Wabtec WAB Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Net Sales by Business | ||||||
| Freight Segment | $2.12B-0.4% | $2.12B+1.4% | $2.09B+9.1% | $1.92B+0.9% | $1.9B+6.0% | |
| Transit Segment | $835M-0.8% | $842M+6.2% | $793M+0.8% | $787M+11.0% | $709M-10.1% | |
| Gross Profit by Business | ||||||
| Freight Segment | $788M+12.1% | $703M-6.3% | $750M+7.6% | $697M+1.8% | $685M+23.2% | |
| Transit Segment | $273M+3.8% | $263M+4.4% | $252M+4.6% | $241M+12.1% | $215M-10.8% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Freight Segment | $450M+41.5% | $318M-23.2% | $414M-0.2% | $415M-1.2% | $420M+53.8% | |
| Transit Segment | $121M+12.0% | $108M-6.1% | $115M+5.5% | $109M+21.1% | $90M-12.6% | |
| Income (loss) from operations by Business | ||||||
| Freight Segment | $450M+41.5% | $318M-23.2% | $414M-0.2% | $415M-1.2% | $420M+53.8% | |
| Transit Segment | $121M+12.0% | $108M-6.1% | $115M+5.5% | $109M+21.1% | $90M-12.6% | |
| Interest Expense And Other Net by Business | ||||||
| Freight Segment | $0— | $0— | $0— | $0— | $0— | |
| Transit Segment | $0— | $0— | $0— | $0— | $0— | |
| Gross margin by Business | ||||||
| Freight Segment | 37.3%— | —— | 35.8%-0.5pp | 36.3%+0.3pp | 36%— | |
| Transit Segment | 32.7%+32.6pp | 0.1%-31.6pp | 31.7%+1.0pp | 30.7%+0.4pp | 30.3%+29.6pp | |
| Segment assets by Business | ||||||
| Freight Segment | $16B-0.3% | $16.05B+3.7% | $15.47B+15.5% | $13.39B+1.3% | $13.22B+0.4% | |
| Transit Segment | $5.67B+30.5% | $4.34B-2.5% | $4.45B+1.1% | $4.41B+6.3% | $4.15B+7.4% | |
| Selling, General and Administrative Expense by Business | ||||||
| Freight Segment | $219M-15.4% | $259M+18.3% | $219M+21.0% | $181M+10.4% | $164M-6.8% | |
| Transit Segment | $128M-3.0% | $132M+11.9% | $118M+3.5% | $114M+6.5% | $107M-7.0% | |
| Cost of Product and Service Sold by Business | ||||||
| Freight Segment | $1.33B-6.5% | $1.42B+5.7% | $1.34B+9.9% | $1.22B+0.5% | $1.22B-1.8% | |
| Transit Segment | $562M-2.9% | $579M+7.0% | $541M-0.9% | $546M+10.5% | $494M-9.9% | |
| Intangible assets, amortization expense by Business | ||||||
| Freight Segment | $76M+1.3% | $75M+4.2% | $72M+14.3% | $63M-3.1% | $65M-1.5% | |
| Transit Segment | $11M+83.3% | $6M+20.0% | $5M-16.7% | $6M-25.0% | $8M-38.5% | |
| D&A by Business | ||||||
| Freight Segment | $112M-1.8% | $114M+6.5% | $107M+12.6% | $95M-2.1% | $97M-4.0% | |
| Transit Segment | $24M+26.3% | $19M+11.8% | $17M-5.6% | $18M-10.0% | $20M-13.0% | |
| Research and Development Expense by Business | ||||||
| Freight Segment | $43M-15.7% | $51M+13.3% | $45M+18.4% | $38M+5.6% | $36M-12.2% | |
| Transit Segment | $13M-23.5% | $17M+21.4% | $14M+16.7% | $12M+20.0% | $10M0.0% | |
| Restructuring Charges by Business | ||||||
| Freight Segment | $2M-77.8% | $9M+800% | $1M-50.0% | $2M+100% | $1M-97.1% | |
| Transit Segment | $2M-33.3% | $3M+200% | $1M-50.0% | $2M-66.7% | $6M+20.0% | |
| Additions/adjustments by Business | ||||||
| Freight Segment | $6M— | —— | $935M— | —— | —— | |
| Transit Segment | $475M— | —— | $0— | —— | —— | |
| Foreign currency impact by Business | ||||||
| Freight Segment | -$12M— | —— | —— | $13M-18.8% | $16M+133% | |
| Transit Segment | -$60M-957% | $7M— | $0-100% | $122M+100% | $61M+163% | |
| Goodwill by Business | ||||||
| Freight Segment | $8.56B-0.1% | $8.57B+4.3% | $8.21B+12.6% | $7.29B+0.4% | $7.26B+0.2% | |
| Transit Segment | $2.06B+25.2% | $1.65B+0.4% | $1.64B-0.2% | $1.65B+8.0% | $1.52B+4.2% | |
| CapEx by Business | ||||||
| Freight Segment | $27M-63.5% | $74M+106% | $36M+44.0% | $25M-19.4% | $31M-46.6% | |
| Transit Segment | $18M-57.1% | $42M+200% | $14M+16.7% | $12M+20.0% | $10M-60.0% | |
| Total Net Sales by Product | ||||||
| Aftermarket | $454M-7.5% | $491M+15.3% | $426M-1.8% | $434M+12.1% | $387M-14.0% | |
| Components | $357M-16.8% | $429M+14.4% | $375M-6.5% | $401M+5.2% | $381M-1.3% | |
| Digital Intelligence | $318M-11.9% | $361M+21.5% | $297M+55.5% | $191M+5.5% | $181M-12.6% | |
| Equipment | $726M+9.0% | $666M-1.6% | $677M+24.0% | $546M+14.7% | $476M-4.6% | |
| Original Equipment Manufacturer | $381M+8.5% | $351M-4.4% | $367M+4.0% | $353M+9.6% | $322M-5.0% | |
| Services | $419M-18.2% | $512M+11.1% | $461M-4.0% | $480M+6.0% | $453M-4.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Wabtec break its business down?
- Wabtec (WAB) reports total net sales by business across 2 parts — Freight Segment and Transit Segment. Each is extracted from the segment footnotes and tracked over time.
- Where does Wabtec's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Wabtec's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
