TickerTalks
Browse all tickers →
TickerTalks›$WAB
WAWAB

Westinghouse Air Brake Technologies Corporation

$WAB·$51B·Railroads·Industrials
$305.79+1.6%YTD+41.6%1Y+52.7%
Mentions · last 7 days
2026-07-21: 7 posts2026-07-22: 67 posts2026-07-23: 63 posts2026-07-24: 12 posts2026-07-25: 11 posts2026-07-26: 2 posts2026-07-27: 5 posts167+7%
Price updated 4m ago·X counts updated 22h ago
WAWAB
$WABWestinghouse Air Brake Technologies Corporation
$305.79+1.63%167 posts+7%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WAB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-28

The move is getting stronger, with heavier trading behind it.

Wabtec is at all-time highs on a Q2 blowout with 17.5% revenue growth and raised guidance — the industrial-reshoring wave is doing its job.

Westinghouse Air Brake Technologies (Wabtec) is the dominant supplier of freight-rail locomotives and rail-technology products — a real industrial compounder with global exposure and increasing services/aftermarket revenue. Up 42% YTD and 53% T12M, sitting at 98th percentile of the 52-week range after the Q2 blowout.

This is what a real-business + accelerating industrial looks like when the fundamentals lead:

  • The Q2 print was a blowout: revenue of $3.18B up 17.5% YoY crushing estimates by $110M, EPS of $3.78 beating $2.60 (+45%), plus guidance raised again — that's a genuinely-remarkable print for a mature industrial, and it validates the reshoring-driven demand thesis.
  • The financials support the multi-year setup: quarterly EPS climbed from $1.19 to $3.78 across four quarters, revenue from $2.89B to $3.18B, consensus FY26 EPS of $10.83 growing to $12.37 in FY27 — that's ~14% EPS growth on a business trading at 32x TTM P/E, defensible for the acceleration pace.
  • Insider activity is meaningful but not distributional: officers Gebhardt ($2.1M), DeNinno ($904K), and Gaur ($301K) all did S-Sales on July 27 — that's coordinated executive selling right after a beat, exactly the pattern to note even in a real accelerating setup.

The Oct 28 print is the trigger. Continued revenue growth plus service-aftermarket revenue trajectory extends the ATH tape; anything soft on freight-rail orders or international mix and the 98th-percentile setup gives back on the insider selling. This is one of the cleanest industrial acceleration setups going into H2 2026.

Agrees with X sentimentX is right that Wabtec's Q2 print with 17.5% revenue growth crushing estimates by $110M and raised guidance is a genuine blowout, and reclaiming the key breakout level after weeks of consolidation is real technical confirmation. Agree without qualification; the reshoring wave is real. The honest add: the July 27 insider cluster S-Sale (Gebhardt, DeNinno, Gaur) is worth flagging as a signal even in an accelerating tape.

What to watch: Oct 28 Q3 earnings — total revenue growth, freight-rail segment orders, transit segment revenue, service and aftermarket revenue, and any updated FY guide. A guide reaffirm plus continued revenue growth extends the ATH run; freight orders softening or insider selling continuing turns it.

On the calendar: 2026-10-28 — Q3 earnings

insider officer cluster sell

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-27

Wabtec delivered a blowout Q2 with revenue of $3.18B up 17.5% YoY crushing estimates by $110M, and raised guidance again. The stock hit an all-time high and screens as a top Industrial name annually. Contributors note WAB reclaimed a key breakout level after weeks of consolidation. The reshoring wave supports the industrial thesis.

