View ValuationL.B. Foster 将来の成長Future 基準チェック /36L.B. Fosterは、33.5%と1%でそれぞれ年率33.5%で利益と収益が成長すると予測される一方、EPSはgrowで31%年率。主要情報33.5%収益成長率31.02%EPS成長率Machinery 収益成長16.8%収益成長率1.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日05 May 2026今後の成長に関する最新情報Major Estimate Revision • May 11Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.55 to US$1.74. Revenue forecast steady at US$553.2m. Net income forecast to grow 73% next year vs 28% growth forecast for Machinery industry in the US. Consensus price target up from US$32.50 to US$36.50. Share price rose 16% to US$42.30 over the past week.お知らせ • May 05L.B. Foster Company Reaffirms Earnings Guidance for 2026L.B. Foster Company reaffirmed earnings guidance for 2026. For the period, the company expects reaffirmed net sales to be $540,000,000 to $580,000,000.Price Target Changed • Mar 03Price target increased by 14% to US$33.00Up from US$29.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.66. Stock is up 40% over the past year. The company is forecast to post earnings per share of US$1.50 for next year compared to US$0.47 last year.お知らせ • Mar 03L.B. Foster Company Provides Earnings Guidance for 2026L.B. Foster Company provided earnings guidance for 2026. For the period, the company expects net sales to be $540 million to $580 million.Price Target Changed • Feb 20Price target increased by 7.1% to US$30.00Up from US$28.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.29. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$1.14 for next year compared to US$4.01 last year.分析記事 • Nov 06Earnings Miss: L.B. Foster Company Missed EPS By 35% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for L.B. Foster Company ( NASDAQ:FSTR ), which a week ago released some...すべての更新を表示Recent updates分析記事 • May 11We Think You Can Look Beyond L.B. Foster's (NASDAQ:FSTR) Lackluster EarningsL.B. Foster Company's ( NASDAQ:FSTR ) recent soft profit numbers didn't appear to worry shareholders, as the stock...Major Estimate Revision • May 11Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.55 to US$1.74. Revenue forecast steady at US$553.2m. Net income forecast to grow 73% next year vs 28% growth forecast for Machinery industry in the US. Consensus price target up from US$32.50 to US$36.50. Share price rose 16% to US$42.30 over the past week.お知らせ • May 05L.B. Foster Company Reaffirms Earnings Guidance for 2026L.B. Foster Company reaffirmed earnings guidance for 2026. For the period, the company expects reaffirmed net sales to be $540,000,000 to $580,000,000.Reported Earnings • May 05First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.15 (up from US$0.20 loss in 1Q 2025). Revenue: US$121.1m (up 24% from 1Q 2025). Net income: US$1.50m (up US$3.61m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$36.60, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 234% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$50.68 per share.ナラティブの更新 • May 02FSTR: Cost Discipline And 2026 Guidance Will Shape Balanced Return PotentialAnalysts have lifted the price target on L.B. Foster shares to $32 from $27, citing Q4 revenue of $160.4m and adjusted EBITDA of $13.7m, which were supported by cost controls that offset lower gross margins. Analyst Commentary Analysts are reacting to the latest Q4 print and updated price target by focusing on how well L.B. Foster is managing profitability against margin pressure, and what that might mean for execution risk and valuation going forward.お知らせ • Apr 28L.B. Foster Company to Report Q1, 2026 Results on May 04, 2026L.B. Foster Company announced that they will report Q1, 2026 results Pre-Market on May 04, 2026ナラティブの更新 • Apr 16FSTR: Cost Controls And 2026 Guidance Will Shape Balanced Risk Reward ProfileAnalysts have raised their price target on L.B. Foster to $32.50 from $28.00, citing recent cost controls that supported Q4 adjusted EBITDA of $13.7 million on revenue of $160.4 million, despite lower gross margins. Analyst Commentary Analysts are refining their views on L.B. Foster after the latest quarter, focusing on how recent cost controls and the updated price target align with execution and valuation.お知らせ • Apr 13L.B. Foster Company, Annual General Meeting, May 21, 2026L.B. Foster Company, Annual General Meeting, May 21, 2026.ナラティブの更新 • Apr 02FSTR: Cost Controls And Q4 Delivery Will Support Bullish OutlookAnalysts have raised their price target on L.B. Foster to $32 from $27, citing the latest quarterly figures that showed $160.4m in revenue and $13.7m in adjusted EBITDA, supported by cost controls that helped offset lower gross margins. Analyst Commentary Even with the higher price target to $32, bearish analysts are still framing L.B. Foster as a name where execution and growth risks need to be watched closely.ナラティブの更新 • Mar 19FSTR: Cost Controls And Q4 Execution Will Support Bullish Fair Value OutlookAnalysts lifted their price target on L.B. Foster to $32 from $27, citing recent Q4 revenue of $160.4M and adjusted EBITDA of $13.7M, supported by cost controls that helped offset lower gross margins. Analyst Commentary Bearish analysts acknowledge the higher price target of $32 as a reflection of recent Q4 results, but they are not shifting to a more positive stance on the stock, keeping a Neutral rating even after factoring in the reported $160.4M in revenue and $13.7M in adjusted EBITDA.ナラティブの更新 • Mar 05FSTR: Future Margins And Cost Controls Balance Fair Value OutlookNarrative Update Analysts have lifted their price target on L.B. Foster to $32 from $27, citing recent Q4 revenue of $160.4m and adjusted EBITDA of $13.7m, supported by cost controls that helped offset lower gross margins. Analyst Commentary Bearish analysts acknowledge the updated US$32 price target as a reflection of the recent Q4 report, but they also flag a number of risks that they see as limiting near term upside for the shares.Reported Earnings • Mar 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.73 (down from US$4.01 in FY 2024). Revenue: US$540.0m (up 1.7% from FY 2024). Net income: US$7.55m (down 82% from FY 2024). Profit margin: 1.4% (down from 8.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.Price Target Changed • Mar 03Price target increased by 14% to US$33.00Up from US$29.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.66. Stock is up 40% over the past year. The company is forecast to post earnings per share of US$1.50 for next year compared to US$0.47 last year.お知らせ • Mar 03L.B. Foster Company Provides Earnings Guidance for 2026L.B. Foster Company provided earnings guidance for 2026. For the period, the company expects net sales to be $540 million to $580 million.お知らせ • Feb 25L.B. Foster Company to Report Q4, 2025 Results on Mar 03, 2026L.B. Foster Company announced that they will report Q4, 2025 results Pre-Market on Mar 03, 2026Price Target Changed • Feb 20Price target increased by 7.1% to US$30.00Up from US$28.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.29. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$1.14 for next year compared to US$4.01 last year.