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Watco

Watco Companies, LLC is a full-service transportation and firm specializing in services, , and operations, and (3PL) solutions. Founded in 1983 by Charles R. “Dick” Webb and Kaye Lynne in , with a single for industrial switching, Watco has grown into a major provider integrating , water, road, and air modes to address challenges across diverse markets and materials. The company owns and operates a network of short line railroads in and , interchanging with all Class I railroads, while managing hundreds of , , and industrial properties. As of 2025, Watco employs nearly 5,000 team members and generates annual revenue approaching $2 billion, with operations spanning key industries such as , , and . Under the leadership of CEO Dan Smith since 2018 and Executive Chairman Rick Webb, Watco emphasizes safety, sustainability, and employee culture, earning recognition from and as one of the top workplaces. In June 2025, the company received a minority equity investment exceeding $600 million from Duration Capital Partners to fuel further growth and expansion, followed by acquisitions such as Colossal Transport Solutions in September 2025 and regulatory approval for the . Watco's Issuer Default Rating underscores its established network and diversified market exposure, positioning it as a resilient player in the transportation sector.

Overview

Founding and Headquarters

Watco Companies, LLC was founded on July 1, 1983, by Charles R. "Dick" Webb and Kaye Lynne Webb, beginning operations as a provider of switching services in the railroad sector in . Webb, recognizing opportunities in the deregulated railroad industry following the of 1980, started the company by acquiring a single to serve local needs. This founding marked the beginning of Watco's emphasis on efficient, localized rail services tailored to clients, operating without ownership of tracks through trackage rights arrangements. The company's initial operations commenced in , where it provided railcar switching for freight handling at industrial facilities, employing just eight team members at the outset. This focus on cost-effective switching services allowed Watco to address the practical needs of manufacturers and shippers in underserved areas, prioritizing reliability and over large-scale investments. By leveraging existing rail networks, Watco established a nimble that emphasized operational efficiency and direct client support in the early years. Pittsburg, Kansas, has served as Watco's headquarters since its inception, functioning as the central hub for administrative oversight, strategic decision-making, and corporate governance. Located in southeast Kansas, the headquarters location reflects the company's roots in the region's industrial and rail heritage, providing a stable base for coordinating its growing network of services. Over time, this site has remained pivotal in guiding Watco's expansion from switching operations into broader short-line rail activities.

Scale and Key Statistics

Watco operates 46 short-line railroads across and , providing essential connectivity to Class I carriers and facilitating the movement of diverse commodities. This network spans over 8,000 miles of track, enabling efficient first- and last-mile services that support and agricultural sectors throughout the regions served. As of 2025, the company employs nearly 5,000 people, contributing to its operational scale as a leading provider of transportation solutions. Watco reported revenue of approximately $1.55 billion in 2022, with revenue of $1.48 billion as of September 2024, underscoring steady growth driven by expanded services and strategic initiatives. In recognition of its workplace culture and operational excellence, Watco was named a Most Loved Workplace in 2023 by and . Watco integrates its rail assets with water, road, and air transportation modes to deliver comprehensive supply chain solutions, acting as a full-service third-party logistics provider. This multimodal approach allows customers to optimize freight movement across interconnected networks, enhancing efficiency for industries ranging from agriculture to manufacturing.

History

Early Years and Initial Expansion (1983–2000)

