Wabtec Corp. (WAB) beat expectations in Q2 FY2026 on revenue of $3.2B versus the $3.1B estimate (+17.5% YoY) and EPS of $2.76. The next Wabtec Corp. (WAB) earnings date is Oct 28, 2026. Below is the full Wabtec Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Wabtec Corp. (WAB) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±5.4% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±10.6% (options-derived · into Oct 28, 2026)
Institutional ownership
92.7% (13F as of 2026-06-30)
Top 10 holders
48.6% (of shares outstanding)
Insider activity
0 buys / 12 sells (recent Form 4 filings)
Revenue
$3.2B (vs $3.1B est · +3.4% surprise · +17.5% YoY)
EPS
$2.76 (vs $2.60 est · +6.2% surprise · +18.9% YoY)
Share price
$297.62 (+0.0%)
Market cap
$50.3B
Wabtec Corp. (WAB) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$3.2B vs $3.1B est
$2.76 vs $2.60 est
+6.2%
+13.1%
Beat
Q2 FY2026
$3.0B vs $3.0B est
$2.71 vs $2.51 est
+8.0%
+4.6%
Mixed
Q1 FY2026
$3.0B vs $2.9B est
$2.10 vs $2.08 est
+1.0%
+3.0%
Mixed
Q4 FY2025
$2.9B vs $2.9B est
$2.32 vs $2.28 est
+1.8%
-0.5%
In line
Q3 FY2025
$2.7B vs $2.8B est
$1.96 vs $2.17 est
-9.7%
-8.0%
Miss
Q2 FY2025
$2.6B vs $2.6B est
$2.28 vs $2.03 est
+12.3%
+7.9%
Mixed
Q1 FY2025
$2.6B vs $2.6B est
$1.68 vs $1.74 est
-3.4%
-5.6%
Mixed
Q4 FY2024
$2.7B vs $2.7B est
$2.00 vs $1.90 est
+5.3%
-0.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Fmr LLC
12.6%
21.4M
$5.8B
+8.4%
Blackrock, INC.
8.2%
13.9M
$3.7B
+1.0%
Vanguard Capital Management LLC
6.5%
11.1M
$3.0B
+0.0%
State Street Corp
4.7%
7.9M
$2.1B
+2.1%
Price T Rowe Associates INC /Md/
4.3%
7.3M
$2.0B
-9.1%
Vanguard Portfolio Management LLC
4.2%
7.2M
$1.9B
+0.2%
Geode Capital Management, LLC
2.7%
4.5M
$1.2B
-0.8%
Fil Ltd
2.1%
3.5M
$950.8M
+0.7%
Nordea Investment Management Ab
1.8%
3.1M
$835.5M
-13.0%
Invesco Ltd.
1.6%
2.8M
$753.5M
+31.1%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Mendonca Rogerio
officer: President, Equipment Group
2026-08-21
Sell
3K
$864427
Mendonca Rogerio
officer: President, Equipment Group
2026-08-21
Sell
9
$2666
Fetsko Michael
officer: Pres., Freight Components Grp.
2026-08-20
Sell
3K
$868334
Fetsko Michael
officer: Pres., Freight Components Grp.
2026-08-20
Sell
288
$84627
Sbrocco Gregory
officer: EVP Operations
2026-08-17
Sell
952
$285600
Santana Rafael
director, officer: President and CEO
2026-08-04
Sell
80
$23717
Santana Rafael
director, officer: President and CEO
2026-08-04
Sell
120
$35721
Santana Rafael
director, officer: President and CEO
2026-08-04
Sell
334
$99831
What you'll find
Next Wabtec Corp. (WAB) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Wabtec Corp. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Wabtec Corp. (WAB)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Wabtec Corp.'s next earnings date?
Wabtec Corp.'s (WAB) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Wabtec Corp. (WAB) beat or miss earnings?
In Q2 FY2026, Wabtec Corp. (WAB) posted beat results — revenue of $3.2B versus the $3.1B estimate (+3.4% surprise) and EPS of $2.76 versus $2.60 expected (+6.2% surprise). Magnisto decodes every Wabtec Corp. (WAB) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Wabtec Corp. beat earnings estimates?
Over its last 8 reported quarters, Wabtec Corp. (WAB) beat Wall Street EPS estimates 4 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Wabtec Corp. (WAB) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Wabtec Corp. stock move after earnings?
Over its last 8 quarterly reports, Wabtec Corp. (WAB) moved an average of ±5.4% the day after earnings — ranging from -8.0% (Q3 FY2025) to +13.1% (Q3 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±10.6% (derived). Magnisto tracks the realized post-earnings move for every Wabtec Corp. (WAB) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Wabtec Corp.?
Institutions hold about 92.7% of Wabtec Corp.'s (WAB) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Fmr LLC (12.6%), Blackrock, INC. (8.2%), Vanguard Capital Management LLC (6.5%). Magnisto lists Wabtec Corp.'s (WAB) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Wabtec Corp. (WAB)?
In the most recent Form 4 filings Magnisto tracks, Wabtec Corp. (WAB) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Wabtec Corp. (WAB) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Wabtec Corp. (WAB), anchored to the current $297.62 share price, so you can weigh the bull, base and bear cases for Wabtec Corp. side by side.
Is Wabtec Corp. (WAB) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Wabtec Corp. fits your own thesis and risk profile. This is research, not investment advice.