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Supply Side: Chart Industries/Ballard, Knorr-Bremse/Irdeto, TRAC Intermodal, Wabtec - Vimarsana News

Supply Side: Chart Industries/Ballard, Knorr-Bremse/Irdeto, TRAC Intermodal, Wabtec

Supply Side: Chart Industries/Ballard, Knorr-Bremse/Irdeto, TRAC Intermodal, Wabtec Written by Marybeth Luczak, Executive Editor The TRAC Tire Services division of TRAC Intermodal, a marine chassis pool manager and equipment provider, will now exclusively serve the company’s chassis fleet. Six major companies in the railway and intermodal supply space have reported developments in joint ventures and charitable works. Chart Industries Inc., and Ballard Power Systems are partnering to develop integrated system solutions, including a fuel cell ...

The Cowen Take on Trinity, Wabtec - Vimarsana News

The Cowen Take on Trinity, Wabtec

Matt Elkott, Cowen and Company OEM Transportation Analyst Equipment analyst Matt Elkott offers perspectives on two of the rail industry’s biggest OEMs. With quarterly earning releases scheduled for Feb. 18, we are cautious into the print for Trinity Industries (TRN), but the long-term story is intactWe expect solid results and guidance from Wabtec Corp. (WAB). Here’s why. TRN has a difficult setup into the print, in our opinion at Cowen and Company. While improving rail equipment fundamentals bode well for the company, the lagging nature of leasing poses risk to the fourth quarter results...