Wabtec Reports Strong Q4 2025 Adjusted EPS Growth, Raises Dividend, Boosts Buyback, and Issues Positive 2026 Guidance
WAB sits 62% above its 52-week low of $151.81 on elevated volume (1.9× avg).
Summary
Wabtec reported strong Q4 2025 adjusted EPS growth and sales, issued positive 2026 guidance, increased its quarterly dividend by 24%, and authorized a $1.2 billion share buyback, all supported by a record $27 billion backlog.
Key Events · Earnings and Guidance · WAB
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Strong Q4 2025 Performance
Adjusted diluted EPS increased 25.0% year-over-year to $2.10, with sales up 14.8% to $2.97 billion.
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Positive 2026 Financial Guidance
Forecasts adjusted diluted EPS between $10.05 and $10.45, representing a 14% increase at the midpoint, and sales between $12.19 billion and $12.49 billion.
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Record Backlog Achieved
Multi-year backlog reached a new record of $27 billion, up 23% from the prior year, providing strong revenue visibility.
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Enhanced Shareholder Returns
The Board increased the quarterly dividend by 24% to $0.31 per share and authorized an additional $1.2 billion for share repurchases.
Analysis · WAB · Manufacturing
Westinghouse Air Brake Technologies Corp. (Wabtec) delivered a robust fourth quarter and full-year 2025, marked by significant adjusted earnings growth and strong sales momentum. The company's adjusted diluted EPS surged 25.0% in Q4, driven by increased sales and operating margin expansion. This positive performance is further bolstered by a record $27 billion multi-year backlog, which provides substantial revenue visibility for future periods. Looking ahead, Wabtec issued optimistic 2026 financial guidance, projecting a 14% increase in adjusted EPS at the midpoint, signaling continued operational strength and strategic execution, including the integration of the Dellner Couplers acquisition. Furthermore, the company demonstrated a strong commitment to shareholder returns by increasing its quarterly dividend by 24% and authorizing a substantial $1.2 billion share repurchase program, reflecting confidence in its financial health and future prospects. This comprehensive update, released while the stock is trading near its 52-week high, reinforces a positive investment thesis.
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At the time of this filing, WAB was trading at $246.50 on NYSE in the Manufacturing sector, with a market capitalization of approximately $42.1B. The 52-week trading range was $151.81 to $248.78. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.