匹茲堡,2025年7月1日——Wabtec Corporation(NYSE:WAB)今天宣布完成對Evident ' s Inspection Technologies部門(Inspection Technologies)的收購。Evident ' s Inspection Technologies以前是Olympus Corporation科學(xué)解決方案部門的一部分,Olympus Corporation是無損檢測、遠(yuǎn)程視覺檢測和關(guān)鍵資產(chǎn)分析儀器解決方案的全球領(lǐng)導(dǎo)者。此次收購?fù)ㄟ^行業(yè)領(lǐng)先的檢測技術(shù)加強了Wabtec的數(shù)字智能業(yè)務(wù),提高了客戶的生產(chǎn)率、可靠性和安全性,同時也為公司的加速盈利增長做好了準(zhǔn)備。
Wabtec總裁兼首席執(zhí)行官拉斐爾·桑塔納(Rafael Santana)表示:“如今,隨著檢測技術(shù)的發(fā)展,我們公司變得更加強大。“此次收購擴展并加強了我們的數(shù)字智能業(yè)務(wù),為公司的鐵路、采礦和工業(yè)部門提供先進的產(chǎn)品和服務(wù),同時將我們的觸角延伸到其他高增長、高利潤的終端市場。它增強了Wabtec的現(xiàn)有產(chǎn)品組合,符合關(guān)鍵財務(wù)指標(biāo),并符合公司的長期愿景,即在客戶創(chuàng)新方面引領(lǐng)行業(yè)發(fā)展?!?/span>
此次戰(zhàn)略收購有助于加速Wabtec的增長軌跡,并滿足對先進診斷技術(shù)日益增長的需求。它也符合Wabtec所述的增長驅(qū)動因素,包括加速可擴展技術(shù)的創(chuàng)新、增加客戶群、擴大高利潤的經(jīng)常性收入以及推動持續(xù)的運營改進。此外,收購Inspection Technologies擴大了Wabtec的數(shù)字智能業(yè)務(wù)增長機會和經(jīng)常性收入,有效地將其總潛在市場(TAM)的規(guī)模從大約80億美元增加到160億美元,同時增強了其向更廣泛的客戶提供創(chuàng)新解決方案的能力。
“Inspection Technologies的產(chǎn)品組合有力地補充了我們現(xiàn)有的數(shù)字技術(shù),同時在數(shù)據(jù)采集、分析和自動化至關(guān)重要的領(lǐng)域增加了先進的自動化檢測能力,”Wabtec數(shù)字情報集團總裁納林·賈恩(Nalin Jain)表示。它將通過集成高級分析、傳感器和人工智能技術(shù)來加速可擴展技術(shù)的發(fā)展,從而為我們的客戶提供增強的預(yù)測性維護能力。Evident Inspection Technology的員工在提供這些創(chuàng)新技術(shù)方面表現(xiàn)出色,我期待著歡迎他們加入Wabtec大家庭。"
交易詳細(xì)信息
Wabtec以17.8億美元(稅后收益約16.8億美元)收購了Evident的檢測技術(shù)部門。該交易通過庫存現(xiàn)金、新發(fā)行的定期票據(jù)、定期貸款和公司信貸協(xié)議下的短期借款的組合進行融資。預(yù)計該交易將為股東帶來直接價值,并帶來較高的個位數(shù)收入增長前景、累計調(diào)整后的EBIT利潤率和累計投資資本回報率(ROIC)。此外,預(yù)計該收購將在2025年下半年略微增加調(diào)整后的每股收益。收購價格反映了預(yù)計2025年EBITDA的12.0倍,經(jīng)交易和分離成本調(diào)整后,預(yù)計稅收優(yōu)惠和預(yù)計運營成本協(xié)同效應(yīng)為2500萬美元。該公司打算在Q2收益電話會議期間將此次收購對收入和每股收益的影響納入其全年財務(wù)指導(dǎo)。
關(guān)于Wabtec公司
Wabtec公司正在為子孫后代徹底改變世界運轉(zhuǎn)的方式。該公司是全球領(lǐng)先的設(shè)備、系統(tǒng)、數(shù)字解決方案和增值服務(wù)提供商,服務(wù)于貨運和軌道交通行業(yè),以及礦業(yè)、海洋和工業(yè)市場。155年來,Wabtec一直是鐵路行業(yè)的領(lǐng)導(dǎo)者,其愿景是在美國和世界范圍內(nèi)實現(xiàn)可持續(xù)的鐵路系統(tǒng)。請訪問Wabtec的網(wǎng)站
關(guān)于檢驗技術(shù)部
Evident的檢測技術(shù)和顯微鏡部門成立于2022年,當(dāng)時奧林巴斯公司剝離了其科學(xué)解決方案部門,成立了一家新公司。Evident的檢測技術(shù)部門提供解決復(fù)雜挑戰(zhàn)的解決方案,通過無損檢測、遠(yuǎn)程視覺檢測以及維護、制造和環(huán)境應(yīng)用的分析儀器來檢測關(guān)鍵資產(chǎn)和基礎(chǔ)設(shè)施。請訪問Evident的網(wǎng)站
前瞻性聲明
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PITTSBURGH, July 1, 2025 – Wabtec Corporation (NYSE: WAB) announced today that it completed the acquisition of Evident’s Inspection Technologies division (Inspection Technologies), formerly part of the Scientific Solutions Division of Olympus Corporation, a global leader in Non-Destructive Testing, Remote Visual Inspection and Analytical Instruments solutions for mission critical assets. This acquisition strengthens Wabtec’s Digital Intelligence business with industry-leading inspection technologies that enhance customer productivity, reliability, and safety, while also positioning the company for accelerated, profitable growth.
