For the quarter ended December 2025, Westinghouse Air Brake Technologies (WAB) reported revenue of $2.97 billion, up 14.8% over the same period last year. EPS came in at $2.10, compared to $1.68 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.86 billion, representing a surprise of +3.79%. The company delivered an EPS surprise of +1.45%, with the consensus EPS estimate being $2.07.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Wabtec performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Backlog - Total: $27.41 billion versus the two-analyst average estimate of $24 billion.
- Backlog - Transit Group: $4.91 billion compared to the $4.6 billion average estimate based on two analysts.
- Backlog - Freight Group: $22.49 billion versus the two-analyst average estimate of $19.4 billion.
- Sales to external customers- Freight Segment: $2.12 billion compared to the $2 billion average estimate based on three analysts. The reported number represents a change of +18.3% year over year.
- Sales to external customers- Transit Segment: $842 million versus $853.65 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.7% change.
- Sales to external customers- Freight Group- Services: $667 million versus $666.9 million estimated by two analysts on average.
- Sales to external customers- Freight Group- Components: $429 million compared to the $394.69 million average estimate based on two analysts.
- Sales to external customers- Freight Group- Equipment: $666 million versus $651.24 million estimated by two analysts on average.
- Sales to external customers- Freight Group- Digital Electronics: $361 million versus the two-analyst average estimate of $317.42 million.
- Income (loss) from operations- Freight Segment: $318 million versus the three-analyst average estimate of $399.94 million.
- Adjusted Income (loss) from operations- Transit Segment: $118 million versus the three-analyst average estimate of $133.13 million.
- Adjusted Income (loss) from operations- Freight Segment: $470 million versus the three-analyst average estimate of $445.3 million.
View all Key Company Metrics for Wabtec here>>>
Shares of Wabtec have returned +8.3% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Wabtec (WAB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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