What changed
$WAB — ADD 📊
Westinghouse Air Brake Technologies Corporation provides locomotives, equipment, systems, and services for the freight rail and passenger transit industries worldwide.
🎯 Q1 FY26 | Rev $3B | EPS $2.71 vs $2.52 🟢
💡 Consensus expected EPS of $2.52, but delivered $2.71, and raised FY guidance to $10.25-$10.65 vs prior likely ~$10.00. The market's forward multiple of 26x fails to fully reflect the growth trajectory; re-rating to 28-30x is possible as estimates are revised upward.
📉 Reward/Risk: 2.05:1
🏢 Business Quality: 8/10 - WAB is a leading rail technology company with a wide moat, strong aftermarket, and digital growth.
📊 Valuation: fair - forward P/E 26x on guided midpoint $10.45, in line with historical forward P/E of 20-25x and peers at 22-25x; not cheap but reasonable given...
📊 Our read: ADD. Full analysis →
https://stockduty.xyz/s/WAB0619
Also in play: $WCN $RSG $WM $GFL $CWST $CNHI
Why it matters
Westinghouse Air Brake Technologies Corporation provides locomotives, equipment, systems, and services for the freight rail and passenger transit industries worldwide.