お知らせ • Dec 16L.B. Foster Company Announces Resignation of Alexander B. Jones from Board of Directors, Effective December 15, 2025L.B. Foster Company announced that, on December 12, 2025, Mr. Alexander B. Jones offered his resignation to the Board of Directors, and the Board accepted the resignation on December 15, 2025. Mr. Jones's decision does not involve any disagreement on any matter relating to the Company's operations, policies, or practices, but rather is in connection with the expiration of the Cooperation Agreement between the Company and 22NW Fund, LP, 22NW LP, 22NW Fund GP, LLC, 22NW GP Inc., Aron R. English, Bryson O. Hirai-Hadley, and Alexander B. Jones in January 2026. In connection with the acceptance of Mr. Jones's resignation, on December 15, 2025, the Board approved the reduction of the size of the Board from seven members to six members effective immediately.Seeking Alpha • Dec 05L.B. Foster Company: Nothing To Keep Me InterestedSummary L.B. Foster Company remains profitable but exhibits sclerotic financial performance, with revenue and gross profit declining year-over-year. FSTR trades at a near decade high on price-to-sales, reducing its previous deep value appeal and prompting me to sell. Management continues aggressive buybacks, spending $13.1 million YTD—128% above last year's pace and the highest since at least 2015. Insider buying in August of 2024 was notable, but recent sales temper my conviction; I am selling. Read the full article on Seeking AlphaRecent Insider Transactions • Nov 12Insider recently sold US$272k worth of stockOn the 7th of November, Brian Kelly sold around 10k shares on-market at roughly US$27.15 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Nov 06Earnings Miss: L.B. Foster Company Missed EPS By 35% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for L.B. Foster Company ( NASDAQ:FSTR ), which a week ago released some...Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.42 (down from US$3.35 in 3Q 2024). Revenue: US$138.3m (flat on 3Q 2024). Net income: US$4.35m (down 88% from 3Q 2024). Profit margin: 3.1% (down from 26% in 3Q 2024). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.New Risk • Nov 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 8.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Nov 04L.B. Foster Company Provides Earnings Guidance for the Year 2025L.B. Foster Company provided earnings guidance for the year 2025. For the year, the company expected net sales to be $535,000 to $545,000.お知らせ • Oct 27L.B. Foster Company to Report Q3, 2025 Results on Nov 03, 2025L.B. Foster Company announced that they will report Q3, 2025 results Pre-Market on Nov 03, 2025Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$26.38, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$44.90 per share.分析記事 • Aug 18L.B. Foster (NASDAQ:FSTR) Strong Profits May Be Masking Some Underlying IssuesNasdaqGS:FSTR 1 Year Share Price vs Fair Value Explore L.B. Foster's Fair Values from the Community and select yours...分析記事 • Aug 14L.B. Foster Company Just Missed EPS By 48%: Here's What Analysts Think Will Happen NextInvestors in L.B. Foster Company ( NASDAQ:FSTR ) had a good week, as its shares rose 7.6% to close at US$24.28...Reported Earnings • Aug 12Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.28 (up from US$0.26 in 2Q 2024). Revenue: US$143.6m (up 2.0% from 2Q 2024). Net income: US$2.89m (up 1.3% from 2Q 2024). Profit margin: 2.0% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 12L.B. Foster Company Provides Earnings Guidance for the Year 2025L.B. Foster Company provided earnings guidance for the year 2025. For the year, the company expected net sales to be $535,000 to $555,000.お知らせ • Aug 04L.B. Foster Company to Report Q2, 2025 Results on Aug 11, 2025L.B. Foster Company announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025分析記事 • Jul 28We Ran A Stock Scan For Earnings Growth And L.B. Foster (NASDAQ:FSTR) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jul 04There's No Escaping L.B. Foster Company's (NASDAQ:FSTR) Muted Earnings Despite A 26% Share Price RiseThe L.B. Foster Company ( NASDAQ:FSTR ) share price has done very well over the last month, posting an excellent gain...New Risk • May 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 32% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.9x net interest cover). Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.20 loss per share (down from US$0.41 profit in 1Q 2024). Revenue: US$97.8m (down 21% from 1Q 2024). Net loss: US$2.11m (down 148% from profit in 1Q 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Apr 29L.B. Foster Company: Shares Are Finally Worth Considering (Rating Upgrade)Summary L.B. Foster Company has shown revenue growth and improved profitability, transitioning to higher-margin initiatives, despite a slight revenue decline in 2024 due to divestitures. The company's net income surged from a loss in 2022 to significant gains in 2023 and 2024, aided by a substantial income tax benefit. Management's 2025 guidance is optimistic, projecting revenue growth and a notable increase in EBITDA and operating cash flow. Despite risks like tariffs and backlog reduction, FSTR stock appears undervalued, justifying an upgrade from 'hold' to a soft "Buy." Read the full article on Seeking Alphaお知らせ • Apr 29L.B. Foster Company to Report Q1, 2025 Results on May 06, 2025L.B. Foster Company announced that they will report Q1, 2025 results Pre-Market on May 06, 2025お知らせ • Apr 14L.B. Foster Company, Annual General Meeting, May 22, 2025L.B. Foster Company, Annual General Meeting, May 22, 2025.分析記事 • Apr 09Should You Investigate L.B. Foster Company (NASDAQ:FSTR) At US$17.98?L.B. Foster Company ( NASDAQ:FSTR ), is not the largest company out there, but it received a lot of attention from a...Price Target Changed • Mar 27Price target decreased by 17% to US$29.00Down from US$35.00, the current price target is an average from 2 analysts. New target price is 41% above last closing price of US$20.58. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$1.71 for next year compared to US$4.01 last year.分析記事 • Mar 11L.B. Foster Company (NASDAQ:FSTR) Stock's 28% Dive Might Signal An Opportunity But It Requires Some ScrutinyL.B. Foster Company ( NASDAQ:FSTR ) shareholders that were waiting for something to happen have been dealt a blow with...分析記事 • Mar 07L.B. Foster Company (NASDAQ:FSTR) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a mediocre week for L.B. Foster Company ( NASDAQ:FSTR ) shareholders, with the stock dropping 19% to US$21.61...お知らせ • Mar 06L.B. Foster Company (NasdaqGS:FSTR) announces an Equity Buyback for $40 million worth of its shares.L.B. Foster Company (NasdaqGS:FSTR) announces a share repurchase program. Under the program, the company will repurchase up to $40 million of the Company’s common stock. The program is valid through February 29, 2028.分析記事 • Mar 05Some Investors May Be Worried About L.B. Foster's (NASDAQ:FSTR) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Reported Earnings • Mar 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.01 (up from US$0.14 in FY 2023). Revenue: US$530.8m (down 2.4% from FY 2023). Net income: US$42.9m (up US$41.5m from FY 2023). Profit margin: 8.1% (up from 0.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 04L.B. Foster Company Provides Earnings Guidance for the Full Year 2025L.B. Foster Company provided earnings guidance for the full year 2025. For the year, the company net sales expected to range from $540 million to $580 million.お知らせ • Feb 26L.B. Foster Company to Report Q4, 2024 Results on Mar 04, 2025L.B. Foster Company announced that they will report Q4, 2024 results Pre-Market on Mar 04, 2025分析記事 • Nov 27Further Upside For L.B. Foster Company (NASDAQ:FSTR) Shares Could Introduce Price Risks After 43% BounceThe L.B. Foster Company ( NASDAQ:FSTR ) share price has done very well over the last month, posting an excellent gain...Major Estimate Revision • Nov 15Consensus EPS estimates increase by 185%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$1.49 to US$4.24. Revenue forecast steady at US$534.8m. Net income forecast to shrink 37% next year vs 15% growth forecast for Machinery industry in the US . Consensus price target up from US$21.00 to US$25.00. Share price rose 22% to US$26.49 over the past week.Price Target Changed • Nov 14Price target increased by 19% to US$25.00Up from US$21.00, the current price target is provided by 1 analyst. New target price is 5.2% above last closing price of US$23.77. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$4.24 for next year compared to US$0.14 last year.