Wabtec projects 2026 profit above expectations as locomotive demand surges

Westinghouse Air Brake Technologies Corporation WAB announced today that it expects its 2026 adjusted profit per share to range between $10.05 and $10.45, a forecast that exceeds Wall Street estimates. Alongside this profit outlook, the company issued sales guidance that is also above analyst expectations for the upcoming year. This announcement, made on February 11, 2026, underscores a period of heightened financial expectations for the company's operations in the US US.

The stronger-than-expected guidance is supported by a fourth-quarter performance in which both revenue and adjusted profit beat analyst projections. Management cited several structural drivers for the positive outlook, including structurally higher locomotive deliveries and robust demand for products within the Wabtec digital unit. These elements, combined with growth in the Wabtec freight segment, are projected to result in higher revenue and profitability than previously anticipated, with guidance midpoints for both profit and sales exceeding Wall Street estimates.