Watco Companies, L.L.C. was founded on July 1, 1983, by R. "Dick" Webb and his wife, Kaye Lynne Webb, who leveraged their resources to purchase a and establish the company's headquarters in . The initial operation focused on industrial switching services, beginning with a contract for Corporation in , where the company acted as the client's dedicated transportation department under a performance-based agreement. This customer-centric model emphasized attentive service to shippers' needs, serving clients by handling movements efficiently within industrial facilities. In 1984, Dick Webb's son, Rick Webb, joined the company full-time, contributing to early internal growth by helping expand operations beyond the initial site. The following year, in , Watco launched its first railcar repair shop in , marking the company's entry into maintenance services and providing a foundation for supporting its switching activities with in-house mechanical expertise. This facility allowed Watco to perform repairs on railcars used in industrial operations, enhancing reliability for clients in sectors like . A pivotal milestone came in 1987 when Watco acquired its first short-line railroad from Union Pacific, purchasing the line running approximately 70 miles from Coffeyville to —the first such by Union Pacific following rail deregulation. Renamed the South East Kansas Railroad, this acquisition enabled Watco to manage track maintenance, dispatching, and freight operations directly, improving connectivity for local industries including through grain shipments and manufacturing via ties to regional facilities. The move complemented the Coffeyville repair shop by ensuring better service integration for railcar handling. Throughout the , Watco expanded its switching services to additional U.S. sites, targeting industrial clients in and by replicating the DeRidder model's focus on customized, reliable operations. Internal strategies emphasized hiring experienced personnel like Rick Webb to foster an entrepreneurial culture, prioritizing fairness, humility, and direct customer collaboration to drive without large-scale external funding. By 1998, with Rick Webb assuming the role of CEO, these approaches solidified Watco's core capabilities in short-line management and maintenance, setting the stage for further diversification.

Growth Through Acquisitions (2001–2015)

Following the foundational expansions of its early years, Watco Companies pursued aggressive growth through strategic acquisitions of short-line railroads and related assets between 2001 and 2015, significantly broadening its operational footprint in the Midwest, Southwest, and beyond. This period marked a shift toward consolidating regional networks, enhancing connectivity to I carriers, and diversifying service offerings in , chemicals, and commodities. By acquiring underutilized lines and integrating them into its switching and repair ecosystem—building on established in 1985—Watco improved efficiency and customer access to major rail hubs. A pivotal acquisition occurred in June 2001 when Watco, through its subsidiary Kansas & Oklahoma Railroad (KO), purchased approximately 678 miles of track from the Central Kansas Railway, expanding KO's total route to 974.4 miles across and . The acquired lines connected key agricultural and industrial points, including McPherson and Salina in , to interchanges with Union Pacific and BNSF, facilitating the transport of wheat, soybeans, chemicals, and petroleum products. This integration strengthened Watco's Midwest presence by merging the new segments with existing operations, reducing transit times for shippers and adding over 600 miles to its portfolio in a single deal, which enhanced in grain handling. Complementing this, Watco solidified control over the South Kansas & Oklahoma Railroad (SKOL) through a 2000 merger of its Southeast Kansas Railroad and SKOL components, with full operational integration accelerating post-2001 to encompass 593.74 miles of track from , to , and connections into . Originally tracing to 1987 origins, the post-2001 enhancements added mileage and optimized routes for commodities like , , , and steel, interchanging with BNSF and Union Pacific at points such as . The benefits included streamlined logistics for regional manufacturers, with SKOL's expanded network contributing to Watco's total track under management surpassing 1,500 miles by mid-decade, fostering synergies in maintenance and crew utilization. Watco's push into the Southwest came in 2007 with the launch of the Austin Western Railroad (AWRR), operating 183.80 miles of track in under a awarded after a competitive bid process. The routes linked Austin-area industries to BNSF and Union Pacific interchanges at McNeil, , serving aggregates, lumber, chemicals, and consumer goods like beer and paper products. This entry diversified Watco's geographic reach, adding high-growth markets in and while leveraging its repair capabilities to minimize downtime, ultimately supporting over 20 industrial customers and establishing a foothold in a region previously dominated by larger operators. By the early 2010s, Watco began exploring international opportunities, culminating in its 2010 entry into via a 10-year partnership with the to haul on Western Australia's rail network. This initial contract, announced in December 2010 and commencing operations in May 2011, utilized existing to transport bulk grains from regional to ports, marking Watco's first overseas venture and applying its short-line expertise to a vast, export-oriented market. The deal added strategic depth to Watco's global ambitions, with early adaptations in and signaling yielding efficient service for over 10 million tons of annual volume, while laying groundwork for future expansions without immediate capital-intensive builds.

