Core Insights - Westinghouse Air Brake Technologies Corporation (WAB) reported Q2 2025 earnings per share (EPS) of $2.27, exceeding the Zacks Consensus Estimate of $2.18, marking a 15.8% year-over-year increase driven by higher sales, operating margin expansion, and share repurchases [1][9] - Revenues for the quarter were $2.71 billion, falling short of the Zacks Consensus Estimate of $2.77 billion, but reflecting a 2.3% year-over-year growth due to increased sales in the Transit segment, offset by lower Equipment sales [2][9] Financial Performance - WAB raised its 2025 adjusted EPS guidance to a range of $8.55 to $9.15 from the previous range of $8.35 to $8.95, supported by strong first-half performance, mergers and acquisitions, and prudent cost management [3] - The company also increased its 2025 revenue guidance to $10.925 billion to $11.225 billion from $10.725 billion to $11.025 billion, primarily due to the acquisition of Evident Inspection Technologies Division [4] Segment Performance - The Freight segment reported net sales of $1.91 billion, a slight decline of 0.1% year-over-year, impacted by lower locomotive deliveries due to a supplied part issue, although service sales increased by 6% [5][6] - The Transit segment saw net sales grow by 8.7% year-over-year to $787 million, with an adjusted operating margin increase to 15.2% from 12.7% in the same quarter of 2024 [6] Operational Details - Total operating expenses rose by $22 million year-over-year to $466 million, with the operating ratio increasing to 17.2% from 16.8% [7] - WAB ended the quarter with cash and cash equivalents of $1.49 billion, a significant increase from $698 million at the end of the previous quarter, while long-term debt rose to $4.78 billion from $3.50 billion [7] Shareholder Returns - During the quarter, WAB paid $44 million in dividends and repurchased shares worth $50 million [8]

For the quarter ended June 2025, Westinghouse Air Brake Technologies (WAB) reported revenue of $2.71 billion, up 2.3% over the same period last year. EPS came in at $2.27, compared to $1.96 in the year-ago quarter.The reported revenue represents a surprise of -2.38% over the Zacks Consensus Estimate of $2.77 billion. With the consensus EPS estimate being $2.18, the EPS surprise was +4.13%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ____________________________________ FORM 10-Q ____________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 033-90866 ____________________________________ WESTINGHOUSE AIR BRAKE ...

Wabtec (WAB) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Company ParticipantsKyra Yates - VP of IRRafael Santana - CEO, President & DirectorJohn Olin - EVP & CFOOliver Jiang - Equity Research AssociateAdam Roszkowski - Equity Research AssociateBrady Lierz - Senior Research AssociateJatin Khanna - VP - Equity ResearchChristian Zyla - Senior Associate Equity ResearchIvan Yi - DirectorConference Call ParticipantsRob Wertheimer - Founding Partner & Machinery & New Mobility Research AnalystBascome Majors - S ...

Wabtec (WAB) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Speaker0Good day, and welcome to the WebTech Second Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Ms.Kyra Yates, Vice President of Investor Relations. Please go ahead, ma'am.Speaker1Thank you, operator. Good morning, everyone, and ...

Wabtec Financial Results & Company Highlights S EC O N D Q UA RT E R 2 0 2 5 1 Forward Looking Statements & Non-GAAP Financial Information This communication contains "forward-looking" statements as that term is defined in Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995. All statements, other than historical facts, including statements regarding Wabtec's plans, objectives, expectations and in ...

| SALES | | GAAP DILUTED EARNINGS PER SHARE | | ADJUSTED DILUTED EARNINGS PER SHARE | | | --- | --- | --- | --- | --- | --- | | 2Q'25 | First Half '25 | 2Q'25 | First Half '25 | 2Q'25 | First Half '25 | | $2.71B | $5.32B | $1.96 | $3.84 | $2.27 | $4.55 | | +2.3% YOY | +3.4%YOY | +19.5% YOY | +21.1%YOY | +15.8% YOY | +18.2% YOY | Q2 2025 HIGHLIGHTS "The Wabtec team has delivered another strong quarter, highlighted by margin expansion and double digit earnings per share growth," said Rafael Santana, Wabtec's ...

Key Takeaways WAB's Q2 EPS estimate of $2.18 is up 0.46% in 60 days and 11.22% above last year's actual. Supply chain issues, economic and political uncertainty and high costs may pressure Q2 margins and revenues. Segmental strength aids top-line growth; WAB's 0.50% ESP and Zacks Rank #2 hint at a possible beat.Westinghouse Air Brake Technologies (WAB) ), operating as Wabtec Corporation, is scheduled to report second-quarter 2025 results on July 24, before market open.Wabtec has an encouraging earnings su ...

Wall Street analysts forecast that Westinghouse Air Brake Technologies (WAB) will report quarterly earnings of $2.18 per share in its upcoming release, pointing to a year-over-year increase of 11.2%. It is anticipated that revenues will amount to $2.77 billion, exhibiting an increase of 4.8% compared to the year-ago quarter.Over the last 30 days, there has been an upward revision of 0.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collec ...

Core Insights - All three major U.S. stock indices rose on July 17, 2025, driven by positive retail sales data and a decline in unemployment claims [1][2][11] - Better-than-expected earnings from major tech companies like Netflix contributed to investor confidence [2] - The current market environment suggests a favorable outlook for investing in U.S. stocks, particularly in low-leverage companies [3] Economic Indicators - U.S. retail sales increased by 0.6% in June 2025, following a 0.9% decline in May, exceeding market expectations [1][11] - Labor data indicated a decline in unemployment claims, further supporting market optimism [1] Investment Recommendations - Recommended stocks include Novartis (NVS), ResMed Inc. (RMD), Wabtec (WAB), Elbit Systems (ESLT), and Ingredion Inc. (INGR), all of which are characterized by low leverage and strong earnings growth [3][11] - Each of these stocks holds a Zacks Rank 2, indicating a favorable investment outlook [11] Stock Analysis - Novartis reported a 12% year-over-year increase in net sales and a 29% improvement in earnings per share for Q2 2025 [15][16] - ResMed anticipates an 8.1% year-over-year increase in fiscal fourth-quarter sales, with a long-term earnings growth rate of 15.3% [17][18] - Wabtec's sales are expected to grow by 5.3% year-over-year, supported by a long-term earnings growth rate of 16% [19][20] - Elbit Systems forecasts a 13.8% increase in 2025 sales, with a four-quarter average earnings surprise of 21.12% [21] - Ingredion expects a 1% improvement in 2025 sales, with a long-term earnings growth rate of 11% [22][23]