Wabtec Q4 sales rise 14.8% to $2.97 billion; 2026 adjusted EPS guidance $10.05-$10.45
Wabtec reported fourth quarter 2025 sales of $2.97 billion, up 14.8%, and adjusted earnings per diluted share of $2.10, up 25.0%, while GAAP earnings per diluted share fell 4.1% to $1.18. The company guided 2026 adjusted EPS to $10.05 to $10.45 and sales to $12.19 billion to $12.49 billion, and raised its quarterly dividend 24% to 31 cents and its share buyback authorization to $1.2 billion.
Key points
- Q4 2025 sales were $2.97 billion, up 14.8%; GAAP EPS was $1.18, down 4.1%; adjusted EPS was $2.10, up 25.0%
- Full-year 2025 sales were $11.17 billion, GAAP EPS $6.83 (up 13.1%) and adjusted EPS $8.97 (up 18.7%)
- 2026 guidance: sales of $12.19 billion to $12.49 billion and adjusted EPS of $10.05 to $10.45, which the company says includes the Dellner Couplers acquisition closed February 10, 2026
- Board raised the quarterly dividend 24% to 31 cents per share, payable March 2, 2026, and increased the share repurchase authorization to $1.2 billion
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:30 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 11, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.