Strategic Developments and International Reach (2016–Present)

In July 2018, Dan was appointed as Watco's , succeeding Rick Webb who transitioned to executive chairman. Smith, who joined Watco in 2009 after a 13-year career as a Major League pitcher, had risen through key roles including leading the acquisition of Greens Port and serving as Executive and . His strategic vision emphasized operational agility, customer-focused realignment of sales, safety, and marketing functions, and innovation through initiatives like the Safe Performance Center to enhance . A significant expansion occurred in March 2021 when Watco reached an agreement with to acquire approximately 900 miles of rail lines, including the Fox Valley & Lake Superior Rail System spanning 328.5 miles in and additional trackage in and , . This deal, finalized after regulatory approval in December 2021 with operations starting in January 2022, served over 90 customers transporting commodities such as agricultural products, , metals, and chemicals, while enabling localized service improvements and potential scenic passenger rail reinstatement in Ontario's Agawa Canyon. The acquisition marked Watco's deepened North American presence, bridging U.S. and Canadian operations. Building on its initial entry into in 2010 via a contract in , Watco expanded its footprint in 2022 by launching dedicated services in . Watco secured contracts to operate rail services in South West, Central West, and North West from 2022 to 2028, transporting live from regional hubs to processing facilities like Rockhampton's Abattoir, thereby reducing road congestion and supporting the beef industry's recovery post-COVID-19. This initiative included infrastructure investments, such as repairing the , and positioned Watco as a major provider of live in the region. In October 2025, Watco assumed full operations of the , acquiring the 386-mile Class III regional carrier in where it had been an equity investor since 2013. The railroad serves key industries including (soybeans, corn, and fertilizers) and plastics, enhancing Watco's network connectivity through interchanges with major carriers like CSX and . This strategic move solidified Watco's position in the Midwest, integrating the line into its portfolio of shortline railroads for improved efficiency.

Operations

Rail Transportation Services

Watco operates a network of short-line and regional railroads that provide essential rail transportation services by connecting local industries to larger rail systems across and . These railroads interchange with all major Class I carriers, including Union Pacific and BNSF, facilitating seamless freight movement from regional origins to national and destinations. With over 7,100 miles of under (as of 2025), Watco's operations emphasize efficient local haulage and switching to support connectivity. The company handles a diverse array of freight, including agriculture products like , chemicals, intermodal containers, , , and aggregates, tailoring services to customer needs. For instance, Watco provides carload services for bulk commodities such as and , ensuring reliable delivery through dedicated routing, while its switching operations in industrial parks enable precise intra-facility movements for chemicals and other materials. These services prioritize flexibility, allowing shippers to consolidate loads efficiently without the complexities of long-haul Class I operations. Safety and efficiency form the core of Watco's rail protocols, with rigorous track maintenance adhering to industry standards that minimize restrictions and ensure operational reliability. The company maintains tracks to support standard railcar capacities and integrates technologies like real-time railcar tracking via platforms such as for monitoring location, status, and condition during transit. Additionally, Watco's Safe Performance Center delivers standardized training, contributing to low incident rates, such as a Total Reportable Incident Rate of 2.01 per 200,000 hours in 2022, and employs fuel-efficient locomotives to enhance environmental performance. In North American and rail networks, Watco plays a vital role in regional by bridging gaps between remote producers and major ports or hubs, such as hauling in for export. This localized focus reduces transit times and costs for shippers, integrating short-line expertise with broader logistics to support economic activity in underserved areas.

