Wabtec forecasts 2026 revenue of about $12.5B and adjusted EPS of $10.60-$10.90 as it raises guidance
Seeking Alpha ·
Earnings Call Insights: Wabtec (WAB) Q2 2026 “We delivered a strong first half of the year, which exceeded our expectations despite tariff headwinds, unfavorable business mix and challenging prior-year comparisons,” said Rafael Santana (Chairman & CEO), adding, “sales were $3.2 billion, which was up 17.5%, and adjusted EPS was
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Wabtec raised its guidance, projecting 2026 revenue of $12.5 billion and adjusted EPS of $10.60 to $10.90. Despite tariff headwinds and an unfavorable business mix, first-half revenue grew by 17.5% to $3.2 billion, showing strong performance. This solid result is acting as a factor to improve investment sentiment across the transportation and railway equipment sectors. Investors should closely monitor future supply chain efficiency and margin improvement trends.
상승 영향
- Transportation — Wabtec announced $12.5 billion in 2026 revenue and an upgraded EPS guidance, proving robust demand for rail and transportation infrastructure.
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