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Wabtec WAB Digital Intelligence — Total Net Sales

Other product segments

Equipment
$726M+52.5%
Aftermarket
$454M+17.3%
Services
$419M-7.5%
Original Equipment Manufacturer
$381M+18.3%
Components
$357M-6.3%

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Other financials

Income statement

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Revenue$3.0B+13.0%
Gross profit$1.1B+17.9%
Operating income$517.0M+9.1%
Net income$362.0M+12.4%
EPS (diluted)$2.12+12.8%

Balance sheet

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Cash & equivalents$531.0M-23.9%
Total debt$6.9B+60.5%
Total equity$11.1B+7.1%
Total assets$23.2B+21.5%

Cash flow

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Operating cash flow$199.0M+4.2%
CapEx$46.0M+4.5%
Free cash flow$153.0M+4.1%

Valuation

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Market cap$47.93B+40.0%
Enterprise value$54.31B+43.5%
P/E39.6×+8.7×
P/S4.2×+0.9×

Profitability

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Gross margin34.5%+1.6pp
Operating margin16%0.0pp
Net margin10.5%0.0pp
FCF margin13.1%-0.9pp

Returns & leverage

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Return on equity11.3%+0.7pp
Debt / equity0.6×+0.2×
Current ratio-0.3×

Where this comes from

Reported directly by Wabtec in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Wabtec’s 10-Q, filed April 22, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Wabtec's digital intelligence — total net sales?
Wabtec (WAB) reported digital intelligence — total net sales of $318M in Q1 2026.
How has Wabtec's digital intelligence — total net sales changed year-over-year?
Wabtec's digital intelligence — total net sales increased by 75.7% year-over-year, from $181M to $318M.
What is the long-term trend for Wabtec's digital intelligence — total net sales?
Over 4 years (2021 to 2025), Wabtec's digital intelligence — total net sales has grown at a 12.6% compound annual growth rate (CAGR), from $640M to $1.03B.
What does digital intelligence — total net sales mean?
This metric represents the total revenue generated from the sale of software, digital solutions, and data-driven analytics services within the company's technology portfolio. It captures the financial performance of digital offerings designed to optimize rail operations, improve asset health, and enhance network efficiency for freight and transit customers. This revenue stream reflects the company's strategic shift toward high-margin, recurring digital services and technology-enabled aftermarket support.