Wabtec Gears Up to Report Q2 Earnings: Is a Beat in Store?

Core Insights - Wabtec Corporation (WAB) is set to report its second-quarter 2025 results on July 24, with a history of positive earnings surprises, having outperformed the Zacks Consensus Estimate in three of the last four quarters, averaging a beat of 5.86% [1][4]. Earnings Performance - The Zacks Consensus Estimate for WAB's Q2 2025 earnings is $2.18 per share, reflecting a 0.46% upward revision in the past 60 days and an 11.22% increase from the previous year's actual [4][5]. - WAB's Q1 2025 earnings per share were reported at $2.28, exceeding the Zacks Consensus Estimate of $2.01, marking a 20.6% year-over-year improvement [10]. Revenue Estimates - The Zacks Consensus Estimate for WAB's Q2 2025 revenues is $2.77 billion, indicating a 4.84% growth from the previous year [5]. - Q2 2025 Freight revenues are estimated at $2.01 billion, representing a 4.6% increase year-over-year, while Transit revenues are pegged at $763 million, indicating a 5.4% growth [6][7]. Influencing Factors - The anticipated earnings performance is supported by higher sales and operating margin expansion, although supply chain issues, economic and political uncertainties, and high costs may pressure margins and revenues [4][8]. - Wabtec's operations outside the U.S. expose it to foreign currency exchange rate fluctuations, which is a significant concern for its financials [8]. Earnings Prediction Model - The current model predicts a potential earnings beat for Wabtec, supported by a positive Earnings ESP of +0.50% and a Zacks Rank of 2 (Buy) [9].