金吾财讯 | 西屋电气（WAB）发布第一季度财报，核心盈利指标表现亮眼，非GAAP每股收益2.71美元，超出市场预期0.19美元；调整后营业利润率微升0.2个百分点至21.9%。
营收方面，当期营收 29.5亿美元，同比增长13.0%，但略低于市场预期2000万美元。现金流表现稳健，一季度经营活动现金流1.99亿美元，较去年同期1.91亿美元小幅增长。
订单储备充足，公司多年积压订单总额达 308亿美元，过去12个月积压订单增长率达12.8%，为后续业绩增长提供坚实支撑。
2026年财务指引方面，公司上调全年调整后每股收益预期至10.25-10.65美元，中间值较此前上调0.20美元，涨幅16.5%，基本贴合市场普遍预期；全年营收预期维持121.9-124.9亿美元不变，中间值高于市场预期10.5%。
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