Wabtec (NYSE:WAB) Updates FY 2026 Earnings Guidance

Wabtec (NYSE:WAB) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 10.250-10.650 for the period, compared to the consensus earnings per share estimate of 10.440. The company issued revenue guidance of $12.2 billion-$12.5 billion, compared to the consensus revenue estimate of $12.3 billion.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. JPMorgan Chase & Co. dropped their price target on Wabtec from $290.00 to $280.00 and set a “neutral” rating on the stock in a research report on Friday, April 10th. Wall Street Zen downgraded Wabtec from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Rothschild & Co Redburn raised Wabtec from a “neutral” rating to a “buy” rating and increased their price target for the stock from $262.00 to $285.00 in a research report on Thursday, March 26th. Stephens increased their price target on Wabtec from $230.00 to $290.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $315.00 price objective on shares of Wabtec in a research report on Tuesday, February 17th. Ten investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $289.55.

Wabtec Price Performance

Shares of WAB stock opened at $269.79 on Friday. Wabtec has a 1-year low of $179.25 and a 1-year high of $275.84. The stock’s 50-day moving average is $254.43 and its 200 day moving average is $228.30. The company has a market cap of $45.91 billion, a P/E ratio of 38.16, a PEG ratio of 1.96 and a beta of 0.99. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.02 and a quick ratio of 0.57.

Wabtec (NYSE:WAB) last issued its quarterly earnings data on Wednesday, April 22nd. The transportation company reported $2.71 earnings per share for the quarter, beating analysts’ consensus estimates of $2.62 by $0.09. Wabtec had a return on equity of 14.52% and a net margin of 10.52%.The company had revenue of $2.95 billion for the quarter, compared to the consensus estimate of $3.08 billion. During the same quarter last year, the company earned $2.28 earnings per share. The firm’s revenue for the quarter was up 13.0% compared to the same quarter last year. Wabtec has set its FY 2026 guidance at 10.250-10.650 EPS. Research analysts predict that Wabtec will post 10.5 earnings per share for the current fiscal year.

Wabtec Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 2nd. Shareholders of record on Tuesday, February 17th were paid a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a yield of 0.5%. This is a boost from Wabtec’s previous quarterly dividend of $0.25. The ex-dividend date was Tuesday, February 17th. Wabtec’s dividend payout ratio (DPR) is 17.54%.

Wabtec announced that its board has approved a share repurchase plan on Wednesday, February 11th that allows the company to repurchase $1.20 billion in shares. This repurchase authorization allows the transportation company to purchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling

In other Wabtec news, EVP Gina Trombley sold 4,013 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $241.87, for a total value of $970,624.31. Following the completion of the sale, the executive vice president directly owned 13,841 shares in the company, valued at approximately $3,347,722.67. This trade represents a 22.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Sameer Gaur sold 1,150 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $262.62, for a total value of $302,013.00. Following the completion of the sale, the insider owned 12,017 shares of the company’s stock, valued at approximately $3,155,904.54. This trade represents a 8.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 92,364 shares of company stock valued at $24,522,522 in the last 90 days. 0.57% of the stock is owned by insiders.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Q1 adjusted EPS beat and company raised FY‑2026 EPS range to $10.25–$10.65, with double‑digit sales and backlog expansion cited as drivers of margin and earnings upside. Wabtec Reports First Quarter 2026 Results
• Positive Sentiment: Wells Fargo bumped its price target from $270 to $284 (equal‑weight), providing fresh analyst support for upside. Wells Fargo price target raise
• Positive Sentiment: Technicals look constructive after WAB cleared the 20‑day moving average — a short‑term bullish signal that can attract momentum traders. WAB broke out above 20‑day MA
• Positive Sentiment: WAB is featured in a Zacks roundup of “high‑flying” old‑economy stocks, highlighting momentum and analyst optimism that could sustain buying interest. Zacks high‑flying stocks list
• Neutral Sentiment: Management’s earnings call emphasized “growth amid headwinds” — backlog and segment strength underpin confidence, but commentary flagged near‑term margin pressures and execution priorities. Earnings call summary
• Negative Sentiment: Revenue came in below some analysts’ estimates ($2.95B reported vs. ~ $3.08B consensus in several reports), and outlets flagged margin scrutiny — that miss pushed the stock lower briefly after the print. Revenue miss and stock slip

Institutional Investors Weigh In On Wabtec

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Eisler Capital Management Ltd. purchased a new stake in Wabtec in the third quarter valued at about $212,000. Hilltop Holdings Inc. purchased a new position in shares of Wabtec in the third quarter worth about $206,000. Betterment LLC purchased a new position in shares of Wabtec in the third quarter worth about $203,000. Equitable Holdings Inc. purchased a new position in shares of Wabtec in the fourth quarter worth about $203,000. Finally, Peapack Gladstone Financial Corp purchased a new position in shares of Wabtec in the second quarter worth about $201,000. 91.69% of the stock is currently owned by hedge funds and other institutional investors.

Wabtec Company Profile

Wabtec Corporation (Westinghouse Air Brake Technologies Corporation) is a global provider of equipment, systems and services for the rail industry. The company supplies products and solutions to freight railroads, transit agencies and other industrial operators, focusing on technologies that improve the performance, safety and efficiency of locomotives and rail networks. Wabtec’s business spans new equipment manufacturing, aftermarket parts and services, and digital and control systems for rail operations.

Product and service offerings include locomotive systems and components, braking and air systems, propulsion and traction equipment, signaling and control technologies, and a range of aftermarket services such as maintenance, remanufacturing, parts distribution and fleet modernization.