WAB

Wabtec Corporation reported Q3 2026 earnings of $2.83 per share, beating consensus estimates by 4%, with revenues of $3.12 billion slightly missing expectations. The company raised its full-year 2026 earnings guidance to $10.85-$11.05 per share.

Both Freight and Transit segments showed strong margin expansion (190 and 260 basis points respectively), driven by organic growth, acquisitions, and operational efficiencies. Total backlog reached $31.44 billion, up 22.9% year-over-year.

Westinghouse Air Brake Technologies (WAB) reported quarterly earnings of $2.83 per share, beating consensus estimates of $2.72 and representing a 4.04% surprise. Revenue of $3.12 billion missed estimates by 2%, though it increased from $2.89 billion year-over-year.

The stock has gained 32.8% year-to-date, outperforming the S&P 500's 12.7% gain. WAB received a Zacks Rank #2 (Buy) rating with favorable estimate revision trends.

Wabtec (WAB) is set to report Q3 2026 earnings on Oct. 21 with expected EPS growth of 17.24% and sales growth of 10.32%. Strong aftermarket and OEM demand are expected to drive Freight and Transit revenues up 8.1% and 12.8% respectively.

However, higher operating costs and supply-chain disruptions may pressure profits. The company has beaten earnings estimates in four consecutive quarters.