Westinghouse Air Brake raises FY26 adjusted EPS and sales guidance

Westinghouse Air Brake has raised its FY2026 adjusted EPS guidance to $10.60-$10.90, up from the previous range of $10.25-$10.65, surpassing the analyst estimate of $10.62. The company also increased its FY2026 sales outlook to $12.300 billion-$12.600 billion, compared to the prior range of $12.190 billion-$12.490 billion and the $12.380 billion estimate. The revised guidance reflects improved expectations for the fiscal year.

Revised Guidance

The updated forecasts indicate stronger performance in both profitability and revenue. The adjusted EPS guidance midpoint now stands at $10.75, above the earlier midpoint of $10.45. Similarly, the sales guidance midpoint has risen to $12.450 billion from $12.340 billion.

Metric	Previous Guidance	New Guidance	Analyst Estimate
FY2026 Adj EPS	$10.25-$10.65	$10.60-$10.90	$10.62
FY2026 Sales	$12.190B-$12.490B	$12.300B-$12.600B	$12.380B

The upward revision suggests confidence in sustained demand and operational efficiency. Analysts will monitor execution against these elevated targets in the coming quarters.

JP Morgan and Citigroup have revised their price targets for Westinghouse Air Brake, reflecting updated valuations while maintaining their existing stock ratings. JP Morgan analyst Tami Zakaria raised the target to $300 from $290, while Citigroup analyst Ben Mohr lowered the target to $311 from $313. These adjustments provide investors with differing perspectives on the rail technology company's near-term potential.

Rating and Price Target Changes

JP Morgan maintained a Neutral rating, suggesting the stock's risk-reward profile remains balanced at current levels. The increase to $300 implies a modest upward adjustment in the firm's valuation outlook. Conversely, Citigroup kept a Buy rating, indicating continued confidence despite the slight reduction in the price target to $311.