other material
confidence high
sentiment positive
materiality 0.70
Wabtec outlines five-year growth targets and $75-90M Integration 2.0 savings plan
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
- Five-year targets: mid-single-digit core organic CAGR, 250-300 bps adjusted margin expansion, double-digit adjusted EPS CAGR.
- Integration 2.0: $135-165M restructuring costs over three years for $75-90M annual benefit.
- Cash flow conversion target >90%; disciplined capital allocation to drive higher ROIC.
- CEO Rafael Santana cites strengths in zero-emission, automation, safety trends for shareholder value.