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WAB Q3 deep dive: margin expansion and backlog growth offset revenue shortfall

yf_tkr_WAB · 2026-10-22

$WAB

Rail equipment company Westinghouse Air Brake Technologies (NYSE:WAB) missed Wall Street’s revenue expectations in Q3 2026, but sales rose 8.1% year on year to $3.12 billion. The company’s full-year revenue guidance of $12.45 billion at the midpoint came in 0.8% below analysts’ estimates. Its non-GAAP profit of $2.83 per share was 3.5% above analysts’ consensus estimates.

Sector coverage: Industrials · Railroads

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