Westinghouse Air Brake Technologies Corporation (WAB) Stock

Westinghouse Air Brake Technologies Corporation (WAB) is a Industrials stock trading at $262.10 (as of 2026-07-17), with a market capitalization of $44.47B and a trailing P/E of 33.2. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Westinghouse Air Brake Technologies Corporation supplies technology-based equipment, systems, and services for freight rail and passenger transit. It operates through two segments—Freight and Transit—providing components and engineering services for rail vehicles and associated electronics, and supporting passenger vehicle components, refurbishment, and related systems for transit agencies and rail industry customers.

Understand Westinghouse Air Brake Technologies Corporation: how it makes money

Wabtec provides technology-based rail equipment, systems, and services for freight rail and passenger transit, and it makes money by manufacturing and servicing rail components, supplying railway electronics and positive train control equipment, rebuilding locomotives, and providing related engineering and cooling systems for transit and freight operators.

Wabtec's consolidated operating performance is structurally dominated by the Freight segment, since Freight generates most of the company's segment income from operations while Transit contributes much less.

Revenue by segment (latest quarter)
Freight$2.1B
Transit$0.8B

Business quality (Mixed): Clear two-segment structure (Freight and Transit) with segment-level operating income metrics, but the Transit business is smaller, so consolidated results can be more sensitive to what happens in Freight.

Valuation: At 37× earnings, WAB trades 102% above the Shipbuilding & Railroad Equipment average (19×). Note: one-time items can distort reported P/E.

Bull case

  • Freight is the main operating engine: Freight segment income from operations is larger than Transit segment income from operations, indicating most operating contribution comes from Freight.
  • Broad rail offering across products and services: Freight includes manufacturing and service of components for freight cars and locomotives, rebuilds of freight locomotives, railway electronics and positive train control, signal design and engineering services, and heat exchange and cooling systems.
  • Transit-focused products for passenger operations: Transit includes building new commuter locomotives, along with related rail systems and services for passenger transit industries.

Bear case

  • Higher sensitivity to Freight outcomes: Because Freight contributes most of segment operating income, any weakness in Freight profitability could have an outsized impact versus Transit.
  • Transit contribution is smaller: Transit segment income from operations is much smaller than Freight, so there is less ability for Transit to offset unfavorable Freight changes.
Valuation — source: SEC EDGAR (first-party)
Price$262.10
Market Cap$44.47B
P/E Ratio33.2
EV / EBITDA20.5
Price / Book3.99
Price / Sales3.99
FCF Yield2.8%
DCF Value (model)$63.43
DCF Upside vs Price-75.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$11.17B
Net Margin10.5%
Revenue Growth (YoY)14.8%
EPS Growth (YoY)-4.0%
FCF Growth (YoY)-100.0%
Financial Health — source: SEC EDGAR
Altman Z-Score3.51 (safe)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E33.2
Sector P/E (Industrials)28.7
Industry P/E (Shipbuilding & Railroad Equipment)25.7
vs Sector15.9%
vs Industry29.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderFMR LLC ($4.93B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorIndustrials
IndustryShipbuilding & Railroad Equipment
CEORafael Ottoni Santana
Employees29,500
CountryUS
IPO Date1995-06-16

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WAB earnings history · WAB institutional & insider holders · WAB KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.