Westinghouse Air Brake Technologies Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.2%projected annual EPS growth
Analyst Coverage
12analysts covering
FY Revenue (est.)
$12.5Bnext fiscal year
FY EPS (est.)
$10.86next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 28 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Multi-year Backlog Quarterly30.9BTarget: Sustained growth through international and domestic modernization orders
12-month Backlog Quarterly9.1BTarget: Sustained double-digit year-over-year expansion
Adjusted Operating Margin Quarterly21.9%Target: Expansion of more than 350 basis points over the five-year period through 2029
Operating Cash Flow Conversion Rate Quarterly82.0%Target: Average greater than 90% through 2029
Watch Items
- Integration 3.0 and Portfolio OptimizationTrigger: Slowing margin expansion or failure to achieve the targeted 350+ bps expansion by 2029Action: Re-evaluate cost structures, accelerate synergy capture from recent acquisitions (Dellner, Frauscher, Inspection Technologies), and optimize SG&A leverage.
- Freight Segment Equipment Deliveries and Modernization ActivityTrigger: Services sales decline exceeding 5% or locomotive delivery delaysAction: Engage with Class I railroads to secure fleet modernization agreements (e.g., Union Pacific AC4400 upgrades starting in 2027) and adjust production capacity.
- Macroeconomic and Supply Chain PressuresTrigger: Rising tariff pressures, component shortages, or unfavorable foreign exchange volatilityAction: Implement pricing adjustments, diversify global sourcing, and utilize hedging strategies to mitigate FX and commodity cost impacts.
Research as of 2 Sep 2026