“Today, we are a stronger company with the addition of Inspection Technologies,” said Rafael Santana, President and CEO of Wabtec. “The acquisition expands and strengthens our Digital Intelligence business, with advanced products and services for the Company’s rail, mining, and industrial sectors, while broadening our reach into other high-growth, high-margin end-markets. It enhances Wabtec's existing portfolio, is accretive to key financial metrics, and aligns with the company's long-term vision to lead the industry in innovation for our customers.”
The strategic acquisition helps accelerate Wabtec's growth trajectory and meets the increasing demand for advanced diagnostic technologies. It also aligns with Wabtec’s stated growth drivers, including accelerating the innovation of scalable technologies, increasing the installed base, expanding high-margin recurring revenues, and driving continuous operational improvements. Additionally, acquiring Inspection Technologies expands Wabtec’s Digital Intelligence business growth opportunities and recurring revenue, effectively doubling the size of its total addressable market (TAM) from approximately $8 billion to $16 billion, while enhancing its ability to deliver innovative solutions to a broader range of customers.
“Inspection Technologies’ product portfolio strongly complements our existing digital technologies, while adding advanced automated inspection capabilities in a space where data acquisition, analytics, and automation are critical,” said Nalin Jain, President of Wabtec’s Digital Intelligence Group. “It will accelerate the development of scalable technologies by integrating advanced analytics, sensors, and AI technology to deliver enhanced predictive maintenance capabilities to our customers. Evident Inspection Technology employees have done a fantastic job in delivering these innovative technologies and I am looking forward to welcoming them to the Wabtec family.”
TRANSACTION DETAILS
Wabtec acquired Evident’s Inspection Technologies division for $1.78 billion (~$1.68 billion after tax benefits). The transaction was financed through a combination of cash on hand, newly issued term notes, plus term loans and short-term borrowing under the Company’s credit agreement. The transaction is anticipated to provide immediate shareholder value with a high single-digit revenue growth outlook, accretive Adjusted EBIT margins and accretive return on invested capital (ROIC) over time. Additionally, the acquisition is projected to be slightly accretive to Adjusted EPS in the second half of 2025. The purchase price reflects an estimated multiple of 12.0x projected 2025 EBITDA adjusted for transaction and separation costs, anticipated tax benefits, and projected run-rate cost synergies of $25 million. The Company intends to incorporate the revenue and EPS impact of this acquisition into its Full Year Financial Guidance during its Q2 Earnings call.
About Wabtec Corporation
Wabtec Corporation is revolutionizing the way the world moves for future generations. The Company is a leading global provider of equipment, systems, digital solutions and value-added services for the freight and transit rail industries, as well as the mining, marine and industrial markets. Wabtec has been a leader in the rail industry for 155 years and has a vision to achieve a sustainable rail system in the U.S. and worldwide. Visit Wabtec’s website at?ivision
Evident’s Inspection Technologies and Microscopy divisions were established in 2022 when Olympus Corporation spun off its Scientific Solutions Division to form a new company. Evident’s Inspection Technologies division delivers solutions that solve complex challenges, inspecting mission-critical assets and infrastructure with nondestructive testing, remote visual inspection, and analytical instruments for maintenance, manufacturing, and environmental applications. Visit Evident’s website at
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. securities laws, including statements regarding the expected benefits of the Inspection Technologies acquisition, the anticipated synergies of the transaction, the expected impact on Wabtec's operational and financial performance, (including business growth opportunities and TAM), and certain projected financial results of Inspection Technologies. These statements and all statements other than historical facts constitute forward-looking statements concerning future circumstances and results and are sometimes identified by the words “anticipate,” “estimate,” “expect,” “outlook,” “position,” “project,” “recur,” “strategy,” and “will” or other similar words or expressions. Forward-looking statements are based upon current plans, assumptions, estimates and expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. For more information on these risks, please refer to Wabtec's filings with the SEC. Important factors that could cause actual results to differ materially from such plans, estimates or expectations include, among others, (1) unexpected costs, charges or expenses resulting from the transaction; (2) uncertainty of the expected financial performance of Inspection Technologies and the combined company following completion of the transaction; (3) risks associated with the integration of Inspection Technologies and the potential for failure to realize the anticipated benefits and synergies of the transaction; (4) the ability of the combined company to implement its business strategy; (5) inability to retain key personnel; (6) changes in general economic and/or industry specific conditions; and (7) other risk factors as detailed from time to time in Wabtec’s reports filed with the Securities and Exchange Commission. The foregoing list of important factors is not exclusive.
This press release also contains certain non-GAAP measures. Non-GAAP measures should not be considered as a substitute for items calculated in accordance with GAAP, as they are subject to inherent material limitations.