Wabtec (NYSE:WAB) Issues FY 2026 Earnings Guidance

Wabtec (NYSE:WAB) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 10.050-10.450 for the period, compared to the consensus earnings per share estimate of 10.180. The company issued revenue guidance of $12.2 billion-$12.5 billion, compared to the consensus revenue estimate of $11.6 billion.

Wabtec Trading Up 0.5%

NYSE WAB opened at $245.99 on Wednesday. The company has a market capitalization of $42.05 billion, a price-to-earnings ratio of 35.75, a price-to-earnings-growth ratio of 1.67 and a beta of 1.01. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.42 and a quick ratio of 0.75. Wabtec has a 12 month low of $151.81 and a 12 month high of $248.78. The company’s fifty day moving average price is $223.92 and its two-hundred day moving average price is $206.12.

Wabtec Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 17th will be paid a $0.31 dividend. The ex-dividend date is Tuesday, February 17th. This is an increase from Wabtec’s previous quarterly dividend of $0.25. This represents a $1.24 annualized dividend and a dividend yield of 0.5%. Wabtec’s dividend payout ratio (DPR) is 14.53%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on WAB shares. Wolfe Research raised Wabtec from a “peer perform” rating to an “outperform” rating and set a $245.00 target price on the stock in a report on Thursday, January 8th. Susquehanna raised their price objective on shares of Wabtec from $240.00 to $280.00 and gave the company a “positive” rating in a research report on Monday, January 26th. Bank of America boosted their target price on shares of Wabtec from $228.00 to $233.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Morgan Stanley lifted their price target on shares of Wabtec from $257.00 to $264.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, JPMorgan Chase & Co. increased their price objective on Wabtec from $215.00 to $245.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Wabtec currently has a consensus rating of “Moderate Buy” and a consensus price target of $241.00.

Insiders Place Their Bets

In related news, CEO Rafael Santana sold 1,798 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $212.17, for a total value of $381,481.66. Following the completion of the transaction, the chief executive officer directly owned 125,941 shares of the company’s stock, valued at $26,720,901.97. This trade represents a 1.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Rogerio Mendonca sold 2,019 shares of Wabtec stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $214.51, for a total transaction of $433,095.69. Following the sale, the insider owned 9,516 shares in the company, valued at $2,041,277.16. This represents a 17.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 13,875 shares of company stock worth $2,978,789 in the last 90 days. 1.10% of the stock is owned by company insiders.

More Wabtec News

Here are the key news stories impacting Wabtec this week:

• Positive Sentiment: CSX awarded Wabtec a major fleet modernization order (~$670M) to supply and upgrade locomotives — a clear near-term revenue/bookings boost. CSX signs $670M deal with Wabtec to modernize locomotive fleet with new and upgraded units
• Positive Sentiment: Wabtec announced roughly $2.5 billion in train-related deals (broader order momentum beyond CSX) that support forward backlog and potential production leverage. Wabtec signs $2.5 billion in train deals. Will there be new Erie jobs?
• Positive Sentiment: Wabtec boosted its quarterly dividend by 24% to $0.31, signaling cash-flow confidence and making the stock more attractive to income-focused investors. Wabtec Rewards Shareholders With 24% Hike in Quarterly Dividend
• Positive Sentiment: Short interest fell ~13.9% in January to ~1.82M shares (1.1% of float) with a short-interest ratio of ~2.8 days — reduced short pressure can amplify upside on positive news.
• Neutral Sentiment: Market participants are awaiting Wabtec’s Q4 earnings/report preview — expectations and guidance will be key to sustaining the rally. Wabtec (WAB) Q4 Earnings Report Preview: What To Look For

Institutional Investors Weigh In On Wabtec

Large investors have recently modified their holdings of the stock. Quadrant Capital Group LLC grew its position in shares of Wabtec by 1.3% in the third quarter. Quadrant Capital Group LLC now owns 4,082 shares of the transportation company’s stock valued at $818,000 after purchasing an additional 54 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Wabtec by 5.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,399 shares of the transportation company’s stock worth $299,000 after buying an additional 70 shares in the last quarter. Larson Financial Group LLC grew its stake in shares of Wabtec by 23.6% in the third quarter. Larson Financial Group LLC now owns 377 shares of the transportation company’s stock valued at $76,000 after acquiring an additional 72 shares in the last quarter. IHT Wealth Management LLC increased its position in Wabtec by 1.7% during the second quarter. IHT Wealth Management LLC now owns 4,571 shares of the transportation company’s stock worth $957,000 after acquiring an additional 78 shares during the period. Finally, Bank of Nova Scotia raised its stake in Wabtec by 0.5% in the 2nd quarter. Bank of Nova Scotia now owns 17,890 shares of the transportation company’s stock worth $3,745,000 after purchasing an additional 97 shares in the last quarter. 91.69% of the stock is currently owned by institutional investors.

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.