Oct. 20 at 12:46 AM
$WAB "Heads up alert! Only three days until Upcoming earnings on Wednesday, 10/22/2025 for
$WAB
Neutral (5.3)
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Wabtec Corporation (WAB) has recently garnered significant attention due to a landmark
$4.2 billion locomotive order from Kazakhstan, marking the largest contract in the company's history.
This deal positions Wabtec as a crucial player in the international rail markets, particularly in Kazakhstan, and underscores the company's expanding influence in global infrastructure development.
Despite this positive development, insider activity reveals that some insiders have sold substantial shares, potentially indicating some hesitancy regarding the stock's immediate prospects.
Financially, Wabtec exhibits solid performance with a Price-to-Earnings (P/E) ratio that aligns closely with industry averages, reflecting a balanced market valuation.
The company's Earnings Per Share (EPS) growth has been robust, supported by consistent revenue increases and strategic cost management.
Revenue forecasts suggest continued growth, bolstered by international contracts like the one with Kazakhstan.
Comparatively, Wabtec's technological focus and strategic cost reductions give it an edge over certain peers, despite its premium valuation.
Regarding the upcoming earnings report, Wabtec is set to release its third-quarter 2025 results on October 22, 2025.
Historically, the company has a strong track record of beating analyst estimates, which bodes well for the upcoming release.
Analysts project a double-digit increase in earnings, reflecting optimism about Wabtec's financial performance.
The company's consistent earnings momentum could positively impact its stock price, especially if it beats estimates once again.
In terms of sector performance, the transportation equipment industry, to which Wabtec belongs, faces headwinds such as inflation and supply chain disruptions.
However, Wabtec, along with peers like Ryder and Greenbrier, stands out for its earnings growth and shareholder returns.
This resilience positions Wabtec favorably within the sector, even as some companies grapple with challenges.
Despite recent underperformance relative to some industry peers, analysts remain moderately optimistic about Wabtec's prospects, driven by its strategic initiatives and growth opportunities.
- Funds were net sellers of
$WAB during the previous reporting quarter.
- Funds with large holdings in
$WAB include:
- Select Equity Group LP, MV:
$850MM. Fund Rank: 68%
www.selectequity.com
- Farallon Capital Management LLC, MV:
$274MM. Fund Rank: 70%
www.faralloncapital.com
- Ensign Peak Advisors, MV:
$68MM. Fund Rank: 67%
- Alyeska Investments, MV:
$61MM. Fund Rank: 79%
- Value Holdings Management Company LLC, MV:
$49MM. Fund Rank: 75%
- Last 10 days performance: -2%
- Last 30 days performance: 4%
- Last 90 days performance: -9%
Some of the latest news articles:
- Title: Should Wabtec’s Record Kazakhstan Locomotive Order Shape Investors’ View of Global Growth Prospects for WAB?
Publication Date: 10/18/2025 9:10:46 AM, Source: yahoo
URL: https://finance.yahoo.com/news/wabtec-record-kazakhstan-locomotive-order-091046136.html?.tsrc=rss
- Title: Southwest Airlines to Report Q3 Earnings: What's in the Cards?
Publication Date: 10/17/2025 4:17:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/southwest-airlines-report-q3-earnings-161700664.html?.tsrc=rss
- Title: Gear Up for Wabtec (WAB) Q3 Earnings: Wall Street Estimates for Key Metrics
Publication Date: 10/17/2025 1:15:05 PM, Source: yahoo
URL: https://finance.yahoo.com/news/gear-wabtec-wab-q3-earnings-131505958.html?.tsrc=rss
- Title: How to Find Strong Transportation Stocks Slated for Positive Earnings Surprises
Publication Date: 10/17/2025 1:00:03 PM, Source: yahoo
URL: https://finance.yahoo.com/news/strong-transportation-stocks-slated-positive-130003700.html?.tsrc=rss
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