Terminals, Ports, and Transloading

Watco manages approximately 75 transload and marine terminals across the , providing essential for handling and transfers. These facilities support the efficient movement of commodities such as , , fertilizers, and alloys, as well as containerized , through specialized operations that convert shipments from to or . For instance, the company's transload terminals feature covered spots, warehouse spaces, and storage domes to protect sensitive materials like food-grade liquids and dry products, ensuring seamless integration with Watco's broader short line network. In port services, Watco integrates rail with water transport at key marine terminals, particularly along the Gulf Coast and regions. Gulf Coast operations include the Greens Port terminal on the , which spans 825 acres and offers deep-water access, stevedoring, , and connectivity to all Class I railroads for handling diverse cargoes. Other Gulf facilities, such as Terminals and Port Dedicated Terminal, provide truck and container alongside 68,000 square feet of space and capabilities. On the , the Marine Terminal serves as a secure hub for bulk materials like ferroalloys, , and , with 24/7 surveillance and direct rail access on . These ports emphasize efficiency in multimodal transfers, reducing handling times for commodities critical to industrial supply chains. Watco's transloading processes focus on optimizing the conversion of rail shipments to other modes, enhancing efficiency for high-volume commodities like and . At sites such as the Transload , operations handle bulk and breakbulk items including , , and through rail-to-truck transfers, supported by specialized equipment like rail-mounted gantry cranes and shuttle cars. Similarly, the Industry facilitates barge-to-rail for and alloys, with versatile options for short- and long-term needs. These processes prioritize safety and speed, often incorporating FDA-certified facilities for agricultural products to maintain quality during transfers. Recent facility expansions have bolstered Watco's terminal capacities through strategic acquisitions. In April 2025, Watco acquired assets from Industrial Terminals and entered a long-term lease for an adjacent facility to Greens Port, significantly enhancing storage and handling capabilities at this Gulf Coast hub. This move, part of broader investments exceeding $600 million in 2025, supports increased throughput for transload and port operations amid growing demand for . Such developments underscore Watco's commitment to infrastructure growth tied to its acquisition strategy.

Logistics and Supply Chain Solutions

Watco Logistics offers full-service supply chain management that encompasses warehousing, distribution, and multimodal coordination to optimize client operations across various industries. This includes dedicated warehouse management for storage and handling of goods, e-commerce fulfillment services, and kit/consolidation processes to streamline inventory and order preparation. Distribution capabilities extend to project-specific deliveries and expedited shipping, ensuring efficient movement from origin to destination. Multimodal coordination integrates rail, highway, barge, ocean, and air transport, providing end-to-end visibility and reducing transit times for diverse cargo types. In September 2025, Watco Logistics acquired Colossal Transport Solutions, a -based provider specializing in over-dimensional and heavy-haul trucking, which enhances trucking capabilities in and through integrated road transport for complex project cargo. This acquisition bolsters Watco's ability to handle industrial-sized loads, combining Colossal's expertise in rail-to-road transitions with Watco's existing network for seamless heavy-lift logistics. Colossal's operations focus on end-to-end for oversized equipment, supporting sectors like where precise coordination is critical. Watco provides software tools and consulting services to optimize s, particularly in and industries. Software solutions include fleet tracking for , operational exception to address disruptions, and reporting analytics for performance insights, alongside mitigation strategies to minimize costs. Consulting services offer tailored advice on efficiency, such as route optimization and inventory planning, helping clients manage bulk liquids and breakbulk materials, while partners benefit from integrated for component distribution. These tools enable data-driven decisions that enhance reliability and cost-effectiveness. The integration of , , and services forms the core of Watco's end-to-end solutions, leveraging support for efficient and to connect disparate modes. This holistic approach ensures synchronized operations, from initial pickup to final delivery, minimizing bottlenecks and supporting just-in-time needs. By combining physical assets with digital oversight, Watco delivers customized that adapt to client-specific challenges in dynamic markets.

Holdings and Subsidiaries

Operated Railroads

Watco operates 46 short line railroads across , forming a network of more than 8,000 miles of track that interchanges with all I carriers to facilitate freight movement for industries such as , chemicals, and . The North American holdings, comprising 46 railroads, are distributed throughout the and . Australian operations focus on haulage services rather than dedicated short lines. These railroads handle significant freight volumes, contributing to Watco's overall transportation capacity without overlapping with broader service descriptions. Unique features include services on the Ann Arbor Railroad and specialized grain in . The following table catalogs the operated railroads, grouped by region, with key details including reporting marks, start dates for Watco operations, track lengths, and notable connections or notes where available. Data is drawn from official operational profiles.

North America

Railroad NameReporting MarkStart DateTrack MilesKey Notes and Interchanges
Alabama Southern RailroadABS2005101.76Interchanges with CSX at Brookwood, AL; NS at Tuscaloosa, AL; CPKC at Artesia, MS. Serves forest products and chemicals.
Alabama Warrior RailwayABWR20092.05Interchanges with CSXT, BNSF, NS at North Birmingham, AL; serves coal, aggregates, pipe, scrap steel, and cement.
Autauga Northern RailroadAUT20169.5Short switching operation in Prattville, AL; interchanges with CSX.
Ann Arbor RailroadAA201582.43Interchanges with NS at Milan, MI; CN, CSX, NS, WE at Toledo, OH; unique Lake Michigan car ferry service to Kewaunee, WI. Capacity 286k.
Austin Western RailroadAWRR202119Interchanges with UP at Fordyce, TX; serves oil and gas sector.
Birmingham Terminal RailwayBHRR202010Switching services in Birmingham, AL; interchanges with BNSF, CSX, NS.
Boise Valley RailroadBVRR202365Interchanges with UP at Boise, ID; serves agricultural and building products.
Chesapeake & Indiana RailroadCHDI200489Interchanges with CSX at Geswein, IN; NS at Fowlerton, IN; focuses on ethanol and grain.
Eastern Idaho RailroadEIRR1993358Interchanges with UP at Idaho Falls and Pocatello, ID; handles potatoes and chemicals.
Fox Valley & Lake Superior RailroadFVLX202288Interchanges with CN at Green Bay, WI; serves paper and forest products.
Grand Elk RailroadGDLK2022300.60Interchanges with NS at Elkhart, IN; CSXT, GR, MQT at Grand Rapids, MI; CN at Kalamazoo, MI; MSO at White Pigeon, MI. Capacity 286k.
Great Lakes Central RailroadGLCOctober 2025379Interchanges with multiple Class I lines in Michigan; serves agriculture, plastics, and forest products. Recent addition to the network.
Great Northwest RailroadGRNW2004110Interchanges with UP at Spokane, WA; BNSF at Springdale, WA; handles wheat and lumber.
Indiana & Ohio River RailroadIORY2007245Interchanges with CSX at Hamilton, OH; NS at Muncie, IN; serves steel and scrap.
Kansas & Oklahoma RailroadKO2001936.82Interchanges with BNSF at Abilene, Hutchinson, McPherson, Newton, KS; UP at Hutchinson, McPherson, KS. Capacity 263/286k; major grain and fertilizer hauler.
Kansas City Terminal RailwayKCT201143Switching in Kansas City area; interchanges with BNSF, UP, NS.
Kaw River RailroadKAW2004104Interchanges with UP at Kansas City, KS; BNSF at Arma, KS; coal and aggregates.
Lubbock & Western RailwayLBWR2021138Interchanges with BNSF at Lubbock, TX; serves agriculture in Texas Panhandle.
Palouse River & Coulee City RailroadPCC2005204Interchanges with UP at Davenport, WA; BNSF at Sand Point, ID; wheat-focused.
Pennsylvania Southwestern RailroadPSWR2003100Interchanges with NS at McKees Rocks, PA; serves steel and chemicals.
Pecos Valley Southern RailwayPVS202146Interchanges with UP at Pecos, TX; oil field services.
Ringneck & Western RailroadRWRR2020291.81Interchanges with BNSF at Mitchell, SD; CN, UP via BNSF at Sioux City, IA; RCPE at Rapid City, SD. Capacity 286k; agriculture and ethanol.
San Antonio Central RailroadSAC202119Interchanges with UP at Marion, TX; industrial switching.
South Kansas & Oklahoma RailroadSKOL2005593.74Interchanges with BNSF at Arkansas City, KS; UP at Baxter Springs, KS; Coffeyville, KS. Capacity 263/286k; multi-commodity.
Stillwater Central RailroadSLWC2007275Interchanges with UP at Stillwater, OK; BNSF at Tulsa, OK; oil, grain, and steel.
Texas & New Mexico RailwayTXN2015129.84Interchanges with UP at Monahans, TX; oil and gas focus. Capacity 286k.
Timber Rock RailroadTIBR199854.58Interchanges with CPKC at DeRidder, LA; BNSF at Kirbyville, TX. Capacity 268k; lumber and paper.
Wisconsin & Southern RailroadWSOR2019652Interchanges with CN, UP in Wisconsin; Class II carrier serving multiple industries.
(Note: This table includes representative examples from verified operational data; the full 46 North American railroads follow similar structures, with additional ones such as the Agawa Canyon Railroad in , Arkansas Southern Railroad, Autauga Northern Railroad, Birmingham Terminal Railway, and others completing the portfolio, all interchanging with Class I lines to support regional freight. Detailed profiles for all are available on Watco's official site.)

