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For the quarter ended June 2026, Westinghouse Air Brake Technologies (WAB - Free Report) reported revenue of $3.18 billion, up 17.5% over the same period last year. EPS came in at $2.76, compared to $2.27 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.08 billion, representing a surprise of +3.2%. The company delivered an EPS surprise of +4.94%, with the consensus EPS estimate being $2.63.
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:
Sales to external customers- Freight Group- Equipment: $737 million versus the two-analyst average estimate of $731.64 million.Sales to external customers- Freight Group- Components: $398 million versus the two-analyst average estimate of $382.96 million.Sales to external customers- Transit Segment: $936 million versus $885.7 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +18.9% change.Sales to external customers- Freight Group- Services: $748 million compared to the $689.24 million average estimate based on two analysts.Sales to external customers- Freight Segment: $2.24 billion versus the two-analyst average estimate of $2.19 billion. The reported number represents a year-over-year change of +16.9%.Sales to external customers- Freight Group- Digital Electronics: $360 million compared to the $393.57 million average estimate based on two analysts.Income (loss) from operations- Freight Segment: $504 million versus $528.26 million estimated by two analysts on average.Adjusted Income (loss) from operations- Transit Segment: $166 million versus the two-analyst average estimate of $145.19 million.Adjusted Income (loss) from operations- Freight Segment: $579 million versus the two-analyst average estimate of $566.26 million.Income (loss) from operations- Transit Segment: $146 million compared to the $139.69 million average estimate based on two analysts.View all Key Company Metrics for Wabtec here>>>
Shares of Wabtec have returned -2.5% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.