earnings
confidence high
sentiment positive
materiality 0.82
Wabtec Q4 adjusted EPS up 25% YoY to $2.10; 2026 EPS guidance $10.05-$10.45
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
2025-FY EPS reported
$6.83
revenue$11,167,000,000
- Q4 sales $2.97B (+14.8% YoY); FY sales $11.17B (+7.5%); Q4 adjusted EPS $2.10 vs $1.68; FY adjusted EPS $8.97 vs $7.56.
- Multi-year backlog record $27B (+23% YoY); 12-month backlog $8.2B (+7.2%).
- Board increased quarterly dividend 24% to $0.31/share, payable Mar 2, 2026, record Feb 17; buyback authorization raised to $1.2B.
- 2026 guidance: sales $12.19-$12.49B; adjusted EPS $10.05-$10.45 (midpoint +14% vs FY25).
- Freight segment sales +18.3% (locomotive deliveries up); Transit +6.7%; Dellner Couplers acquisition closed Feb 10, 2026.