L.B. Foster Company is a global provider of specialized, engineered, and manufactured solutions tailored for building and infrastructure development. Its "Rail, Technologies, ...
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Est. EPS $0.60 · Revenue $152.19M · 1 analysts
Est. EPS $0.58 · Revenue $150.41M · 2 analysts
Est. EPS $1.62 · Revenue $562.35M · 2 analysts
Est. EPS $-0.09 · Revenue $119.40M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $540.0M | +1.7% | +14.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $7.5M | -82.4% | +107.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +21.1% | -5.3% | +5.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +4.1% | +4.9% | +163.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.4% | -82.7% | +81.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $25.2M | +96.2% | +206.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.7% | +92.8% | +193.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 38.2% | +10.6% | -17.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.87x | +2.1% | -9.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $330.4M | -1.2% | +0.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.69 vs 1.12 | -38.6% | 0.29 vs 0.60 | -51.7% |
| Revenue Surprise | $540.0M vs $537.5M | +0.5% | $138.6M vs $152.2M | -9.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Friedman Brian Hunter | officer: SVP, Chief Growth Officer | Common Stock | D | 1,000 | — |
| Aug 1, 2026 | Bowlin Jason Kyle | officer: Senior Vice President - Rail | Common Stock | A | 398 | — |
| Aug 1, 2026 | Bowlin Jason Kyle | officer: Senior Vice President - Rail | Common Stock | — | 0 | — |
| Jun 30, 2026 | Meyer David J | director | Common Stock | A | 422 | $45.17 |
| Jun 1, 2026 | Curran Timothy Joseph | officer: Controller and PAO | Common Stock | — | 0 | — |
Operator: Good day, and welcome to the L.B. Foster Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker, Lisa Durante, Director of Financial Reporting and Investor Relations. Please go ahead. Lisa Durante: Thank you, operator. Good morning, everyone, and welcome to L.B. Foster's Second Quarter of 2026 Earnings Call. My name is Lisa Durante, the company's Director of Financial Reporting and Investor Relations. Our President and CEO, John Kasel, and our Chief Financial Officer, Sean Reilly, will be presenting our second quarter operating results, market outlook and business developments this morning. We'll start the call with John providing his perspective on the company's second quarter performance. Sean will then review the company's second quarter financial results. John will provide perspective on market developments and company outlook in his closing comments. We will then open up the session for questions. Today's slide presentation, along with our earnings release and financial disclosures, were posted on our website this morning and can be accessed on our Investor Relations page at lbfoster.com. Our comments this morning will follow the slides in the earnings presentation. Some statements we are making are forward-looking and represent our current view of our markets and business today. These forward-looking statements reflect our opinions only as of the date of this presentation, and we undertake no obligation to revise or publicly release the results of any revisions to these statements in light of new information, except as required by securities laws. For more detailed risks, uncertainties and assumptions relating to our forward-looking statements, please see the disclosures in our earnings release and presentation. We will also discuss non-GAAP financial metrics and encourage you to carefully read our disclosures and reconciliation tables provided within today's earnings release and presentation as you consider these metrics. So with that, let me turn the call over to John. John Kasel: Thanks, Lisa, and hello, everybody. Thanks for joining us today for our second quarter earnings call. Before I commence my remarks, I want to welcome Sean Reilly, who was promoted to CFO effective June 1. Also present with us on the call is Bill Thalman, who was appointed COO on that same date. Congratulations to both Sean and Bill on your promotions. So I'll begin on Slide 5, covering the key drivers of our second quarter results. As you can see from the earnings release, we delivered another solid quarter with cash generation of $17.9 million, reaching the highest second quarter level since 2017. Net debt was reduced by $13.5 million, or 24.2%, during the quarter and by $35.2 million, or 45.5%, compared to last year. As a result of lower debt levels and improving profitability, our gross leverage was cut by over …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
John F. Kasel | President, Chief Executive Officer & Director | USD 1,601,155 | Male | 1965 | Active |
William Thalman | Executive VP & COO | USD 767,304 | Male | 1967 | Active |
Patrick J. Guinee | Executive Vice President, General Counsel & Corporate Secretary | USD 693,365 | Male | 1970 | Active |
Gregory W. Lippard | Senior VP of Special Rail Projects, Rail, Technologies & Services | USD 507,132 | Male | 1969 | Active |
Sean Reilly | Senior VP & CFO | — | Male | 1973 | Active |
Timothy J. Curran | Controller & Principal Accounting Officer | — | Male | 1980 | Active |
Lisa Durante | Investor Relations Manager | — | — | — | Active |
Brian Hunter Friedman | Senior Vice President & Chief Growth Officer | — | Male | 1979 | Active |
Jamie F. O'Neill | Senior Vice President of Human Resources | — | Female | 1974 | Active |
Sara Fay Rolli | Senior Vice President of Operational Administration | — | Female | 1982 | Active |
L.B. Foster NASDAQ: FSTR outlined its growth strategy, portfolio transformation and second-quarter performance at an investor presentation, with executives emphasizing investments in rail technology, precast concrete infrastructure products and balance-sheet flexibility.
L.B. Foster Company is rated Buy, as Q2 revenue weakness appears temporary and backlog growth supports a strong H2 2026 outlook. FSTR's strategic focus on global friction management, total track monitoring, and precast concrete platforms is driving higher margins and sustainable revenue growth. The backlog rose 17.4% sequentially to $246.1M, with at least 80% expected to convert to revenue by year-end, supporting management's reiterated 2026 guidance.
PITTSBURGH, Aug. 20, 2026 (GLOBE NEWSWIRE) -- L.B. Foster Company (Nasdaq: FSTR, the “Company”), announced today that John Kasel, President and Chief Executive Officer, and Sean Reilly, Senior Vice President and Chief Financial Officer, will present at the Three-Part Advisors' Midwest IDEAS Investor Conference on August 27, 2026, beginning at 9:15 AM CT at The InterContinental in Chicago, IL. Presentation materials for the conference will be posted on the Company's Investor Relations website under “Presentations” the morning of the conference.
L.B. Foster (FSTR) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
FSTR beat Q2 earnings and revenue estimates as stronger margins, cash flow and backlog support its 2026 outlook.
