WAB
Westinghouse Air Brake·NYSE
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WAB fundamentals
Westinghouse Air Brake (WAB) released its earnings on Feb 11, 2026: revenue was 2.87B (YoY +11.02%), beat estimates; EPS was 2.08 (YoY +23.81%), missed estimates.
Revenue / YoY
2.87B
+11.02%
EPS / YoY
2.08
+23.81%
Report date
Feb 11, 2026
WAB Earnings Call Summary for Q4,2025
- Record Growth: 2025 revenue up 7.5%, adjusted EPS up 18.7%. 2026 guidance for 14% EPS growth reflects strong backlog ($27B multiyear) and disciplined execution.
- Acquisition Synergy: $103M run rate savings from Integration 2.0, with 2026-2028 target of $115-140M. Acquisitions of Frauscher and Dellner add $765M to backlog.
- Tariff Headwinds: 2026 peak tariff impact of $50-75M expected in H1, partially offset by cost mitigation. 2025 cash conversion of 104% supports $1.2B buyback and 24% dividend increase.
- EVO Modernization: 10,000-unit global fleet presents >$1B annual opportunity, with first programs launching in 2026. North America fleet aging (25% over 20 years old) drives modernization payback of 20%+ reliability improvement.
EPS
Actual | 0.97 | 0.87 | 0.95 | 0.98 | 0.89 | 1.06 | 1.14 | 1.18 | 1.13 | 1.23 | 1.22 | 1.3 | 1.28 | 1.41 | 1.7 | 1.54 | 1.89 | 1.96 | 2 | 1.68 | 2.28 | 2.27 | 2.32 | 2.08 | ||||||||||
Forecast | 0.9714 | 0.7516 | 0.9033 | 1.0319 | 0.8596 | 0.9601 | 1.124 | 1.1673 | 1.1208 | 1.2219 | 1.2105 | 1.2834 | 1.1942 | 1.3338 | 1.459 | 1.5781 | 1.4858 | 1.8839 | 1.8833 | 1.729 | 2.0257 | 2.1831 | 2.2755 | 2.0819 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.14% | +15.75% | +5.17% | -5.03% | +3.54% | +10.41% | +1.42% | +1.09% | +0.82% | +0.66% | +0.78% | +1.29% | +7.18% | +5.71% | +16.52% | -2.41% | +27.20% | +4.04% | +6.20% | -2.83% | +12.55% | +3.98% | +1.96% | -0.09% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.93B | 1.74B | 1.87B | 2.02B | 1.83B | 2.01B | 1.91B | 2.07B | 1.93B | 2.05B | 2.08B | 2.31B | 2.19B | 2.41B | 2.55B | 2.53B | 2.50B | 2.64B | 2.66B | 2.58B | 2.61B | 2.71B | 2.89B | 2.87B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.04B | 1.70B | 1.80B | 2.04B | 1.85B | 1.87B | 2.08B | 2.18B | 1.98B | 2.06B | 2.15B | 2.21B | 2.12B | 2.22B | 2.41B | 2.48B | 2.40B | 2.64B | 2.68B | 2.62B | 2.61B | 2.77B | 2.88B | 2.87B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -5.19% | +2.01% | +3.73% | -0.65% | -1.15% | +7.75% | -8.11% | -4.85% | -2.52% | -0.82% | -3.24% | +4.49% | +3.36% | +8.54% | +5.95% | +1.77% | +4.18% | +0.21% | -0.68% | -1.50% | +0.08% | -2.29% | +0.18% | +0.09% |
Earnings Call
You can ask Aime
What is Westinghouse Air Brake's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Westinghouse Air Brake year over year?Did Westinghouse Air Brake beat or miss consensus estimates last quarter?What guidance did Westinghouse Air Brake's management provide for the next earnings period?What factors drove the changes in Westinghouse Air Brake's revenue and profit?What were the key takeaways from Westinghouse Air Brake's earnings call?What were the key takeaways from Westinghouse Air Brake’s earnings call?What is Westinghouse Air Brake's gross profit margin?
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