SFG Takeaways From REF 2023

Written by Bascome Majors, Senior Equity Research Analyst – Industrials, Susquehanna Financial Group

Three days with hundreds of rail equipment industry participants at Rail Equipment Finance 2023 reveal a railcar market that is healthier than we’ve feared into 2023 (lease rate inflation overwhelming the demand-side drag from anemic rail volumes), while the runway for continued investment in diesel locomotives appears to stretch into the 2030s (both rebuilds and new).

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