Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WAB
HoldPremium GrowerWestinghouse Air Brake Technologies Corporation · Industrials · United States · $49.4B · Avg Vol: $240M/d
COMPANY DESCRIPTION
Westinghouse Air Brake Technologies Corporation (Wabtec) is a leading global provider of equipment, systems, digital solutions, and value-added services for the freight and transit rail sectors. The company maintains a formidable competitive moat due to the mission-critical nature of its products, high regulatory barriers to entry, a vast installed base of equipment, and indispensable aftermarket services that generate recurring revenue. Wabtec's integral role in global rail infrastructure and safety positions it as a resilient industrial leader.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.4B | 9.7B | 10.4B | 11.2B | 10.1% | 12.0B | 12.5B | 13.4B | 9.7% |
| EPS | 3.46 | 4.54 | 6.05 | 6.84 | 25.5% | 7.44 | 8.28 | 9.49 | 17.8% |
| Shares | 181.2M | 177.8M | 171.3M | 170.6M | -5.8% | 168.9M | — | — | — |
| Debt | 4.0B | 4.1B | 4.0B | 5.5B | 11.5% | 6.9B | — | — | — |
| Equity | 10.1B | 10.5B | 10.1B | 11.1B | 3.3% | — | — | — | — |
| Op CF | 1.0B | 1.2B | 1.8B | 1.8B | 19.2% | 2.0B | — | — | — |
| Inv CF | -235.0M | -492.0M | -343.0M | -2.7B | — | — | — | — | — |
| Fin CF | -708.0M | -633.0M | -1.4B | 1.0B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of WAB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WAB | Westinghouse Air Brake Technologies Corporation(you) | $49.4B | 50 | Hold |
| NSC | Norfolk Southern Corporation | $78.3B | 44 | Hold |
| CSX | CSX Corporation | $95.0B | 47 | Hold |
| UNP | Union Pacific Corporation | $182.6B | 62 | Hold |
| TRN | Trinity Industries, Inc. | $2.3B | 46 | Hold |
| GBX | The Greenbrier Companies, Inc. | $1.4B | 33 | Sell |
| FERG | Ferguson Enterprises Inc. | $44.2B | 46 | Hold |
| HEI | HEICO Corporation | $47.0B | 57 | Hold |
| HONA | Honeywell Aerospace Inc. | $51.5B | 43 | Hold |
| TDG | TransDigm Group Incorporated | $65.6B | 54 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.2%