WNC

LAFAYETTE, Ind., July 01, 2026 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC) today announced that it will webcast its quarterly earnings conference call to review and discuss its financial results for the second quarter of 2026 on Wednesday, July 29, 2026, beginning at 12:00 p.m. ET. The call and an accompanying slide presentation will be accessible on the "Investors" section of Wabash’s website, www.onewabash.com, under "Events & Presentations." The conference call will be accessible at the following link: https://events.q4inc.com/attendee/138395025 replay of the call will be available shortly after the conclusion of the presentation. Access to the replay will be available on the "Investors" section of Wabash’s website under "Events & Presentations." Wabash’s earnings press release, earnings slides and any other related presentation materials will be posted to the "Investors" section of Wabash’s website by 7:00 a.m. ET on the date of the earnings call and will remain available following the call. Wabash: Changing How the World Reaches You Wabash (NYSE: WNC) combines physical and digital technologies to deliver innovative, end-to-end solutions that optimize supply chains across transportation, logistics and infrastructure markets. Headquartered in Lafayette, Indiana, Wabash designs, manufactures, and services an extensive range of products supporting first-to-final mile operations, including dry and refrigerated trailers and truck bodies, platform trailers, tank trailers, structural composites and more. In addition, through the Wabash Marketplace and Wabash Parts, customers gain access to a nationwide parts and service network, Trailers as a Service (TaaS)℠, and advanced tools designed to streamline operations and drive growth. By enabling businesses to thrive today and prepare for tomorrow, Wabash is Changing How the World Reaches You®. Learn more at onewabash.com. Media Contact: Heidi [email protected] Investor Relations: John CummingsSr. Director, FP&A & IR(765) [email protected]

The S&P 500 Index ($SPX) (SPY) today is down -0.15%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.23%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.30%. June E-mini S&P futures (ESM26) are down -0.17%, and June E-mini Nasdaq futures (NQM26) are up +0.24%. Stock indexes are mixed today, with the Dow Jones Industrials posting a new all-time high. Strength in chipmakers is leading the overall market higher. Stocks also garnered support on better-than-expected US economic reports on US May retail sales, a sign of resilient consumer demand, and May pending home sales. Weakness in telecommunication and trucking stocks is limiting gains in the overall market. Rocket Lab vs. Redwire: 1 Stock Has the Stronger Growth Story for the Next Decade Dear SpaceX Stock Fans, Mark Your Calendars for June 16 Dear Western Digital Stock Fans, Mark Your Calendars for June 22 Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Stocks also have carryover support from Monday after the US and Iran agreed to end their war and reopen the Strait of Hormuz, knocking crude oil prices down to a 3.5-month low and stoking risk-on sentiment in asset markets. The market’s focus will be on the conclusion of today’s 2-day FOMC meeting, the first under the leadership of new Fed Chair Kevin Warsh. While the Fed is expected to keep interest rates unchanged, the spotlight will be on how Mr. Warsh navigates the post-meeting press conference and the outlook for inflation. US MBA mortgage applications fell -3.8% in the week ended June 12, with the purchase mortgage sub-index down -3.4% and the refinancing mortgage sub-index down -4.5%. The average 30-year fixed rate mortgage was unchanged from last week at 6.60%. US May retail sales rose +0.9% m/m, stronger than expectations of +0.6% m/m. Also, May retail sales ex-autos rose +0.8% m/m, stronger than expectations of +0.6% m/m. US May pending home sales rose +3.8% m/m, stronger than expectations of +0.9% m/m and the biggest increase in 20 months. WTI crude oil prices (CLN26) recovered from a 3.5-month low today and are moving higher as prices consolidate following this week’s plunge. The eventual resumption of vessel traffic through the Strait of Hormuz could lead to the release of more than 100 laden ships ca...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at heavy transportation equipment stocks, starting with Wabash (NYSE:WNC). Heavy transportation equipment companies are investing in automated vehicles that increase efficiencies and connected machinery that collects actionable data. Some are also developing electric vehicles and mobility solutions to address customers’ concerns about carbon emissions, creating new sales opportunities. On the other hand, heavy transportation equipment companies are at the whim of economic cycles. Interest rates, for example, can greatly impact the construction and transport volumes that drive demand for these companies’ offerings. The 12 heavy transportation equipment stocks we track reported a satisfactory Q1. As a group, revenues along with next quarter’s revenue guidance were in line with analysts’ consensus estimates. While some heavy transportation equipment stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.5% since the latest earnings results. With its first trailer reportedly built on two sawhorses, Wabash (NYSE:WNC) offers semi trailers, liquid transportation containers, truck bodies, and equipment for moving goods. Wabash reported revenues of $303.2 million, down 20.4% year on year. This print fell short of analysts’ expectations by 5%. Overall, it was a softer quarter for the company with a significant miss of analysts’ revenue and EBITDA estimates. Unsurprisingly, the stock is down 12% since reporting and currently trades at $7.65. Read our full report on Wabash here, it’s free. Once manufacturing snowplows designed for the iconic jeep vehicle precursor, Douglas Dynamics (NYSE:PLOW) offers snow and ice equipment for the roads and sidewalks. Douglas Dynamics reported revenues of $137.8 million, up 19.8% year on year, outperforming analysts’ expectations by 3.4%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates. Douglas Dynamics pulled off the highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 2.5% since reporting. It currently trades at $43.46. Is now the time to buy Douglas Dynamics? Access ou...