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$23.77, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 38% over the past three years.分析記事 • Nov 14Why L.B. Foster's (NASDAQ:FSTR) Healthy Earnings Aren’t As Good As They SeemFollowing the release of a positive earnings report recently, L.B. Foster Company's ( NASDAQ:FSTR ) stock performed...Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$3.35 (up from US$0.048 in 3Q 2023). Revenue: US$137.5m (down 5.4% from 3Q 2023). Net income: US$35.9m (up US$35.4m from 3Q 2023). Profit margin: 26% (up from 0.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31L.B. Foster Company to Report Q3, 2024 Results on Nov 07, 2024L.B. Foster Company announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024新しいナラティブ • Sep 26Tactical Shifts And Cost-Cutting Measures Poised To Boost Profits And Market Competitiveness Strategic focus on Rail Technologies and Precast Concrete through business transformation and strategic acquisitions signals a pivot to growth sectors. Seeking Alpha • Aug 21L.B. Foster: Strong Headwinds In Domestic Rail Market, But I Wouldn't Sell YetSummary L.B. Foster Company missed EPS expectations in Q2 2024 and lowered guidance for the year, leading to a significant decline in share price. Challenges include a decline in the rail market, pricing pressures, adverse weather conditions, and divestitures impacting backlog and gross profit. Management increased the flexibility in the share buyback program and the insider buying activity signals some confidence, despite the challenging market environment. Given the ongoing challenges and risks, mixed with positive signals from insider buying and share buybacks, I rate the stock as a Hold, due to high uncertainty. Read the full article on Seeking AlphaMajor Estimate Revision • Aug 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.72 to US$1.49 per share. Revenue forecast steady at US$539.3m. Net income forecast to grow 151% next year vs 18% growth forecast for Machinery industry in the US. Consensus price target down from US$25.00 to US$22.00. Share price rose 3.2% to US$18.58 over the past week.Recent Insider Transactions • Aug 13Independent Chairman of the Board recently bought US$88k worth of stockOn the 8th of August, Raymond Betler bought around 5k shares on-market at roughly US$17.62 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Raymond's only on-market trade for the last 12 months.New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to US$16.53, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Machinery industry in the US. Total loss to shareholders of 7.1% over the past three years.お知らせ • Aug 06L.B. Foster Company Updates Earnings Guidance for the Full Year 2024L.B. Foster Company updated earnings guidance for the full year 2024. for the year, the company expects Net sales of $525,000,000 to $550,000,000 against $525,000,000 to $560,000,000 expected previously.お知らせ • Jul 31L.B. Foster Company to Report Q2, 2024 Results on Aug 06, 2024L.B. Foster Company announced that they will report Q2, 2024 results Pre-Market on Aug 06, 2024分析記事 • Jul 18Some Investors May Be Worried About L.B. Foster's (NASDAQ:FSTR) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$23.96, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Machinery industry in the US. Total returns to shareholders of 36% over the past three years.分析記事 • Jul 03L.B. Foster Company (NASDAQ:FSTR) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyL.B. Foster Company ( NASDAQ:FSTR ) shareholders that were waiting for something to happen have been dealt a blow with...お知らせ • May 25L.B. Foster Company Appoints Brian H. Friedman as Senior Vice President and Chief Growth Officer, Effective July 1, 2024L.B. Foster Company on May 23, 2024, the Board appointed Mr. Brian H. Friedman as Senior Vice President and Chief Growth Officer, effective July 1, 2024. Mr. Friedman has been with the Company since 2019 and has held various growth-driven leadership roles. Most recently, he served as Senior Vice President - Steel Products and Special Projects.Buy Or Sell Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock has risen 23% to US$28.15. The fair value is estimated to be US$35.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.08% in a year. Earnings are forecast to grow by 140% in the next year.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$28.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Machinery industry in the US. Total returns to shareholders of 59% over the past three years.New Risk • May 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • May 08First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$0.41 (up from US$0.20 loss in 1Q 2023). Revenue: US$124.3m (up 7.6% from 1Q 2023). Net income: US$4.44m (up US$6.59m from 1Q 2023). Profit margin: 3.6% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • May 01L.B. Foster Company to Report Q1, 2024 Results on May 07, 2024L.B. Foster Company announced that they will report Q1, 2024 results Pre-Market on May 07, 2024お知らせ • Apr 13+ 1 more updateL.B. Foster Company, Annual General Meeting, May 23, 2024L.B. Foster Company, Annual General Meeting, May 23, 2024, at 08:30 US Eastern Standard Time. Agenda: To election of a board of eight directors for one-year terms; to ratification of the appointment of Ernst & Young LLP as the company’s independent registered public accounting firm for 2024; to consider advisory approval of the compensation paid to the company’s named executive officers in 2023; and to approval of the l.b. foster company 2022 equity and incentive compensation plan.分析記事 • Mar 13We Think L.B. Foster's (NASDAQ:FSTR) Profit Is Only A Baseline For What They Can AchieveL.B. Foster Company ( NASDAQ:FSTR ) just reported healthy earnings but the stock price didn't move much. Investors are...お知らせ • Mar 06L.B. Foster Company Provides Earnings Guidance for the Full Year 2024 and Full Year 2025L.B. Foster Company provided earnings guidance for the full year 2024 and full year 2025. For the year 2024, the company expects to be in the range of $525.0 million to $560.00 million.For the full year 2025, the company expects revenue to be $600 million.Reported Earnings • Mar 06Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: US$0.14 (up from US$4.25 loss in FY 2022). Revenue: US$543.7m (up 9.3% from FY 2022). Net income: US$1.46m (up US$47.0m from FY 2022). Profit margin: 0.3% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.お知らせ • Feb 21L.B. Foster Company to Report Q4, 2023 Results on Mar 05, 2024L.B. Foster Company announced that they will report Q4, 2023 results Pre-Market on Mar 05, 2024Board Change • Jan 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director David Meyer was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 26L.B. Foster Company Announces Retirement of Mr. Dirk Jungé from BoardL.B. Foster Company announced the retirement of Mr. Dirk Jungé who cannot stand for reelection to the L.B. Foster Board under the terms of the Company’s Corporate Governance Guidelines. The Company will nominate Mr. Alexander B. Jones for election to its eight-member Board of Directors at the 2024 Annual Meeting of Shareholders. Mr. Jones will fill the vacancy created by Mr. Jones has served as a Board Observer at the Company since April of 2023 pursuant to a prior Cooperation Agreement dated April 6, 2023, that the Company entered into with 22NW, LP and certain affiliated persons thereof. Mr. Jones is a Vice President and Senior Research Analyst at 22NW, LP, where he oversees the firm’s investments in the industrials, materials, and consumer sectors. Mr. Jones will continue in his role as a Board Observer through the 2024 Annual Meeting.Price Target Changed • Dec 27Price target decreased by 17% to US$17.00Down from US$20.50, the current price target is provided by 1 analyst. New target price is 24% below last closing price of US$22.32. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$0.14 next year compared to a net loss per share of US$4.25 last year.お知らせ • Dec 22L.B. Foster Company Announces Election of David J. Meyer as Director, Effective January 1, 2024L.B. Foster Company announced that, effective January 1, 2024, its Board of Directors voted to expand its size to eight (8) members and elect Mr. David J. Meyer to the Board. Mr. Meyer brings a wide range of knowledge and skills to the board that includes over 28 years of manufacturing experience, including 23 years in the rail industry. His experience encompasses both private and global public companies as well as the United States Army and he holds seven (7) patents for various rail-related products. Mr. Meyer currently serves as non-executive Chair of A. Stucki Company, a privately held manufacturer of high quality freight and rail-related parts owned by Stellex Capital, since November 2023, having served as Executive Chair from 2022 to November 2023. From 2019 to 2020, Mr. Meyer was the Chief Operating Officer of Stone Canyon Industries Rail, a private company which acquired A. Stucki in 2015 and sold it to Stellex Capital in 2022. From 1999 to 2017, Mr. Meyer served in positions of increasing responsibility at Westinghouse Airbrake Technologies Corporation (“Wabtec”), a publicly traded global provider of equipment, systems, digital solutions, and value-added services for the freight and transit rail sectors, most recently as President of its Industrial Group, and prior as Group Executive of its Transit sector. Over his tenure, he held various positions in its freight car products operations and brake systems businesses. While at Wabtec, Mr. Meyer served as a captain in the United States Army Reserve from 1995 to 2003, bringing Lean manufacturing and management to the Army Depot system while on active duty in 2002; a factory manager at Oxford Automotive Incorporated, a full-service, global tier one supplier of integrated systems based on metal forming and related technologies from 1995-1999; and as a manufacturing manager, product line manager, and project engineer for Eaton Corporation, a global manufacturer of highly engineered products that serve automotive, heavy truck, industrial, construction, commercial and semiconductor markets from 1995 to 1998. Mr. Meyer also founded Northern Bel, LLC, a consulting and acquisition organization, in 2018, and was a Board member of American Track Services from 2019 to 2021. Mr. Meyer earned his Bachelor of Science in Industrial Engineering from Purdue University and a Master of Business Administration with concentrations in Finance and Entrepreneurship from the University of Chicago Booth School of Business.Reported Earnings • Nov 09Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: US$0.05 (up from US$0.19 loss in 3Q 2022). Revenue: US$145.3m (up 12% from 3Q 2022). Net income: US$515.0k (up US$2.59m from 3Q 2022). Profit margin: 0.4% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates by 81%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 138 percentage points per year, which is a significant difference in performance.お知らせ • Nov 08L.B. Foster Company Revises Sales Guidance for the Year 2023L.B. Foster Company revised earnings guidance for the year 2023. For the year, the company expects net sales of $530,000,000 to $540,000,000 compared to previous guidance of $520,000,000 to $550,000,000.分析記事 • Nov 06These Return Metrics Don't Make L.B. Foster (NASDAQ:FSTR) Look Too StrongIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...お知らせ • Nov 01L.B. Foster Company to Report Q3, 2023 Results on Nov 07, 2023L.B. Foster Company announced that they will report Q3, 2023 results Pre-Market on Nov 07, 2023お知らせ • Aug 09L.B. Foster Company Provides Earnings Guidance for the Year 2023L.B. Foster Company provided earnings guidance for the year 2023. For the period, the company's sales guidance range unchanged at $520 million to $550 million.Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: US$0.33 (up from US$0.19 in 2Q 2022). Revenue: US$148.0m (up 13% from 2Q 2022). Net income: US$3.53m (up 76% from 2Q 2022). Profit margin: 2.4% (up from 1.5% in 2Q 2022). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 126 percentage points per year, which is a significant difference in performance.お知らせ • Aug 03L.B. Foster Company to Report Q2, 2023 Results on Aug 08, 2023L.B. Foster Company announced that they will report Q2, 2023 results Pre-Market on Aug 08, 2023分析記事 • May 19L.B. Foster (NASDAQ:FSTR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • May 10L.B. Foster Company Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023L.B. Foster Company revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company expects net sales to be in the range between $520 million to $550 million (down from $540 million to $570 million previously).Reported Earnings • May 10First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.20 loss per share (further deteriorated from US$0.15 loss in 1Q 2022). Revenue: US$115.5m (up 17% from 1Q 2022). Net loss: US$2.15m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.Price Target Changed • Mar 08Price target increased by 7.7% to US$14.00Up from US$13.00, the current price target is provided by 1 analyst. New target price is 9.5% above last closing price of US$12.78. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$0.53 next year compared to a net loss per share of US$4.25 last year.Reported Earnings • Mar 07Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$4.25 loss per share (down from US$0.34 profit in FY 2021). Revenue: US$497.5m (down 3.1% from FY 2021). Net loss: US$45.6m (down US$49.1m from profit in FY 2021). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.業績と収益の成長予測NasdaqGS:FSTR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027572212734212/31/202655319213323/31/2026563114151N/A12/31/202554082536N/A9/30/202550852838N/A6/30/2025507362333N/A3/31/202550436818N/A12/31/2024531431323N/A9/30/2024537431020N/A6/30/20245457614N/A3/31/2024553829N/A12/31/202354413237N/A9/30/2023546-421824N/A6/30/2023531-45-7-1N/A3/31/2023514-46-34N/A12/31/2022497-46-18-11N/A9/30/2022473-2-18-13N/A6/30/20224732-26-21N/A3/31/20224963-21-16N/A12/31/20215144-6-1N/A9/30/20215166-9-3N/A6/30/2021505201217N/A3/31/2021492252431N/A12/31/202049726817N/A9/30/2020523541829N/A6/30/2020550413745N/A3/31/2020588443036N/A12/31/201961648N/A29N/A9/30/2019640-23N/A17N/A6/30/2019662-21N/A9N/A3/31/2019655-26N/A10N/A12/31/2018581-31N/A26N/A9/30/201860412N/A34N/A6/30/20185688N/A17N/A3/31/20185406N/A31N/A12/31/20175365N/A39N/A9/30/2017502-37N/A34N/A6/30/2017485-46N/A42N/A3/31/2017476-141N/A34N/A12/31/2016484-142N/A18N/A9/30/2016516-97N/A54N/A6/30/2016578-149N/A65N/A3/31/2016613-52N/A58N/A12/31/2015625-44N/A56N/A9/30/2015647-42N/A31N/A6/30/201563825N/A33N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: FSTRの予測収益成長率 (年間33.5% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: FSTRの収益 ( 33.5% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。高成長収益: FSTRの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: FSTRの収益 ( 1% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: FSTRの収益 ( 1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: FSTRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 23:20終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋L.B. Foster Company 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Liam BurkeBrean Capital Historical (Janney Montgomery)Liam BurkeB. Riley Securities, Inc.Brent ThielmanD.A. Davidson & Co.3 その他のアナリストを表示
Major Estimate Revision • May 11Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.55 to US$1.74. Revenue forecast steady at US$553.2m. Net income forecast to grow 73% next year vs 28% growth forecast for Machinery industry in the US. Consensus price target up from US$32.50 to US$36.50. Share price rose 16% to US$42.30 over the past week.