Australia

Operator NameStart DateTrack MilesKey Notes and Connections
Watco Australia2010N/A (haulage on existing networks)Provides rail for , containers, and bulk commodities on narrow and standard-gauge lines in Western and Eastern ; partners with and others for transport from to . No dedicated track ownership; focuses on operator role for customer supply chains.

Other Subsidiaries and Facilities

Watco's diversification extends beyond its core rail operations through several key subsidiaries focused on , , and specialized services. Watco Supply Chain Services provides comprehensive solutions including , , and , operating facilities such as a 165,000-square-foot in , to support multimodal freight movement. Watco , also headquartered in , functions as a provider, offering unbiased shipping options that leverage Watco's network alongside external carriers for road, rail, and intermodal transport. In 2025, Watco acquired full ownership of Industrial Rail Services, L.P., which manages rail operations at six Dow Inc. chemical facilities across the U.S. and , including sites in , , and , enhancing Watco's capabilities in industrial switching and maintenance within petrochemical environments. The company maintains a network of non-rail facilities that support its broader infrastructure, including repair and maintenance shops originating from its early expansions in the 1980s. The Coffeyville Repair and Maintenance Terminal in , offers 24-hour mobile repair services, locomotive overhauls, and railcar maintenance for freight equipment. Watco also operates over 70 transload and terminals across , facilitating efficient cargo transfer between , , , and ship. Notable Gulf Coast sites include Greens Port in , a multi-tenant with eight deep-water berths capable of handling vessels and serving energy, agriculture, and bulk commodity sectors; the Port 10/Watco Rail Terminal in Baytown, featuring 410 railcar spots adjacent to Union Pacific lines; and Port Arthur Dedicated Terminal in for specialized bulk handling. Internationally, Watco Australia has operated since 2010 as a rail service provider, primarily handling grain logistics on behalf of clients like the CBH Group without owning infrastructure, with activities spanning Western Australia, Queensland, and New South Wales. This includes narrow- and standard-gauge train operations transporting millions of bushels of grain annually from regional receivers to export ports. To further integrate trucking into its supply chain, Watco Logistics acquired Colossal Transport Solutions in September 2025, a Texas-based provider of flatbed and heavy-haul services, enabling seamless door-to-door solutions for oversized and specialized freight. These subsidiaries and facilities underscore Watco's strategy to build a resilient, integrated transportation ecosystem beyond traditional railroading.

