Wabtec WAB: Infrastructure and CapEx Macro Outlook Into 2026
Wabtec WAB: Infrastructure and CapEx Macro Outlook Into 2026 Sponsored by Lake Region Executive Summary: A CapEx Cycle and Infrastructure Normalization Thesis Wabtec WAB operates at the intersection of industrial infrastructure, rail modernization, and long-cycle capital expenditure. As global markets shift toward replacement-driven investment and productivity-focused spending, companies embedded in essential transportation systems tend to […]
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