American Railcar Industries (Nasdaq: ARII) filed its 10-K on Mar. 2. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), American Railcar Industries missed estimates on revenues and whiffed on earnings per share.

Compared to the prior-year quarter, revenue expanded significantly and GAAP earnings per share improved.

Margins expanded across the board.

Revenue details
American Railcar Industries reported revenue of $196.8 million. The three analysts polled by S&P Capital IQ predicted revenue of $207.7 million on the same basis. GAAP reported sales were much higher than the prior-year quarter's $95.3 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
Non-GAAP EPS came in at $0.24. The six earnings estimates compiled by S&P Capital IQ anticipated $0.27 per share on the same basis. GAAP EPS were $0.23 for Q4 compared to -$0.37 per share for the prior-year quarter.

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 12.5%, 920 basis points better than the prior-year quarter. Operating margin was 7.4%, 1,220 basis points better than the prior-year quarter. Net margin was 2.6%, 1,080 basis points better than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $185.0 million. On the bottom line, the average EPS estimate is $0.31.

Next year's average estimate for revenue is $785.5 million. The average EPS estimate is $1.54.

Investor sentiment
The stock has a two-star rating (out of five) at Motley Fool CAPS, with 221 members out of 256 rating the stock outperform, and 35 members rating it underperform. Among 82 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 76 give American Railcar Industries a green thumbs-up, and six give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on American Railcar Industries is outperform, with an average price target of $29.

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