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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Wabtec (WAB) is 8/10.
Wabtec delivered Q1 sales of $3B up 13% with adjusted EPS of $2.71 growing 18.9%, raising FY2026 EPS guidance to $10.25-$10.65 representing approximately 17% growth at midpoint. The multiyear backlog surpassed $30B up 38% fueled by a multibillion-dollar mining drive systems order, while the first EVO modernization build commenced. Acquisitions ran ahead of plan but tariff headwinds were peaking, and North American modernization deliveries declined double digits as the digital portfolio exit impacted organic growth.
Scored from Wabtec’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.58B | +2.3% | $1.23 | +2.5% | 30.9% | 12.9% | 8.2% | $639M |
| FY2025 Q1 | $2.61B | +4.5% | $1.88 | +22.9% | 34.5% | 18.2% | 12.3% | $147M |
| FY2025 Q2 | $2.71B | +2.3% | $1.96 | +19.5% | 34.7% | 17.4% | 12.4% | $170M |
| FY2025 Q3 | $2.89B | +8.4% | $1.81 | +11.0% | 34.7% | 17.0% | 10.7% | $450M |
| FY2025 Q4 | $2.96B | +14.8% | $1.18 | -4.1% | 30.0% | 12.6% | 6.8% | $870M |
| FY2026 Q1 | $2.95B | +13.0% | $2.12 | +12.8% | 36.0% | 17.5% | 12.3% | $153M |
| FY2026 Q2 | $3.18B | +17.5% | $2.33 | +18.9% | 36.5% | 18.9% | 12.4% | $243M |