International Growth And OrdersWabtec announced a $4.2 billion deal with Kazakhstan’s national railway, marking the largest rail equipment contract in the company’s history.
Locomotive Fleet ModernizationWabtec's CEO highlighted significant opportunity for North America locomotive fleet modernization, with over 25% of units exceeding 20 years of age.
Megatrends And Rail ConsolidationWAB is seen as a compelling Buy with exposure to positive megatrends including tech-driven productivity and upside from rail consolidation.