| WAB |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.68 vs. cons $2.63 |
MEDIUM |
| WAB |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$3.02B vs. cons $3.075B |
MEDIUM |
| WAB |
Report |
Freight segment operating income (Q2 2026) |
BEAT |
pred ~$540M vs. cons $528M |
MEDIUM |
| WAB |
Guide |
FY2026 Adjusted EPS guidance (midpoint) |
LOWER |
guide ~$10.75 vs. cons $11.00 (FY2026) |
MEDIUM |
| WAB |
Guide |
FY2026 Revenue guidance (midpoint) |
LOWER |
guide ~$12.35B vs. cons $12.50B (FY2026) |
MEDIUM |
| WAB |
Guide |
H2 2026 Services growth (mix flip from Equipment-led) |
BETTER |
guide ~+3% vs. cons ~0% (H2 2026) |
LOW |
| WAB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| WAB |
Return |
5-day cumulative residual |
-0.5% (FADE) |
Day-1 likely skews negative as revenue misses again (repeating the Q1 pattern) even with an EPS beat, against a stretched ~37x multiple and sell-side targets already raised into the print (Stephens $320, JPM $300). But WAB's underlying setup (record backlog +38% YoY, tariff mitigation, Dellner/Frauscher/Inspection Tech ramping ahead of plan, constructive AAR freight data) supports dip-buying, so the initial reaction should partially reverse over the week rather than compound. FY guidance likely gets a modest raise but stays below the ~$11 Street EPS consensus, capping upside revisions; management's own flag that Q4 tariff costs step up again limits out-period estimate momentum, preventing a strong follow-through rally, hence a fade back toward roughly flat rather than a durable extension of day-1 moves. |
LOW |