LAFAYETTE, Ind., May 14, 2026 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC) today announced that its board of directors declared a regular quarterly dividend of $0.08 per share of the company’s common stock, payable on July 23, 2026, to stockholders of record on July 2, 2026. About Wabash (NYSE: WNC) is the visionary leader of connected solutions for the transportation, logistics and distribution industries that is Changing How the World Reaches You®. Headquartered in Lafayette, Indiana, the company enables customers to thrive by providing insight into tomorrow and delivering pragmatic solutions today to move everything from first to final mile. Wabash designs, manufactures, and services a diverse range of products, including: dry freight and refrigerated trailers, flatbed trailers, tank trailers, dry and refrigerated truck bodies, structural composite panels and products, trailer aerodynamic solutions, and specialty food grade processing equipment. Learn more at www.onewabash.com. Safe Harbor Statement This press release contains certain forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements convey the Company’s current expectations or forecasts of future events. All statements contained in this press release other than statements of historical fact are forward-looking statements. These forward-looking statements include, among other things, all statements regarding the Company’s outlook for trailer and truck body shipments, backlog, expectations regarding demand levels for trailers, truck bodies, non-trailer equipment and our other diversified product offerings, pricing, profitability and earnings, cash flow and liquidity, opportunity to capture higher margin sales, new product innovations, our growth and diversification strategies, our expectations for improved financial performance during the course of the year and our expectations with regards to capital allocation. These and the Company’s other forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those implied by the forward-looking statements. Without limitation, these risks and uncertainties include the risks related to highly cyclical nature of our business, uncertain economic conditions including the possibility that customer demand may not meet our expectations...

Wabash's Q1 2026 results missed prior expectations with revenue of $303 million and pressured margins and cash flow—adjusted EBITDA was -$38 million, net loss attributable to common shareholders was $47.5 million (-$1.17 per share), and free cash flow was -$37.3 million. Management said Q1 was the trough as backlog rose 19% sequentially to $837 million and guided Q2 revenue of $380–$400 million, adjusted EPS of -$0.40 to -$0.60, an operating margin of ~-5%, and expects positive adjusted EBITDA in H2 2026. Cost actions (including plant idlings) are ongoing while the company keeps targeted investments in Parts & Services, digital initiatives, and upfit expansion—new metro upfit sites could add $10–20 million of incremental revenue per site with gross margins near 20%—and Wabash expects recent tariff developments to support domestic pricing into 2027. Interested in Wabash National Corporation? Here are five stocks we like better. Wabash National (NYSE:WNC) reported first-quarter 2026 results that came in below its prior expectations, as uneven order patterns and continued market caution weighed on volumes. Management nevertheless reiterated its view that the first quarter marked the low point of the year and guided to sequential improvement beginning in the second quarter, pointing to improving industry indicators and a higher backlog. President and CEO Brent Yeagy said Wabash entered the year with “a clear-eyed view” of uncertainty in freight markets, describing customers as cautious with “uneven” order patterns and inconsistent asset utilization. He said customer visibility is improving as the company moves into the second quarter, with market conditions “building to set up for a constructive 2027.” → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Yeagy highlighted a 19% sequential increase in backlog to $837 million, which he described as evidence of improving recovery visibility alongside “improvements in spot rates and manufacturing activity.” He also cited strengthening freight indicators, including the ATA For-Hire Truck Tonnage Index posting its largest year-over-year increase since October 2022 and the Logistics Managers’ Index rising 4.2 points sequentially, which he said marked the “fastest rate of expansion since May of 2022.” While noting geopolitical uncertainty continues to influence customer behavior, Yeagy said “the tone is s...

