Wabtec Gears Up to Report Q1 Earnings: Here's What to Expect

Core Viewpoint - Wabtec Corporation (WAB) is expected to report its first-quarter 2025 results on April 23, with earnings estimated at $2.01 per share and revenues projected at $2.60 billion, reflecting a 4% growth year-over-year [1][2]. Financial Performance Expectations - The Zacks Consensus Estimate for WAB's earnings has been revised upward by 1.01% in the past 60 days [2]. - Revenue estimates for the Freight segment are projected at $1.87 billion, indicating a 2.6% growth from the previous year, while Transit revenues are expected to reach $703.4 million, reflecting a 4.5% increase [4]. - Wabtec has a history of earnings surprises, having exceeded the Zacks Consensus Estimate in three of the last four quarters, with an average beat of 9.2% [3]. Challenges and Risks - The company may face challenges due to rising operating expenses and ongoing supply chain and tariff-related disruptions, which could negatively impact its bottom-line performance in the upcoming earnings report [5]. - Current estimates indicate that Wabtec has an Earnings ESP of -2.19% and a Zacks Rank of 2 (Buy), suggesting that the odds of an earnings beat are not favorable this time [6]. Recent Historical Performance - In the fourth quarter of 2024, Wabtec reported earnings per share of $1.68, which was below the Zacks Consensus Estimate of $1.73, although it represented a 9.1% year-over-year improvement [7]. - The company's revenues for the fourth quarter were $2.58 billion, slightly missing the Zacks Consensus Estimate of $2.59 billion, but showing a 2.3% year-over-year growth driven by higher sales in the Transit segment [9].