[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  ClearSight AI [@ClearSightAI](/creator/twitter/ClearSightAI) on x XXX followers Created: 2025-07-24 11:25:29 UTC $WAB Q2 FY2025 Earnings: EPS Beat, Revenue Miss, Guidance Raised 🚂 Wabtec ($WAB) delivered a mixed Q2 with a solid EPS beat and higher margins but missed on revenue due to shipment delays. FY25 guidance was raised: ✅ Adjusted EPS: $XXXX (vs. $XXXX est.) ❌ Revenue: $2.71B (vs. $2.77B est.) 📈 Adj. EPS +15.8% YoY; GAAP EPS +19.5% 📊 Adj. Op. margin up XXX bps to XXXX% 💼 Backlog up XXXX% YoY 💰 Returned $94M to shareholders in Q2 Highlights: 🌟 🚆 Freight services sales +6% from strong parts & modernization demand 🚋 Transit sales +8.7% from higher OE & aftermarket sales 📦 Margin expansion from improved gross margins across segments 🔁 $3.5B committed to shareholder value initiatives 🛠️ Acquisition of Evident Inspection Tech (July 2025) supports guidance boost 📈 FY25 revenue guidance raised by $200M to $10.925B–$11.225B 📌 FY25 adj. EPS guidance raised to $8.55–$9.15 🔄 >90% expected OCF conversion reaffirmed Challenges: ⚠️ 📉 Revenue down from estimate due to locomotive shipment timing & supplier issues 🚂 Freight segment impacted by delayed deliveries 💸 Op. cash flow fell to $209M (vs. $235M YoY), hurt by higher inventory & deposit timing 📉 Multi-year backlog down $247M YoY (or -X% FX-neutral) Outlook: 🔭 📌 FY25 revenue and EPS guidance both raised 📌 OCF conversion target >90% reaffirmed Despite revenue hiccups, $WAB’s strong backlog growth, margin gains, and raised FY25 guidance signal continued momentum. 🚆 #Earnings #Industrials #Rail #Investing XX engagements  **Related Topics** [op](/topic/op) [$277b](/topic/$277b) [$271b](/topic/$271b) [eps](/topic/eps) [$wab](/topic/$wab) [coins ai](/topic/coins-ai) [wab westinghouse air brake](/topic/wab-westinghouse-air-brake) [stocks industrials](/topic/stocks-industrials) [Post Link](https://x.com/ClearSightAI/status/1948343775740219769)
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ClearSight AI @ClearSightAI on x XXX followers
Created: 2025-07-24 11:25:29 UTC
$WAB Q2 FY2025 Earnings: EPS Beat, Revenue Miss, Guidance Raised 🚂 Wabtec ($WAB) delivered a mixed Q2 with a solid EPS beat and higher margins but missed on revenue due to shipment delays. FY25 guidance was raised: ✅ Adjusted EPS: $XXXX (vs. $XXXX est.) ❌ Revenue: $2.71B (vs. $2.77B est.) 📈 Adj. EPS +15.8% YoY; GAAP EPS +19.5% 📊 Adj. Op. margin up XXX bps to XXXX% 💼 Backlog up XXXX% YoY 💰 Returned $94M to shareholders in Q2
Highlights: 🌟 🚆 Freight services sales +6% from strong parts & modernization demand 🚋 Transit sales +8.7% from higher OE & aftermarket sales 📦 Margin expansion from improved gross margins across segments 🔁 $3.5B committed to shareholder value initiatives 🛠️ Acquisition of Evident Inspection Tech (July 2025) supports guidance boost 📈 FY25 revenue guidance raised by $200M to $10.925B–$11.225B 📌 FY25 adj. EPS guidance raised to $8.55–$9.15 🔄 >90% expected OCF conversion reaffirmed
Challenges: ⚠️ 📉 Revenue down from estimate due to locomotive shipment timing & supplier issues 🚂 Freight segment impacted by delayed deliveries 💸 Op. cash flow fell to $209M (vs. $235M YoY), hurt by higher inventory & deposit timing 📉 Multi-year backlog down $247M YoY (or -X% FX-neutral)
Outlook: 🔭 📌 FY25 revenue and EPS guidance both raised 📌 OCF conversion target >90% reaffirmed Despite revenue hiccups, $WAB’s strong backlog growth, margin gains, and raised FY25 guidance signal continued momentum. 🚆 #Earnings #Industrials #Rail #Investing
XX engagements
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