Wabtec (NYSE:WAB) Releases FY 2026 Earnings Guidance

Wabtec (NYSE:WAB) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 10.600-10.900 for the period, compared to the consensus EPS estimate of 10.620. The company issued revenue guidance of $12.3 billion-$12.6 billion, compared to the consensus revenue estimate of $12.4 billion.

Wabtec Trading Up 2.6%

WAB stock opened at $297.56 on Friday. The firm has a fifty day moving average price of $265.04 and a 200 day moving average price of $254.83. Wabtec has a fifty-two week low of $184.26 and a fifty-two week high of $298.14. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.54 and a current ratio of 1.12. The firm has a market cap of $50.49 billion, a PE ratio of 39.99, a price-to-earnings-growth ratio of 2.07 and a beta of 0.94.

Wabtec (NYSE:WAB) last released its quarterly earnings results on Wednesday, July 22nd. The transportation company reported $2.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.60 by $0.16. Wabtec had a net margin of 10.59% and a return on equity of 15.10%. The company had revenue of $3.18 billion for the quarter, compared to the consensus estimate of $3.07 billion. During the same quarter in the prior year, the firm earned $2.27 earnings per share. Wabtec’s revenue was up 17.5% on a year-over-year basis. Wabtec has set its FY 2026 guidance at 10.600-10.900 EPS. Sell-side analysts anticipate that Wabtec will post 10.64 earnings per share for the current fiscal year.

Wabtec Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Tuesday, August 18th will be issued a $0.31 dividend. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 0.4%. Wabtec’s dividend payout ratio (DPR) is presently 17.54%.

Analyst Ratings Changes

Several equities research analysts have weighed in on WAB shares. Wolfe Research reissued an “outperform” rating and set a $303.00 price objective on shares of Wabtec in a research note on Thursday, April 23rd. Wells Fargo & Company lifted their target price on Wabtec from $284.00 to $315.00 and gave the stock an “equal weight” rating in a report on Thursday. KeyCorp boosted their target price on Wabtec from $308.00 to $340.00 and gave the company an “overweight” rating in a research report on Thursday. Susquehanna increased their price target on Wabtec from $305.00 to $340.00 and gave the company a “positive” rating in a report on Thursday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Wabtec in a report on Friday, July 17th. Ten investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $310.64.

Insiders Place Their Bets

In other news, insider Sameer Gaur sold 1,082 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $263.50, for a total transaction of $285,107.00. Following the completion of the sale, the insider directly owned 11,985 shares of the company’s stock, valued at approximately $3,158,047.50. The trade was a 8.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Rafael Santana sold 1,163 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $261.06, for a total transaction of $303,612.78. Following the completion of the transaction, the chief executive officer owned 124,077 shares in the company, valued at approximately $32,391,541.62. The trade was a 0.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 5,734 shares of company stock valued at $1,504,571. 0.57% of the stock is owned by company insiders.

Trending Headlines about Wabtec

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: Wabtec reported strong Q2 2026 results, with adjusted EPS of $2.76 and revenue of $3.18 billion both topping estimates, while revenue rose 17.5% year over year and margins improved. Article Title
• Positive Sentiment: The company raised FY2026 guidance, now targeting revenue of about $12.3 billion to $12.6 billion and adjusted EPS of $10.60 to $10.90, reinforcing confidence in continued growth. Article Title
• Positive Sentiment: Analysts turned more constructive after the earnings beat, with Stephens lifting its target to $330 and Susquehanna and KeyCorp both raising targets to $340, signaling expectations for additional upside. Article Title
• Neutral Sentiment: Technical coverage also turned supportive, with reports noting WAB crossed above its 20-day and 50-day moving averages, which may be adding momentum to the stock. Article Title
• Neutral Sentiment: JPMorgan, Wells Fargo, and others also lifted price targets, but in some cases kept neutral/equal-weight views, suggesting the stock may be approaching fair value after its strong run. Article Title

Institutional Trading of Wabtec

Institutional investors and hedge funds have recently modified their holdings of the stock. Corient Private Wealth LLC increased its holdings in Wabtec by 602.4% during the 4th quarter. Corient Private Wealth LLC now owns 78,644 shares of the transportation company’s stock worth $16,787,000 after purchasing an additional 67,448 shares during the period. EP Wealth Advisors LLC purchased a new stake in shares of Wabtec in the 4th quarter worth $777,000. NewEdge Advisors LLC grew its position in shares of Wabtec by 11.9% during the 4th quarter. NewEdge Advisors LLC now owns 3,176 shares of the transportation company’s stock worth $678,000 after buying an additional 339 shares in the last quarter. KKM Financial LLC bought a new position in shares of Wabtec during the 4th quarter worth $232,000. Finally, Zacks Investment Management increased its stake in shares of Wabtec by 1.6% during the fourth quarter. Zacks Investment Management now owns 21,120 shares of the transportation company’s stock valued at $4,508,000 after buying an additional 339 shares during the period. Institutional investors own 91.69% of the company’s stock.

About Wabtec

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.