お知らせ • May 05L.B. Foster Company Reaffirms Earnings Guidance for 2026L.B. Foster Company reaffirmed earnings guidance for 2026. For the period, the company expects reaffirmed net sales to be $540,000,000 to $580,000,000.
Price Target Changed • Mar 03Price target increased by 14% to US$33.00Up from US$29.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.66. Stock is up 40% over the past year. The company is forecast to post earnings per share of US$1.50 for next year compared to US$0.47 last year.
お知らせ • Mar 03L.B. Foster Company Provides Earnings Guidance for 2026L.B. Foster Company provided earnings guidance for 2026. For the period, the company expects net sales to be $540 million to $580 million.
Price Target Changed • Feb 20Price target increased by 7.1% to US$30.00Up from US$28.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.29. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$1.14 for next year compared to US$4.01 last year.
分析記事 • Nov 06Earnings Miss: L.B. Foster Company Missed EPS By 35% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for L.B. Foster Company ( NASDAQ:FSTR ), which a week ago released some...
分析記事 • May 11We Think You Can Look Beyond L.B. Foster's (NASDAQ:FSTR) Lackluster EarningsL.B. Foster Company's ( NASDAQ:FSTR ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Major Estimate Revision • May 11Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$1.55 to US$1.74. Revenue forecast steady at US$553.2m. Net income forecast to grow 73% next year vs 28% growth forecast for Machinery industry in the US. Consensus price target up from US$32.50 to US$36.50. Share price rose 16% to US$42.30 over the past week.
お知らせ • May 05L.B. Foster Company Reaffirms Earnings Guidance for 2026L.B. Foster Company reaffirmed earnings guidance for 2026. For the period, the company expects reaffirmed net sales to be $540,000,000 to $580,000,000.
Reported Earnings • May 05First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.15 (up from US$0.20 loss in 1Q 2025). Revenue: US$121.1m (up 24% from 1Q 2025). Net income: US$1.50m (up US$3.61m from 1Q 2025). Profit margin: 1.2% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to stay flat during the next 2 years compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$36.60, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 234% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$50.68 per share.
ナラティブの更新 • May 02FSTR: Cost Discipline And 2026 Guidance Will Shape Balanced Return PotentialAnalysts have lifted the price target on L.B. Foster shares to $32 from $27, citing Q4 revenue of $160.4m and adjusted EBITDA of $13.7m, which were supported by cost controls that offset lower gross margins. Analyst Commentary Analysts are reacting to the latest Q4 print and updated price target by focusing on how well L.B. Foster is managing profitability against margin pressure, and what that might mean for execution risk and valuation going forward.
お知らせ • Apr 28L.B. Foster Company to Report Q1, 2026 Results on May 04, 2026L.B. Foster Company announced that they will report Q1, 2026 results Pre-Market on May 04, 2026
ナラティブの更新 • Apr 16FSTR: Cost Controls And 2026 Guidance Will Shape Balanced Risk Reward ProfileAnalysts have raised their price target on L.B. Foster to $32.50 from $28.00, citing recent cost controls that supported Q4 adjusted EBITDA of $13.7 million on revenue of $160.4 million, despite lower gross margins. Analyst Commentary Analysts are refining their views on L.B. Foster after the latest quarter, focusing on how recent cost controls and the updated price target align with execution and valuation.
お知らせ • Apr 13L.B. Foster Company, Annual General Meeting, May 21, 2026L.B. Foster Company, Annual General Meeting, May 21, 2026.
ナラティブの更新 • Apr 02FSTR: Cost Controls And Q4 Delivery Will Support Bullish OutlookAnalysts have raised their price target on L.B. Foster to $32 from $27, citing the latest quarterly figures that showed $160.4m in revenue and $13.7m in adjusted EBITDA, supported by cost controls that helped offset lower gross margins. Analyst Commentary Even with the higher price target to $32, bearish analysts are still framing L.B. Foster as a name where execution and growth risks need to be watched closely.
ナラティブの更新 • Mar 19FSTR: Cost Controls And Q4 Execution Will Support Bullish Fair Value OutlookAnalysts lifted their price target on L.B. Foster to $32 from $27, citing recent Q4 revenue of $160.4M and adjusted EBITDA of $13.7M, supported by cost controls that helped offset lower gross margins. Analyst Commentary Bearish analysts acknowledge the higher price target of $32 as a reflection of recent Q4 results, but they are not shifting to a more positive stance on the stock, keeping a Neutral rating even after factoring in the reported $160.4M in revenue and $13.7M in adjusted EBITDA.
ナラティブの更新 • Mar 05FSTR: Future Margins And Cost Controls Balance Fair Value OutlookNarrative Update Analysts have lifted their price target on L.B. Foster to $32 from $27, citing recent Q4 revenue of $160.4m and adjusted EBITDA of $13.7m, supported by cost controls that helped offset lower gross margins. Analyst Commentary Bearish analysts acknowledge the updated US$32 price target as a reflection of the recent Q4 report, but they also flag a number of risks that they see as limiting near term upside for the shares.
Reported Earnings • Mar 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.73 (down from US$4.01 in FY 2024). Revenue: US$540.0m (up 1.7% from FY 2024). Net income: US$7.55m (down 82% from FY 2024). Profit margin: 1.4% (down from 8.1% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Mar 03Price target increased by 14% to US$33.00Up from US$29.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.66. Stock is up 40% over the past year. The company is forecast to post earnings per share of US$1.50 for next year compared to US$0.47 last year.
お知らせ • Mar 03L.B. Foster Company Provides Earnings Guidance for 2026L.B. Foster Company provided earnings guidance for 2026. For the period, the company expects net sales to be $540 million to $580 million.
お知らせ • Feb 25L.B. Foster Company to Report Q4, 2025 Results on Mar 03, 2026L.B. Foster Company announced that they will report Q4, 2025 results Pre-Market on Mar 03, 2026
Price Target Changed • Feb 20Price target increased by 7.1% to US$30.00Up from US$28.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$31.29. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$1.14 for next year compared to US$4.01 last year.
お知らせ • Dec 16L.B. Foster Company Announces Resignation of Alexander B. Jones from Board of Directors, Effective December 15, 2025L.B. Foster Company announced that, on December 12, 2025, Mr. Alexander B. Jones offered his resignation to the Board of Directors, and the Board accepted the resignation on December 15, 2025. Mr. Jones's decision does not involve any disagreement on any matter relating to the Company's operations, policies, or practices, but rather is in connection with the expiration of the Cooperation Agreement between the Company and 22NW Fund, LP, 22NW LP, 22NW Fund GP, LLC, 22NW GP Inc., Aron R. English, Bryson O. Hirai-Hadley, and Alexander B. Jones in January 2026. In connection with the acceptance of Mr. Jones's resignation, on December 15, 2025, the Board approved the reduction of the size of the Board from seven members to six members effective immediately.
Seeking Alpha • Dec 05L.B. Foster Company: Nothing To Keep Me InterestedSummary L.B. Foster Company remains profitable but exhibits sclerotic financial performance, with revenue and gross profit declining year-over-year. FSTR trades at a near decade high on price-to-sales, reducing its previous deep value appeal and prompting me to sell. Management continues aggressive buybacks, spending $13.1 million YTD—128% above last year's pace and the highest since at least 2015. Insider buying in August of 2024 was notable, but recent sales temper my conviction; I am selling. Read the full article on Seeking Alpha
Recent Insider Transactions • Nov 12Insider recently sold US$272k worth of stockOn the 7th of November, Brian Kelly sold around 10k shares on-market at roughly US$27.15 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Nov 06Earnings Miss: L.B. Foster Company Missed EPS By 35% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for L.B. Foster Company ( NASDAQ:FSTR ), which a week ago released some...
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: US$0.42 (down from US$3.35 in 3Q 2024). Revenue: US$138.3m (flat on 3Q 2024). Net income: US$4.35m (down 88% from 3Q 2024). Profit margin: 3.1% (down from 26% in 3Q 2024). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates by 35%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.0% Last year net profit margin: 8.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Nov 04L.B. Foster Company Provides Earnings Guidance for the Year 2025L.B. Foster Company provided earnings guidance for the year 2025. For the year, the company expected net sales to be $535,000 to $545,000.
お知らせ • Oct 27L.B. Foster Company to Report Q3, 2025 Results on Nov 03, 2025L.B. Foster Company announced that they will report Q3, 2025 results Pre-Market on Nov 03, 2025
Valuation Update With 7 Day Price Move • Aug 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$26.38, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$44.90 per share.
分析記事 • Aug 18L.B. Foster (NASDAQ:FSTR) Strong Profits May Be Masking Some Underlying IssuesNasdaqGS:FSTR 1 Year Share Price vs Fair Value Explore L.B. Foster's Fair Values from the Community and select yours...
分析記事 • Aug 14L.B. Foster Company Just Missed EPS By 48%: Here's What Analysts Think Will Happen NextInvestors in L.B. Foster Company ( NASDAQ:FSTR ) had a good week, as its shares rose 7.6% to close at US$24.28...
Reported Earnings • Aug 12Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.28 (up from US$0.26 in 2Q 2024). Revenue: US$143.6m (up 2.0% from 2Q 2024). Net income: US$2.89m (up 1.3% from 2Q 2024). Profit margin: 2.0% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 48%. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 12L.B. Foster Company Provides Earnings Guidance for the Year 2025L.B. Foster Company provided earnings guidance for the year 2025. For the year, the company expected net sales to be $535,000 to $555,000.
お知らせ • Aug 04L.B. Foster Company to Report Q2, 2025 Results on Aug 11, 2025L.B. Foster Company announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025
分析記事 • Jul 28We Ran A Stock Scan For Earnings Growth And L.B. Foster (NASDAQ:FSTR) Passed With EaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Jul 04There's No Escaping L.B. Foster Company's (NASDAQ:FSTR) Muted Earnings Despite A 26% Share Price RiseThe L.B. Foster Company ( NASDAQ:FSTR ) share price has done very well over the last month, posting an excellent gain...
New Risk • May 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 32% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.9x net interest cover). Earnings are forecast to decline by an average of 32% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.20 loss per share (down from US$0.41 profit in 1Q 2024). Revenue: US$97.8m (down 21% from 1Q 2024). Net loss: US$2.11m (down 148% from profit in 1Q 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Apr 29L.B. Foster Company: Shares Are Finally Worth Considering (Rating Upgrade)Summary L.B. Foster Company has shown revenue growth and improved profitability, transitioning to higher-margin initiatives, despite a slight revenue decline in 2024 due to divestitures. The company's net income surged from a loss in 2022 to significant gains in 2023 and 2024, aided by a substantial income tax benefit. Management's 2025 guidance is optimistic, projecting revenue growth and a notable increase in EBITDA and operating cash flow. Despite risks like tariffs and backlog reduction, FSTR stock appears undervalued, justifying an upgrade from 'hold' to a soft "Buy." Read the full article on Seeking Alpha
お知らせ • Apr 29L.B. Foster Company to Report Q1, 2025 Results on May 06, 2025L.B. Foster Company announced that they will report Q1, 2025 results Pre-Market on May 06, 2025
お知らせ • Apr 14L.B. Foster Company, Annual General Meeting, May 22, 2025L.B. Foster Company, Annual General Meeting, May 22, 2025.
分析記事 • Apr 09Should You Investigate L.B. Foster Company (NASDAQ:FSTR) At US$17.98?L.B. Foster Company ( NASDAQ:FSTR ), is not the largest company out there, but it received a lot of attention from a...
Price Target Changed • Mar 27Price target decreased by 17% to US$29.00Down from US$35.00, the current price target is an average from 2 analysts. New target price is 41% above last closing price of US$20.58. Stock is down 25% over the past year. The company is forecast to post earnings per share of US$1.71 for next year compared to US$4.01 last year.
分析記事 • Mar 11L.B. Foster Company (NASDAQ:FSTR) Stock's 28% Dive Might Signal An Opportunity But It Requires Some ScrutinyL.B. Foster Company ( NASDAQ:FSTR ) shareholders that were waiting for something to happen have been dealt a blow with...
分析記事 • Mar 07L.B. Foster Company (NASDAQ:FSTR) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a mediocre week for L.B. Foster Company ( NASDAQ:FSTR ) shareholders, with the stock dropping 19% to US$21.61...
お知らせ • Mar 06L.B. Foster Company (NasdaqGS:FSTR) announces an Equity Buyback for $40 million worth of its shares.L.B. Foster Company (NasdaqGS:FSTR) announces a share repurchase program. Under the program, the company will repurchase up to $40 million of the Company’s common stock. The program is valid through February 29, 2028.
