Wabtec
About: Westinghouse Air Brake Technologies Corp provides value-added, technology-based products and services for the freight rail and passenger transit industries and the mining, marine, and industrial markets. It provides its products and services through two main business segments: Freight and Transit. The company generates maximum revenue from the Freight segment, which manufactures new and modernized locomotives, provides aftermarket parts and services to existing locomotives, provides components to new and existing freight cars; builds new commuter locomotives; supplies rail control and infrastructure products, including electronics, positive train control equipment, signal design, and engineering services. Geographically, it generates a majority of its revenue from the United States.
Employees: 29,500
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0.53% less ownership
Funds ownership: 91.64% [Q4 2024] → 91.11% (-0.53%) [Q1 2025]
8% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 116
3% less funds holding
Funds holding: 1,040 [Q4 2024] → 1,012 (-28) [Q1 2025]
6% less capital invested
Capital invested by funds: $29.9B [Q4 2024] → $28.2B (-$1.66B) [Q1 2025]
11% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $26.7M
17% less repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 383
29% less funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 10 (-4) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Goldman Sachs Jerry Revich | 0%downside $201 | Neutral Maintained | 24 Apr 2025 |
JP Morgan Tami Zakaria | 4%downside $194 | Neutral Maintained | 24 Apr 2025 |
Susquehanna Bascome Majors | 4%upside $210 | Positive Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 12 articles about WAB published over the past 30 days
