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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jerry Revich | Wells Fargo | 8 | 0% |
| Ken Hoexter | Bank of America | 8 | 25% |
| Angel Castillo | Morgan Stanley | 7 | 29% |
| Tami Zakaria | JPMorgan | 7 | 0% |
| Bascome Majors | Susquehanna | 7 | 14% |
| Brady Lierz | Stephens | 6 | 0% |
| Scott Group | Wolfe Research | 6 | 0% |
| Ben Moore | Citigroup | 6 | 0% |
| Steve Barger | KeyBanc Capital Markets | 6 | 0% |
| Rob Wertheimer | Melius Research | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 2 | 12 | 17% |
| Wolfe Research | 2 | 11 | 0% |
| Morgan Stanley | 2 | 11 | 18% |
| Susquehanna |
| 2 |
| 11 |
| 9% |
| KeyBanc Capital Markets | 2 | 10 | 0% |
| Stephens | 2 | 9 | 11% |
| Wells Fargo | 1 | 8 | 0% |
| JPMorgan | 1 | 7 | 0% |
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.
Demand | Revenue Growth | Margin | Guidance Reliability | Trade Tariffs | M&A | Innovation & R&D | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 7 | 5 | 4 | 1 | 2 | 4 | |
| 2025Q1 | 3 | 1 | 3 | 3 | 7 | 3 | ||
| 2025Q2 | 5 | 3 | 2 | 1 | 1 | 5 | 3 | |
| 2025Q3 | 5 | 6 | 4 | 3 | 3 | 3 | 2 | 2 |
| 2025Q4 | 11 | 4 | 5 | 4 | 1 | 1 | 2 | |
| 2026Q1 | 9 | 5 | 6 | 3 | 3 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 3 | 5 | 5 | 11 | 9 |
| Revenue Growth | 7 | 1 | 3 | 6 | 4 | 5 |
| Margin | 5 | 3 | 2 | 4 | 5 | 6 |
| Guidance Reliability | 4 | 3 | 1 | 3 | 4 | 3 |
| Trade Tariffs | 1 | 7 | 1 | 3 | 1 | 3 |
| M&A | 5 | 3 | 1 | 3 | ||
| Innovation & R&D | 2 | 3 | 2 | 2 | 2 | |
| Pricing | 4 | 3 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WAB Wabtec | 8 | +13.0% | |
| CSX CSX Corporation | 7 | +1.7% | |
| NSC Norfolk Southern Railway | 5 | +0.2% | |
| UNP Union Pacific Corporation | 6 | +3.1% |