Core Viewpoint - Westinghouse Air Brake Technologies (WAB) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Ratings - The Zacks rating system is primarily based on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The correlation between earnings estimate revisions and stock price movements makes the Zacks rating system valuable for investors, as it provides a clearer picture than subjective Wall Street analyst ratings [3][4]. Business Outlook - Rising earnings estimates and the Zacks rating upgrade for WAB indicate an improvement in the company's underlying business, suggesting that investors should respond positively by driving the stock price higher [5]. - For the fiscal year ending December 2025, WAB is expected to earn $8.89 per share, with a 1.9% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - The upgrade of WAB to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Group 1 - The European Investment Bank (EIB) has signed an agreement with Compañía Auxiliar de Ferrocarriles (CAF) to provide an €80 million ($93.6 million) loan for a research, development, and innovation (RD&I) program focused on mobility technologies [1] - The loan will enable CAF to invest in digitalization, autonomous mobility solutions, and enhanced energy efficiency for its trains and buses, with investments taking place in Spain and Poland [1][2] - The project aims to accelerate changes in the mobility sector related to economic growth and emissions reduction, while also enhancing competitiveness in the EU's industrial sector and addressing the demand for skilled workers in urban and interurban transport [2] Group 2 - The financing is part of the EIB Group's 2024-2027 Strategic Roadmap, which emphasizes technological innovation, cohesion, and environmental sustainability [2] - The initiative is aligned with the EIB Group's TechEU initiative, which aims to mobilize €250 billion in investments by 2027 for startups, scale-ups, and innovative companies across Europe [3] - In May, CAF secured two maintenance contracts worth nearly €400 million ($453.3 million) in the UK and Colombia, indicating its growing presence in the market [3]

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].

Core Viewpoint - Wall Street analysts expect Westinghouse Air Brake Technologies (WAB) to report quarterly earnings of $2.18 per share, reflecting an 11.2% year-over-year increase, with revenues projected at $2.77 billion, a 4.8% increase from the previous year [1]. Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised upward by 0.8%, indicating a collective reassessment by analysts [2]. - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3]. Revenue and Sales Estimates - Analysts predict 'Sales to external customers - Transit Segment' will reach $762.91 million, a 5.4% increase from the year-ago quarter [5]. - The estimated 'Sales to external customers - Freight Segment' is $2.01 billion, reflecting a 4.6% increase from the previous year [5]. Backlog Estimates - The total backlog is expected to reach $22.34 billion, compared to $22.08 billion from the same quarter last year [5]. - The average prediction for 'Backlog - Transit Group' is $4.42 billion, up from $4.15 billion in the same quarter last year [6]. - The consensus estimate for 'Backlog - Freight Group' stands at $17.92 billion, slightly down from $17.93 billion year-over-year [6]. Income from Operations - 'Adjusted Income from operations - Transit Segment' is projected at $104.42 million, compared to $91.00 million in the same quarter last year [7]. - 'Adjusted Income from operations - Freight Segment' is expected to be $487.43 million, up from $462.00 million year-over-year [7]. - The 'Income from operations - Freight Segment' is estimated at $434.84 million, compared to $391.00 million last year [8]. - The 'Income from operations - Transit Segment' is projected to reach $91.71 million, up from $82.00 million in the previous year [8]. Stock Performance - Over the past month, Wabtec shares have returned +6%, outperforming the Zacks S&P 500 composite's +5.4% change [8].

Core Insights - Alstom has engaged Rothschild Martin Maurel for a liquidity contract, with a report detailing transactions from January 1, 2025, to June 30, 2025 [1] - The liquidity account showed a total of 19,563 buy transactions and 22,488 sell transactions, involving 7,262,678 securities, with transaction amounts of €149,362,897.45 for buys and €149,345,792.22 for sells [1] - Alstom reported sales of €18.5 billion for the fiscal year ending March 31, 2025, emphasizing its commitment to sustainable transportation solutions [3] Transaction Details - The number of buy transactions was 19,563, with a total amount of €149,362,897.45 [1] - The number of sell transactions was 22,488, with a total amount of €149,345,792.22 [1] - The liquidity account resources as of December 31, 2024, were also noted, although specific figures were not detailed in the report [1] Company Overview - Alstom operates in 63 countries with a workforce of over 86,000 employees from 184 nationalities [3] - The company focuses on innovative and sustainable transportation solutions, including high-speed trains, metros, and digital mobility services [3] - Alstom is listed in France and is committed to contributing to a low carbon future [3]

Core Points - Kelso Technologies Inc. held its Annual General and Special Meeting on June 3, 2025, with significant shareholder participation [1][2] - A total of 24,737,277 common shares were voted, representing 44.85% of the outstanding shares [2] Election of Directors - The number of directors elected was set at five, with 96.2% of votes in favor [3] - The following nominees were elected with their respective vote percentages: - Frank Busch: 81.24% For - Paul Cass: 77.37% For - Laura Roach: 80.43% For - Jesse V. Crews: 76.69% For - Mark Temen: 81.06% For [3] Appointment of Auditors - Smythe, LLP was reappointed as the auditors with 92.03% of votes in favor [4] Omnibus Equity Incentive Plan - The adoption of the Omnibus Equity Incentive Plan was approved with 69.56% of votes in favor [5] - New officer appointments were made, including: - Frank Busch as President and CEO - Sameer Uplenchwar as CFO - Anthony Andrukaitis retiring as COO on June 30, 2025 - Amanda Smith moving to COO on July 1, 2025 [5] Company Overview - Kelso Technologies is a transportation equipment company focused on rail and automotive sectors, specializing in high-quality rail tank car valves [6] - The company aims to enhance public safety and reduce environmental risks through innovative product designs [6]

