WAB

Union Pacific (UNP) reported Q3 2026 earnings of $3.53 per share, beating consensus by 1.7%, with revenues rising 15.3% to $7.20 billion. Freight revenues grew 14.9% driven by higher carloads and pricing gains, though fuel expenses surged 68.8%.

The company maintains high-single-digit EPS growth outlook for 2026. Other transportation companies showed mixed results: Alaska Air Group beat earnings estimates but faced fuel headwinds, Wabtec beat earnings but missed revenue targets, and J.B. Hunt exceeded both earnings and revenue expectations.

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.

Kuehne & Nagel International (KHNGY) has significantly outperformed the Transportation sector year-to-date, returning 24.9% compared to the sector average of 6.2%. The company holds a Zacks Rank #2 (Buy) with improved analyst sentiment, as consensus earnings estimates have risen 1.2% over the past 90 days. Westinghouse Air Brake Technologies (WAB) is another standout performer with 34.2% year-to-date returns.

A comparison of two Transportation - Equipment and Leasing stocks reveals that AerCap (AER) presents a superior value opportunity compared to Westinghouse Air Brake Technologies (WAB). While both stocks hold a Zacks Rank #2 (Buy) with positive earnings outlooks, AER significantly outperforms WAB on valuation metrics including a forward P/E of 7.56 vs 26.32, a PEG ratio of 0.57 vs 1.93, and a P/B ratio of 1.32 vs 4.3, earning AER a Value grade of A versus WAB's D grade.

Westinghouse Air Brake Technologies (WAB) received an upgrade to Zacks Rank #2 (Buy) based on upward trends in earnings estimates. The company, which manufactures parts for locomotives, subways, and buses, is expected to earn $10.89 per share for fiscal year 2026. Analysts have steadily raised estimates over the past three months, with the Zacks Consensus Estimate increasing 2.3%, positioning the stock in the top 20% of Zacks-covered stocks for potential near-term gains.

Wabtec Corporation (WAB) secured a $700M+ services contract with Guinea's TransGuinean Railway, bringing its Simandou-related business beyond $1.2 billion. The company reported 17.5% revenue growth and a 41.7% surge in multi-year backlog to $30.93 billion in Q2 2026. However, its 23.4X forward P/E valuation premium and 41.6% annual stock gain raise concerns about execution risks and limited room for setbacks.

Zacks recommends Westinghouse Air Brake Technologies (WAB) as a compelling growth stock, citing strong earnings growth of 21.4% (vs. industry average of 14.1%), efficient asset utilization with an S/TA ratio of 0.53 (vs. industry average of 0.44), and positive earnings estimate revisions. The company carries a Growth Score of B and Zacks Rank #2 (Buy), positioning it as a potential outperformer for growth investors.

Westinghouse Air Brake Technologies (WAB) is highlighted as a strong momentum pick with a Zacks Rank #2 (Buy) rating and Momentum Style Score of B. The stock has outperformed its industry and the broader market over multiple timeframes, with shares up 47.97% over the past year compared to the S&P 500's 16.91% gain. Recent earnings estimate revisions have been positive, supporting the bullish outlook.

Norfolk Southern (NSC) beat Q3 earnings expectations with $3.62 EPS and $3.53B in revenues, driven by 3% volume growth and a 125% surge in fuel surcharges. However, the company raised its 2026 operating expense forecast to $9B due to soaring fuel costs, causing operating margins to deteriorate 210 basis points. Operational metrics showed mixed results with declining train speeds and service compliance.

Ryder System (R) has outperformed its industry with a 32.1% share price gain over the past year, driven by expansion initiatives in the Northeast, positive earnings estimate revisions, and significant capital returns to shareholders totaling $664 million in 2025. The company is well-positioned to benefit from e-commerce and logistics growth trends.

International Seaways (INSW) shares have surged 182.6% over the past year, outperforming the shipping industry's 87.9% gain. The company's strong performance is driven by fleet expansion strategies, record quarterly dividends of $5.05 per share, upward earnings estimate revisions, and a solid financial position with $935 million in liquidity. INSW holds a Zacks Rank #1 (Strong Buy) rating.