The earnings call reflected a positive outlook with strong financial performance, significant backlog growth, and successful strategic acquisitions. However, supply chain issues and a reduction in the railcar forecast were notable challenges.

Company Guidance -

Q3 2025

During the Wabtec Second Quarter 2025 Earnings Conference Call, the company highlighted several key metrics reflecting its strong financial performance and strategic progress. Notably, sales for the second quarter reached $2.7 billion, marking a 2% increase. Adjusted earnings per share (EPS) saw a significant rise of 16% compared to the same quarter last year. The company also reported a total cash flow from operations of $209 million. Wabtec's 12-month backlog increased to $8.2 billion, up 11.9%, showcasing strong momentum and visibility into future performance. In terms of acquisitions, Wabtec committed $3.5 billion to acquire three high-quality businesses, expected to deliver accretive growth and margins. The acquisitions are projected to generate first-year annualized revenues of $850 million, with an expected EBITDA of $217 million at a margin of 25.5%. Looking ahead, Wabtec increased its full-year 2025 guidance, anticipating sales of approximately $11.1 billion and an adjusted EPS between $8.55 and $9.15, up 17% at the midpoint.

Adjusted EPS Growth

Adjusted earnings per share increased by 16% from the previous year, demonstrating strong financial performance amidst economic volatility.

12-Month Backlog Increase

The 12-month backlog reached $8.2 billion, up 11.9%, indicating strong demand and visibility for future operations.

Successful Acquisitions

Acquisitions of Inspection Technologies, DeLiner Couplers, and Frauscher Sensor Technology are expected to deliver accretive growth, with $850 million in annualized revenues and a 25.5% EBITDA margin.

Transit Segment Growth

The Transit segment saw sales increase by 8.7%, driven by elevated infrastructure investment and global ridership.

Improved Operating Margin

Adjusted operating margin improved by 1.8 percentage points to 21.1%, driven by cost management and favorable product mix.

Westinghouse Air Brake Technologies (WAB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

WAB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	2.27 / -	2	―	―	―
Jul 24, 2025	2025 (Q2)	2.18 / 2.27	1.96	15.82% (+0.31)
Apr 23, 2025	2025 (Q1)	2.03 / 2.28	1.89	20.63% (+0.39)
Feb 12, 2025	2024 (Q4)	1.73 / 1.68	1.54	9.09% (+0.14)
Oct 23, 2024	2024 (Q3)	1.88 / 2.00	1.7	17.65% (+0.30)
Jul 24, 2024	2024 (Q2)	1.88 / 1.96	1.41	39.01% (+0.55)
Apr 24, 2024	2024 (Q1)	1.49 / 1.89	1.28	47.66% (+0.61)
Feb 14, 2024	2023 (Q4)	1.58 / 1.54	1.3	18.46% (+0.24)
Oct 25, 2023	2023 (Q3)	1.46 / 1.70	1.22	39.34% (+0.48)
Jul 27, 2023	2023 (Q2)	1.33 / 1.41	1.23	14.63% (+0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WAB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$214.10	$200.44	-6.38%
Apr 23, 2025	$171.32	$181.51	+5.95%
Feb 12, 2025	$207.32	$188.54	-9.06%
Oct 23, 2024	$188.79	$186.43	-1.25%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Westinghouse Air Brake Technologies (WAB) report earnings?

Westinghouse Air Brake Technologies (WAB) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Westinghouse Air Brake Technologies (WAB) earnings time?

Westinghouse Air Brake Technologies (WAB) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is WAB EPS forecast?

WAB EPS forecast for the fiscal quarter 2025 (Q3) is 2.27.

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