Core Viewpoint - Kelso Technologies Inc. reported its first profitable quarter since Q1-2020, with a net income of $412,337 for Q1-2025, indicating a positive turnaround in financial performance [5][11]. Financial Performance Summary - Revenues for Q1-2025 reached $3,158,074, a 19.06% increase from $2,652,604 in Q1-2024 [4][5]. - Gross profit increased to $1,409,754, with a gross profit margin of 45%, up from 42% in the previous year [4][5]. - The company reported a net income of $412,337, compared to a net loss of $698,759 in Q1-2024 [4][5]. - Adjusted EBITDA for Q1-2025 was $412,172, significantly higher than $99,720 in Q1-2024 [4][6]. Liquidity and Capital Resources - As of March 31, 2025, the company had cash of $417,188 and accounts receivable of $1,596,583, compared to cash of $1,066,089 and accounts receivable of $939,641 as of March 31, 2024 [4][8]. - Working capital improved to $2,570,415 from $2,125,386 at the end of 2024 [9]. - Total assets were reported at $6,877,978, down from $10,207,748 in the previous year [6][9]. Strategic Outlook - The company anticipates flat to slightly positive sales growth of 0% to 5% for FY2025 compared to FY2024, focusing on cost discipline in preparation for increased tank car production expected in 2026/2027 [12][15]. - Kelso is seeking full approval from the Association of American Railroads (AAR) for its Bottom Outlet Valve and Angle Valve, which is expected to create new revenue opportunities [13]. - The forecast for tank car deliveries shows a modest increase, with expectations of 10,325 units in 2025, indicating a 15.8% rise over the average from 2021 to 2023 [14].

Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Company Overview - Westinghouse Air Brake Technologies (WAB) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] - The company specializes in manufacturing parts for locomotives, subways, and buses [3] Group 2: Earnings Growth - Wabtec's historical EPS growth rate is 16.3%, with projected EPS growth of 9.3% this year, surpassing the industry average of 8.5% [5] Group 3: Cash Flow Growth - Wabtec's year-over-year cash flow growth is 15.6%, significantly higher than the industry average of 7.6% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 10.9%, compared to the industry average of 6.5% [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Wabtec have increased, with the Zacks Consensus Estimate rising by 3.3% over the past month [9] Group 5: Investment Potential - Wabtec has earned a Growth Score of B and a Zacks Rank 2, indicating it is a potential outperformer and a solid choice for growth investors [11]

Core Points - Kelso Technologies Inc. announces the retirement of Anthony Andrukaitis from the Board of Directors and as Chief Operating Officer, effective June 3rd and June 30th, 2025, respectively [1][2] - Amanda Smith will take over as COO starting July 1, 2025, following a mentorship period with Andrukaitis [1][4] - Mark Temen has been appointed as the sixth member of the Board of Directors, bringing financial expertise to the company [1][5][6] Company Leadership Transition - Andrukaitis has served since October 24, 2011, and has been instrumental in building a strong team and mentoring Smith [2] - His retirement was delayed due to challenges posed by the COVID-19 pandemic and the rail recession [3] - The transition to Smith is expected to be seamless, with the elimination of the Executive Vice President of Operations position as part of cost-reduction efforts [4] Board Composition - Mark Temen's appointment is seen as a significant addition to the Board, enhancing governance with his finance and business experience [5][6] - The Board expresses gratitude for Andrukaitis's long service and contributions to the company [6] Company Overview - Kelso Technologies specializes in the design, production, and distribution of proprietary products for rail and automotive transportation [7] - The company focuses on safety and efficiency in its rail equipment business, particularly in the production of high-quality tank car valves [7]

Core Points - Kelso Technologies Inc. announces the retirement of Anthony Andrukaitis from the Board of Directors effective June 3, 2025, and as Chief Operating Officer effective June 30, 2025, with Amanda Smith set to assume the COO role starting July 1, 2025 [1][4] - Mark Temen has been appointed as the sixth member of the Board of Directors, bringing years of finance and business experience [1][5][6] Management Transition - Andrukaitis has served since October 24, 2011, building a strong team and mentoring Amanda Smith for the COO role [2] - His retirement was delayed due to challenges posed by the COVID-19 pandemic and the rail recession, during which he provided guidance to the new management team [3] - Amanda Smith expressed gratitude for Andrukaitis's mentorship and leadership during difficult business challenges [4] Board Composition - The Corporate Governance and Nominating Committee welcomed Mark Temen to the Board, highlighting his financial expertise as a valuable addition [5][6] - The company expressed appreciation for Andrukaitis's long service and contributions to the organization [6] Company Overview - Kelso Technologies specializes in the creation, production, sales, and distribution of proprietary products for rail and automotive transportation, focusing on safety and operational efficiency [7]