Wabtec

WAB

Market cap $33.7B

WAB's strong tech focus, cost cuts and earnings momentum give it an edge over FDX despite its premium valuation.

With WAB shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

PITTSBURGH--(BUSINESS WIRE)--Wabtec Corporation (NYSE: WAB) announced it will report 2025 third quarter results before the U.S. financial markets open on October 22, 2025. The company will conduct a conference call to discuss those results with analysts and investors at 8:30 a.m. ET the same day. To listen to the call via webcast, visit Wabtec's website at www.WabtecCorp.com and click on “Events & Presentations” in the “Investor Relations” section. An audio replay of the call will be availa.

Wabtec (WAB) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

This deal is expected to boost the partnership between WAB and KTZ, solidifying WAB's competitive position as a rail technology partner and innovator in the industry.

Wabtec (WAB) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

PITTSBURGH--(BUSINESS WIRE)--Wabtec Corporation (NYSE: WAB) announced today a landmark agreement with National Company Kazakhstan Temir Zholy (KTZ), the national railway of Kazakhstan, to deliver Evolution Series locomotives and provide long-term service support. The multi-year order, valued at $4.2 billion, marks the largest locomotive agreement in Wabtec's history. “For over two decades, our partnership with KTZ has been critical in transforming Kazakhstan's rail industry,” said Rafael Santan.

Headwinds, including inflation, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, R and GBX are likely to stand out.

Wabtec's improving margins, raised earnings guidance, and strong backlog are making its stock more attractive. Recent strategic acquisitions are expected to drive profitable growth and further margin expansion, strengthening Wabtec's market position. Despite Q2 shipment delays and macroeconomic risks, Wabtec's earnings growth outlook remains robust, with upward analyst revisions for the remainder of 2025 and 2026.

WAB's surging backlog and record shareholder returns fuel strong momentum, with its shares rising 16.3% over the past year.