Wabash National (WNC) Gets A Lower Target As Freight Recovery Signals Remain Uncertain
DA Davidson lowered its price target on Wabash National Corporation (NYSE: WNC) to $8.50 from $11 while maintaining a Neutral rating, despite noting preliminary signs of stabilization in the freight market. Wabash National reported first-quarter revenue of $303.2 million, down from the prior year, but management sees improving fundamentals and customer confidence for a potential recovery into 2027. The company is actively managing its balance sheet amid industry uncertainty.
Global X Management (WNC) discloses 3.62M shares, 8.9% stake
Global X Management Company LLC has disclosed a passive investment in Wabash National Corp (WNC), holding 3,619,347 shares, which represents an 8.9% stake as of March 31, 2026. The Schedule 13G filing indicates that Global X possesses sole voting and sole dispositive power over these shares, which are managed through various investment companies. This significant ownership disclosure provides transparency regarding institutional holdings in Wabash National.
Stock grant lifts Wabash National (NYSE: WNC) director’s holdings
Wabash National Corp (NYSE: WNC) director Trent Broberg received a grant of 21,866 shares of Common Stock as a restricted stock unit award, vesting on May 13, 2027. This compensation-related award increased his direct holdings to 53,539 shares. The transaction was classified as a "Grant, award, or other acquisition" in the Form 4 filing, with no open-market buying or selling reported.
Director Larry J. Magee receives 21,866-share RSU grant at Wabash (NYSE: WNC)
Wabash National Corp (NYSE: WNC) director Larry J. Magee was granted 21,866 shares of common stock as a restricted stock unit (RSU) award, with a vesting date of May 13, 2027. This award, valued at $0.00 per share as compensation, increases Magee's direct holdings to 139,870 shares. The transaction was filed as a Form 4, indicating an acquisition of securities.
Director at Wabash National (WNC) granted 21,866 RSUs, lifting holdings to 85,189 shares
Wabash National Corp director Stuart A. Taylor II was granted 21,866 Restricted Stock Units (RSUs) on May 13, 2026, as compensation. This grant, with a transaction price of $0.00, increases his direct holdings to 85,189 shares of Wabash National common stock. The RSUs are scheduled to vest on May 13, 2027.
Director Therese Bassett receives 21,866-share RSU award at Wabash National (WNC)
Wabash National Corp director Therese M. Bassett was granted 21,866 restricted stock units (RSUs) as an equity award, increasing her direct holdings to 83,370 common shares. This RSU award, valued at $0.00 per share, is compensation-related and is scheduled to vest on May 13, 2027, aligning her interests with long-term company performance. The transaction was reported via a Form 4 filing, indicating routine board compensation rather than an open-market trade.
Director Ann Murtlow (NYSE: WNC) awarded 21,866 Wabash National shares
Ann D. Murtlow, a director at Wabash National Corp (WNC), was granted 21,866 shares of common stock as a compensation-related restricted stock unit award. The award, valued at $0.0000 per share, is set to vest on May 13, 2027. Following this transaction, Murtlow directly holds 70,712 shares and indirectly holds 50,281 shares through a trust.
Director John G. Boss receives 21,866 RSUs at Wabash National (WNC)
Wabash National Corp (WNC) director John G. Boss was granted 21,866 Restricted Stock Units (RSUs) on May 13, 2026, which vest on May 13, 2027. This equity award, granted at $0.00 per share, increases his direct holdings to 139,330 common shares. The transaction was reported in a Form 4 filing, indicating it was an acquisition through a grant rather than a market purchase.
Director at Wabash National (NYSE: WNC) receives 21,866 RSUs
Wabash National Corp director Sudhanshu Priyadarshi was granted 21,866 restricted stock units (RSUs) as part of an equity compensation package. These RSUs, valued at $0.00 per share, are scheduled to vest on May 13, 2027. Following this award, Priyadarshi directly holds 50,007 shares of Wabash National common stock, indicating a routine compensation acquisition rather than an open-market transaction.
Wabash National shareholders approve board nominees and executive pay at annual meeting
Wabash National's shareholders recently held their 2026 annual meeting, where they elected nine directors to the board and approved executive compensation in an advisory vote. They also ratified Ernst & Young LLP as their independent accounting firm. These decisions come as the company's stock is near its 52-week low and after a challenging first quarter of 2026, which saw the company miss EPS and revenue expectations.
