Westinghouse Air Brake Technologies Corporation
Westinghouse Air Brake Technologies Corporation (Wabtec) is a global rail-technology company that designs, manufactures and services equipment for freight and passenger operators. Its business mixes capital-intensive product sales (locomotives, braking and signalling systems) with higher-margin aftermarket services and digital fleet-management offerings, giving it recurring revenue alongside project-driven income. Wabtec benefits from a large installed base and long product lifecycles, but demand is influenced by rail operators’ capital spending, macroeconomic cycles and regulatory shifts. The company has pursued acquisitions and technology investments in electrification, automation and emissions reduction to broaden its addressable market. With a market capitalisation around $33.85bn, investors typically watch order backlog, service revenue trends and margin resilience. This is general educational information — not personalised advice — and outcomes can vary; past performance is not a reliable indicator of future results. Suitability depends on an investor’s goals, timeframe and risk tolerance.
Why It's Moving
Wabtec rides rail sector tailwinds amid backlog boom despite recent price dip.
With no major company-specific news in the last week, Wabtec's stock reflects steady rail industry momentum from its record $25.6 billion backlog and raised full-year guidance announced earlier in Q3 2025. Investors are eyeing broader freight demand strength, even as shares edged lower to around $214 recently.
- Record $25.6 billion backlog underscores robust rail equipment demand, fueling long-term revenue visibility.
- Q3 adjusted EPS of $2.32 beat estimates by $0.02, with full-year guidance tightened to $8.85-$9.05, signaling management confidence.
- Rail sector's freight recovery drives peers higher, positioning Wabtec for growth via its Digital Intelligence and core segments.
Wabtec rides rail sector tailwinds amid backlog boom despite recent price dip.
With no major company-specific news in the last week, Wabtec's stock reflects steady rail industry momentum from its record $25.6 billion backlog and raised full-year guidance announced earlier in Q3 2025. Investors are eyeing broader freight demand strength, even as shares edged lower to around $214 recently.
- Record $25.6 billion backlog underscores robust rail equipment demand, fueling long-term revenue visibility.
- Q3 adjusted EPS of $2.32 beat estimates by $0.02, with full-year guidance tightened to $8.85-$9.05, signaling management confidence.
- Rail sector's freight recovery drives peers higher, positioning Wabtec for growth via its Digital Intelligence and core segments.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Westinghouse Air Brake Technologies stock with a target price of $191.67.
Financial Health
Westinghouse Air Brake Technologies Corporation shows strong profits and cash flow, indicating solid business performance.
Dividend
Westinghouse Air Brake Technologies' dividend yield of 0.44% is low, indicating limited returns from dividends. If you invested $1000 you would be paid $4.40 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Aftermarket revenue growth
Recurring service contracts and spare parts can boost predictability and margins, though revenue can fluctuate with rail operators’ maintenance budgets and cycles.
Global rail demand
Exposure to freight and passenger markets across regions spreads opportunity, but macroeconomic conditions and regional regulation influence volume and timing.
Electrification & tech
Investments in electrification, automation and digital maintenance tools could reshape product mix, though execution and competition are meaningful considerations.
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