Wabtec
NYSE: WAB
Stock price
262.08 USD
(+Infinity%) NaN day
Financial Performance
5Y price score: 305
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%
US$ Per
Share
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184.2
52-week range
284.9
Your model inputs
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
3.7 %
Dividend Yield TTM
0.4 %
Market cap $
$ 44,469
Price / Earnings TTM
37.1
Price / Book TTM
4
PEG TTM
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 %
Business Summary:
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 websiteWabtec — 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.