Shareholders back Wabash National (NYSE: WNC) board, pay and auditor
Wabash National Corporation (NYSE: WNC) stockholders approved all management proposals at their 2026 annual meeting, including the election of nine directors, executive compensation, and the ratification of Ernst & Young LLP as the independent registered public accounting firm. A significant majority of votes supported each proposal, with over 30 million votes for director nominees and advisory approval of executive compensation. The meeting had a strong quorum with 36,848,288 shares represented out of 40,673,967 outstanding shares.
Wabash shareholders to get $0.08 dividend on July 23, 2026
Wabash (NYSE: WNC) has announced a regular quarterly dividend of $0.08 per share on its common stock. This dividend is scheduled to be paid on July 23, 2026, to shareholders who are on record as of July 2, 2026. The announcement was made by the company's board of directors, continuing its regular payout schedule.
Wabash National Corporation (NYSE:WNC) Q1 2026 Earnings Call Transcript
Wabash National Corporation discussed its Q1 2026 earnings, reporting that it missed earnings expectations with an EPS of $-1.17 against an expected $-1.01. Despite challenging market conditions, the company noted improving visibility for a constructive 2027, driven by stabilization in freight markets and increasing customer engagement. Wabash provided Q2 2026 guidance, expecting sequential improvement from Q1, which is anticipated to be the low point of the year, and detailed strategic initiatives in digital enablement, parts and services, and upfit expansion.
Wabash National Corp (WNC) Q1 2026 Earnings Call Highlights: Navigating Challenges with Strategic Investments and Future Growth Prospects
Wabash National Corp (WNC) reported challenging Q1 2026 results with negative margins and revenue below guidance, but showed a 19% sequential increase in backlog to $837 million. The company is strategically investing in digital enablement, parts and services, and manufacturing, and anticipates market improvements in the second half of 2026 despite continued negative operating margins in Q2. Management discussed efforts to address liquidity, capital expenditures, and workforce needs, particularly for dry vans and reefers.
Wabash National (NYSE: WNC) swings to Q1 2026 loss as trailer demand drops
Wabash National (NYSE: WNC) reported a significant net loss of $45.2 million, or $1.11 per diluted share, in Q1 2026, a sharp decline from net income of $230.9 million a year earlier, as net sales dropped 20.4% to $303.2 million due to softened demand in its trailer business. The company's gross margin turned negative at (3.5)%, reflecting lower volumes and increased overhead, while operating cash flow showed a use of $33.7 million, leading to higher long-term debt and reduced liquidity. Despite completing the acquisition of Linq Venture Holdings LLC to support digital initiatives, Wabash faces challenges from weakened trailer demand, higher operating costs, and increased interest expenses.
Wabash National (NYSE:WNC) Posts Earnings Results, Misses Estimates By $0.16 EPS
Wabash National (NYSE:WNC) reported a Q1 adjusted non-GAAP net loss of $47.5 million (-$1.17 per share), missing analyst estimates by $0.16, with revenue down 20.4% year-over-year to $303.2 million. Despite the weak quarter, management indicated Q1 was the low point, projecting Q2 revenue between $380 million and $400 million, supported by strategic investments in digital/AI and new upfit sites. The company's stock fell to $7.66 following the earnings miss, and analysts maintain a "Reduce" rating with a $10 consensus target.
Wabash National Corp (WNC) Q1 2026 Earnings Call Highlights: Navigating Challenges with ... By GuruFocus
Wabash National Corp (WNC) reported a challenging Q1 2026 with a consolidated revenue of $303 million, operating losses, and negative free cash flow. Despite these setbacks, the company saw a 19% increase in its backlog to $837 million and is making strategic investments in digital tools and manufacturing. Wabash anticipates continued negative operating margins in Q2 2026 but expects improvement in the second half of the year.
Wabash National Corp reports results for the quarter ended March 31 - Earnings Summary
Wabash National Corp has announced its financial results for the quarter that ended on March 31. The report, which serves as an earnings summary, was disseminated by Refinitiv.
Earnings call transcript: Wabash National misses Q1 2026 EPS, stock declines
Wabash National (WNC) reported a significant miss on Q1 2026 EPS and revenue, leading to a stock decline. The company posted an EPS of -$1.17 against a forecast of -$1.01 and revenue of $303 million versus $319 million. Despite the challenging quarter, Wabash National anticipates sequential improvements throughout 2026, focusing on strategic initiatives and cost management.
