Wabtec (NYSE:WAB) Issues FY 2026 Earnings Guidance

Wabtec (NYSE:WAB) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 10.600-10.900 for the period, compared to the consensus earnings per share 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.

Analyst Ratings Changes

WAB has been the subject of several recent research reports. Citigroup cut their target price on shares of Wabtec from $313.00 to $311.00 and set a “buy” rating for the company in a research report on Monday, July 13th. Stephens upgraded shares of Wabtec to a “strong-buy” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. lifted their price target on shares of Wabtec from $290.00 to $300.00 and gave the stock a “neutral” rating in a research note on Monday, July 13th. Wolfe Research reissued an “outperform” rating and set a $303.00 price objective on shares of Wabtec in a research report on Thursday, April 23rd. Finally, Susquehanna restated a “positive” rating and issued a $305.00 price objective on shares of Wabtec in a research note on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $293.36.

Wabtec Trading Up 1.8%

Wabtec stock opened at $262.43 on Wednesday. The firm has a 50 day moving average of $263.96 and a 200 day moving average of $253.72. The firm has a market capitalization of $44.53 billion, a price-to-earnings ratio of 37.12, a P/E/G ratio of 1.84 and a beta of 0.94. Wabtec has a 12-month low of $184.26 and a 12-month high of $284.91. The company has a current ratio of 1.02, a quick ratio of 0.54 and a debt-to-equity ratio of 0.42.

Wabtec (NYSE:WAB) last released its earnings results on Wednesday, July 22nd. The transportation company reported $2.76 EPS for the quarter, topping analysts’ consensus estimates of $2.60 by $0.16. Wabtec had a net margin of 10.52% and a return on equity of 14.52%. The company had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $3.07 billion. Wabtec has set its FY 2026 guidance at 10.600-10.900 EPS. As a group, research analysts predict that Wabtec will post 10.64 earnings per share for the current year.

Wabtec Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 18th will be paid 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 0.5%. Wabtec’s dividend payout ratio is 17.54%.

Insider Buying and Selling at Wabtec

In other Wabtec news, CEO Rafael Santana sold 1,163 shares of the firm’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 sale, the chief executive officer directly owned 124,077 shares of the company’s stock, valued at $32,391,541.62. This trade represents a 0.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sameer Gaur sold 1,082 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $263.50, for a total value of $285,107.00. Following the completion of the transaction, the insider owned 11,985 shares in the company, valued at $3,158,047.50. The trade was a 8.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 5,734 shares of company stock valued at $1,504,571 in the last ninety days. 0.57% of the stock is currently owned by insiders.

Institutional Trading of Wabtec

Several institutional investors have recently made changes to their positions in WAB. Corient Private Wealth LLC raised its stake in Wabtec by 602.4% during the 4th quarter. Corient Private Wealth LLC now owns 78,644 shares of the transportation company’s stock valued at $16,787,000 after purchasing an additional 67,448 shares during the period. EP Wealth Advisors LLC bought a new position in Wabtec in the 4th quarter worth approximately $777,000. NewEdge Advisors LLC boosted its stake in Wabtec by 11.9% in the 4th quarter. NewEdge Advisors LLC now owns 3,176 shares of the transportation company’s stock worth $678,000 after purchasing an additional 339 shares during the period. KKM Financial LLC bought a new position in Wabtec in the 4th quarter worth approximately $232,000. Finally, Zacks Investment Management grew its holdings in Wabtec by 1.6% during the 4th 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 in the last quarter. Hedge funds and other 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.