Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

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You're listening to Motley Fool Money.

All right, Fools, it's time for Back It or Bin It.

Apologies for the name change here, but we wanted to try something a little bit different.

We're going to go with a dividend bent here.

Three companies that haven't necessarily been, let's say, very aggressive in raising their dividends over the past few years.

I want your takes on

Do you back it or bin it to increase the dividend in 2026?

We're going to start with Wabtec, which is the former Westinghouse Airbrakes Technology Corporation.

This is essentially making equipment systems, maybe some digital software for rail transportation.

including freight rail, transit rail.

They've been around for quite some time.

They make train control systems.

So, Ant, let me start with you here.

I'll give you some stats.

For 2025, they are forecasting 6.6% revenue growth.

This is definitely a free cash flow generator.

They have been converting a huge amount of their operating cash as free cash flow.

So they have a free cash flow margin of well over 12% here, but they only have a dividend payout ratio of 12%.

So why is this dividend not higher?

Do you expect it to go up in 2026?

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