WAB Westinghouse Air Brake Technologies (WAB) Q2 FY26 earnings call
Wabtec delivered a strong second quarter, surpassing expectations with robust revenue and double-digit EPS growth, driven by solid operational execution and strategic acquisitions. The company raised its full-year guidance, citing a healthy pipeline and significant backlog expansion, particularly in international markets. Management remains focused on productivity gains and integration initiatives to sustain margin expansion despite ongoing inflationary pressures and supply chain challenges.
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WAB operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog Multiyear | $27B+The 12-month backlog closed the year at $8.2 billion, up 7% from the prior year, while the multiyear backlog surpassed $27 billion, up 23%.Source: earnings call transcript | $30B+12-month backlog was up 11% from the prior year, while the multiyear backlog exceeded $30 billion, up 42%.Source: earnings call transcript | — |
| Backlog Freight 12-month | $6.02BFinally, segment 12-month backlog was $6.02 billion.Source: earnings call transcript | $6.64BFinally, the Freight segment's 12-month backlog was $6.64 billion.Source: earnings call transcript | +10.3% |
| Backlog Freight multiyear | $22.49BOur 12-month backlog was up 8.0% while the multiyear backlog of $22.49 billion was up 25.1%.Source: earnings call transcript | $25.33BOur 12-month backlog was up 10.2%, while the multiyear backlog of $25.33 billion was up 47.8%.Source: earnings call transcript | +12.6% |
| Backlog Transit 12-month | $2.21BFinally, Transit segment 12-month backlog for the quarter was $2.21 billion, our 12-month backlog was up 5.1%, while the multiyear backlog was up 14.7%.Source: earnings call transcript | $2.5BFinally, Transit segment 12-month backlog for the quarter was $2.5 billion, and our 12-month backlog was up 14.5%, while the multiyear backlog was up 19.4%.Source: earnings call transcript | +13.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.