Executive readout · one minute
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5 customers — 54% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company's top five customers in Rail accounted for approximately 54% of revenues in that Segment and 6% of the Company's consolidated revenues.”
5 customers — 37% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company’s top five customers in HE accounted for approximately 37% of revenues in that Segment and 17% of the Company’s consolidated revenues.”
5 customers — 27% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company’s top five customers in CE accounted for approximately 27% of the revenues in that Segment and 12% of the Company’s consolidated revenues.”
5 customers — 17% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company’s top five customers in HE accounted for approximately 37% of revenues in that Segment and 17% of the Company’s consolidated revenues.”
5 customers — 12% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company’s top five customers in CE accounted for approximately 27% of the revenues in that Segment and 12% of the Company’s consolidated revenues.”
One customer — 10% of revenue (2025)
“In 2025, 2024, and 2023, CE had one customer that provided in excess of 10% of its revenue.”
2 customers — 10% of revenue (2025)
“In 2025 and 2024, Rail had two customers that provided more than 10% of the segment total revenues and, in 2023, Rail had one customer that provided more than 10% of the segment total revenues.”
One customer — 10% of revenue (2025)
“In 2025, 2024 and 2023, HE had one customer that provided in excess of 10% of its revenues under multiple long-term contracts at several mill sites.”
5 customers — 6% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company's top five customers in Rail accounted for approximately 54% of revenues in that Segment and 6% of the Company's consolidated revenues.”
Earnings call · FY2022 Q1
Executive readout · one minute
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Forward guidance
7 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
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From the 8-K filed May 3, 2022.
| Metric | Period | Guided | Basis | Actual |
|---|---|---|---|---|
|
GAAP Operating Income
table
Lowered
2022 Full Year Outlook (Continuing Operations)
|
$81M – $96M | GAAP | — | |
|
Adjusted EBITDA
table
Lowered
2022 Full Year Outlook (Continuing Operations)
|
$250M – $265M | Non-GAAP | — | |
|
GAAP Diluted Earnings Per Share
table
Lowered
2022 Full Year Outlook (Continuing Operations)
|
$0.02 – $0.10 | GAAP | $-2.27 below | |
|
Adjusted Diluted Earnings Per Share
table
Lowered
2022 Full Year Outlook (Continuing Operations)
|
$0.35 – $0.44 | Non-GAAP | — | |
|
Net Interest Expense
table
Raised
2022 Full Year Outlook (Continuing Operations)
|
$68M – $70M | — | — | |
|
Pension Income (Non-Operating)
table
Maintained
2022 Full Year Outlook (Continuing Operations)
|
$10M | — | — | |
|
Net Capital Expenditures
table
Maintained
2022 Full Year Outlook (Continuing Operations)
|
$125M – $130M | — | — |
How the reported period landed and where the business moved.
SEC filing · Item 2.02
Filed May 3, 2022 · complete as-filed document
SEC periodic report
Filed May 3, 2022 · complete as-filed document