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Group 1: Acquisition Details - Wabtec Corporation is acquiring Dellner Couplers for $960 million in cash, financed through cash on hand and short-term debt, subject to customary closing conditions and regulatory approvals [1] - Dellner Couplers specializes in safety-critical train connection systems and services, with a global base of nearly 100,000 couplers and 12,500 gangways, serving over 200 customers across 13 countries [2] Group 2: Financial Implications - The acquisition is expected to generate immediate shareholder value, with an accretive growth profile and adjusted earnings before interest and taxes margins, along with an anticipated return on invested capital over time [3] - The purchase price represents an estimated multiple of 12.5x projected 2025 earnings before interest, taxes, depreciation, and amortization, adjusted for transaction costs and projected run-rate cost synergies of $22 million over three years [4] - Dellner Couplers is projected to generate nearly $250 million in revenues in 2025 [4] Group 3: Strategic Importance - The acquisition is a strategic move for Wabtec to enhance its portfolio of mission-critical passenger rail systems, capitalizing on the growth in the passenger rail market [5] - Wabtec's CEO highlighted that Dellner Couplers will provide significant synergies by complementing the core Transit systems portfolio and leveraging strong service capabilities, aligning with the company's growth strategies [6] Group 4: Market Performance - Wabtec currently holds a Zacks Rank 3 (Hold) and has seen its shares gain 27.9% over the past year, outperforming its transportation equipment and leasing industry and the S&P 500 [7]

Core Viewpoint - EQT has signed a definitive agreement to sell Dellner Couplers to Wabtec Corporation for approximately EUR 890 million, highlighting Dellner's significant role in the rail industry and its growth potential under Wabtec's platform [1][4]. Company Overview - Dellner Couplers is a global leader in train connection systems, providing safety-critical components and services to rail manufacturers and operators worldwide, with a strong presence in Europe, North America, and Asia [2]. - Founded in 1941 in Vika, Sweden, Dellner has evolved from a family-owned business into a trusted partner in the global rail industry, offering a diverse product portfolio that includes couplers, gangways, dampers, and aftermarket services [2]. Recent Developments - Since EQT's acquisition of Dellner in 2019, the company has enhanced its commercial organization and product portfolio through strategic acquisitions and investments in research and development [3]. - Dellner has improved its sustainability credentials by implementing higher environmental standards across its operations and supply chain, which has strengthened its market position [3]. Leadership Insights - Nils Ketter from EQT emphasized Dellner's importance in the train connection market and its contribution to greener mobility, expressing gratitude for the team's dedication and innovation [4]. - Fredric Håkansson, CEO of Dellner, acknowledged EQT's support during a transformational period and expressed optimism about future innovations and customer solutions as part of Wabtec [4]. Transaction Details - The transaction is subject to customary conditions and regulatory approvals, indicating a standard process for such corporate acquisitions [4].

It has been about a month since the last earnings report for Westinghouse Air Brake Technologies (WAB) . Shares have lost about 10.3% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Wabtec due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Mo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2024 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 Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exch ...

Westinghouse Air Brake Technologies Corporation (WAB) , commonly known as Wabtec, reported fourth-quarter 2024 earnings per share (excluding 45 cents from non-recurring items) of $1.68, which fell short of the Zacks Consensus Estimate of $1.73. The bottom line improved 9.1% year over year due to higher sales and operating margin expansion.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues of $2.58 billion fell short of the Zacks Consensus Estimate of $2.59 billion. The top line ...

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Q4 2024 - Earnings Conference Call February 12, 2025 8:30 AM ET Company Participants Kyra Yates - VP, IR Rafael Santana - President and CEO John Olin - CFO John Mastelers - SVP, Finance Conference Call Participants Robert Wertheimer - Melius Research Angel Castillo - Morgan Stanley Saree Boroditsky - Jefferies Ken Hoexter - Bank of America Daniel Imbro - Stephens Inc Jerry Revich - Goldman Sachs Bascome Majors - Susquehanna Ivan Yi - Wolfe Research ...

Core Insights - Westinghouse Air Brake Technologies (Wabtec) reported Q4 and full-year 2024 earnings that missed revenue and EPS estimates but showed solid margins and cash flows [2][3] Financial Performance - Adjusted EPS for Q4 2024 was $1.68, below the forecast of $1.73, while revenue was $2.58 billion, slightly under the anticipated $2.62 billion [2][4] - Year-over-year sales increased by 2.3%, with operating margin at 12.9%, up from 12.2% in Q4 2023 [4][7] - Cash flow from operations reached $723 million, a 5.4% increase from $686 million in Q4 2023 [4][9] Company Overview and Strategic Focus - Wabtec is a key player in the rail and transportation sectors, focusing on global expansion through strategic acquisitions and innovations in digital intelligence and green technologies [5][6] - The company emphasizes zero-emissions initiatives and automation to maintain its leadership in sustainable transportation solutions [5] Operational Highlights - The Freight segment reported net sales of $1.79 billion, while the Transit segment saw a 7.1% growth, generating $789 million in revenue [7] - The gross margin improved by 0.8 percentage points, reflecting operational efficiencies and effective pricing strategies [7] Innovation and Demand - Wabtec's innovation pipeline generated over $1 billion in new orders for locomotives and modifications, indicating strong demand for environmentally friendly technologies [8] - The backlog increased by 1.2% to $22.3 billion, showcasing sustained demand and a positive outlook [8] Shareholder Returns - The company returned $1.2 billion to shareholders through share repurchases and dividends, with a 25% increase in the quarterly dividend and a $1 billion share repurchase authorization [9] Future Outlook - Wabtec anticipates adjusted EPS for 2025 to be between $8.35 and $8.75, supported by mid-single-digit revenue growth and operational efficiencies [10]

Westinghouse Air Brake Technologies (WAB) came out with quarterly earnings of $1.68 per share, missing the Zacks Consensus Estimate of $1.73 per share. This compares to earnings of $1.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.89%. A quarter ago, it was expected that this maker of parts for locomotives, subways and buses would post earnings of $1.87 per share when it actually produced earnings of $2, delivering a su ...

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, as amended, 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 intentions; Wabtec's expectations about future sales, earnings and ...