8-K ·Filed Apr 22, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
The raised guidance and strong backlog growth suggest sustained momentum; monitor integration progress of recent acquisitions and execution on margin expansion.
Final — all horizons settled through T+60d
WAB ▲ +0.94% at T+60d
LONG call ✓ call won +0.94% · α vs SPY -4.61% · entry $261.43 → $263.89
T+1d
+3.07%
call +3.07% · α +3.46%
$269.45
settled 5mo ago
T+5d
+1.44%
call +1.44% · α +1.38%
$265.19
settled 5mo ago
T+20d
-2.35%
call -2.35% · α -5.51%
$255.29
settled 5mo ago
T+60d
+0.94%
call +0.94% · α -4.61%
$263.89
settled 2mo ago
Price Chart
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Executive Summary
Wabtec reported strong Q1 2026 results with 13% revenue growth and 18.9% adjusted EPS growth, driven by acquisitions and organic demand. The company raised full-year adjusted EPS guidance to $10.25-$10.65, citing strong backlog and integration benefits.
Key Financial Metrics
EPS
$2.71
est $2.52 · +7.5%
Revenue
$3.0B
est $3.0B · -0.7% · +13.0% YoY
Rating
beat
Guidance
$12.19B-$12.49B
raised
Gross Margin
36%
Key Facts
- Q1 2026 revenue: $2.95B (+13.0% YoY)
- Adjusted EPS: $2.71 (+18.9% YoY)
- Raised 2026 adjusted EPS guidance to $10.25-$10.65 (from $10.05-$10.45)
- Multi-year backlog increased 38.1% YoY to $30.8B
- Repurchased $242M of shares in the quarter
Financial Impact
Revenue $2.95B, Adjusted EPS $2.71
revenueepsguidancebacklogshareholder_return
Risk Factors
- Dilution from recent acquisitions may pressure margins
- Tariff headwinds could impact manufacturing costs
Market Snapshot
Exchange
NYSE
Sector
Railroad Equipment
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-026384 |
| Document: a1q2026earningspresentat.htm | 0001628280-26-026384 |
| Document: wab-20260422.htm | 0001628280-26-026384 |
| Document: 0001628280-26-026384-index-headers.html | 0001628280-26-026384 |
| Document: 0001628280-26-026384-index.html | 0001628280-26-026384 |
| Document: 0001628280-26-026384.txt | 0001628280-26-026384 |
| 8-K Data (Synthetic) | 0001628280-26-026384 |
13 reports for WAB
100% Hit rate best @ T+20▲ +7.09%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | Insider Cluster | $297.62 $289.71 | ▼ −2.66% | ▼ −3.97% | $290.21 (−2.49%) |
Aug 21, 2026 5w ago | Insider Cluster | $297.57 $280.23 | ▼ −5.83% | ▼ −5.55% | $290.21 (−2.47%) |
Jul 27, 2026 9w ago | Insider Cluster | $300.90 $297.62 | ▼ −1.09% | ▼ −4.39% | $290.21 (−3.55%) |
Jul 22, 2026 10w ago | 8-K | $290.00 $292.23 | ▲ +0.77% | ▼ −2.13% | $290.21 (+0.07%) |
Jun 16, 2026 15w ago | Insider Cluster | $272.12 $262.02 | ▼ −3.71% | ▼ −3.91% | $290.21 (+6.65%) |
Apr 22, 2026 23w ago | 8-K | $261.43 $255.29 | ▼ −2.35% | ▼ −5.51% | $290.21 (+11.01%) |
Mar 10, 2026 29w ago | Insider Cluster | $246.52 $269.59 | ▼ −9.36% | ▼ −9.51% | $290.21 (−17.73%) |
Feb 24, 2026 31w ago | Insider Cluster | $264.30 $245.56 | ▼ −7.09% | ▼ −2.10% | $290.21 (+9.81%) |
Feb 24, 2026 31w ago | Insider Cluster | $264.30 $245.56 | ▼ −7.09% | ▼ −2.10% | $290.21 (+9.81%) |
Feb 24, 2026 31w ago | Insider Cluster | $264.30 $245.56 | ▼ −7.09% | ▼ −2.10% | $290.21 (+9.81%) |
Showing 10 of 13
US Market Status
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