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Jun 30
Wabtec Q2 2025 Earnings Report
Wabtec posted strong Q2 2025 results with higher EPS, revenue growth, and raised full-year guidance.
Key Takeaways
Wabtec delivered a solid quarter, driven by strong transit sales, margin expansion, and increased backlog, while freight sales were flat due to locomotive shipment delays.
Adjusted EPS rose to $2.27, driven by margin expansion
Revenue increased to $2.71B, supported by transit growth
12-month backlog grew 11.9% to $8.21B
Raised full-year adjusted EPS guidance to $8.55–$9.15
Wabtec
Wabtec
Wabtec Revenue by Segment
Revenue by Segment
Freight Revenue
CapyFin.comTransit Revenue
CapyFin.com Forward Guidance
Wabtec raised its 2025 adjusted EPS guidance to $8.55–$9.15, reflecting strong first-half performance and benefits from recent acquisitions.
Positive Outlook
- Raised adjusted EPS guidance to $8.55–$9.15
- Revenue guidance increased by $200M at the mid-point
- M&A expected to drive accretive growth and higher margins
- Strong demand across end markets
- Operating cash flow conversion expected >90% for FY25
Challenges Ahead
- Freight revenue impacted by delayed locomotive deliveries
- Higher inventories affected cash flow
- Economic uncertainty remains a risk
- Multi-year backlog slightly down 1.1% YoY
- Lower mining sales in Freight segment
Revenue & Expenses
Visualization of income flow from segment revenue to net income