Wabtec: Full Steam Ahead

The Value InvestorInvesting Group LeaderFollow5ShareSavePlay(9min)CommentsSummaryWabtec trades near all-time highs, driven by robust organic growth, M&A, and record order intake, but valuation now reflects much good news.Recent large contracts and the $960M Dellner-Couplers acquisition have fueled a 23% backlog increase to $27.4B, supporting strong 2026 guidance.2026 outlook calls for 10% sales growth and 12-16% adjusted EPS growth, with continued operating leverage and increased capital returns.Despite strong fundamentals and momentum, Wabtec's 24-25x forward P/E limits risk/reward; I remain cautious and would consider it on significant pullbacks.Looking for more investing ideas like this one? Get them exclusively at Value In Corporate Events. Learn More » JHVEPhoto/iStock Editorial via Getty Images Shares of Wabtec (WAB) have been trading strong, currently changing hands at just over $250 per share, within imminent reach of all-time highs.

Westinghouse Air Brake Technologies benefits from continued organic growth, solid M&A efforts, and a strong orderThis article was written byThe Value Investor27.74K FollowersFollowThe Value Investor has a Master of Science with specialization in financial markets and a decade of experience tracking companies via catalytic company events. As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.