Westinghouse Air Brake Technologies (WAB)

Issuer: Westinghouse Air Brake Technologies Corporation • Guarantors: GE Transportation, a Wabtec Company • RFPC Holding Corp. • Transportation IP Holdings, LLC • Transportation Systems Services Operations Inc. • Wabtec Components, LLC • Wabtec Holding, LLC • Wabtec Railway Electronics Holdings, LLC • Wabtec Transportation Systems, LLC • Issuer: Wabtec Transportation Netherlands B.V. ...

IRS number

251615902

WAB stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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Departure of Directors or Certain Officers

23 Oct 24

Wabtec Reports Third Quarter 2024 Results

24 Jul 24

Wabtec Reports Second Quarter 2024 Results

24 Jul 24

Conflict minerals disclosure

31 May 24

8-K

Submission of Matters to a Vote of Security Holders

24 Apr 24

Results of Operations and Financial Condition

24 Apr 24

Transcripts

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WAB

Earnings call transcript

2024 Q3

23 Oct 24

WAB

Earnings call transcript

2024 Q2

24 Jul 24

WAB

Earnings call transcript

2024 Q1

24 Apr 24

WAB

Earnings call transcript

2023 Q4

14 Feb 24

WAB

Earnings call transcript

2023 Q3

25 Oct 23

WAB

Earnings call transcript

2023 Q2

27 Jul 23

WAB

Earnings call transcript

2023 Q2

27 Jul 23

WAB

Earnings call transcript

2023 Q1

26 Apr 23

WAB

Earnings call transcript

2022 Q4

15 Feb 23

WAB

Earnings call transcript

2022 Q3

1 Nov 22

Latest ownership filings

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Gregory Sbrocco

27 Nov 24

144

Notice of proposed sale of securities

PRICE T ROWE ASSOCIATES INC /MD/

Notice of proposed sale of securities

8 Nov 24

SC 13G/A

WELLINGTON MANAGEMENT GROUP LLP

Notice of proposed sale of securities

6 Nov 24

Financial summary

Financial statements Chart WAB financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	410.00 mm	410.00 mm	410.00 mm	410.00 mm	410.00 mm	410.00 mm
Cash burn (monthly)	61.67 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	172.06 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	237.94 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	3.9	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

WAB institutional ownership history Ownership history

85.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	959	964	-0.5%
Opened positions	109	121	-9.9%
Closed positions	114	67	+70.1%
Increased positions	296	344	-14.0%
Reduced positions	357	318	+12.3%

13F shares	Current	Prev Q	Change
Total value	25.61 tn	22.80 tn	+12.3%
Total shares	153.04 mm	159.17 mm	-3.9%
Total puts	519.50 k	420.70 k	+23.5%
Total calls	346.50 k	1.36 mm	-74.5%
Total put/call ratio	1.5	0.3	+383.5%

Largest owners	Shares	Value	Change
Vanguard	19.67 mm	$3.57 tn	+0.2%
BLK BlackRock	15.48 mm	$2.81 tn	NEW
STT State Street	7.22 mm	$1.31 tn	+0.7%
FMR	6.93 mm	$1.26 tn	+163.8%
T. Rowe Price	6.34 mm	$1.15 bn	-24.7%
Select Equity	5.68 mm	$1.03 tn	+0.4%
Massachusetts Financial Services	4.69 mm	$852.91 bn	+6.3%
IVZ Invesco	4.49 mm	$816.01 bn	+19.3%
Geode Capital Management	4.08 mm	$739.84 bn	+0.5%
Wellington Management	3.79 mm	$688.18 bn	-27.2%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	15.48 mm	+15.48 mm	NEW
BLK BlackRock	0.00	-15.10 mm	EXIT
FMR	6.93 mm	+4.30 mm	+163.8%
T. Rowe Price	6.34 mm	-2.07 mm	-24.7%
Norges Bank	0.00	-1.87 mm	EXIT
Wellington Management	3.79 mm	-1.42 mm	-27.2%
JHG Janus Henderson	3.15 mm	-1.27 mm	-28.7%
3G Sahana Capital Management	0.00	-1.09 mm	EXIT
MS Morgan Stanley	2.59 mm	-875.69 k	-25.2%
IVZ Invesco	4.49 mm	+727.09 k	+19.3%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WAB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
26 Nov 24	Gregory Sbrocco	Common Stock - Direct	Sell	Dispose S	No	No	201.3665	565	113.77 k	16,101
18 Nov 24	Alicia Hammersmith	Common Stock	Payment of exercise	Dispose F	No	No	195.4054	467	91.25 k	5,139
11 Nov 24	Neupaver Albert J	Common Stock - Direct	Sell	Dispose S	No	No	202.0001	10,000	2.02 mm	604,447
6 Nov 24	John A Mastalerz Jr	Common Stock - Direct	Sell	Dispose S	No	No	199.7124	2,796	558.40 k	5,683
30 Oct 24	Neupaver Albert J	Common Stock - Direct	Sell	Dispose S	No	No	189.26	4,396	831.99 k	614,447
30 Oct 24	Neupaver Albert J	Common Stock - Direct	Sell	Dispose S	No	No	188.617	31,326	5.91 mm	618,843
30 Oct 24	Neupaver Albert J	Common Stock - Direct	Option exercise	Acquire M	No	No	78.33	11,892	931.50 k	650,169
30 Oct 24	Neupaver Albert J	Common Stock - Direct	Option exercise	Acquire M	No	No	87.05	10,500	914.03 k	638,277
30 Oct 24	Neupaver Albert J	Common Stock - Direct	Option exercise	Acquire M	No	No	94.87	20,000	1.90 mm	627,777
30 Oct 24	Neupaver Albert J	Common Stock - Direct	Option exercise	Acquire M	No	No	70.635	11,200	791.11 k	607,777