For the quarter ended December 2025, Westinghouse Air Brake Technologies (WAB) reported revenue of $2.97 billion, up 14.8% over the same period last year. EPS came in at $2.10, compared to $1.68 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.86 billion, representing a surprise of +3.79%. The company delivered an EPS surprise of +1.45%, with the consensus EPS estimate being $2.07.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Wabtec performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Backlog - Total: $27.41 billion versus the two-analyst average estimate of $24 billion.
- Backlog - Transit Group: $4.91 billion compared to the $4.6 billion average estimate based on two analysts.
- Backlog - Freight Group: $22.49 billion versus the two-analyst average estimate of $19.4 billion.
- Sales to external customers- Freight Segment: $2.12 billion compared to the $2 billion average estimate based on three analysts. The reported number represents a change of +18.3% year over year.
- Sales to external customers- Transit Segment: $842 million versus $853.65 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.7% change.
- Sales to external customers- Freight Group- Services: $667 million versus $666.9 million estimated by two analysts on average.
- Sales to external customers- Freight Group- Components: $429 million compared to the $394.69 million average estimate based on two analysts.
- Sales to external customers- Freight Group- Equipment: $666 million versus $651.24 million estimated by two analysts on average.
- Sales to external customers- Freight Group- Digital Electronics: $361 million versus the two-analyst average estimate of $317.42 million.
- Income (loss) from operations- Freight Segment: $318 million versus the three-analyst average estimate of $399.94 million.
- Adjusted Income (loss) from operations- Transit Segment: $118 million versus the three-analyst average estimate of $133.13 million.
- Adjusted Income (loss) from operations- Freight Segment: $470 million versus the three-analyst average estimate of $445.3 million.
View all Key Company Metrics for Wabtec here>>>
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
