Wabtec Leads Heavy Transportation Q2 as Greenbrier Posts Group's Weakest Results

Earnings
โดย Yahoo Finance·US·Read original
Summary · why it matters

Wabtec reported second-quarter revenues of $3.18 billion, up 17.5% year on year and 3.3% above analysts' expectations, as the 12 heavy transportation equipment stocks tracked posted a satisfactory quarter with group revenues beating consensus by 2.2% and next-quarter revenue guidance 8.6% above estimates. Chairman and CEO Rafael Santana said Wabtec delivered a strong first half with solid second-quarter execution driving robust sales growth, margin expansion and a 22% increase in adjusted EPS growth, though the quarter was mixed as full-year EPS guidance only slightly topped expectations while organic revenue estimates missed significantly. Wabash posted the group's best quarter, with revenues of $417.2 million, down 9.1% year on year but 3.6% above expectations, alongside a solid EBITDA beat and next-quarter revenue guidance exceeding analysts' expectations. Greenbrier delivered the weakest performance of the group, with revenues of $576.5 million, down 31.6% year on year and 5.9% short of expectations, plus full-year revenue and EPS guidance missing significantly. PACCAR reported revenues of $7.55 billion, flat year on year and in line with expectations, while Commercial Vehicle Group reported revenues of $195.2 million, up 13.5% year on year and 13.8% above expectations, delivering the group's biggest estimate beat and highest full-year guidance raise. On average, shares of the tracked companies are down 11.3% since the latest earnings results.

Impact on stocks 5

Industrials± Mixed · 4 stocks
Greenbrier Companies Inc
GBX
▼ NegativeCapitalrelevance

Greenbrier delivered the group's weakest results with revenues down 31.6% YoY, missing expectations, and full-year revenue and EPS guidance missing significantly.

Westinghouse Air Brake Technologies Corp
WAB
▲ PositiveCapitalrelevance

Wabtec led the group with revenues up 17.5% YoY, beating consensus, margin expansion and 22% adjusted EPS growth, though organic revenue estimates missed.

Wabash National Corporation
WNC
▲ PositiveCapitalrelevance

Wabash posted the group's best quarter with revenues above expectations, a solid EBITDA beat and next-quarter guidance exceeding estimates.

PACCAR Inc
PCAR
± MixedCapitalrelevance

PACCAR revenues were flat YoY and in line with expectations, a neutral result.

Electrification & Mobility▲ · 1 stocks
Commercial Vehicle Group Inc
CVGI
▲ PositiveCapitalrelevance

Commercial Vehicle Group posted revenues up 13.5% YoY, the group's biggest estimate beat and highest full-year guidance raise.

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