Wabtec (WAB)
NYSEIndustrialsRailroadsSnapshot 2026-10-30
$279.60-2.09%
Close 2026-10-30 · 1-day change
NYSEIndustrialsRailroadsSnapshot 2026-10-30
Research Workspace
Put WAB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction Machinery & Heavy Transportation Equipment is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating margin near 17.5%: Direct metric needs a verified mapping.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskWAB rests on continued earnings growth and margin expansion, supported by recent earnings beats and major services orders. Revenue growth slowed to 8.1% in Q3 from 17.5% in Q2, despite another earnings beat. WAB trades at 28× P/E versus an 19× peer median, near its 29× historical multiple. The price reflects less growth than our forecast, leaving that peer premium dependent on earnings delivery. A 22% modeled next-quarter miss probability adds risk, and the margin pillar remains unverified. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. WAB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering WAB (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for WAB in the last 4 months.
Continue this research
Compare WAB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WAB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction Machinery & Heavy Transportation Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put WAB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Deliver profitable sales growth across Freight and Transit
New Transit contract adds sales and supports growth, though its scale is modest relative to Wabtec.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $279.60
The last 12 months of price, then the range of analyst 12-month targets from today’s $279.60.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Deliver profitable sales growth across Freight and Transit
₹839 crore Vande Bharat orders support growth in Wabtec’s international rail business.
Advances: Deliver profitable sales growth across Freight and Transit
A $94 million sleeper-train order supports Transit sales growth.
Advances: Focus on future sales and earnings growth
Raised profit outlook and earnings beat support growth expectations and reinforce the intact thesis.
Advances: Maintain and expand operating margins
Higher EPS outlook and Integration 3.0 margin gains advance earnings and margin objectives.
Advances: Maintain and expand operating margins
Reported margin expansion drove a profit beat, supporting the operating-margin objective.
Dividend declaration supports disciplined capital allocation objective.
Advances: Focus on future sales and earnings growth
Earnings stability supports future sales and earnings growth.
