Westinghouse Air Brake Technologies Corp
F:WB2
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
W
|
Westinghouse Air Brake Technologies Corp
F:WB2
|
US |
|
Telefonica SA
MAD:TEF
|
ES |
|
L
|
Liberty Media Corp
LSE:0JUJ
|
US |
|
A
|
Aurubis AG
F:NDA
|
DE |
|
E
|
ENGIE Energia Chile SA
SGO:ECL
|
CL |
|
S
|
Southwest Airlines Co
XBER:SWN
|
US |
|
Valens Semiconductor Ltd
NYSE:VLN
|
IL |
|
MDU Resources Group Inc
NYSE:MDU
|
US |
|
H
|
Hershey Co
XMUN:HSY
|
US |
|
S
|
Sasol Ltd
XBER:SAOA
|
ZA |
|
Sekisui House Ltd
OTC:SKHSF
|
JP |
|
A
|
Arctic Paper SA
XBER:A0P
|
PL |
|
O
|
Old Mutual Ltd
JSE:OMU
|
ZA |
|
Lifetime Brands Inc
F:LH1
|
US |
|
B
|
Brown-Forman Corp
SWB:BF5B
|
US |
|
K
|
Keurig Dr Pepper Inc
DUS:DP5
|
US |
|
Sands China Ltd
OTC:SCHYF
|
MO |
|
G
|
Golden MV Holdings Inc
XPHS:HVN
|
PH |
|
FibroGen Inc
F:1FG0
|
US |
|
L
|
La-Z-Boy Inc
F:LAZ
|
US |
|
E
|
Eastman Chemical Co
SWB:EAC
|
US |
|
M
|
Magellan Health Inc
F:MAH1
|
US |
|
Banco de Sabadell SA
LSE:0H00
|
ES |
|
N
|
Neodecortech SpA
LSE:0DEQ
|
IT |
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies, better known as Wabtec, makes equipment and software used by railroads and transit systems. Its products include locomotive parts, braking systems, signaling and control equipment, rail car components, and maintenance tools. It also sells digital systems that help rail operators monitor trains, manage fleets, and keep equipment running safely. Wabtec’s main customers are freight railroads, passenger rail operators, railcar owners, and companies that maintain rail equipment. It earns money by selling new equipment, replacement parts, repair services, and software and support contracts. A large part of its business is recurring because trains and rail networks need constant maintenance, upgrades, and replacement of worn parts. What makes Wabtec important in the industry is that it sits in the middle of the rail supply chain: it does not run railroads, but it supplies the hardware and software that keep them moving. Its installed base of locomotives, brakes, and control systems gives it a steady aftermarket business, since customers often return to the same vendor for parts and service over many years.
Westinghouse Air Brake Technologies, better known as Wabtec, makes equipment and software used by railroads and transit systems. Its products include locomotive parts, braking systems, signaling and control equipment, rail car components, and maintenance tools. It also sells digital systems that help rail operators monitor trains, manage fleets, and keep equipment running safely.
Wabtec’s main customers are freight railroads, passenger rail operators, railcar owners, and companies that maintain rail equipment. It earns money by selling new equipment, replacement parts, repair services, and software and support contracts. A large part of its business is recurring because trains and rail networks need constant maintenance, upgrades, and replacement of worn parts.
What makes Wabtec important in the industry is that it sits in the middle of the rail supply chain: it does not run railroads, but it supplies the hardware and software that keep them moving. Its installed base of locomotives, brakes, and control systems gives it a steady aftermarket business, since customers often return to the same vendor for parts and service over many years.
Beat and raise: Wabtec said first-quarter operational results were slightly better than expected and raised the midpoint of adjusted EPS guidance to $10.25 to $10.65, while leaving revenue guidance unchanged.
Strong backlog: Backlog stayed a major strength, with 12-month backlog up 13% and multiyear backlog above $30 billion, up 38%, giving management confidence in future growth.
Tariffs manageable: Management said all announced tariffs are already included in guidance, sees no revenue impact, and expects margin pressure in the first half of the year to ease in the second half.
Acquisitions helping: Inspection Technologies, Frauscher and Dellner are all running ahead of plan, adding to sales growth and supporting margin and backlog strength.
Quarter details: Equipment revenue surged, Transit grew strongly, and adjusted operating margin improved to 21.9% despite tariffs, inflation and the Digital project exit.
Q2 outlook: Management said the second quarter should look broadly similar to the first in revenue growth, margin growth and EPS, excluding nonrecurring nonoperating benefits.
