| WAB |
Report |
Adjusted EPS |
BEAT |
pred ~$2.62 vs. cons $2.57 |
MEDIUM |
| WAB |
Report |
Revenue |
BEAT |
pred ~$3.00B vs. cons $2.96B |
MEDIUM |
| WAB |
Report |
Adjusted operating margin |
BEAT |
pred ~22.2% vs. cons 21.9% |
MEDIUM |
| WAB |
Guide |
FY2026 adjusted EPS guidance midpoint |
BETTER |
guide ~$10.55 vs. cons $10.50 (FY2026) |
MEDIUM |
| WAB |
Guide |
FY2026 revenue guidance midpoint |
UNCHANGED |
guide ~$12.34B vs. cons $12.35B (FY2026) |
HIGH |
| WAB |
Guide |
2H26 tariff-related margin cadence |
BETTER |
guide ~40 bps 2H margin expansion vs. cons 30 bps (2H2026) |
LOW |
| WAB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| WAB |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A modest EPS beat paired with a ~$0.10 FY2026 midpoint raise would move out-period estimates higher: pred FY2026 EPS ~$10.55 vs. pre-report consensus $10.50, while confirmation of ~40 bps 2H margin expansion versus ~30 bps expected supports 2027 estimate durability. |
MEDIUM |