Key Takeaways WAB acquired Evident's Inspection Technologies for $1.78B to expand its Digital Intelligence business. The deal is expected to be slightly accretive to EPS in H2 2025 and enhance long-term ROIC and EBIT margins. Acquisition doubles WAB's addressable market to $16B and strengthens offerings in high-growth sectors.Wabtec Corporation (WAB) ) is strengthening its operations through strategic acquisitions. To this end, Wabtec announced that it has completed the acquisition of Evident’s Inspection ...

Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either Air Lease (AL) or Westinghouse Air Brake Technologies (WAB) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate ...

Investors interested in Transportation - Equipment and Leasing stocks are likely familiar with Air Lease (AL) and Westinghouse Air Brake Technologies (WAB) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimat ...

核心观点 - UPS和WAB均为Zacks运输板块的知名公司 两家公司均在2025年宣布提高股息 体现股东友好政策 [1][3] - WAB股息增长25%至每季度0.25美元(年化1美元) UPS股息微增至每季度1.64美元(年化6.56美元) [3] - UPS股息可持续性存疑 其股息支付率过高 自由现金流从2022年90亿美元降至2024年63亿美元 2025年预计仅57亿美元 勉强覆盖55亿美元股息支出 [4][5][6] - WAB因铁路系统技术升级和成本削减措施表现强劲 全球铁路市场预计2027-2029年保持3%年增速 [12] 股息政策 - WAB股息支付率较低 无长期可持续性担忧 而UPS自由现金流与股息支出几乎持平 限制运营灵活性 [6] - UPS在2020年代初电商繁荣期曾支付高额股息 但随后自由现金流持续下降 [5] 股价表现 - WAB年初至今上涨5.1% UPS同期下跌超10% [8] - UPS股价疲软主因地缘政治和高通胀削弱消费需求 包裹运输量下降 [11] - WAB股价受技术升级和铁路行业复苏驱动 欧洲铁路工业协会预测行业稳步增长 [12] 财务预测 - WAB 2025年营收预计同比增长4.6% 2026年增4.9% 但2025年EPS预降15.3% 2026年EPS预增11.5% 过去30天EPS预期上调 [13] - UPS 2025年营收预降4.1% 2026年微增0.9% 2025年EPS预降8.3% 2026年EPS预增13.8% 过去30天EPS预期下调 [14] 估值比较 - WAB远期销售倍数3.08倍 高于五年中位数2倍 价值评分D级 [15] - UPS远期销售倍数0.92倍 低于五年中位数1.54倍 价值评分C级 [15] 投资建议 - WAB因技术优势、成本控制及股息安全性更受青睐 获Zacks2评级(Buy) [16][17] - UPS因股息压力和市场环境恶化被列为Zacks5评级(Strong Sell) [17]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

公司表现 - SkyWest目前在运输板块124只个股中表现优异 其Zacks行业排名为第15位[2] - 公司当前Zacks评级为买入级(2) 过去一季度全年盈利预期上调3.1%[3] - 年初至今股价回报率0.5% 显著跑赢运输板块平均跌幅5.7%[4] - 在所属的航空运输子行业(29家公司)中表现突出 该子行业年内平均下跌9%[5] 同业比较 - Westinghouse Air Brake Technologies年内涨幅达8% 同样跑赢运输板块[4] - 该公司当前Zacks评级同为买入级(2) 过去三个月全年EPS预期上调2.1%[5] - 所属运输设备租赁子行业(10家公司)年内上涨5.5% 行业排名第68位[6] 行业结构 - 运输板块在Zacks 16个行业组别中综合排名第15位[2] - 航空运输子行业在Zacks行业排名中位列第147位[5] - 运输设备租赁子行业表现相对较好 当前排名第68位[6] 投资关注点 - SkyWest盈利预期持续改善 显示分析师情绪转暖[3] - 两家公司均保持买入评级 有望延续超额表现[6]

Investors interested in Transportation - Equipment and Leasing stocks are likely familiar with Air Lease (AL) and Westinghouse Air Brake Technologies (WAB) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks wit ...

Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. Is LATAM (LTM) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Transportation peers, we might be able to answer that question.LATAM is one of 125 individual stocks in the Transportation sector. Collectively, these companies sit at #16 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The ave ...

Westinghouse Air Brake Technologies Corporation WAB reported better-than-expected first-quarter adjusted EPS results and raised its FY25 adjusted EPS guidance on Wednesday.Westinghouse Air Brake reported quarterly earnings of $2.28 per share which beat the analyst consensus estimate of $2.03 per share. The company reported quarterly sales of $2.61 billion which met the analyst consensus estimate.“The Wabtec team has started the year strong, delivering over 20% in earnings per share growth and highlighting t ...

文章核心观点 - 成长型投资者关注财务增长高于平均水平的股票，但寻找优质成长股并不容易，而Zacks成长风格评分系统有助于找到前沿成长股，西屋空气制动技术公司（WAB）是该系统当前推荐的股票，因其具备多项重要因素，是成长型投资者的可靠选择 [1][2][11] 成长股投资概述 - 成长型投资者关注财务增长高于平均水平的股票，这类股票能吸引市场关注并带来可观回报，但通常风险和波动性也高于平均水平，押注成长故事结束或接近尾声的股票可能导致重大损失 [1] - Zacks成长风格评分系统可分析公司实际成长前景，帮助找到前沿成长股 [2] 西屋空气制动技术公司投资价值 盈利增长 - 盈利增长是最重要因素，两位数盈利增长受成长型投资者青睐，往往预示公司前景良好和股价上涨 [4] - 西屋空气制动技术公司历史每股收益（EPS）增长率为16.3%，预计今年EPS将增长9.3%，超过行业平均的8.5% [5] 现金流增长 - 现金流是企业的生命线，高于平均水平的现金流增长对成长型公司更重要，能使其不依赖昂贵外部资金扩张业务 [6] - 西屋空气制动技术公司目前的现金流同比增长率为15.6%，高于许多同行，行业平均为7.6% [6] - 过去3 - 5年，公司年化现金流增长率为10.9%，高于行业平均的6.5% [7] 盈利预测修正 - 盈利预测修正趋势可验证股票在上述指标方面的优势，积极趋势有利，且与近期股价走势密切相关 [8] - 西屋空气制动技术公司当前年度盈利预测正在上调，过去一个月Zacks共识预测飙升了3.3% [9] 总结 - 西屋空气制动技术公司基于多项因素获得了B级成长评分，因其积极的盈利预测修正获得Zacks排名2，表明该公司可能表现出色，是成长型投资者的可靠选择 [11]