This article first appeared on GuruFocus. Revenue: $303 million for Q1 2026. Backlog: Increased 19% sequentially to $837 million. Adjusted Non-GAAP Gross Margin: Negative 2.6% of sales. Adjusted Non-GAAP Operating Margin: Negative 18.3%. Adjusted Non-GAAP EBITDA: Negative $38 million or negative 12.5% of sales. Adjusted Non-GAAP Net Income: Negative $47.5 million or negative $1.17 per diluted share. Transportation Solutions Revenue: $250 million with an operating loss of $34.5 million on a non-GAAP basis. Parts and Services Revenue: $54 million with negative $2 million of operating income on a non-GAAP basis. Operating Cash Flow: Negative $33.7 million. Free Cash Flow: Negative $37.3 million. Total Liquidity: $165 million as of March 31. Capital Expenditures: Approximately $4 million in Q1 2026. Dividend: $3.5 million returned to shareholders through quarterly dividend. Q2 2026 Revenue Guidance: Expected to be in the range of $380 million to $400 million. Q2 2026 Adjusted EPS Guidance: Expected to be in the range of negative $0.40 to negative $0.60 per share. Warning! GuruFocus has detected 5 Warning Signs with WNC. Is WNC fairly valued? Test your thesis with our free DCF calculator. Release Date: May 01, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Wabash National Corp (NYSE:WNC) reported a 19% increase in backlog versus the prior quarter, reaching $837 million, indicating strong future demand. The company is focusing on digital enablement, which has been well-received, particularly the SpecSync tool that enhances customer experience. Wabash National Corp (NYSE:WNC) is strategically investing in parts and services, digital tools, and manufacturing operations to differentiate itself and capture market share. The company has improved key operating metrics such as on-time delivery, first-line quality, and total recordable incident rates, setting new benchmarks. Wabash National Corp (NYSE:WNC) is well-positioned to benefit from changes in Section 232 tariffs and antidumping duties, which are expected to provide pricing stability and market share growth. First quarter consolidated revenue was $303 million, slightly below the low end of prior guidance, reflecting challenging market conditions. The truck body segment is expected to remain soft through the first half of 2026, with a recovery trailing dry...

Management identified Q1 2026 as the cyclical low point, characterized by uneven order patterns and cautious customer capital decisions across the freight market. Performance was primarily driven by lower-than-planned production volumes, which pressured operating efficiency and led to negative gross margins. The company is executing a strategic pivot toward parts, services, and digital enablement to reduce cyclicality and build recurring revenue streams. A 19% sequential increase in backlog to $837 million is cited as a historic high for a first quarter, signaling improving visibility into a broader market recovery. Strategic capacity expansion at the Lafayette South plant provides the capability to produce 10,000 incremental trailers compared to previous upcycles without immediate large-scale hiring. The truck body segment is experiencing a delayed downturn compared to dry vans, with recovery now expected to trail the trailer market by six to nine months. Guidance for Q2 2026 assumes sequential revenue improvement to $380 million–$400 million, though adjusted EPS is expected to remain negative. Management anticipates a constructive 2027 as spot rates, contract rates, and capacity contraction align to drive replacement demand and fleet expansion. The company expects to achieve positive adjusted EBITDA for the full year 2026 as operational improvements and volume recovery progress through subsequent quarters. Strategic targets include capturing over 25% of dry van market share during the first half of the upcoming growth cycle through digital differentiation and manufacturing efficiency. New upfit site openings in Chicago, Atlanta, and Phoenix are projected to generate $10 million to $20 million in incremental revenue per site with gross margins approaching 20% at peak utilization. Recognized $3 million in costs during Q1 related to the previously announced idling of facilities in Little Falls and Goshen to rationalize fixed costs. Management expects meaningful relief and pricing stability in late 2026 and 2027 resulting from Section 232 tariffs and pending antidumping/countervailing duty rulings. The company intends to address its existing ABL facility before September 2026 to maintain financial flexibility and liquidity ahead of the facility turning current. Development of a repositioned refrigerated van product continues with low-level capital purchases fo...

