Compared to Estimates, Wabtec (WAB) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2025, Westinghouse Air Brake Technologies (WAB) reported revenue of $2.89 billion, up 8.4% over the same period last year. EPS came in at $2.32, compared to $2.00 in the year-ago quarter.The reported revenue represents a surprise of +0.71% over the Zacks Consensus Estimate of $2.87 billion. With the consensus EPS estimate being $2.23, the EPS surprise was +4.04%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Wabtec performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Backlog - Total: $25.58 billion compared to the $22.21 billion average estimate based on two analysts.Backlog - Transit Group: $4.67 billion versus the two-analyst average estimate of $4.79 billion.Backlog - Freight Group: $20.91 billion versus $17.42 billion estimated by two analysts on average.Sales to external customers- Freight Segment: $2.09 billion compared to the $2.09 billion average estimate based on three analysts. The reported number represents a change of +8.5% year over year.Sales to external customers- Transit Segment: $793 million versus $775.31 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.2% change.Sales to external customers- Freight Group- Services: $744 million versus the two-analyst average estimate of $825.16 million.Sales to external customers- Freight Group- Components: $375 million versus the two-analyst average estimate of $387.7 million.Sales to external customers- Freight Group- Equipment: $677 million versus $615.6 million estimated by two analysts on average.Sales to external customers- Freight Group- Digital Electronics: $297 million compared to the $217.26 million average estimate based on two analysts.Income (loss) from operations- Freight Segment: $414 million versus $442.1 million estimated by three analysts on average.Adjusted Income (loss) from operations- Transit Segment: $123 million versus the three-analyst average estimate of $110.54 million.Adjusted Income (loss) from operations- Freight Segment: $513 million versus $498.41 million estimated by three analysts on average.View all Key Company Metrics for Wabtec here>>>Shares of Wabtec have returned +1.8% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Wabtec (WAB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks