross profit | $20.2M | $30.9M | $31.1M | $31.6M | $25.7M | $30.9M | |
| Operating income | −$1.9M | $7.7M | $8.3M | $7.8M | $2.0M | $6.2M | |
| Net income | −$2.1M | $2.9M | $4.4M | $2.4M | $1.5M | $3.1M | |
| Diluted EPS | −$0.20 | $0.27 | $0.40 | $0.22 | $0.14 | $0.29 | |
| Gross margin | 20.6% | 21.5% | 22.5% | 19.7% | 21.2% | 22.3% | |
| Operating margin | -2.0% | 5.3% | 6.0% | 4.9% | 1.7% | 4.4% |
Fiscal years (4-quarter sums)FY21 $513.6M · FY22 $497.5M · FY23 $543.7M · FY24 $530.8M · FY25 $540.0M
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $5.8M · Total debt $70.3M · Total assets $334.2M · Shareholders' equity $178.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 10.46M · Float 9.68M · 92.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Brandes Investment Partners, LP | 1.43M | 13.68% | 13F | Aug 14, 2026 |
| English Aron R. · 10 percent owner | 1.03M | 9.82% | Form 4 | Apr 2, 2026 |
| Gamco Investors, Inc. et al | 885.4K | 8.47% | 13F | Aug 12, 2026 |
| BlackRock, Inc. | 743.2K | 7.11% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 677.1K | 6.47% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 1, 2026 | Aron R. English | 10 percent owner | −38,431 | $28.05 |
| Mar 31, 2026 | Aron R. English | 10 percent owner | −1,500 | $28.02 |
| Mar 30, 2026 | Aron R. English | 10 percent owner | −1,887 | $28.01 |
| Mar 27, 2026 | Aron R. English | 10 percent owner | −862 | $28.02 |
| Mar 26, 2026 | Aron R. English | 10 percent owner | −8,968 | $28.02 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| L.B. Foster | $37.36 | −0.03% | $390.7M | 35.6 | 20.7 | 0.7 | −3.5% |
| Caterpillar | $799.82 | −0.02% | $368.62B | 34.4 | 27.8 | 4.9 | +24.0% |
| Wabtec | $292.23 | +0.00% | $49.36B | 39.3 | 25.5 | 4.1 | +17.5% |
| CRH | $95.86 | −0.03% | $64.05B | 15.1 | 22.7 | 1.1 | +5.6% |
| NWPX | $112.03 | −0.09% | $1.08B | 22.5 | 22.2 | 1.9 | +19.7% |
| Nucor | $250.50 | −0.02% | $57.05B | 20.0 | 12.2 | 1.6 | +23.0% |
| Median | 22.5 | 22.7 | 1.9 | +19.7% |