Wabtec faces risks from macroeconomic volatility, supply chain disruptions, labor availability, inflation, commodity costs, and foreign currency fluctuations. Potential order delays, cancellations, or reduced demand, and customer payment issues are also noted. Legal proceedings, including antitrust lawsuits and environmental claims, pose significant financial risks. The company's reliance on major customers and potential disruptions in their programs are also mentioned as risks.

Read More

Wabtec has secured several large contracts for locomotives, parts, and services, indicating strong demand for its products. Acquisitions, including LKZ and L&M Radiator, are expected to contribute to growth. Positive credit rating upgrades from Fitch, S&P, and Moody's suggest improved financial standing and access to capital. The company's restructuring initiatives (Integration 2.0 and Portfolio Optimization) aim to improve profitability and reduce manufacturing complexity.

Read More