How Investors May Respond To Westinghouse Air Brake Technologies (WAB) Acquisition Of Dellner Couplers And Mixed Q4 Results

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Westinghouse Air Brake Technologies (Wabtec) reported mixed Q4 2025 results with increased sales but lower net income and EPS, alongside completing its acquisition of Dellner Couplers. The acquisition, coupled with 2026 sales guidance, underscores Wabtec’s strategy to expand its passenger rail offerings and revenue sources. Investors are now focused on how effectively Wabtec can convert its enlarged portfolio into earnings, managing the risks associated with acquisition-driven growth and increased leverage.

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