Transcript: Wabash National Q1 2026 Earnings Conference Call
Wabash National reported Q1 2026 revenue of $303 million, falling below guidance, with an adjusted non-GAAP EBITDA of negative $38 million due to reduced production volumes. Despite market softness, the company anticipates recovery, forecasting Q2 2026 revenue between $380 million and $400 million and improved EPS. Strategic initiatives, including digital enablement and parts/services expansion, are underway to position Wabash National for market recovery and long-term growth, with optimism for 2027 as freight indicators improve.
Q1 2026 Wabash National Corp Earnings Call Transcript
Wabash National Corp (WNC) reported a 19% increase in backlog to $837 million in Q1 2026, indicating strong future demand, and is strategically investing in parts, services, digital tools, and manufacturing. Despite these positive indicators, the company's first-quarter consolidated revenue of $303 million was slightly below guidance, reflecting challenging market conditions, with the truck body segment expected to remain soft. WNC also faced operational inefficiencies with negative adjusted non-GAAP gross and operating margins, resulting in negative free cash flow of $37.3 million and anticipated continued negative operating margins in Q2.
Wabash: Q1 Earnings Snapshot
Wabash National Corp. (WNC) reported a first-quarter loss of $45.2 million, or $1.11 per share, with adjusted losses of $1.17 per share. The truck trailer maker posted revenue of $303.2 million for the period. For the upcoming quarter ending in June, Wabash anticipates a loss ranging from 40 to 60 cents per share and expects revenue between $380 million and $400 million.
Wabash National (WNC) COO logs F-code tax withholding of 1,086 shares
Winston Donald Adrian, SVP and Chief Operating Officer of Wabash National Corp (WNC), reported a tax-related share disposition where 1,086 shares of Common Stock were withheld at $8.34 per share to cover a tax liability. This transaction, indicated by an F-code on his Form 4 filing, was not an open market sale. After the withholding, Adrian directly holds 77,265 shares, reaffirming a neutral impact on his overall holdings.
Wabash: Q1 Earnings Snapshot
Wabash National Corp. (WNC) reported a first-quarter loss of $45.2 million, or $1.11 per share. Adjusted for non-recurring gains, the loss was $1.17 per share. The truck trailer manufacturer posted revenue of $303.2 million and expects a second-quarter loss of 60 to 40 cents per share on revenues between $380 million and $400 million.
Wabash National Corporation Reports Q1 2026 Financial Results: Revenue Misses Expectations Amid Challenging Market Conditions
Wabash National Corporation reported Q1 2026 revenue of $303 million, missing expectations due to weak demand in its Truck Body division, leading to a GAAP operating loss of $52 million and a non-GAAP adjusted operating loss of $56 million. Despite the revenue miss and losses, the company saw growth in its Parts & Services segment and an increased backlog of $837 million. Wabash forecasts improved market conditions and projects Q2 2026 revenue around $390 million, along with an adjusted EPS outlook of $(0.50), indicating optimism for recovery throughout 2026.
Q1 2026 loss deepens at Wabash (NYSE: WNC) as revenue falls 20%
Wabash National Corporation (NYSE: WNC) reported a challenging Q1 2026 with a 20.4% decline in net sales to $303.2 million, resulting in a GAAP net loss of $45.2 million and diluted EPS of $(1.11). The company experienced negative gross margins and operational inefficiencies, particularly in its Transportation Solutions segment. Despite a growing backlog of $837 million, Wabash expects continued losses in Q2 2026, guiding revenue to $380–$400 million and non-GAAP adjusted EPS to $(0.40)–$(0.60).
Vanguard Capital Management (NYSE: WNC) reports 5.09% ownership (2.06M shares)
Vanguard Capital Management has reported a 5.09% beneficial ownership in Wabash National Corp (WNC), amounting to 2,060,059 shares as of March 31, 2026. This ownership, disclosed in a Schedule 13G filing, includes holdings for Vanguard funds and managed accounts, with 273,160 shares having sole voting power and 2,060,059 shares having sole dispositive power. The filing indicates a neutral sentiment regarding Wabash National.
