WAB Earnings

WAB reported its earnings on 2026-02-11, showcasing a revenue of 2.96B against an estimate of 2.86B, resulting in a 3.67% surprise. The EPS was 2.1, surpassing the expected 2.07 by 1.45%. The stock experienced a 3.23% price change on the earnings day and a 5.37% change over the next five days, reflecting market reactions to the results.

Following WAB's earnings announcement on 2026-02-11, the stock price moved by 3.23% on the day of the release. Over the subsequent five days, it saw a 5.37% change. Historically, WAB's stock price tends to shift by an average of -1.34% in the 10 days leading up to earnings and 1.78% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate WAB's annual revenue to reach 2.90B, while the EPS is projected at 2.50. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates revised upward by 0.04% over the past three months, indicating analyst expectation in the company's performance.

The correlation between WAB's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved revised upward by 0.04%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, WAB's stock price typically moves by -1.34% in the 10 days before its earnings and 1.78% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.50 and revenue of 2.90B.

The earnings call highlights strong financial performance, with significant growth in freight segment sales and margins, robust cash flow, and substantial integration savings. The Q&A section confirms strong international demand and a robust pipeline, despite some uncertainties in North America. The raised EPS guidance and strategic partnerships further bolster confidence. Despite minor concerns about transit segment margins and tariff impacts, the overall sentiment is highly positive, suggesting a strong positive stock price reaction.