8-K ·Filed May 4, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
The strong beat and reaffirmed guidance should drive positive momentum. Watch for any macro headwinds (tariffs, infrastructure funding) that could affect the rail and infrastructure end markets. The stock may gap up on open.
Final — all horizons settled through T+60d ⚠ clustered
FSTR ▲ +10.05% at T+60d
LONG call ✓ call won +10.05% · α vs SPY +8.20% · entry $36.60 → $40.28
T+1d
+8.58%
call +8.58% · α +7.78%
$39.74
settled 6mo ago
T+5d
+11.80%
call +11.80% · α +8.87%
$40.92
settled 6mo ago
T+20d
+12.98%
call +12.98% · α +7.33%
$41.35
settled 5mo ago
T+60d
+10.05%
call +10.05% · α +8.20%
$40.28
settled 3mo ago
Price Chart
Loading chart...
Executive Summary
L.B. Foster reported Q1 2026 net sales of $121.1M (+23.9% YoY) and GAAP EPS of $0.14, a massive beat vs consensus of -$0.22. Full-year 2026 guidance was reaffirmed, signaling continued momentum across Rail and Infrastructure segments.
Key Financial Metrics
EPS
$0.14
est −$0.22 · +163.6%
Revenue
$121.1M
+23.9% YoY
Rating
strong beat
Guidance
$540M-$580M
maintained
Free Cash Flow
-$13.4M
Gross Margin
21.2%
Key Facts
- Q1 2026 net sales $121.1M, up 23.9% YoY
- GAAP diluted EPS $0.14 vs consensus -$0.22 (beat by $0.36)
- Net income of $1.5M vs -$2.1M loss in prior year
- EBITDA $5.2M, up 183% YoY
- Full-year 2026 guidance reaffirmed: net sales $540M-$580M, Adj. EBITDA $41M-$46M
- Gross leverage ratio improved to 1.2x from 2.5x last year
Financial Impact
EPS surprise of +163.6% on consensus; revenue beat vs prior year by 23.9%
revenueepsebitdanet income
Risk Factors
- Geopolitical volatility and tariffs impacting raw material costs
- Backlog decline of 11.7% YoY could weigh on future orders
- UK Rail restructuring still in progress
Market Snapshot
Exchange
Nasdaq
Sector
Wholesale-Metals Service Centers & of fices
Analyst Consensus
75% bullish (8 analysts)
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000352825-26-000026 |
| Document: fstr-20260504.htm | 0000352825-26-000026 |
| Document: 0000352825-26-000026-index-headers.html | 0000352825-26-000026 |
| Document: 0000352825-26-000026-index.html | 0000352825-26-000026 |
| Document: 0000352825-26-000026.txt | 0000352825-26-000026 |
| 8-K Data (Synthetic) | 0000352825-26-000026 |
9 reports for FSTR
67% Hit rate @ T+20 Went positive at some point 3 of 3 best @ T+60▲ +26.25%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 22, 2026 9w ago | Institutional Cluster | $37.50 $37.77 | ▲ +0.72% | ▼ −0.59% | $35.79 (−4.56%) |
Aug 10, 2026 11w ago | 8-K | $39.58 $38.01 | ▲ +3.97% | ▲ +3.05% | $35.79 (+9.58%) |
Aug 10, 2026 11w ago | Press Release | $39.58 $38.01 | ▼ −3.97% | ▼ −3.05% | $35.79 (−9.58%) |
Aug 3, 2026 12w ago | Press Release | $41.49 $37.51 | ▼ −9.59% | ▼ −10.83% | $35.79 (−13.74%) |
May 21, 2026 22w ago | 8-K | $38.08 $43.77 | ▲ +14.94% | ▲ +14.61% | $35.79 (−6.01%) |
May 4, 2026 25w ago | 8-K | $36.60 $41.35 | ▲ +12.98% | ▲ +7.33% | $35.79 (−2.21%) |
Apr 27, 2026 26w ago | Press Release | $31.81 $39.32 | ▲ +23.61% | ▲ +18.65% | $35.79 (+12.51%) |
Apr 10, 2026 28w ago | DEFA14A | $30.00 $40.36 | ▲ +34.53% | ▲ +26.01% | $35.79 (+19.30%) |
Mar 3, 2026 34w ago | Press Release | $31.66 $27.90 | ▼ −11.88% | ▼ −7.47% | $35.79 (+13.04%) |
Showing 9 of 9
US Market Status
Market Closed — Opens Wed (15h 33m)
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers