Wabash National Corporation (WNC)
Summary
WNC Chart
Wabash National Q2 Preview: The Downturn Will Take Longer To Turn Around
Wabash National Corporation faces ongoing industry downturns, with Q2 guidance indicating continued losses and only modest revenue stabilization. Backlog remains a key indicator; while up 20% y/y to $837 million, it is far below 2023 highs, signaling only a tentative recovery. Parts & services are outperforming, showing sequential and y/y growth with higher margins, but core transportation solutions volumes remain under pressure.
Wabash National: Stock At A Key Pivot Point During An Industry Recovery
Wabash National is positioned for a turnaround as an industry recovery is expected to drive revenue growth and profitability by 2027. WNC trades at a compelling 8.2x 2027E EPS and 0.27x forward sales, well below sector medians, offering significant upside if a recovery materializes. Strategic initiatives—digital tools, AI-driven quoting, and upfit expansion—target margin expansion, market share gains, and more predictable revenue streams.
Wabash National Corporation (WNC) Q1 2026 Earnings Call Transcript
Wabash National Corporation (WNC) Q1 2026 Earnings Call Transcript
Wabash National Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 243 | $2,766.2 | $2,985.25 | $219.05 | 7.92% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 1,059 | $11,106.09 | $12,999.22 | $1,893.13 | 17.05% |
 Point72 Asset Management LP Point72 Asset Management LP | 158,712 | $1.37M | $1.92M | $549,143.96 | 40.14% |
| YA Yinka Akinsola Blue Trust Inc. | 100 | $865 | $1,208 | $343 | 39.65% |
 Joseph Castro Nuveen LLC | 103,745 | $1.14M | $1.26M | $112,654.89 | 9.84% |
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Wabash National Corporation Profile
| Machinery Industry | Industrials Sector | Brent L. Yeagy CEO | NYSE Exchange | 929566107 CUSIP |
| US Country | 4,700 Employees | 23 Jul 2026 Last Dividend | 29 Jul 1994 Last Split | 8 Nov 1991 IPO Date |
Overview
Wabash National Corporation specializes in providing connected solutions tailored for the transportation, logistics, and distribution industries, mainly within the United States. Since its inception in 1985, the company has been operating from its headquarters in Lafayette, Indiana. It focuses on the design and manufacture of equipment and products crucial for efficient transportation and logistics operations. Wabash National Corporation is distinguished by its operation through two primary segments: Transportation Solutions and Parts & Services. This strategic segmentation allows the company to address the varied needs of its customer base, which includes truckload common carriers, leasing companies, private fleet carriers, less-than-truckload common carriers, and package carriers. Through its innovation in transportation solutions and an extensive range of services, Wabash National Corporation has established itself as a leader in the industry.
Products and Services
The diverse range of products and services offered by Wabash National Corporation is categorized under two main segments, ensuring comprehensive support for the transportation and logistics sectors:
- Transportation Solutions:
This segment focuses on the design and manufacturing of a wide array of transportation-related equipment and products. The offering includes dry and refrigerated van trailers, platform trailers, tank trailers, and truck-mounted tanks designed for different cargo needs. Additionally, the segment manufactures truck bodies for dry freight transportation, cargo and cargo XL bodies for commercial applications, refrigerated truck bodies, and platform truck bodies. For the transportation industry's infrastructure needs, Wabash also produces laminated hardwood oak flooring products. Recognizing the diverse needs of its clients, Wabash extends its product line to include used trailers, presenting a budget-friendly option for businesses.
- Parts & Services:
The Parts & Services segment complements the transportation solutions with a broad selection of aftermarket parts and services to ensure the longevity and efficiency of transportation equipment. This includes steel flatbed bodies, truck body mounting, and a suite of accessories like shelving for package delivery, partitions, roof racks, hitches, and liftgates. For thermal management, this segment provides thermal solutions besides basic maintenance services such as door repair and replacement, collision repair, and extensive maintenance offerings to keep fleets running smoothly. Besides physical products, Wabash invests in digital innovation, developing and scaling a digital marketplace for the transportation and logistics distribution industry, thereby simplifying operations for its customers. Additional offerings encompass a variety of biotech to craft brewing industry needs, like stainless steel storage tanks and silos, mixers, and processors. Furthermore, the company explores rental and leasing models through its "trailers as a service" option and delves into manufacturing composite products for various industrial applications. Each product and service is crafted under the reputable brands of Wabash, DuraPlate, DuraPlateHD, DuraPlate AeroSkirt, AeroSkirt CX, and EcoNex, ensuring quality and reliability in every offering.