Peregrine Capital Management LLC Reduces Position in Wabash National Corporation $WNC
Peregrine Capital Management LLC significantly reduced its stake in Wabash National Corporation (NYSE:WNC) by 63.2% in Q4, selling over 400,000 shares. Despite this, other institutional investors increased their positions, with institutional holdings now reaching approximately 97.05%. Wabash National recently missed EPS expectations and has a "Reduce" consensus rating but offers a 3.5% dividend yield.
Wabash National Corp. Experiences Revision in Its Stock Evaluation Amid Market Dynamics
Wabash National Corp. has adjusted its stock valuation, showing a significantly lower P/E ratio compared to peers and strong profitability with high returns on equity and capital employed. Despite an attractive dividend yield, the company's stock performance has lagged behind the S&P 500 over various periods. This recent evaluation highlights Wabash National's distinct financial profile within its competitive industry.
Wabash National (WNC) to Release Quarterly Earnings on Friday
Wabash National (NYSE:WNC) is scheduled to release its Q1 2026 earnings before the market opens on Friday, May 1st. Analysts project an earnings per share of ($1.01) and revenue of approximately $319.0 million. The company missed its previous quarter's EPS estimate and saw a year-over-year revenue decrease of 22.9%.
Wabash National Corp. Experiences Valuation Adjustment Amidst Unique Market Positioning
Wabash National Corp., a microcap in the automobile sector, has undergone a valuation adjustment, displaying a low P/E ratio of 2 compared to peers, and strong profitability with a 207.04% dividend yield and high returns on capital and equity. Despite outperforming the S&P 500 in the past week, the company faces challenges in longer-term stock performance. This adjustment reflects the dynamic industry and Wabash's competitive standing.
Wabash National Corp. Experiences Revision in Its Stock Evaluation Amid Market Challenges
Wabash National Corp., a microcap in the automobile sector, has undergone a valuation adjustment despite strong financial metrics such as a low P/E ratio of 2, a 207.04% dividend yield, and high returns on capital and equity. Although it has outperformed the S&P 500 year-to-date, its stock performance over the past year has lagged behind broader market trends. The company's financial health is robust, but its stock valuation reflects ongoing challenges within the industry.
Wabash National (NYSE:WNC) Shares Pass Above 200-Day Moving Average - Time to Sell?
Wabash National (NYSE:WNC) shares have moved above their 200-day moving average, reaching $9.78 with a 200-day MA of $9.30. Despite this, analyst sentiment remains weak, with an average "Reduce" rating and a price target of $10.00, following recent downgrades and an EPS miss. The company also announced a quarterly dividend of $0.08, providing an annual yield of approximately 3.3%.
Wabash National Picks Goodyear for Its Trailer Tires
Goodyear Tire & Rubber Co. has secured a one-year agreement to be the preferred tire supplier for Wabash National Corp. semi-trailers. The deal involves using Goodyear Unisteel G316 LHT trailer tires with Fuel Max Technology on Wabash National's DuraPlate dry van trailer, which is certified by the EPA's SmartWay Transport Partnership. This partnership aims to provide fuel-saving technologies that enhance trailer performance while offering long mileage and retreadability for lower operating costs.
Wabash Plans Purchase of Walker Group, a Major Tanker Manufacturer
Wabash National Corp. has announced its agreement to acquire Walker Group Holdings for $360 million in cash. This acquisition will diversify Wabash's business beyond traditional trailers into tank trailers, truck bodies, and engineered systems for the chemical and pharmaceutical industries. The deal is expected to close in the second quarter, pending regulatory approval, with Walker Group Holdings' chief Doug Chapple and his executive team remaining onboard.
Wabash National announces executive transition for chief growth officer
Wabash National Corporation announced that Michael N. Pettit will transition from his role as Senior Vice President and Chief Growth Officer, becoming a Senior Advisor until Q3 2026 for a smooth handover. The company's shares are currently trading at $9.16, showing an 8% gain over the past week, and are considered undervalued despite weak gross profit margins and anticipated unprofitability this year. Pettit will receive his base salary and pro-rated bonus, and maintain equity vesting during his advisory period, with his eventual separation considered a termination without cause ensuring severance benefits.
