Wabtec to Report Q4 Earnings: Is a Beat in Store for the Stock?

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]