Wabtec WAB Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Net Sales by Business | ||||||
| Freight Segment | $2.12B+11.3% | $2.12B+18.3% | $2.09B+8.4% | $1.92B-0.1% | $1.9B+4.2% | |
| Transit Segment | $835M+17.8% | $842M+6.7% | $793M+8.2% | $787M+8.7% | $709M+5.3% | |
| Gross Profit by Business | ||||||
| Freight Segment | $788M+15.0% | $703M+26.4% | $750M+11.4% | $697M+4.2% | $685M+9.6% | |
| Transit Segment | $273M+27.0% | $263M+9.1% | $252M+21.7% | $241M+17.6% | $215M+13.2% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Freight Segment | $450M+7.1% | $318M+16.5% | $414M+6.2% | $415M+6.1% | $420M+14.1% | |
| Transit Segment | $121M+34.4% | $108M+4.9% | $115M+45.6% | $109M+32.9% | $90M+21.6% | |
| Income (loss) from operations by Business | ||||||
| Freight Segment | $450M+7.1% | $318M+16.5% | $414M+6.2% | $415M+6.1% | $420M+14.1% | |
| Transit Segment | $121M+34.4% | $108M+4.9% | $115M+45.6% | $109M+32.9% | $90M+21.6% | |
| 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%+1.3pp | —— | 35.8%+0.8pp | 36.3%+1.5pp | 36%+1.7pp | |
| Transit Segment | 32.7%+2.4pp | 0.1%-0.6pp | 31.7%+3.5pp | 30.7%+2.4pp | 30.3%+2.1pp | |
| Segment assets by Business | ||||||
| Freight Segment | $16B+21.0% | $16.05B+21.8% | $15.47B+16.7% | $13.39B+0.3% | $13.22B-0.7% | |
| Transit Segment | $5.67B+36.8% | $4.34B+12.5% | $4.45B+8.6% | $4.41B+12.5% | $4.15B+5.3% | |
| Selling, General and Administrative Expense by Business | ||||||
| Freight Segment | $219M+33.5% | $259M+47.2% | $219M+26.6% | $181M+9.7% | $164M+9.3% | |
| Transit Segment | $128M+19.6% | $132M+14.8% | $118M+8.3% | $114M+5.6% | $107M+5.9% | |
| Cost of Product and Service Sold by Business | ||||||
| Freight Segment | $1.33B+9.1% | $1.42B+14.7% | $1.34B+6.8% | $1.22B-2.3% | $1.22B+1.4% | |
| Transit Segment | $562M+13.8% | $579M+5.7% | $541M+2.9% | $546M+5.2% | $494M+2.3% | |
| Intangible assets, amortization expense by Business | ||||||
| Freight Segment | $76M+16.9% | $75M+13.6% | $72M-1.4% | $63M-4.5% | $65M-4.4% | |
| Transit Segment | $11M+37.5% | $6M-53.8% | $5M-16.7% | $6M+20.0% | $8M+33.3% | |
| D&A by Business | ||||||
| Freight Segment | $112M+15.5% | $114M+12.9% | $107M-3.6% | $95M-3.1% | $97M-5.8% | |
| Transit Segment | $24M+20.0% | $19M-17.4% | $17M-5.6% | $18M+12.5% | $20M+25.0% | |
| Research and Development Expense by Business | ||||||
| Freight Segment | $43M+19.4% | $51M+24.4% | $45M+21.6% | $38M-19.1% | $36M-7.7% | |
| Transit Segment | $13M+30.0% | $17M+70.0% | $14M+7.7% | $12M+20.0% | $10M+11.1% | |
| Restructuring Charges by Business | ||||||
| Freight Segment | $2M+100% | $9M-74.3% | $1M-50.0% | $2M+150% | $1M0.0% | |
| Transit Segment | $2M-66.7% | $3M-40.0% | $1M-87.5% | $2M-60.0% | $6M-14.3% | |
| Additions/adjustments by Business | ||||||
| Freight Segment | $6M— | —— | $935M+13,257% | —— | —— | |
| Transit Segment | $475M— | —— | $0— | —— | —— | |
| Foreign currency impact by Business | ||||||
| Freight Segment | -$12M-175% | —— | —— | $13M+187% | $16M+214% | |
| Transit Segment | -$60M-198% | $7M+107% | $0-100% | $122M+1,117% | $61M+274% | |
| Goodwill by Business | ||||||
| Freight Segment | $8.56B+17.9% | $8.57B+18.2% | $8.21B+12.8% | $7.29B+0.3% | $7.26B-0.2% | |
| Transit Segment | $2.06B+35.5% | $1.65B+12.8% | $1.64B+9.0% | $1.65B+14.3% | $1.52B+5.0% | |
| CapEx by Business | ||||||
| Freight Segment | $27M-12.9% | $74M+27.6% | $36M+12.5% | $25M-24.2% | $31M+82.4% | |
| Transit Segment | $18M+80.0% | $42M+68.0% | $14M+16.7% | $12M0.0% | $10M-23.1% | |
| Total Net Sales by Product | ||||||
| Aftermarket | $454M+17.3% | $491M+9.1% | $426M+10.9% | $434M+4.8% | $387M+6.6% | |
| Components | $357M-6.3% | $429M+11.1% | $375M+1.1% | $401M-3.1% | $381M-0.8% | |
| Digital Intelligence | $318M+75.7% | $361M+74.4% | $297M+45.6% | $191M-4.0% | $181M+2.8% | |
| Equipment | $726M+52.5% | $666M+33.5% | $677M+32.0% | $546M-4.2% | $476M-9.5% | |
| Original Equipment Manufacturer | $381M+18.3% | $351M+3.5% | $367M+5.2% | $353M+13.9% | $322M+3.9% | |
| Services | $419M-7.5% | $512M+8.5% | $461M-6.3% | $480M-3.8% | $453M-7.6% |
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.
