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Jun 30, 2024

Wabtec Q2 2024 Earnings Report

Wabtec demonstrated strong performance with robust sales and earnings per share growth.

Key Takeaways

Wabtec reported a strong second quarter in 2024, with sales growth of 9.8% to $2.64 billion and adjusted EPS up 39.0% to $1.96. The company raised and tightened its full-year adjusted EPS guidance.

GAAP Diluted Earnings Per Share increased by 54.7%, reaching $1.64; Adjusted Diluted Earnings Per Share rose by 39.0% to $1.96.

GAAP Operating Margin was 16.3%; Adjusted Operating Margin increased by 2.9 percentage points to 19.3%.

Sales grew by 9.8% to $2.64 billion; Freight Segment Sales increased by 13.1%.

The company returned $235 million to shareholders through share repurchases and dividends.

Total Revenue
$2.64B
Previous year: $2.41B
+9.8%
EPS
$1.96
Previous year: $1.41
+39.0%
Total Backlog
$22.1B
Previous year: $22.4B
-1.6%
Backlog 12-Month
$7.33B
Previous year: $7.22B
+1.6%
Gross Profit
$874M
Previous year: $723M
+20.9%
Cash and Equivalents
$595M
Previous year: $371M
+60.4%
Free Cash Flow
$189M
Previous year: $77M
+145.5%
Total Assets
$18.9B
Previous year: $19B
-0.6%

Wabtec

Wabtec

Wabtec Revenue by Segment

Forward Guidance

Wabtec raised and tightened its 2024 adjusted EPS guidance to be in the range of $7.20 to $7.50. Wabtec’s revenue guidance range remains unchanged at $10.25 billion to $10.55 billion. For full year 2024, Wabtec expects operating cash flow conversion of greater than 90 percent.

Revenue & Expenses

Visualization of income flow from segment revenue to net income