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Mar 31, 2025
Wabtec Q1 2025 Earnings Report
Wabtec posted strong results with significant EPS growth and operating margin expansion in Q1 2025.
Key Takeaways
Wabtec delivered solid Q1 2025 results with revenue of $2.61 billion and adjusted EPS of $2.28. The company saw notable gains in both its Freight and Transit segments, and international markets contributed to higher profitability. Operating margins improved year-over-year, although cash from operations declined due to higher receivables.
Revenue by Segment
Forward Guidance
Wabtec increased its adjusted EPS midpoint guidance by $0.10 to a range of $8.35 to $8.95 for FY25, while revenue guidance remained unchanged.
Positive Outlook
- Adjusted EPS guidance midpoint increased to $8.65.
- Strong Freight and Transit segment performance expected to continue.
- Positive momentum in international markets.
- Operating cash flow conversion expected to exceed 90%.
- Strong liquidity position with $2.54 billion available.
Challenges Ahead
- Guidance range widened due to economic uncertainty.
- Potential volatility in global macroeconomic conditions.
- Higher accounts receivables impacting cash flow.
- Uncertain timing of restructuring and acquisition-related expenses.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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