财务业绩 - 公司第二季度销售额增长9.8%至26.44亿美元[6] - 公司调整后每股收益为1.96美元，同比增长39.0%[4] - 公司GAAP营业利润率为16.3%，调整后营业利润率为19.3%[5] - 2024年第二季度和上半年收入分别为26.44亿美元和51.41亿美元，同比增长9.8%和11.7%[42] - 2024年第二季度和上半年毛利率分别为33.0%和32.8%，同比提升2.9个百分点和2.6个百分点[42] - 2024年第二季度和上半年运营利润率分别为16.3%和16.4%，同比提升3.4个百分点和3.6个百分点[44] - 2024年第二季度和上半年调整后每股收益分别为1.96美元和3.85美元，同比增长39.0%和43.1%[59][62] 现金流和资产负债 - 公司第二季度营业现金流为2.35亿美元，同比增长104.3%[13] - 2024年6月30日现金及现金等价物为5.95亿美元，较2023年12月31日减少2.5亿美元[53] - 2024年6月30日总资产为188.76亿美元，较2023年12月31日减少1.12亿美元[53] - 2024年6月30日总负债为83.56亿美元，较2023年12月31日减少1.08亿美元[53] - 2024年第二季度经营活动产生的现金流为2.35亿美元，现金转换率为57%[107] - 2024年上半年经营活动产生的现金流为5.69亿美元，现金转换率为70%[108] 业务分部表现 - 公司货运分部销售额增长13.1%[15] - 2024年第二季度和上半年Freight分部收入和利润率分别为19.20亿美元和20.4%、37.44亿美元和20.3%，同比大幅提升[49] - 2024年第二季度和上半年Transit分部收入和利润率分别为7.24亿美元和11.3%、13.97亿美元和11.2%，同比有所提升[50] - 2024年第二季度货运分部收入为19.20亿美元，同比增长13.1%[100][101] - 2024年上半年货运分部收入为37.44亿美元，同比增长15.1%[102][105] - 2024年第二季度运输分部收入为7.24亿美元，同比增长2.0%[100][101] - 2024年上半年运输分部收入为13.97亿美元，同比增长3.6%[102][105] 订单情况 - 公司12个月订单量为73.34亿美元，同比增长1.6%[19] - 2024年6月30日总订单额为220.75亿美元，其中12个月内可执行订单为73.34亿美元[51][52] 未来展望 - 公司预计2024年调整后每股收益将在7.20美元至7.50美元之间[22] - 公司预计2024年全年营业现金流转换率将超过90%[22] - 公司表示未来保持强劲需求，有望实现持续盈利增长[3] 资本回报 - 公司第二季度回购2亿美元股票，派发3500万美元股息[21]

文章核心观点 - 西屋空气制动技术公司（Wabtec）业绩表现有亮点但也面临挑战，同时推荐了几只可能在2024年第二季度财报中表现出色的运输行业股票 [1][15] 西屋空气制动技术公司（Wabtec）业绩情况 - 过去四个季度中有三个季度盈利超Zacks共识预期，一次未达预期，平均超预期幅度为11.5% [1] - 2024年第一季度（剔除36美分非经常性项目）每股收益1.89美元，超Zacks共识预期的1.49美元，同比增长47.66% [5] - 第一季度营收25亿美元，超Zacks共识预期的23.5亿美元，同比增长13.81% [11] 西屋空气制动技术公司（Wabtec）业绩预测 - 预计待报告季度业绩将因总收入增长而提升，Zacks共识预期营收26.2亿美元，同比增长9% [2] - 预计货运和运输业务板块均表现强劲，货运收入预计19亿美元，同比增长9%；运输收入预计7.118亿美元，同比增长1.8% [2][8] - 待报告季度盈利预期在过去60天下调0.54%，至每股1.85美元 [7] - 公司目前盈利预期ESP为0.00%，Zacks评级为3（持有），模型未明确预测此次盈利超预期 [4][10] 西屋空气制动技术公司（Wabtec）面临的挑战 - 运营费用增加可能对公司待报告季度的利润产生不利影响，供应链中断会进一步增加费用，影响6月季度表现 [9] 其他推荐股票 - Allegiant（ALGT）盈利预期ESP为+4.11%，Zacks评级为3，预计7月31日公布2024年第二季度财报，过去四个季度中有三个季度盈利超Zacks共识预期，一次未达预期，平均超预期幅度为29.3% [12][16] - Kirby（KEX）盈利预期ESP为+7.58%，Zacks评级为1，预计8月1日公布2024年第二季度财报，过去四个季度盈利均超Zacks共识预期，平均超预期幅度为10.3% [13]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ____________________________________ FORM 10-Q ____________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION (Exact name of registrant as specified in its charter) _______________________ ...

F I RS T Q UART E R 2024 Wabtec Financial Results & Company Highlights FORWARD LOOKING STATEMENTS & NON-GAAP FINANCIAL INFORMATION This communication contains "forward-looking" statements as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995. All statements, other than historical facts, including statements regarding Wabtec's plans, objectives, expectations a ...

Exhibit 99.1 Wabtec Delivers First Quarter 2024 Results; Raises Full-Year Guidance | | 1Q 2024 | | | --- | --- | --- | | SALES | GAAP EARNINGS PER SHARE | ADJUSTED EARNINGS PER SHARE | | $2.50B | $1.53 | $1.89 | | +13.8%YOY | +64.5%YOY | +47.7%YOY | Q1 2024 HIGHLIGHTS "The Wabtec team delivered a strong start to 2024, continuing the momentum experienced in 2023. This was evidenced by higher sales, margin expansion, and increased earnings in the quarter," said Rafael Santana, Wabtec's President and CEO. "Loo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number 033-90866 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of inc ...

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Q4 2023 Earnings Conference Call February 14, 2024 8:30 AM ET Company Participants Kristine Kubacki - Vice President, Investor Relations Rafael Santana - President and Chief Executive Officer John Olin - Chief Financial Officer Conference Call Participants Justin Long - Stephens Matt Elkott - TD Cowen Jerry Revich - Goldman Sachs Rob Wertheimer - Melius Research Scott Group - Wolfe Research Allison Poliniak - Wells Fargo Ken Hoexter - Bank of Americ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ____________________________________ FORM 10-Q ____________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 033-90866 ____________________________________ WESTINGHOUSE AIR ...

Westinghouse Air Brake Technologies Corporation. (NYSE:WAB) Q3 2023 Earnings Conference Call October 25, 2023 8:30 AM ET Company Participants Kristine Kubacki - VP, IR Rafael Santana - CEO, President & Director John Olin - EVP & CFO Conference Call Participants Justin Long - Stephens Jerry Revich - Goldman Sachs Nathan Ho - Bank of America Ivan Yi - Wolfe Research Matthew Elkott - TD Cowen Saree Boroditsky - Jefferies Robert Wertheimer - Melius Research Steve Barger - KeyBanc Capital Markets Operator Good m ...

1 THIRD QUARTER 2023 Wabtec Financial Results and Company Highlights Forward looking statements & non-GAAP financial information This communication contains "forward-looking" statements as that term is defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995 including statements regarding the impact of acquisitions by Wabtec, statements regarding Wabtec's expectations about fut ...