Back to top

Image: Bigstock

Compared to Estimates, Wabtec (WAB) Q3 Earnings: A Look at Key Metrics

Read MoreHide Full Article

For the quarter ended September 2026, Westinghouse Air Brake Technologies (WAB - Free Report) reported revenue of $3.12 billion, up 8.1% over the same period last year. EPS came in at $2.83, compared to $2.32 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.18 billion, representing a surprise of -2%. The company delivered an EPS surprise of +4.04%, with the consensus EPS estimate being $2.72.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Wabtec performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Sales to external customers- Freight Group- Equipment: $679 million compared to the $727.78 million average estimate based on two analysts. The reported number represents a change of +0.3% year over year.
  • Sales to external customers- Freight Group- Components: $395 million compared to the $380.63 million average estimate based on two analysts. The reported number represents a change of +5.3% year over year.
  • Sales to external customers- Transit Segment: $883 million compared to the $894.52 million average estimate based on two analysts. The reported number represents a change of +11.4% year over year.
  • Sales to external customers- Freight Group- Services: $794 million versus the two-analyst average estimate of $809.1 million. The reported number represents a year-over-year change of +6.7%.
  • Sales to external customers- Freight Segment: $2.24 billion compared to the $2.26 billion average estimate based on two analysts. The reported number represents a change of +6.9% year over year.
  • Sales to external customers- Freight Group- Digital Intelligence: $369 million compared to the $356.16 million average estimate based on two analysts. The reported number represents a change of +24.2% year over year.
  • Income (loss) from operations- Freight Segment: $515 million compared to the $543.64 million average estimate based on two analysts.
  • Adjusted Income (loss) from operations- Transit Segment: $160 million versus $158.52 million estimated by two analysts on average.
  • Adjusted Income (loss) from operations- Freight Segment: $591 million compared to the $581.64 million average estimate based on two analysts.
  • Income (loss) from operations- Transit Segment: $145 million versus the two-analyst average estimate of $151.02 million.

View all Key Company Metrics for Wabtec here>>>

Shares of Wabtec have returned -2.2% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Published in