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    Jatin Khanna • The Goldman Sachs Group, Inc.

    Jatin Khanna's questions to Westinghouse Air Brake Technologies Corp (WAB) leadership

    Jatin Khanna's questions to Westinghouse Air Brake Technologies Corp (WAB) leadership • Q2 2025

    Question

    Jatin Khanna, on for Jerry Revich at Goldman Sachs, asked about the financial impact of tariffs in Q2 and Q3 and the customer response to the recently closed Inspection Technologies acquisition.

    Answer

    CFO John Olin and CEO Rafael Santana clarified that tariffs are not expected to materially impact 2025 earnings, as the effects are being managed through pricing actions, cost controls, and a high level of U.S. sourcing. Santana added that the customer and employee response to the Inspection Technologies acquisition has been very positive, with excitement around its potential to improve asset reliability.

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    Jatin Khanna's questions to REV Group Inc (REVG) leadership

    Jatin Khanna's questions to REV Group Inc (REVG) leadership • Q2 2025

    Question

    Jatin Khanna asked for an characterization of the current M&A pipeline and management's optimism about making a significant acquisition in the next 12 to 18 months.

    Answer

    President & CEO Mark Skonieczny responded that while the company always evaluates opportunities, its foremost capital allocation priorities are organic investment and share repurchases, which he described as a compelling value return for shareholders. He stated the company will remain opportunistic regarding M&A but the primary focus is internal.

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