PITTSBURGH--(BUSINESS WIRE)-- #WeAreWabtec--Wabtec Corporation (NYSE: WAB) announced today that its Board of Directors declared a regular quarterly common dividend of 31 cents per share, payable on March 2, 2026, to holders of record on February 17, 2026. About Wabtec Wabtec Corporation is revolutionizing the way the world moves for future generations. The Company is a leading global provider of equipment, systems, digital solutions and value-added services for the freight and transit rail industries, as we ...

Key Takeaways Union Pacific struck a $1.2B agreement with Wabtec to modernize a locomotive fleet. WAB gains revenue visibility as the deal delivers fuel savings, higher tractive effort and reliability. UNP targets efficiency, sustainability, and asset life extension by embedding diagnostics and control.Union Pacific(UNP) is doubling down on large-scale fleet modernization with its $1.2 billion agreement with Westinghouse Air Brake Technologies (WAB) , operating as Wabtec Corporation, a move that signals a ...

Core Viewpoint - Wabtec Corporation is poised for strong earnings growth in Q4 2025, driven by increased revenues in both Freight and Transit segments, despite facing operational challenges and supply chain disruptions [2][3]. Group 1: Earnings and Financial Performance - Wabtec is set to announce its fourth-quarter 2025 earnings on February 11, with a consensus EPS estimate of $2.07, reflecting a 23.2% increase from the previous year [2]. - The consensus sales estimate for Wabtec is $2.86 billion, indicating a 10.6% rise from the prior year [2]. - Freight revenues are expected to grow by 11.7%, while Transit sales are projected to increase by 8.2%, driven by strong aftermarket demand [3]. Group 2: Stock Performance - Wabtec's stock is currently priced at $243.46, marking a 3.04% increase or $7.19 [4]. - The stock has fluctuated between a low of $237.88 and a high of $243.90 today, with the latter being its highest price over the past year [4]. - Wabtec has a market capitalization of approximately $41.62 billion [4].

Key Takeaways WAB is set to report Q4 2025 results on Feb. 11, with consensus EPS at $2.07 and sales at $2.86B.WAB's Freight revenues are expected to rise 11.7%, while Transit sales may grow 8.2% on aftermarket.WAB faces pressure from higher operating costs and ongoing supply-chain and tariff-related disruptions.Westinghouse Air Brake Technologies (WAB) , operating as Wabtec Corporation, is scheduled to report fourth-quarter 2025 results on Feb. 11, before market open.The Zacks Consensus Estimate for WAB’s ...

Investors with an interest in Transportation - Equipment and Leasing stocks have likely encountered both Herc Holdings (HRI) and Westinghouse Air Brake Technologies (WAB) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank pu ...

Core Insights - The railroad equipment and railcar leasing industry is crucial for logistics, with companies like Wabtec and Caterpillar dominating the locomotive market and benefiting from recurring revenue streams [1] Group 1: Company Performance - **Trinity Industries**: Q3 revenue fell 43% to $454 million, with EPS of $0.38 missing estimates. Leasing grew 4% year-over-year with fleet utilization at 96.8%. Full-year EPS guidance raised to $1.55-$1.70, indicating confidence in leasing despite manufacturing challenges [1] - **Greenbrier Companies**: Q1 2026 revenue of $706.1 million exceeded estimates, with EPS of $1.14 beating expectations by 48%. Fleet utilization is at 98%, and the backlog stands at 16,300 units, providing revenue visibility for the next 12-18 months [1] - **Caterpillar**: Q4 revenue reached $19.13 billion, up 18% year-over-year, with EPS of $5.16 meeting expectations. Operating margin decreased to 13.9% from 18% the previous year due to cost pressures [1] - **Wabtec**: Q3 revenue of $2.89 billion increased by 8.4%, with EPS of $2.32 surpassing estimates. Freight equipment sales surged 32%, and digital sales grew 45.6% from acquisitions [1] Group 2: Market Position and Valuation - **Trinity Industries**: The stock trades at 23x earnings with a 4.2% dividend yield, reflecting income potential and exposure to railcar demand recovery [1] - **Greenbrier Companies**: The stock trades at 8.7x earnings, indicating a discount to industrials despite strong operational metrics. The company repurchased $13 million in shares and pays a $0.32 quarterly dividend [1] - **Caterpillar**: The stock trades at 35x earnings, reflecting its scale and diversification, with a significant buyback and dividend strategy in place [1] - **Wabtec**: The stock is valued at 34x earnings, with a forward P/E of 24x, indicating market expectations for continued growth [1] Group 3: Industry Trends - The railroad equipment sector benefits from regulatory replacement cycles and nearshoring trends, ensuring that freight movement remains a priority [1] - The combination of manufacturing strength, digital solutions, and backlog visibility positions Wabtec as a leading choice in the railroad equipment market [1]

Westinghouse Air Brake Technologies Corporation ( WAB ), in my opinion, has one of the best business models in the market today. Even though individuals typically don’t directly interact with it, it serves a very important role in the economy. Being the largest manufacturerI am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capi ...

Core Insights - Westinghouse Air Brake Technologies Corporation (WAB) is recognized for having one of the best business models in the market, playing a crucial role in the economy despite limited direct consumer interaction [1] Company Analysis - WAB is the largest manufacturer in its sector, indicating a strong market position and potential for sustained growth [1] - The company is characterized by durable economic resilience, pricing power, and capital efficiency, which are essential for long-term value creation [1] - WAB operates within sectors such as Technology, Industrials, and Financials, focusing on scalable business models and mission-critical offerings [1] Investment Thesis - The analysis emphasizes the importance of capital allocation strategies, margin trajectories, and unit economics in assessing the sustainability of growth and returns for WAB [1] - The goal is to present a comprehensive understanding of how WAB operates, including its incentives and long-term potential, to empower investors [1]

Core Insights - Westinghouse Air Brake Technologies Corporation (WAB) has a market capitalization of $38.7 billion and is a global provider of technology-based solutions for the freight rail and passenger transit industries [1] Financial Performance - WAB is expected to report an adjusted EPS of $2.07 for fiscal Q4 2025, reflecting a 23.2% increase from $1.68 in the same quarter last year [2] - For fiscal 2025, analysts predict an adjusted EPS of $8.95, which represents an 18.4% growth from $7.56 in fiscal 2024 [3] - In Q3 2025, WAB reported sales growth of 8.4% to $2.89 billion and an adjusted EPS of $2.32, while raising its full-year 2025 adjusted EPS guidance to a range of $8.85 to $9.05 [5] Stock Performance - Over the past 52 weeks, WAB shares have increased by 19.9%, slightly outperforming the S&P 500 Index's gain of 19.7%, but lagging behind the State Street Industrial Select Sector SPDR ETF's return of 23.4% [4] Analyst Ratings - The consensus view on WAB stock is cautiously optimistic, with a "Moderate Buy" rating. Among 13 analysts, eight suggest a "Strong Buy" and five recommend a "Hold" [6] - The average analyst price target for WAB is $233.83, indicating a potential upside of 2.7% from current levels [6]

Group 1 - Wabtec Corporation announced a $386 million order for 45 hybrid locomotives for subway maintenance in New York City [1] - The new locomotives will replace older units, enhancing operational efficiency [1]