Read the AI verdict + X sentiment for $WAB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Westinghouse Air Brake Technologies Corporation (WAB) delivers a comprehensive suite of advanced technological solutions, equipment, and services tailored for the global freight railway and urban mass transit sectors. Its operations are bifurcated into two principal divisions: Freight and Transit. The Freight segment develops, produces, and maintains critical components for both newly manufactured and operational freight carriages and locomotives. This includes constructing brand-new commuter-focused locomotives, undertaking comprehensive rebuilding of freight locomotives, and delivering sophisticated railway electronic systems, positive train control (PTC) technology, signal design expertise, and related engineering provisions. This segment also furnishes essential heat exchange and cooling apparatus. Its clientele encompasses major publicly listed railway operators, equipment leasing firms, original equipment manufacturers (OEMs) of locomotives and freight cars, and various utility companies. The Transit segment is responsible for the production and upkeep of components utilized in both new and existing passenger conveyance systems, including regional and high-speed trains, subway cars, light-rail vehicles, and buses. This division also renovates subway cars and supplies HVAC (heating, ventilation, and air conditioning) systems, alongside doors for both buses and subways. This division caters to public transit agencies, municipal governments, leasing corporations, and manufacturers specializing in subway cars and buses. Beyond these core offerings, the company's extensive product portfolio further includes advanced electronically controlled pneumatic braking systems, various railway electronic devices, robust freight car undercarriages, crucial draft gears, couplers, and slack adjusters, as well as air compression and drying units. They also offer diverse heat exchange and cooling solutions, track and switch apparatus, and comprehensive railway braking components. WAB manufactures new switcher locomotives, friction products, and provides extensive overhaul, modernization, and refurbishment services for both transit and freight locomotives and cars. Additionally, their offerings extend to platform screen doors, pantographs, window assemblies, specialized couplers, accessibility lifts and ramps for public transport vehicles, and traction motors. Established in 1869, the company maintains its corporate headquarters in Pittsburgh, Pennsylvania.

Industry overviewAI analysisGenerated by AI from underlying data

Where Railroads sits in its cycle right now — and what that implies for $WAB.

Railroads · Industrials

No material change from last week — FreightCar America benefits from order book rebuilding as shippers and lessors restock depleted car fleets.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+16.5%YTD
+22.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
32.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$2.76$2.60+6.2%
Q1 2026Apr 22, 2026$2.71$2.51+8.0%
Q4 2025Feb 11, 2026$2.10$2.08+1.0%
Q3 2025Oct 22, 2025$2.32$2.28+1.8%
Next earningsWed, Oct 28·consensus EPS $2.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.2B+17.5%36.5%18.9%$3.78$243.0M
Q1 FY26$3.0B+13.0%36.0%17.5%$2.12$153.0M
Q4 FY25$3.0B+14.8%30.0%12.6%$1.19$870.0M
Q3 FY25$2.9B+8.4%34.7%17.0%$1.81$450.0M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.5B$12.5B – $12.5B$10.83$10.74 – $10.968
FY27$13.4B$13.1B – $13.6B$12.37$11.89 – $12.978
FY28$14.2B$13.9B – $14.5B$13.96$12.59 – $15.2710
FY29$13.6B$13.4B – $13.9B$12.53$12.29 – $12.795

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 167.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 24David L DeninnoExec VP, General Counsel, Sec.3.0K sh$904KSellJul 24Eric GebhardtCTO7.1K sh$2.1MSellJul 24Sameer GaurPres., Global Freight Services1.0K sh$301KSellJul 7Rafael SantanaCEO1.2K sh$299KSellJul 6Rafael SantanaCEO1.2K sh$305KSellJun 12Sameer GaurPres., Global Freight Services1.1K sh$285KSellJun 8Rafael SantanaCEO1.2K sh$304KSellJun 5Rafael SantanaCEO1.2K sh$304KSellMay 5David L DeninnoExec VP, General Counsel, Sec.2.5K sh$664KSellMay 5Rafael SantanaCEO1.2K sh$308K
1–10 of 14
+ 10 other (8 awards · 1 inthemoney · 1 other) in window

See when $WAB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Westinghouse Air Brake Technologies (Wabtec) released Q2 2026 earnings and simultaneously disclosed 2026 full-year financial guidance under Reg FD on July 22, 2026, both via press release (Exhibit 99.1). An investor presentation (Exhibit 99.2) was also furnished for meetings. No specific figures appear in the 8-K body; all detail is in the exhibits. Wabtec's results and guidance are a key indicator of global freight and passenger rail equipment demand and services activity.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 38-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 33
+ 11 other (3 13Gs · 2 10-Qs · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Wabtec (WAB) a Solid Growth Stock? 3 Reasons to Think "Yes"zacks.com·1d agoWabtec Q2 Earnings & Revenues Beat Estimates, Up Y/Y, EPS View Raisedzacks.com·6d agoWabtec Q2 Earnings Call Highlightsmarketbeat.com·6d agoCompared to Estimates, Wabtec (WAB) Q2 Earnings: A Look at Key Metricszacks.com·6d agoWabtec Reports Strong Second Quarter 2026 Results, Announces Increase to Full-Year Revenue & Adjusted EPS Guidancebusinesswire.com·7d ago

More in Railroads

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CSX$UNP$CNI$RAIL
Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport