Wabtec Q4 Outlook: EPS Seen at $2.07 Up 23.2%, Revenues to $2.86B
Analysts expect Wabtec to report Q4 EPS of $2.07, a 23.2% increase year-over-year, on revenues of $2.86 billion, up 10.6%. Freight segment sales are forecast at $2.00 billion (+11.7%) and transit sales at $853.65 million (+8.2%), while total backlog is seen rising to $24.00 billion.
1. Consensus Q4 EPS and Revenue Outlook
Analysts forecast Wabtec’s Q4 earnings of $2.07 per share, reflecting a 23.2% year-over-year increase, on revenues of $2.86 billion, up 10.6% from the prior year period.
2. Freight and Transit Segment Sales Projections
The freight segment is expected to generate $2.00 billion in external sales (+11.7% YoY), while transit segment sales are projected at $853.65 million (+8.2% YoY), underscoring strength across both divisions.
3. Backlog Growth Estimates
Total backlog is forecast at $24.00 billion compared to $22.27 billion a year ago, with transit group backlog seen at $4.60 billion and freight group backlog at $19.40 billion, both marking year-over-year gains.
4. Estimate Revisions and Share Performance
Consensus EPS estimates have been revised upward by 1.5% over the past 30 days, and Wabtec shares have returned 8% in that span, outpacing the S&P 500’s 1.5% decline.