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Bascome Majors

Managing Director and Senior Analyst at Stephens Inc. /ar/

Bascome Majors is a Managing Director and Senior Analyst at Susquehanna Financial Group, specializing in coverage of transportation, logistics, and industrial companies including Greenbrier, Canadian National Railway, Saia, and Schneider National. He consistently ranks as one of the most accurate Wall Street analysts, maintaining a success rate of 66% and regularly providing well-performing price targets for covered companies. Majors began his analyst career in the mid-2000s, previously holding roles at Stephens Inc. before joining Susquehanna, and has developed a reputation for sharp sector insights and reliable stock recommendations. He holds FINRA registration and required securities licenses, underlining his professional standing in equity research.

Bascome Majors's questions to WESTINGHOUSE AIR BRAKE TECHNOLOGIES (WAB) leadership

Question · Q3 2025

Bascome Majors asked about the regulatory environment, specifically the change in FRA leadership, and if there's increased momentum for implementing advanced technologies like Zero2Zero. He also inquired about the integration progress of Inspection Technologies after a full quarter, including customer feedback and signs of cross-selling momentum.

Answer

President and CEO Rafael Santana confirmed positive momentum with the new FRA leadership, supporting rail safety and innovation, which will contribute to the digital business's growth in North America. Regarding Inspection Technologies, Santana described the integration as positive and fluid, with early results aligned or slightly ahead of expectations, attributing this to the quality of the acquisition and leadership teams.

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Question · Q3 2025

Bascome Majors asked about the regulatory environment, specifically the recent change in FRA leadership, and whether Wabtec is observing increased momentum or desire from customers to implement advanced technologies like Zero2Zero. He inquired if such technologies could be implemented in 2025 or 2026, or if regulatory hurdles remain. He also asked for an update on the integration of Inspection Technologies after a full quarter, including customer feedback and signs of cross-selling momentum.

Answer

President and CEO Rafael Santana confirmed positive momentum with the new FRA leadership, supporting advancements in rail safety and innovation, which will contribute to the digital business in North America. Regarding Inspection Technologies, Santana described the integration as positive and fluid, with Q3 results aligned with expectations, attributing success to the quality of the acquisition and leadership teams. He noted it's still early days for cross-selling momentum but the initial signs are good.

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