Wabtec (WAB) Expected to Announce Quarterly Earnings on Wednesday

Key Points

• Q1 2026 earnings: Wabtec will report before the market opens on April 22, with analysts expecting $2.62 EPS and $3.0796 billion in revenue and the company guiding FY2026 EPS to a 10.050–10.450 range.
• Shareholder returns: Wabtec raised its quarterly dividend to $0.31 (annualized $1.24, ~0.5% yield) and authorized a $1.2 billion share repurchase, about 2.9% of outstanding shares.
• Recent performance and sentiment: Wabtec beat the prior quarter with $2.10 EPS and revenue up 14.8% YoY; the stock trades at a P/E of ~39 with a market cap around $45.7 billion and a consensus analyst rating of "Moderate Buy" (target $275.75).

Wabtec (NYSE:WAB - Get Free Report) is anticipated to announce its Q1 2026 results before the market opens on Wednesday, April 22nd. Analysts expect the company to announce earnings of $2.62 per share and revenue of $3.0796 billion for the quarter. Wabtec has set its FY 2026 guidance at 10.050-10.450 EPS. Investors may review the information on the company's upcoming Q1 2026 earning report for the latest details on the call scheduled for Wednesday, April 22, 2026 at 8:30 AM ET.

Wabtec (NYSE:WAB - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The transportation company reported $2.10 EPS for the quarter, topping analysts' consensus estimates of $2.08 by $0.02. The company had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.86 billion. Wabtec had a return on equity of 14.12% and a net margin of 10.48%.The company's quarterly revenue was up 14.8% compared to the same quarter last year. During the same period last year, the business posted $1.68 EPS. On average, analysts expect Wabtec to post $9 EPS for the current fiscal year and $10 EPS for the next fiscal year.

Wabtec Stock Performance

Wabtec stock opened at $268.37 on Wednesday. The stock's 50-day moving average is $252.36 and its 200-day moving average is $225.64. The company has a market cap of $45.67 billion, a price-to-earnings ratio of 39.29, a price-to-earnings-growth ratio of 2.03 and a beta of 0.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.11 and a quick ratio of 0.57. Wabtec has a 12 month low of $165.17 and a 12 month high of $275.84.

Wabtec Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Tuesday, February 17th were issued a $0.31 dividend. This is a positive change from Wabtec's previous quarterly dividend of $0.25. The ex-dividend date was Tuesday, February 17th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 0.5%. Wabtec's dividend payout ratio (DPR) is 18.16%.

Wabtec declared that its board has approved a share repurchase program on Wednesday, February 11th that permits the company to repurchase $1.20 billion in outstanding shares. This repurchase authorization permits the transportation company to repurchase up to 2.9% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company's board of directors believes its stock is undervalued.

Insiders Place Their Bets

In other news, CEO Rafael Santana sold 1,163 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $243.10, for a total value of $282,725.30. Following the completion of the sale, the chief executive officer owned 190,744 shares in the company, valued at approximately $46,369,866.40. This trade represents a 0.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Gina Trombley sold 4,013 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $241.87, for a total value of $970,624.31. Following the completion of the sale, the executive vice president owned 13,841 shares of the company's stock, valued at approximately $3,347,722.67. This trade represents a 22.48% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 31,512 shares of company stock valued at $8,160,028. Company insiders own 0.57% of the company's stock.

Institutional Investors Weigh In On Wabtec

A number of large investors have recently modified their holdings of the stock. Price T Rowe Associates Inc. MD grew its stake in Wabtec by 20.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 7,965,503 shares of the transportation company's stock valued at $1,700,238,000 after purchasing an additional 1,344,744 shares in the last quarter. State Street Corp grew its stake in Wabtec by 2.6% during the 4th quarter. State Street Corp now owns 7,658,040 shares of the transportation company's stock valued at $1,634,609,000 after purchasing an additional 197,610 shares in the last quarter. Wellington Management Group LLP grew its stake in Wabtec by 3.6% during the 3rd quarter. Wellington Management Group LLP now owns 3,304,183 shares of the transportation company's stock valued at $662,390,000 after purchasing an additional 116,329 shares in the last quarter. Farallon Capital Management LLC grew its stake in Wabtec by 12.3% during the 4th quarter. Farallon Capital Management LLC now owns 2,476,003 shares of the transportation company's stock valued at $528,503,000 after purchasing an additional 270,905 shares in the last quarter. Finally, Boston Partners grew its stake in Wabtec by 1.9% during the 3rd quarter. Boston Partners now owns 2,304,832 shares of the transportation company's stock valued at $462,057,000 after purchasing an additional 43,376 shares in the last quarter. Institutional investors and hedge funds own 91.69% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on WAB shares. Morgan Stanley restated an "overweight" rating and issued a $315.00 price objective on shares of Wabtec in a report on Tuesday, February 17th. Citigroup raised their price objective on Wabtec from $283.00 to $292.00 and gave the stock a "buy" rating in a report on Thursday, April 9th. Wall Street Zen downgraded Wabtec from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. JPMorgan Chase & Co. cut their price objective on Wabtec from $290.00 to $280.00 and set a "neutral" rating on the stock in a report on Friday, April 10th. Finally, Jefferies Financial Group restated a "buy" rating and issued a $290.00 price objective (down from $300.00) on shares of Wabtec in a report on Tuesday, March 31st. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $275.75.

Wabtec Company Profile

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.

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