Image source: The Motley Fool. Friday, May 1, 2026 at 12 p.m. ET President and Chief Executive Officer — Brent L. Yeagy Chief Financial Officer — Patrick Keslin Vice President, Investor Relations — John Cummings Brent L. Yeagy: Thanks, John. Before we begin, I want to recognize Mike Bennett, who as of April 8 is transitioning out of Wabash National Corporation. Mike has been a meaningful contributor to Wabash National Corporation for 14 years and played an important role in shaping our culture and our strategy. His impact on the organization is lasting, and we are grateful for his leadership and commitment to Wabash National Corporation. We wish him all the best as he enters this new chapter of his life. As we entered the first quarter, we did so with a clear-eyed view of the environment in front of us. Freight markets were uncertain, and customers continued to act cautiously. Order patterns were uneven, asset utilization inconsistent, and capital decisions across the industry were being evaluated carefully. At the same time, we were encouraged by early signs of stabilization and improving fundamentals that typically precede a broader recovery. Now as we move into 2026, both our customers and our visibility continue to improve, and it shows an environment that is building to set up for a constructive 2027 as spot rates, contract rates, capacity, and demand all are coming together to drive back to replacement demand for equipment, and possibly beyond as fleets begin to plan more confidently. Against that backdrop, our priorities have not changed. We are focused on controlling what we control, protecting margins through the cycle, and executing against our long-term strategy. That means aligning cost to demand, maintaining pricing discipline, and continuing to invest in areas that differentiate Wabash National Corporation. Particularly parts and services, digital enablement, and our manufacturing operations. The actions we have taken position us favorably for the market's return versus prior down cycles. We are deploying capital more effectively, more efficiently, and at levels above what has been historically possible, managing liquidity with discipline, and building a business that will emerge from this cycle stronger, more resilient, and better positioned to perform as market growth accelerates. Execution remained a focus in Q1. Key operating metrics, inclu...

LAFAYETTE, Ind. (AP) — LAFAYETTE, Ind. (AP) — Wabash National Corp. (WNC) on Friday reported a loss of $45.2 million in its first quarter. On a per-share basis, the Lafayette, Indiana-based company said it had a loss of $1.11. Losses, adjusted for non-recurring gains, came to $1.17 per share. The maker of truck trailers posted revenue of $303.2 million in the period. For the current quarter ending in June, Wabash expects its results to range from a loss of 60 cents per share to a loss of 40 cents per share. The company said it expects revenue in the range of $380 million to $400 million for the fiscal second quarter. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on WNC at https://www.zacks.com/ap/WNC

Semi trailers and liquid transportation container manufacturer Wabash (NYSE:WNC) will be reporting earnings this Friday before market open. Here’s what you need to know. Wabash beat analysts’ revenue expectations last quarter, reporting revenues of $321.5 million, down 22.9% year on year. It was a disappointing quarter for the company, with revenue guidance for next quarter missing analysts’ expectations and a significant miss of analysts’ adjusted operating income estimates. Is Wabash a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Wabash’s revenue to decline 16.2% year on year, improving from the 26.1% decrease it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Wabash has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Wabash’s peers in the heavy transportation equipment segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Federal Signal delivered year-on-year revenue growth of 34.9%, beating analysts’ expectations by 8%, and PACCAR reported a revenue decline of 8.9%, falling short of estimates by 0.9%. PACCAR traded down 7.1% following the results. Read our full analysis of Federal Signal’s results here and PACCAR’s results here. There has been positive sentiment among investors in the heavy transportation equipment segment, with share prices up 8.6% on average over the last month. Wabash is down 3% during the same time and is heading into earnings with an average analyst price target of $14.50 (compared to the current share price of $8.36). ONE MORE THING: The $21 AI Application Stock Wall Street Forgot. While Wall Street obsesses over who’s building AI, one company is already using it to print money. And nobody’s paying attention. AI chip stocks trade at ridiculous valuations. This company processes a trillion consumer signals monthly using AI and trades at a third of the price. The gap won’t last. The institutions will figure it out. You need to see this first. Read the FREE Report Before They Notice.

