Wabtec

NYSE: WAB

Stock price

262.08 USD

(+Infinity%) NaN day

Financial Performance

Share

5Y price score: 305

Help

The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 275%

DATE RANGE:

US$ Per
Share

By default your notes are visible only to you.

184.2

52-week range

284.9

262.08

Your model inputs

Required return / cost of capital
%
FCFF terminal growth rate
%

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Valuation

Free Cash Flow Yield

Help
FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

3.7 %

Dividend Yield TTM

0.4 %

Market cap $

$ 44,469

Price / Earnings TTM

Help
P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

37.1

Price / Book TTM

4

PEG TTM

Help
Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

2.8

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

23.7 %

225.5 %

275 %

Free cash flow per share growth

(5.9) %

157.7 %

113.1 %

Earnings per share growth

13.1 %

214.7 %

66.6 %

Founded: 1,999

Employees: 29,500

Business Summary:Westinghouse Air Brake Technologies Corporation (WAB) delivers a comprehensive suite of advanced technological solutions, equipment, and services tailored for the global freight railway and urban mass transit sectors. Its operations are bifurcated into two principal divisions: Freight and Transit. The Freight segment develops, produces, and maintains critical components for both newly manufactured and operational freight carriages and locomotives. This includes constructing brand-new commuter-focused locomotives, undertaking comprehensive rebuilding of freight locomotives, and delivering sophisticated railway electronic systems, positive train control (PTC) technology, signal design expertise, and related engineering provisions. This segment also furnishes essential heat exchange and cooling apparatus. Its clientele encompasses major publicly listed railway operators, equipment leasing firms, original equipment manufacturers (OEMs) of locomotives and freight cars, and various utility companies. The Transit segment is responsible for the production and upkeep of components utilized in both new and existing passenger conveyance systems, including regional and high-speed trains, subway cars, light-rail vehicles, and buses. This division also renovates subway cars and supplies HVAC (heating, ventilation, and air conditioning) systems, alongside doors for both buses and subways. This division caters to public transit agencies, municipal governments, leasing corporations, and manufacturers specializing in subway cars and buses. Beyond these core offerings, the company's extensive product portfolio further includes advanced electronically controlled pneumatic braking systems, various railway electronic devices, robust freight car undercarriages, crucial draft gears, couplers, and slack adjusters, as well as air compression and drying units. They also offer diverse heat exchange and cooling solutions, track and switch apparatus, and comprehensive railway braking components. WAB manufactures new switcher locomotives, friction products, and provides extensive overhaul, modernization, and refurbishment services for both transit and freight locomotives and cars. Additionally, their offerings extend to platform screen doors, pantographs, window assemblies, specialized couplers, accessibility lifts and ramps for public transport vehicles, and traction motors. Established in 1869, the company maintains its corporate headquarters in Pittsburgh, Pennsylvania.

Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q1 (Apr 22, 2026)

1) Strategy & Leadership - Wabtec is focused on advancing mission-critical transportation and industrial technologies, aiming to build a more efficient global platform for long-term value creation. - The company reported strong operational results in Q1 2026, with sales of $3 billion, up 13% YoY, and adjusted EPS up 19%. - The backlog remains a key strength, with a 12-month backlog up 13% YoY and a multiyear backlog exceeding $30 billion, up 38%.

2) Financial & Segment Results - Q1 2026 sales were $2.95 billion, reflecting a 13% increase YoY, with strong contributions from both Freight and Transit segments. - Adjusted operating margin improved to 21.9%, despite challenges from tariffs and a Digital portfolio exit. - The Freight segment saw sales up 11.3% with an adjusted operating margin of 26.0%, while Transit segment sales increased 17.8%, supported by the Dellner acquisition.

Metric Q1 2026 Q1 2025 YoY Change
Sales $2.95 billion $2.61 billion +13%
Adjusted EPS $2.71 $2.28 +18.9%
Freight Segment Operating Margin 26.0% 25.7% +0.3 pp
Transit Segment Operating Margin 16.6% 14.6% +2.0 pp

3) Operational Plans & Product Developments - Wabtec secured significant contracts, including a multibillion-dollar mining order and a $210 million modernization project in North America. - The company is progressing with the EVO Modernization build, marking a transition from development to commercialization. - Continued investment in engineering resources is aimed at enhancing fuel efficiency, productivity, and safety across product lines.

4) Guidance & Outlook - Wabtec raised its adjusted EPS guidance for 2026 to a range of $10.25 to $10.65, reflecting approximately 17% growth at the midpoint. - The company expects ongoing demand for its products, with a strong pipeline and visibility into future growth supported by backlog strength. - Despite headwinds from tariffs and inflation, the company remains committed to driving top-line growth and margin expansion.

5) Problems / Headwinds - The company faces challenges from rising input costs, particularly in metals and transportation, which are expected to pressure margins in the first half of 2026. - Tariffs continue to be a significant headwind, although Wabtec has successfully mitigated some of these impacts through operational adjustments. - The transcript lacks specific details on the competitive landscape and potential impacts from customer delays or supply chain issues.

Bottom line: Wabtec's strong Q1 performance, backed by a robust backlog and strategic acquisitions, positions the company well for continued growth despite facing inflationary pressures and tariff challenges. The raised EPS guidance reflects confidence in operational execution and market demand, making it a potentially attractive investment for shareholders.

Annual Reports, Presentations And IR Contacts

Go to the website

Wabtec — Financial Overview, Stock Price, Market Cap

Wabtec is a company. Founded in 1999. As of July 20, 2026, the company's market capitalization is $44469038840 with a current stock price of $262.08.