Westinghouse Air Brake Technologies Corp WAB
Revenue Intelligence Report • 66 quarters of SEC filing data • Updated 2026-03-15
Westinghouse Air Brake Technologies Corp has a forecasted full-year revenue of $12B, a +5.1% year-over-year change, based on 66 quarters of SEC filing data. Key revenue drivers include R&D (elasticity 0.02x) and SG&A (elasticity 0.86x). The ARDL model achieves strong accuracy at 4.0% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (4.0% MAPE), suggesting Westinghouse Air Brake Technologies Corp's revenue trajectory is well-characterized by its spending patterns. R&D investment shows a 0.02x multiplier — each 1% increase in R&D spend is associated with a 0.02% revenue increase, signaling strong innovation-to-revenue conversion. Sales & marketing spend shows a 0.86x elasticity, suggesting effective go-to-market execution.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $2.8B | $3.0B | $2.6B – $3.1B | +8.7% | ✓ In range |
| Q2 2026 | $2.8B | $2.5B – $3.2B | +8.6% | ||
| Q3 2026 | $2.9B | $2.5B – $3.4B | +7.3% | ||
| Q4 2026 | $3.0B | $2.4B – $3.6B | +2.7% | ||
| Q1 2027 | $3.0B | $2.4B – $3.8B | +2.4% |
Seasonal Factors
| Fiscal Quarter | Seasonal Factor | vs Trend | Interpretation | Obs. |
|---|---|---|---|---|
| FQ1 (Sep–Nov) | 0.9828 | -1.7% | In line with trend | 16 |
| FQ2 (Dec–Feb) | 0.9865 | -1.4% | In line with trend | 16 |
| FQ3 (Mar–May) | 1.0204 | +2.0% | In line with trend | 16 |
| FQ4 (Jun–Aug) | 1.0154 | +1.5% | In line with trend | 16 |
How Spending Drives Revenue
Want this analysis for your portfolio?
I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.
Get in Touch