Core Insights - Wabtec Corporation is a significant player in the rail and transit industry, providing equipment, systems, and services for freight and transit rail, operating in two main segments: Freight and Transit [1] Financial Performance - On February 11, 2026, Wabtec reported earnings per share (EPS) of $2.08, reflecting a 23.2% increase from the previous year, driven by strong demand in its Freight and Transit segments [2][6] - The company's revenue reached approximately $2.87 billion, marking a 10.6% rise from the prior year, with the Freight segment growing by 11.7% and Transit sales increasing by 8.2% [2][3][6] Market Valuation - Wabtec has a price-to-earnings (P/E) ratio of approximately 35.61, indicating the price investors are willing to pay for each dollar of earnings [4][6] - The price-to-sales ratio stands at about 3.91, reflecting the value placed on each dollar of sales [4][6] - The enterprise value to sales ratio is around 4.35, suggesting the company's total valuation relative to its sales [4] Financial Metrics - The enterprise value to operating cash flow ratio is approximately 31.47, highlighting the company's valuation in relation to its cash flow from operations [5] - Wabtec has an earnings yield of 2.81%, providing insight into the return on investment for shareholders [5] - The debt-to-equity ratio is 0.48, indicating a moderate level of debt compared to equity, while the current ratio of 1.42 suggests a solid ability to cover short-term liabilities with short-term assets [5]

JACKSONVILLE, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced that it has signed a $670 million deal with Wabtec Corporation (NYSE: WAB) to upgrade its fleet with 100 new Evolution Series locomotives, 50 modernized locomotives, and a suite of digital solutions and services. “Our locomotive fleet is a fundamental element of our safe and reliable railroad,” said Mike Cory, Executive Vice President and Chief Operating Officer at CSX. “Modernizing these critical assets strengthens netw ...

Key Takeaways Wabtec raised its quarterly dividend to 31 cents per share from 25 cents.Wabtec has been consistently making efforts to reward its shareholders through dividends and share buybacks.During the first nine months of 2025, WAB repurchased shares worth $148M and paid $130M in dividends.In a shareholder-friendly move, Wabtec Corporation (WAB) board of directors approved a dividend hike of 24%, thereby raising its quarterly cash dividend to 31 cents per share ($1.24 annualized) from 25 cents ($1.00 a ...

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].

Core Insights - Wabtec Corporation (WAB) is set to report its fourth-quarter 2025 results on February 11, before market open [1] Earnings Estimates - The Zacks Consensus Estimate for WAB's fourth-quarter 2025 earnings has been revised upward by 0.49% to $2.07 per share, indicating a 23.2% increase from the previous year's actual earnings [2] - The consensus estimate for sales is currently $2.86 billion, suggesting a 10.6% increase from the year-ago figure [2] Performance History - Wabtec has a positive earnings surprise history, having outperformed the Zacks Consensus Estimate in three of the last four quarters, with an average earnings beat of 4.7% [3] Revenue Growth Factors - Wabtec's performance in the upcoming quarter is expected to be supported by an increase in total revenues, with Freight revenues estimated at $2 billion, reflecting an 11.7% growth year-over-year [4] - The Transit segment is projected to generate revenues of $853.65 million, indicating an 8.2% increase from the prior year, driven by strong aftermarket and original equipment manufacturing sales [4] Challenges - The company is likely facing pressure from rising operating expenses and ongoing supply-chain and tariff-related disruptions, which may negatively impact its bottom-line performance [5] Earnings Prediction Model - The current model does not predict a definitive earnings beat for Wabtec, as it has an Earnings ESP of -0.24% and a Zacks Rank of 2 (Buy) [6]

Core Viewpoint - The analysis compares Herc Holdings (HRI) and Westinghouse Air Brake Technologies (WAB) to determine which stock represents a better value opportunity for investors in the Transportation - Equipment and Leasing sector [1]. Valuation Metrics - HRI has a forward P/E ratio of 17.45, while WAB has a forward P/E of 22.72 [5]. - HRI's PEG ratio is 1.33, indicating a more favorable valuation relative to its expected earnings growth compared to WAB's PEG ratio of 1.57 [5]. - HRI's P/B ratio stands at 2.47, whereas WAB's P/B ratio is higher at 3.55 [6]. - These metrics contribute to HRI receiving a Value grade of A, while WAB has a Value grade of D [6]. Earnings Outlook - Both HRI and WAB have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook supported by favorable analyst estimate revisions [3]. - The analysis emphasizes that while both companies have solid earnings prospects, HRI is currently viewed as the superior value option based on the discussed valuation figures [7].

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]

Company Overview - Westinghouse Air Brake Technologies Corporation (WAB) is recognized for having one of the best business models in the market today, playing a crucial role in the economy despite limited direct consumer interaction [1]. Investment Focus - The company is characterized as a durable entity with economic resilience, pricing power, and capital efficiency, which are essential for long-term value creation [1]. - The focus is on identifying high-moat businesses and structurally growing industries, particularly in sectors like Technology, Industrials, and Financials [1]. Business Model Analysis - WAB's business model is scalable and benefits from network effects and mission-critical offerings, which contribute to its sustainable growth and returns [1]. - The analysis includes capital allocation strategies, margin trajectories, and unit economics to evaluate the sustainability of growth [1]. Academic and Professional Background - The company’s insights are backed by a Master's degree in Finance, specializing in investment theory and corporate valuation, along with hands-on experience in portfolio management [1].