Westinghouse Air Brake Technologies(US:WAB) ZACKS·2026-02-11 15:31Core Insights - Westinghouse Air Brake Technologies (WAB) reported a revenue of $2.97 billion for the quarter ended December 2025, reflecting a year-over-year increase of 14.8% and surpassing the Zacks Consensus Estimate of $2.86 billion by 3.79% [1] - The company's earnings per share (EPS) for the quarter was $2.10, an increase from $1.68 in the same quarter last year, also exceeding the consensus EPS estimate of $2.07 by 1.45% [1] Financial Performance - WAB's backlog totaled $27.41 billion, exceeding the average estimate of $24 billion from two analysts [4] - The backlog for the Transit Group was reported at $4.91 billion, above the $4.6 billion average estimate [4] - The backlog for the Freight Group reached $22.49 billion, surpassing the average estimate of $19.4 billion [4] Segment Performance - Sales to external customers in the Freight Segment amounted to $2.12 billion, exceeding the average estimate of $2 billion and representing an 18.3% year-over-year increase [4] - Sales in the Transit Segment were reported at $842 million, slightly below the estimated $853.65 million, but still showing a 6.7% increase compared to the previous year [4] - The Freight Group's Services segment generated $667 million, closely matching the average estimate of $666.9 million [4] Operational Metrics - Income from operations in the Freight Segment was $318 million, below the average estimate of $399.94 million [4] - Adjusted income from operations in the Transit Segment was $118 million, compared to the average estimate of $133.13 million [4] - Adjusted income from operations in the Freight Segment was $470 million, exceeding the average estimate of $445.3 million [4] Stock Performance - WAB's shares have returned +8.3% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]