Semi trailers and liquid transportation container manufacturer Wabash (NYSE:WNC) missed Wall Street’s revenue expectations in Q1 CY2026, with sales falling 20.4% year on year to $303.2 million. On the other hand, the company expects next quarter’s revenue to be around $390 million, close to analysts’ estimates. Its non-GAAP loss of $1.17 per share was 15.9% below analysts’ consensus estimates. Is now the time to buy Wabash? Find out in our full research report. Revenue: $303.2 million vs analyst estimates of $319 million (20.4% year-on-year decline, 5% miss) Adjusted EPS: -$1.17 vs analyst expectations of -$1.01 (15.9% miss) Adjusted EBITDA: -$38.03 million (-12.5% margin, 180% year-on-year decline) Revenue Guidance for Q2 CY2026 is $390 million at the midpoint, roughly in line with what analysts were expecting Adjusted EPS guidance for Q2 CY2026 is -$0.50 at the midpoint, below analyst estimates of -$0.31 Adjusted EBITDA Margin: -12.5%, down from -3.6% in the same quarter last year Free Cash Flow was -$37.31 million compared to -$22.78 million in the same quarter last year Backlog: $837 million at quarter end, down 30.3% year on year Market Capitalization: $353.5 million With its first trailer reportedly built on two sawhorses, Wabash (NYSE:WNC) offers semi trailers, liquid transportation containers, truck bodies, and equipment for moving goods. Examining a company’s long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years. Unfortunately, Wabash struggled to consistently increase demand as its $1.47 billion of sales for the trailing 12 months was close to its revenue five years ago. This wasn’t a great result and is a sign of poor business quality. We at StockStory place the most emphasis on long-term growth, but within industrials, a half-decade historical view may miss cycles, industry trends, or a company capitalizing on catalysts such as a new contract win or a successful product line. Wabash’s recent performance shows its demand remained suppressed as its revenue has declined by 22.4% annually over the last two years. We can dig further into the company’s revenue dynamics by analyzing its backlog, or the value of its outstanding orders that have not yet been executed or delivered. Wabash’s backlog reached $837 million in the latest quarter and averaged 29% year-on-year decli...

Quarterly revenue of $303 million - Softer than expected demand, particularly in our Truck Body business, led to revenue coming in below our guidance range. Parts & Services generated positive revenue growth year-over-year. GAAP operating loss of $52 million or Non-GAAP adjusted operating loss of $56 million; Excludes impact of $6 million gain related to purchase accounting and $2.8 million of facility idling costs. Quarterly GAAP EPS of $(1.11) or Non-GAAP adjusted EPS of $(1.17). Missing Expectations due to revenue miss and operational inefficiencies associated with lower than expected volumes. Total backlog of $837 million ending Q1. Near-term market environment continues to be challenging as the industry remains cautious, though underlying indicators point to pending recovery. Q2-2026 revenue outlook midpoint of $390 million, EPS outlook $(0.50). Market conditions and financials expected to improve throughout 2026. LAFAYETTE, Ind., May 01, 2026 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), a leader in end-to-end supply chain solutions for the transportation, logistics and infrastructure markets, today reported results for the quarter ended March 31, 2026. The Company's net sales for the first quarter of 2026 were $303.2 million, reflecting a 20.4% decrease compared to the same quarter of the previous year. The Company generated consolidated gross margin loss of $11 million, equivalent to negative 3.5% of sales. GAAP operating loss amounted to $52 million as the company recognized a $6 million gain related to purchase accounting and $2.8 million of facility idling costs. Non-GAAP adjusted operating loss was $55.5 million for the quarter. First quarter GAAP diluted earnings per share was $(1.11) or $(1.17) on a Non-GAAP adjusted basis. As of March 31, 2026, total Company backlog stood at approximately $837 million, an increase of $132 million over the prior quarter. For the second quarter of 2026, the Company guides its revenue to be in the range of $380 million to $400 million and Non-GAAP adjusted EPS to a range of $(0.40) to $(0.60). "As we entered the first quarter, we did so with a clear-eyed view of the environment in front of us. Freight markets were uncertain, and customers continued to act cautiously. Order patterns were uneven, asset utilization inconsistent, and capital decisions across the industry were being evaluated carefully" explained Brent Yeag...