Wabash National Corporation (WNC)
Wabash National Q2 Earnings Call Highlights
Wabash National NYSE: WNC reported second-quarter revenue of $417 million, above the expectations it provided on its first-quarter earnings call, as the trailer manufacturer said freight-market indicators and its order backlog pointed to an emerging recovery in replacement demand.
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 (WNC) Q4 2025 Earnings Call Transcript
Wabash National Corporation (WNC) Q4 2025 Earnings Call Transcript
Wabash National Corporation (WNC) Q3 2025 Earnings Call Transcript
Wabash National Corporation ( WNC ) Q3 2025 Earnings Call October 30, 2025 12:00 PM EDT Company Participants Jacob Page Brent Yeagy - President, CEO & Director Mike Pettit - Senior VP & Chief Growth Officer Patrick Keslin - Senior VP & CFO Conference Call Participants Jeffrey Kauffman - Vertical Research Partners, LLC Michael Shlisky - D.A. Davidson & Co., Research Division Presentation Operator Hello, and thank you for standing by.
Wabash National Corporation (WNC) Q2 2025 Earnings Call Transcript
Wabash National Corporation (NYSE:WNC ) Q2 2025 Earnings Conference Call July 25, 2025 12:00 PM ET Company Participants Brent L. Yeagy - President, CEO & Director Jacob Page - Corporate Participant Michael N.
Wabash National: Buying This Bloodbath Is Worth Considering
Wabash National has suffered a 48% share price decline, driven by fundamental weakness, reduced demand, and lowered 2025 guidance. Operational and financial performance has deteriorated, with significant drops in revenue, profitability, and cash flow, especially in Transportation Solutions. Despite near-term pain and tariff uncertainty, management remains optimistic about the long-term outlook, and the backlog has shown some improvement.
Wabash National Corporation (WNC) Q1 2025 Earnings Call Transcript
Wabash National Corporation (NYSE:WNC ) Q1 2025 Earnings Conference Call April 30, 2025 12:00 PM ET Company Participants Ryan Reed - VP, IR Brent Yeagy - President & CEO Pat Keslin - CFO Mike Pettit - Chief Growth Officer Conference Call Participants Mike Shlisky - D.A. Davidson Jeff Kauffman - Vertical Research Partners Operator Thank you for standing by.
Wabash Q4 Earnings: Not A Great 2024, But Will 2025 Be Better?
Wabash Q4 Earnings: Not A Great 2024, But Will 2025 Be Better?
Wabash National Corporation (WNC) Q4 2024 Earnings Call Transcript
Wabash National Corporation (NYSE:WNC ) Q4 2024 Earnings Conference Call January 29, 2025 12:00 PM ET Company Participants Ryan Reed - Vice President, Investor Relations Brent Yeagy - President & Chief Executive Officer Mike Pettit - Chief Growth Officer Pat Keslin - Chief Financial Officer Conference Call Participants Mike Shlisky - D.A. Davidson Jeff Kauffman - Vertical Research Partners Operator Thank you for standing by.
Wabash National Corporation (WNC) Q3 2024 Earnings Call Transcript
Wabash National Corporation (NYSE:WNC ) Q3 2024 Earnings Conference Call October 24, 2024 12:00 PM ET Company Participants Ryan Reed - VP, Corporate Development, IR and FP&A Brent Yeagy - President and Chief Executive Officer Patrick Keslin - Senior Vice President, Chief Financial Officer Mike Pettit - Senior Vice President, Chief Growth Officer Conference Call Participants Jeffrey Kauffman - Vertical Research Partners Michael Shlisky - D.A. Davidson Operator Thank you for standing by.
