May. 22 at 12:53 PM
$ONDS Networks side, which will be the breadwinner in the most immediate of terms. Boring, not well understood, folks still not sure on the income impacts it brings. Lets have fun. Attached is the AAR 10year estimate on legacy upgrades,
$2.6bil. This covers the seven major class 1 freight rail across North America. These guys...
$CSX $UNP BNSF
$CNI Kansas City Southern
$NSC along with a slew of shortline and passenger rail. There's your reason why 2026 revs are forecasted at
$87MIL. Good chance we see some of that shift into 2025, and greater chance we see the 2026 rev estimates get bumped higher,
$100+mil, imo. Thats at least my bet.