Revenues of WAB increase 4.5% year over year in the first quarter, driven by strong segmental performance.
Railroads are feeling some pain due to ongoing trade uncertainty, but it is yet to trickle down to the companies to railroad suppliers.
Westinghouse Air Brake Technologies Corporation (NYSE:WAB ) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Kyra Yates - VP, IR Rafael Santana - President & CEO John Olin - CFO Conference Call Participants Rob Wertheimer - Melius Research Adam Roszkowski - Bank of America Jerry Revich - Goldman Sachs Daniel Imbro - Stephens Angel Castillo - Morgan Stanley Saree Boroditsky - Jefferies Bascome Majors - Susquehanna Steve Barger - KeyBanc Oliver Holmes - Redburn Atlantic Ivan Yi - Wolfe Research Tami Zakaria - J.P. Morgan Operator Good morning, and welcome to the Wabtec First Quarter 2025 Earnings Conference Call.
The headline numbers for Wabtec (WAB) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Westinghouse Air Brake Technologies (WAB) came out with quarterly earnings of $2.28 per share, beating the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.89 per share a year ago.
Wabtec is bolstered by an uptick in market demand, driving backlog growth. The company's shareholder-friendly initiatives are also commendable.
Wabtec's first-quarter bottom line is expected to have been hurt by escalated operating expenses.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Wabtec (WAB), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Wabtec (WAB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Impressive market demand and shareholder-friendly initiatives are boosting Wabtec's prospects. However, the company is grappling with high operating costs.
The addition of Dellner Couplers is likely to boost WAB's earnings, revenues, and operational performance while also enhancing its product portfolio.