分析記事 • Mar 05Some Investors May Be Worried About L.B. Foster's (NASDAQ:FSTR) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Reported Earnings • Mar 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.01 (up from US$0.14 in FY 2023). Revenue: US$530.8m (down 2.4% from FY 2023). Net income: US$42.9m (up US$41.5m from FY 2023). Profit margin: 8.1% (up from 0.3% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 04L.B. Foster Company Provides Earnings Guidance for the Full Year 2025L.B. Foster Company provided earnings guidance for the full year 2025. For the year, the company net sales expected to range from $540 million to $580 million.
お知らせ • Feb 26L.B. Foster Company to Report Q4, 2024 Results on Mar 04, 2025L.B. Foster Company announced that they will report Q4, 2024 results Pre-Market on Mar 04, 2025
分析記事 • Nov 27Further Upside For L.B. Foster Company (NASDAQ:FSTR) Shares Could Introduce Price Risks After 43% BounceThe L.B. Foster Company ( NASDAQ:FSTR ) share price has done very well over the last month, posting an excellent gain...
Major Estimate Revision • Nov 15Consensus EPS estimates increase by 185%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$1.49 to US$4.24. Revenue forecast steady at US$534.8m. Net income forecast to shrink 37% next year vs 15% growth forecast for Machinery industry in the US . Consensus price target up from US$21.00 to US$25.00. Share price rose 22% to US$26.49 over the past week.
Price Target Changed • Nov 14Price target increased by 19% to US$25.00Up from US$21.00, the current price target is provided by 1 analyst. New target price is 5.2% above last closing price of US$23.77. Stock is up 19% over the past year. The company is forecast to post earnings per share of US$4.24 for next year compared to US$0.14 last year.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$23.77, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 21x in the Machinery industry in the US. Total returns to shareholders of 38% over the past three years.
分析記事 • Nov 14Why L.B. Foster's (NASDAQ:FSTR) Healthy Earnings Aren’t As Good As They SeemFollowing the release of a positive earnings report recently, L.B. Foster Company's ( NASDAQ:FSTR ) stock performed...
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$3.35 (up from US$0.048 in 3Q 2023). Revenue: US$137.5m (down 5.4% from 3Q 2023). Net income: US$35.9m (up US$35.4m from 3Q 2023). Profit margin: 26% (up from 0.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31L.B. Foster Company to Report Q3, 2024 Results on Nov 07, 2024L.B. Foster Company announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
新しいナラティブ • Sep 26Tactical Shifts And Cost-Cutting Measures Poised To Boost Profits And Market Competitiveness Strategic focus on Rail Technologies and Precast Concrete through business transformation and strategic acquisitions signals a pivot to growth sectors.
Seeking Alpha • Aug 21L.B. Foster: Strong Headwinds In Domestic Rail Market, But I Wouldn't Sell YetSummary L.B. Foster Company missed EPS expectations in Q2 2024 and lowered guidance for the year, leading to a significant decline in share price. Challenges include a decline in the rail market, pricing pressures, adverse weather conditions, and divestitures impacting backlog and gross profit. Management increased the flexibility in the share buyback program and the insider buying activity signals some confidence, despite the challenging market environment. Given the ongoing challenges and risks, mixed with positive signals from insider buying and share buybacks, I rate the stock as a Hold, due to high uncertainty. Read the full article on Seeking Alpha
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$1.72 to US$1.49 per share. Revenue forecast steady at US$539.3m. Net income forecast to grow 151% next year vs 18% growth forecast for Machinery industry in the US. Consensus price target down from US$25.00 to US$22.00. Share price rose 3.2% to US$18.58 over the past week.
Recent Insider Transactions • Aug 13Independent Chairman of the Board recently bought US$88k worth of stockOn the 8th of August, Raymond Betler bought around 5k shares on-market at roughly US$17.62 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Raymond's only on-market trade for the last 12 months.
New Risk • Aug 07New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 36% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risk Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to US$16.53, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Machinery industry in the US. Total loss to shareholders of 7.1% over the past three years.
お知らせ • Aug 06L.B. Foster Company Updates Earnings Guidance for the Full Year 2024L.B. Foster Company updated earnings guidance for the full year 2024. for the year, the company expects Net sales of $525,000,000 to $550,000,000 against $525,000,000 to $560,000,000 expected previously.
お知らせ • Jul 31L.B. Foster Company to Report Q2, 2024 Results on Aug 06, 2024L.B. Foster Company announced that they will report Q2, 2024 results Pre-Market on Aug 06, 2024
分析記事 • Jul 18Some Investors May Be Worried About L.B. Foster's (NASDAQ:FSTR) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$23.96, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Machinery industry in the US. Total returns to shareholders of 36% over the past three years.
分析記事 • Jul 03L.B. Foster Company (NASDAQ:FSTR) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyL.B. Foster Company ( NASDAQ:FSTR ) shareholders that were waiting for something to happen have been dealt a blow with...
お知らせ • May 25L.B. Foster Company Appoints Brian H. Friedman as Senior Vice President and Chief Growth Officer, Effective July 1, 2024L.B. Foster Company on May 23, 2024, the Board appointed Mr. Brian H. Friedman as Senior Vice President and Chief Growth Officer, effective July 1, 2024. Mr. Friedman has been with the Company since 2019 and has held various growth-driven leadership roles. Most recently, he served as Senior Vice President - Steel Products and Special Projects.
Buy Or Sell Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock has risen 23% to US$28.15. The fair value is estimated to be US$35.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.08% in a year. Earnings are forecast to grow by 140% in the next year.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$28.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Machinery industry in the US. Total returns to shareholders of 59% over the past three years.
New Risk • May 08New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • May 08First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: US$0.41 (up from US$0.20 loss in 1Q 2023). Revenue: US$124.3m (up 7.6% from 1Q 2023). Net income: US$4.44m (up US$6.59m from 1Q 2023). Profit margin: 3.6% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • May 01L.B. Foster Company to Report Q1, 2024 Results on May 07, 2024L.B. Foster Company announced that they will report Q1, 2024 results Pre-Market on May 07, 2024
お知らせ • Apr 13+ 1 more updateL.B. Foster Company, Annual General Meeting, May 23, 2024L.B. Foster Company, Annual General Meeting, May 23, 2024, at 08:30 US Eastern Standard Time. Agenda: To election of a board of eight directors for one-year terms; to ratification of the appointment of Ernst & Young LLP as the company’s independent registered public accounting firm for 2024; to consider advisory approval of the compensation paid to the company’s named executive officers in 2023; and to approval of the l.b. foster company 2022 equity and incentive compensation plan.
分析記事 • Mar 13We Think L.B. Foster's (NASDAQ:FSTR) Profit Is Only A Baseline For What They Can AchieveL.B. Foster Company ( NASDAQ:FSTR ) just reported healthy earnings but the stock price didn't move much. Investors are...
