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Sep 30, 2024

Wabtec Q3 2024 Earnings Report

Wabtec demonstrated strong performance with sales, margin, earnings, and operating cash flow growth.

Key Takeaways

Wabtec reported strong Q3 2024 results, with sales growth of 4.4% to $2.66 billion and adjusted EPS up 17.6% to $2.00. The company raised and tightened its full-year adjusted EPS guidance, reflecting confidence in its product innovation, cost management, and execution.

GAAP Diluted Earnings Per Share increased by 22.6% to $1.63; Adjusted Diluted Earnings Per Share increased by 17.6% to $2.00.

GAAP Operating Margin was 16.3%; Adjusted Operating Margin increased by 1.8 points to 19.7%.

Sales grew by 4.4% to $2.66 billion.

The company raised and tightened its 2024 Adjusted Diluted EPS guidance to a range of $7.45 to $7.65.

Total Revenue
$2.66B
Previous year: $2.55B
+4.4%
EPS
$2
Previous year: $1.7
+17.6%
Total Backlog
$22.2B
Previous year: $21.5B
+3.5%
Backlog 12-Month
$7.62B
Previous year: $7.09B
+7.5%
Gross Profit
$880M
Previous year: $792M
+11.1%
Cash and Equivalents
$410M
Previous year: $392M
+4.6%
Free Cash Flow
$496M
Previous year: $386M
+28.5%
Total Assets
$18.6B
Previous year: $18.8B
-0.8%

Wabtec

Wabtec

Forward Guidance

Wabtec raised and tightened its 2024 adjusted EPS guidance to be in the range of $7.45 to $7.65. 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.