Wabtec Reports Strong Third Quarter 2026 Results, Raised and Tightened Adjusted EPS Guidance
Wabtec reported Q3 2026 sales of $3.12 billion, up 8.1% year-over-year, with GAAP EPS of $2.42 (up 33.7%) and adjusted EPS of $2.83 (up 22.0%). Margins expanded broadly — adjusted operating margin rose 1.9 points to 22.9% — and total backlog grew 22.9% to $31.4 billion, providing multi-year visibility. The company raised and tightened 2026 adjusted EPS guidance to $10.85-$11.05, up 22% at the midpoint, while returning $305 million via buybacks and $52 million in dividends during the quarter.
Key figures
- Eps
- 2.42
- Revenue
- 3120000000
- Guidance
- 2026 adjusted EPS raised and tightened to $10.85-$11.05, up $0.20 at the midpoint (up 22.0% YoY); FY26 revenue $12.30B-$12.60B, up 11.5% at midpoint
- Revenue Yoy
- 8.1%
- Buyback
- 305000000
- Net income
- 409000000
- Total debt
- 6380000000
- Adjusted eps
- 2.83
- Eps yoy gaap
- 33.7%
- Total backlog
- 31435000000
- Dividends paid
- 52000000
- Adjusted eps yoy
- 22.0%
- Total backlog yoy
- 22.9%
- Cash from operations
- 455000000
- Twelve month backlog
- 8992000000
- Freight segment sales
- 2237000000
- Gaap operating margin
- 20.0%
- Transit segment sales
- 883000000
- Adjusted operating margin
- 22.9%
AI analysis
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