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Westinghouse Air Brake Technologies Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | $2.51 |
| EPS actual | $2.71 |
| EPS Surprise | 7.97% |
| Revenue estimate | 2.963B |
| Revenue actual | 2.95B |
| Revenue Surprise | -0.455% |
| Release date | Feb 11, 2026 |
| EPS estimate | $2.08 |
| EPS actual | $2.10 |
| EPS Surprise | 0.96% |
| Revenue estimate | 2.865B |
| Revenue actual | 2.965B |
| Revenue Surprise | 3.49% |
| Release date | Oct 22, 2025 |
| EPS estimate | $2.28 |
| EPS actual | $2.32 |
| EPS Surprise | 1.75% |
| Revenue estimate | 2.881B |
| Revenue actual | 2.886B |
| Revenue Surprise | 0.178% |
| Release date | Jul 24, 2025 |
| EPS estimate | $2.17 |
| EPS actual | $1.96 |
| EPS Surprise | -9.68% |
| Revenue estimate | 2.77B |
| Revenue actual | 2.706B |
| Revenue Surprise | -2.29% |
Last 4 Quarters for Westinghouse Air Brake Technologies
Below you can see how WAB performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 24, 2025 |
| Price on release | $200.70 |
| EPS estimate | $2.17 |
| EPS actual | $1.96 |
| EPS surprise | -9.68% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $211.91 |
| Jul 21, 2025 | $209.88 |
| Jul 22, 2025 | $211.89 |
| Jul 23, 2025 | $214.38 |
| Jul 24, 2025 | $200.70 |
| Jul 25, 2025 | $197.21 |
| Jul 28, 2025 | $197.01 |
| Jul 29, 2025 | $192.78 |
| Jul 30, 2025 | $190.64 |
| 4 days before | -5.29% |
| 4 days after | -5.01% |
| On release day | -1.74% |
| Change in period | -10.04% |
| Release date | Oct 22, 2025 |
| Price on release | $193.43 |
| EPS estimate | $2.28 |
| EPS actual | $2.32 |
| EPS surprise | 1.75% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $193.61 |
| Oct 17, 2025 | $194.15 |
| Oct 20, 2025 | $196.12 |
| Oct 21, 2025 | $198.00 |
| Oct 22, 2025 | $193.43 |
| Oct 23, 2025 | $196.95 |
| Oct 24, 2025 | $197.63 |
| Oct 27, 2025 | $200.34 |
| Oct 28, 2025 | $197.99 |
| 4 days before | -0.0930% |
| 4 days after | 2.36% |
| On release day | 1.82% |
| Change in period | 2.26% |
| Release date | Feb 11, 2026 |
| Price on release | $254.42 |
| EPS estimate | $2.08 |
| EPS actual | $2.10 |
| EPS surprise | 0.96% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $240.12 |
| Feb 06, 2026 | $246.32 |
| Feb 09, 2026 | $244.74 |
| Feb 10, 2026 | $246.45 |
| Feb 11, 2026 | $254.42 |
| Feb 12, 2026 | $253.79 |
| Feb 13, 2026 | $256.06 |
| Feb 17, 2026 | $259.69 |
| Feb 18, 2026 | $259.33 |
| 4 days before | 5.96% |
| 4 days after | 1.93% |
| On release day | -0.248% |
| Change in period | 8.00% |
| Release date | Apr 22, 2026 |
| Price on release | $261.47 |
| EPS estimate | $2.51 |
| EPS actual | $2.71 |
| EPS surprise | 7.97% |
| Date | Price |
|---|---|
| Apr 16, 2026 | $255.50 |
| Apr 17, 2026 | $263.22 |
| Apr 20, 2026 | $264.26 |
| Apr 21, 2026 | $257.77 |
| Apr 22, 2026 | $261.47 |
| Apr 23, 2026 | $269.51 |
| Apr 24, 2026 | $267.06 |
| Apr 27, 2026 | $267.22 |
| Apr 28, 2026 | $263.18 |
| 4 days before | 2.34% |
| 4 days after | 0.654% |
| On release day | 3.07% |
| Change in period | 3.01% |
Westinghouse Air Brake Technologies Earnings Call Transcript Summary of Q1 2026
Wabtec reported a strong start to 2026 with Q1 sales of ~$3.0B (up 13%) and adjusted EPS of $2.71 (up ~19%). Operational execution exceeded expectations, helped by favorable currency impacts and a lower-than-expected effective tax rate in the quarter. Cash flow from operations was $199M and leverage remained in target (net debt ~2.3x). Backlogs are a key strength: 12-month backlog rose ~13% year-over-year and multiyear backlog exceeded $30B (up ~38%), giving strong visibility into future revenue. Equipment revenue was up sharply (driven by locomotives and mining), Services declined (lower modernization deliveries), and Digital revenue rose (acquisitions Inspection Technologies and Frauscher). Management reiterated disciplined M&A and integration (Dellner, Frauscher, Inspection Technologies running ahead of plan), is executing tariff mitigation (Section 232 changes are effectively neutral to guidance), and raised the 2026 adjusted EPS midpoint to a range of $10.25–$10.65 while keeping revenue guidance unchanged. Management expects modest margin expansion in H1 with tariff-related pressure easing in H2, continued mid-single-digit organic growth for the year, and continued opportunity in international freight and transit markets (India, Europe, Latin America, Africa). Capital allocation remains active: ~$242M in buybacks and $53M in dividends in the quarter.
