earnings
confidence high
sentiment positive
materiality 0.80
Wabtec Q2 Adj EPS $2.27 (+15.8%); raises FY2025 Adj EPS guidance to $8.55-$9.15
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
2025-Q2 EPS reported
$3.84
revenue$5,316,000,000
- GAAP EPS $1.96 (+19.5% YoY); Adjusted EPS $2.27 (+15.8% YoY) on sales $2.71B (+2.3%).
- Adjusted operating margin expanded 1.8 pts to 21.1%; 12-month backlog up 11.9% to $8.21B.
- Freight segment sales flat; Transit up 8.7% on higher OE and aftermarket sales.
- 2025 revenue guidance raised to $10.925B-$11.225B including Evident acquisition closed July 1.
- Adjusted EPS guidance raised to $8.55-$9.15 (mid-point +$0.20); expects >90% cash conversion.
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