Stock Pulse
Wabtec (WAB) reported disappointing Q4 2024 results with revenues of $2.58 billion, a 2.3% year-over-year increase but missing analyst expectations [2], [4], [5], [6]. This, coupled with missed EBITDA targets, led to a significant stock price decline of approximately 23% [2]. Despite these short-term challenges, the company highlighted a strong 2024 overall with growth in orders, sales, margins, earnings, and cash flow [5] and announced a 25% dividend increase [3], [7]. Long-term prospects are supported by strong organic revenue growth, expanding free cash flow margins, and new technology investments [1], [3]. However, Wabtec faces headwinds from a challenging macroeconomic environment and needs to address the concerns raised by the Q4 results [3].