お知らせ • Mar 06L.B. Foster Company Provides Earnings Guidance for the Full Year 2024 and Full Year 2025L.B. Foster Company provided earnings guidance for the full year 2024 and full year 2025. For the year 2024, the company expects to be in the range of $525.0 million to $560.00 million.For the full year 2025, the company expects revenue to be $600 million.
Reported Earnings • Mar 06Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: US$0.14 (up from US$4.25 loss in FY 2022). Revenue: US$543.7m (up 9.3% from FY 2022). Net income: US$1.46m (up US$47.0m from FY 2022). Profit margin: 0.3% (up from net loss in FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 7.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 113 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 21L.B. Foster Company to Report Q4, 2023 Results on Mar 05, 2024L.B. Foster Company announced that they will report Q4, 2023 results Pre-Market on Mar 05, 2024
Board Change • Jan 30High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director David Meyer was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 26L.B. Foster Company Announces Retirement of Mr. Dirk Jungé from BoardL.B. Foster Company announced the retirement of Mr. Dirk Jungé who cannot stand for reelection to the L.B. Foster Board under the terms of the Company’s Corporate Governance Guidelines. The Company will nominate Mr. Alexander B. Jones for election to its eight-member Board of Directors at the 2024 Annual Meeting of Shareholders. Mr. Jones will fill the vacancy created by Mr. Jones has served as a Board Observer at the Company since April of 2023 pursuant to a prior Cooperation Agreement dated April 6, 2023, that the Company entered into with 22NW, LP and certain affiliated persons thereof. Mr. Jones is a Vice President and Senior Research Analyst at 22NW, LP, where he oversees the firm’s investments in the industrials, materials, and consumer sectors. Mr. Jones will continue in his role as a Board Observer through the 2024 Annual Meeting.
Price Target Changed • Dec 27Price target decreased by 17% to US$17.00Down from US$20.50, the current price target is provided by 1 analyst. New target price is 24% below last closing price of US$22.32. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$0.14 next year compared to a net loss per share of US$4.25 last year.
お知らせ • Dec 22L.B. Foster Company Announces Election of David J. Meyer as Director, Effective January 1, 2024L.B. Foster Company announced that, effective January 1, 2024, its Board of Directors voted to expand its size to eight (8) members and elect Mr. David J. Meyer to the Board. Mr. Meyer brings a wide range of knowledge and skills to the board that includes over 28 years of manufacturing experience, including 23 years in the rail industry. His experience encompasses both private and global public companies as well as the United States Army and he holds seven (7) patents for various rail-related products. Mr. Meyer currently serves as non-executive Chair of A. Stucki Company, a privately held manufacturer of high quality freight and rail-related parts owned by Stellex Capital, since November 2023, having served as Executive Chair from 2022 to November 2023. From 2019 to 2020, Mr. Meyer was the Chief Operating Officer of Stone Canyon Industries Rail, a private company which acquired A. Stucki in 2015 and sold it to Stellex Capital in 2022. From 1999 to 2017, Mr. Meyer served in positions of increasing responsibility at Westinghouse Airbrake Technologies Corporation (“Wabtec”), a publicly traded global provider of equipment, systems, digital solutions, and value-added services for the freight and transit rail sectors, most recently as President of its Industrial Group, and prior as Group Executive of its Transit sector. Over his tenure, he held various positions in its freight car products operations and brake systems businesses. While at Wabtec, Mr. Meyer served as a captain in the United States Army Reserve from 1995 to 2003, bringing Lean manufacturing and management to the Army Depot system while on active duty in 2002; a factory manager at Oxford Automotive Incorporated, a full-service, global tier one supplier of integrated systems based on metal forming and related technologies from 1995-1999; and as a manufacturing manager, product line manager, and project engineer for Eaton Corporation, a global manufacturer of highly engineered products that serve automotive, heavy truck, industrial, construction, commercial and semiconductor markets from 1995 to 1998. Mr. Meyer also founded Northern Bel, LLC, a consulting and acquisition organization, in 2018, and was a Board member of American Track Services from 2019 to 2021. Mr. Meyer earned his Bachelor of Science in Industrial Engineering from Purdue University and a Master of Business Administration with concentrations in Finance and Entrepreneurship from the University of Chicago Booth School of Business.
Reported Earnings • Nov 09Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: EPS: US$0.05 (up from US$0.19 loss in 3Q 2022). Revenue: US$145.3m (up 12% from 3Q 2022). Net income: US$515.0k (up US$2.59m from 3Q 2022). Profit margin: 0.4% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) missed analyst estimates by 81%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 138 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 08L.B. Foster Company Revises Sales Guidance for the Year 2023L.B. Foster Company revised earnings guidance for the year 2023. For the year, the company expects net sales of $530,000,000 to $540,000,000 compared to previous guidance of $520,000,000 to $550,000,000.
分析記事 • Nov 06These Return Metrics Don't Make L.B. Foster (NASDAQ:FSTR) Look Too StrongIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
お知らせ • Nov 01L.B. Foster Company to Report Q3, 2023 Results on Nov 07, 2023L.B. Foster Company announced that they will report Q3, 2023 results Pre-Market on Nov 07, 2023
お知らせ • Aug 09L.B. Foster Company Provides Earnings Guidance for the Year 2023L.B. Foster Company provided earnings guidance for the year 2023. For the period, the company's sales guidance range unchanged at $520 million to $550 million.
Reported Earnings • Aug 08Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: US$0.33 (up from US$0.19 in 2Q 2022). Revenue: US$148.0m (up 13% from 2Q 2022). Net income: US$3.53m (up 76% from 2Q 2022). Profit margin: 2.4% (up from 1.5% in 2Q 2022). Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 126 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 03L.B. Foster Company to Report Q2, 2023 Results on Aug 08, 2023L.B. Foster Company announced that they will report Q2, 2023 results Pre-Market on Aug 08, 2023
分析記事 • May 19L.B. Foster (NASDAQ:FSTR) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • May 10L.B. Foster Company Revises Earnings Guidance for the Fiscal Year Ending December 31, 2023L.B. Foster Company revised earnings guidance for the fiscal year ending December 31, 2023. For the period, the company expects net sales to be in the range between $520 million to $550 million (down from $540 million to $570 million previously).
Reported Earnings • May 10First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.20 loss per share (further deteriorated from US$0.15 loss in 1Q 2022). Revenue: US$115.5m (up 17% from 1Q 2022). Net loss: US$2.15m (loss widened 37% from 1Q 2022). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
Price Target Changed • Mar 08Price target increased by 7.7% to US$14.00Up from US$13.00, the current price target is provided by 1 analyst. New target price is 9.5% above last closing price of US$12.78. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$0.53 next year compared to a net loss per share of US$4.25 last year.
Reported Earnings • Mar 07Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$4.25 loss per share (down from US$0.34 profit in FY 2021). Revenue: US$497.5m (down 3.1% from FY 2021). Net loss: US$45.6m (down US$49.1m from profit in FY 2021). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
