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Wabtec WAB Business Segments

TTM Q1 '26TTM Q4 '25TTM Q3 '25TTM Q2 '25TTM Q1 '25
Total Net Sales by Business
Freight Segment$8.25B+2.7%$8.04B+4.3%$7.71B+2.2%$7.54B0.0%$7.55B+1.0%
Transit Segment$3.26B+4.0%$3.13B+1.7%$3.08B+2.0%$3.02B+2.1%$2.96B+1.2%
Gross Profit by Business
Freight Segment$2.94B+3.6%$2.84B+5.5%$2.69B+2.9%$2.61B+1.1%$2.58B+2.4%
Transit Segment$1.03B+6.0%$971M+2.3%$949M+5.0%$904M+4.1%$868M+3.0%
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business
Freight Segment$1.6B+1.9%$1.57B+3.0%$1.52B+1.6%$1.5B+1.6%$1.47B+3.7%
Transit Segment$453M+7.3%$422M+1.2%$417M+9.4%$381M+7.6%$354M+4.7%
Income (loss) from operations by Business
Freight Segment$1.6B+1.9%$1.57B+3.0%$1.52B+1.6%$1.5B+1.6%$1.47B+3.7%
Transit Segment$453M+7.3%$422M+1.2%$417M+9.4%$381M+7.6%$354M+4.7%
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
Transit Segment95.2%+2.4pp92.8%-0.6pp93.4%+3.5pp89.9%+2.4pp87.5%+2.1pp
Segment assets by Business
Freight Segment$60.91B+4.8%$58.13B+5.2%$55.26B+4.2%$53.05B+0.1%$53.01B-0.2%
Transit Segment$18.87B+8.8%$17.35B+2.9%$16.87B+2.1%$16.51B+3.0%$16.03B+1.3%
Selling, General and Administrative Expense by Business
Freight Segment$878M+6.7%$823M+11.2%$740M+6.6%$694M+2.4%$678M+2.1%
Transit Segment$492M+4.5%$471M+3.7%$454M+2.0%$445M+1.4%$439M+1.4%
Cost of Product and Service Sold by Business
Freight Segment$5.31B+2.1%$5.2B+3.6%$5.02B+1.7%$4.93B-0.6%$4.96B+0.3%
Transit Segment$2.23B+3.1%$2.16B+1.5%$2.13B+0.7%$2.11B+1.3%$2.09B+0.5%
Intangible assets, amortization expense by Business
Freight Segment$286M+4.0%$275M+3.4%$266M-0.4%$267M-1.1%$270M-1.1%
Transit Segment$28M+12.0%$25M-21.9%$32M-3.0%$33M+3.1%$32M+6.7%
D&A by Business
Freight Segment$428M+3.6%$413M+3.3%$400M-1.0%$404M-0.7%$407M-1.5%
Transit Segment$78M+5.4%$74M-5.1%$78M-1.3%$79M+2.6%$77M+5.5%
Research and Development Expense by Business
Freight Segment$177M+4.1%$170M+6.3%$160M+5.3%$152M-5.6%$161M-1.8%
Transit Segment$56M+5.7%$53M+15.2%$46M+2.2%$45M+4.7%$43M+2.4%
Restructuring Charges by Business
Freight Segment$14M+7.7%$13M-66.7%$39M-2.5%$40M+17.6%$34M0.0%
Transit Segment$8M-33.3%$12M-14.3%$14M-33.3%$21M-12.5%$24M-4.0%
Foreign currency impact by Business
Transit Segment$69M-63.7%$190M+121%$86M-43.8%$153M+705%$19M+125%
Goodwill by Business
Freight Segment$32.63B+4.1%$31.33B+4.4%$30.01B+3.2%$29.08B+0.1%$29.06B-0.1%
Transit Segment$7B+8.4%$6.46B+3.0%$6.27B+2.2%$6.14B+3.5%$5.93B+1.2%
CapEx by Business
Freight Segment$162M-2.4%$166M+10.7%$150M+2.7%$146M-5.2%$154M+10.0%
Transit Segment$86M+10.3%$78M+27.9%$61M+3.4%$59M0.0%$59M-4.8%
Total Net Sales by Product
Aftermarket$1.81B+3.9%$1.74B+2.4%$1.7B+2.5%$1.66B+1.2%$1.64B+1.5%
Components$1.56B-1.5%$1.59B+2.8%$1.54B+0.3%$1.54B-0.8%$1.55B-0.2%
Digital Intelligence$1.17B+13.3%$1.03B+17.6%$876M+11.9%$783M-1.0%$791M+0.6%
Equipment$2.62B+10.6%$2.37B+7.6%$2.2B+8.1%$2.03B-1.2%$2.06B-2.4%
Original Equipment Manufacturer$1.45B+4.2%$1.39B+0.9%$1.38B+1.3%$1.36B+3.3%$1.32B+0.9%
Services$1.87B-1.8%$1.91B+2.1%$1.87B-1.6%$1.9B-1.0%$1.92B-1.9%

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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.