Corporate Affairs

Leadership and Governance

Watco Companies, LLC operates under the leadership of Dan Smith, who has held the position since July 2018. Smith joined Watco in 2009 with extensive experience in operations, including prior roles within the company focused on terminal and port services, and previously worked as a professional MLB pitcher for 13 years. Under his direction, Watco has emphasized strategic growth, including key acquisitions and expansions that have driven annual revenues toward $2 billion while prioritizing safety and performance initiatives like the Safe Performance Center. The executive team supports Smith's vision through specialized roles in core functions. Rachael Peterson serves as Executive Vice President and , overseeing operations, safety, , and ; she joined in 2006 with degrees in psychology from and . Nick Coomes, Executive Vice President and Chief Solutions Officer since a 2024 reorganization, manages solutions, , , and ; he joined in 2014 holding degrees in and an MBA from . In finance, Rick Baden acts as Executive Vice President and , handling treasury and financial operations with over 30 years of experience as a and a degree from ; he was recognized on Ingram's 250 list in 2024 and 2025. Andy Nielsen, Executive Vice President and Chief Accounting Officer, leads accounting, tax, and risk management; a with degrees from , he joined in 2015 after serving as CFO at a prior firm. As a privately held headquartered in , Watco's governance structure features board oversight led by Executive Chairman Rick Webb, who served as CEO from 1998 to 2018 and maintains influence on strategic direction. The board ensures alignment with the company's mission in and services, emphasizing and customer-focused . In January 2025, the U.S. Court of Appeals for the Sixth Circuit resolved a (New Albany Main St. Properties v. Watco Companies, LLC) by dismissing parts of the claims alleging and related to port operations and affirming the district court's judgment. Ownership remains primarily with the founding Webb family and key partners, evolving from its 1983 establishment by Charles R. "Dick" Webb and Kaye Lynne Webb to include a significant minority investment exceeding $600 million from Duration Capital Partners in June 2025, which bolsters expansion without altering majority control. This structure facilitates agile decision-making, allowing Watco to pursue international and domestic opportunities while maintaining family-led stability.

Financial Performance and Investments

Watco Companies, LLC reported revenues of $1.6 billion in , marking a baseline for subsequent growth driven by operational expansions and strategic acquisitions. By 2025, the company's annual revenue had progressed to nearly $2 billion, reflecting low-to-mid single-digit in volumes and yields, supplemented by contributions from new holdings in and sectors. This progression underscores Watco's sustained economic expansion amid a competitive landscape. In June 2025, Duration Capital Partners provided Watco with a minority investment exceeding $600 million to fuel continued growth initiatives, including the assumption of full ownership in Industrial Rail Services, L.P., a provider of rail operations at six Dow Inc. chemical facilities across the U.S. and . This infusion strengthened Watco's capital position for pursuing further infrastructure enhancements and acquisitions, aligning with its focus on scalable transportation solutions. In September 2025, Watco acquired Colossal Transport Solutions, LLC, a provider of for over-dimensional and heavy-haul freight, enhancing its capabilities. Additionally, Watco acquired the , a 420-mile regional railroad in , expanding its rail network. Complementing this, in September 2025, Watco Companies and Watco Finance Corp. conducted a private offering of senior unsecured notes due 2032, aimed at existing obligations and supporting ongoing s without materially altering leverage metrics. Fitch Ratings affirmed Watco's Long-Term Issuer Default Rating at 'B' with a Outlook in June 2025, citing adequate of approximately $322 million available under its revolving credit facility as of the second quarter, alongside $11 million in cash balances. The company's debt structure primarily comprises senior unsecured notes and the aforementioned , with EBITDA projected to remain in the high-7x to 8x range through 2025. Profitability trends have shown resilience, with funds from operations (FFO) fixed charge coverage and EBITDA fixed charge coverage forecasted in the low-2x range, bolstered by acquisition-driven synergies that enhance margins and generation despite moderate volume pressures in freight.

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