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Dec 31, 2024
Wabtec Q4 2024 Earnings Report
Key Takeaways
Wabtec reported strong Q4 2024 results with revenue of $2.58 billion, a 2.3% increase YoY. Adjusted EPS was $1.68, up 9.1% from last year, driven by higher sales and margin expansion. Operating income increased to $334 million, and cash flow from operations reached $723 million. The Transit segment led growth with a 7.1% YoY revenue increase.
Forward Guidance
Wabtec expects mid-single-digit revenue growth and double-digit EPS growth in 2025, supported by a 350+ basis point expansion in adjusted operating margin and strong cash flow conversion.
Positive Outlook
- Expected mid-single-digit revenue growth in 2025
- Adjusted EPS projected between $8.35 to $8.75, up 13.1% at midpoint
- Continued focus on cost control and operational efficiency
- Strong backlog providing visibility for sustained growth
- Board of Directors increased quarterly dividend by 25%
Challenges Ahead
- Potential foreign currency exchange impacts on revenue
- Higher SG&A expenses could offset some margin improvements
- Macroeconomic conditions may affect demand for freight services
- Regulatory and tax uncertainties could impact financial performance
Historical Earnings Impact
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Avg. Return Before/After Earnings
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