Harrison Bauer

Industrials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '25Q1 '26

Focus Areas7 topics

Demand2Competitive Dynamics1Innovation & R&D1Revenue Growth1Capital Allocation1Trade Tariffs1Cost Pressure1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

WABWabtec2 quarters

2026 Q1

if you could assess maybe some of the competitive dynamics for both new and mod locomotives in both North America and internationally

Competitive DynamicsDemandView in transcript →

do you think that with some of the help of the commercialization of your EVO platform later this year that you could see some benefit to your Services revenue growth

Innovation & R&DRevenue GrowthView in transcript →

2025 Q4

Do you see or the need to make any investments in your North American capacity to ramp total new locomotive and mod productions?

DemandCapital AllocationView in transcript →

could you maybe provide what you saw as maybe the realized tariff impact in 2025?

Trade TariffsCost PressureView in transcript →