Wabtec Digital Intelligence — Total Net Sales decreased by 11.9% to $318.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 75.7%, from $181.00M to $318.00M. Over 4 years (FY 2021 to FY 2025), Digital Intelligence — Total Net Sales shows an upward trend with a 12.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates successful adoption of digital transformation initiatives and growing customer reliance on the company's software ecosystem, while a decrease may signal market saturation or competitive pressure in the digital rail space.
This metric represents the total revenue generated from the sale of software, digital solutions, and data-driven analyti...
Comparable to software-as-a-service (SaaS) or digital industrial revenue streams reported by other heavy equipment and transportation technology peers.
wab_segment_digital_intelligence_total_net_sales| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $160.00M | $160.00M | $160.00M | $153.00M | $164.00M | $187.00M | $225.00M | $187.00M | $195.00M | $181.00M | $210.00M | $176.00M | $199.00M | $204.00M | $207.00M | $181.00M | $191.00M | $297.00M | $361.00M | $318.00M |
| QoQ Change | — | +0.0% | +0.0% | -4.4% | +7.2% | +14.0% | +20.3% | -16.9% | +4.3% | -7.2% | +16.0% | -16.2% | +13.1% | +2.5% | +1.5% | -12.6% | +5.5% | +55.5% | +21.5% | -11.9% |
| YoY Change | — | — | — | — | +2.5% | +16.9% | +40.6% | +22.2% | +18.9% | -3.2% | -6.7% | -5.9% | +2.1% | +12.7% | -1.4% | +2.8% | -4.0% | +45.6% | +74.4% | +75.7% |