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Rafael Santana

Chief Executive Officer, President & Director, Wabtec

Search every verified Rafael Santana interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. On Wabtec's Q4 2024 earnings call, Rafael Santana said the company had largely achieved its five-year goals set in early 2022 within three years and announced new long-term guidance. He cited the digital business closing the year with $1 billion in orders, noting stronger international demand and a pipeline for onboard locomotive products and digital mining technologies despite softer North American discretionary demand. On Wabtec's Q2 2026 earnings calls, Santana described a strong first half that exceeded company expectations despite tariff headwinds, unfavorable business mix, and challenging prior-year comparisons, citing disciplined execution. He announced increased full-year guidance of approximately $11.5 billion in revenue at the midpoint and adjusted EPS of about $10.75 at the midpoint. He attributed strengthened North America freight volumes in part to truck market dynamics, higher fuel prices, driver shortages, and better rail service, while noting that this improved freight demand had not yet translated into changes in demand for new locomotive units in North America.

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