Wabash National (WNC) moves growth chief to advisor role with severance terms
Wabash National Corporation announced that Michael N. Pettit transitioned from Chief Growth Officer to Senior Advisor, effective April 8, 2026, until the third quarter of 2026. During this period, he will receive an annual salary of $575,000, a pro-rated 2026 annual incentive bonus, and continued equity award vesting. His separation is expected to be categorized as a termination without cause, entitling him to severance benefits under the Executive Severance Plan, contingent on a general release of claims and compliance with restrictive covenants.
Wabash National Corporation (WNC) Stock Price, News, Quote & History
This Yahoo Finance page provides comprehensive information on Wabash National Corporation (WNC), including its current stock price, trading activity, historical data, and company overview. It details the company's financial performance, analyst insights, and provides a comparison with similar companies in the Farm & Heavy Construction Machinery industry.
Wabash to webcast Q1 results May 1, with slides posted by 7 a.m.
Wabash (NYSE: WNC) announced it will webcast its first-quarter 2026 earnings conference call on Friday, May 1, 2026, at 12:00 p.m. ET. Earnings materials and slides will be available by 7:00 a.m. ET on the call date, with a replay accessible afterwards via the Investors section of onewabash.com. This announcement details the scheduled financial review and access for investors.
Wabash National reports Q4 EPS miss, narrow revenue beat
Wabash National (NYSE:WNC) reported a Q4 revenue of $321.5 million, narrowly beating analyst estimates, but posted an adjusted loss per share of -$0.93, missing expectations. The revenue decline was driven by lower truck body production and decreased trailer shipments, though its Parts & Services segment showed significant growth. The company anticipates challenging near-term conditions but expects higher full-year 2026 revenue and operating margin compared to 2025.
[ARS] WABASH NATIONAL Corp SEC Filing
This article reports on an ARS SEC filing by Wabash National Corp (WNC) on March 31, 2026, at 4:15 PM. The filing is categorized with low impact and neutral sentiment. The article also provides a company overview, including market cap, financial data, and recent news and other SEC filings for WNC.
Vanguard disaggregates holdings for Wabash National (WNC) after internal realignment
The Vanguard Group filed an Amendment No. 16 to a Schedule 13G/A for Wabash National (WNC), reporting 0 shares beneficially owned due to an internal realignment effective January 12, 2026. This realignment means certain Vanguard subsidiaries will now report ownership separately, based on SEC Release No. 34-39538. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates Vanguard no longer holds beneficial ownership of WNC securities.
D.A. Davidson keeps Wabash National stock neutral on weak orders
D.A. Davidson has reiterated a Neutral rating on Wabash National (NYSE:WNC) with an $11.00 price target, despite the stock trading significantly below this target and being considered undervalued by InvestingPro. The decision comes after weak February trailer-industry data, which showed a 26% year-over-year decline in orders, and ongoing challenges in freight fundamentals. The firm maintains caution due to low market visibility, while Wabash National's management remains hopeful.
Inside the smart-trailer tools Wabash is demoing at TMC 2026
Wabash is showcasing its durable and digitally connected trailer solutions at the 2026 TMC Annual Meeting, focusing on extending asset life, reducing downtime, and improving fleet performance. The company is demonstrating its DuraPlate® dry van platform, new cargo assurance technology with the TrailerHawk.AI™ platform, and digital tools like Spec It, Track It, and PartsIQ for streamlined operations. These innovations aim to provide an integrated ecosystem for lifecycle support and increased operational efficiency for fleets.
Wabash National Stock Faces Headwinds Amid Analyst Downgrades and Market Pressure
Wabash National (WNC) stock has seen a sharp decline in March 2026, dropping 17.14% due to broader industrials sector weakness and analyst concerns about demand and margins. Two Wall Street firms maintain a 'Reduce' consensus with a $9.00 price target, citing softening North American trucking volumes, rising steel tariffs, and labor costs. The company's core business of manufacturing trailers and tanks is sensitive to trucking industry cycles, and despite a modest dividend, its outlook remains cautious.
WNC Earnings History & Surprises | EPS & Revenue Results | WABASH NATIONAL CORP (NYSE:WNC)
This article provides an overview of Wabash National Corp's (NYSE:WNC) past quarterly earnings results, including EPS and revenue actuals, analyst estimates, and surprise percentages. It details historical performance, showing a pattern of missing EPS and revenue estimates in recent quarters, despite occasional beats. The next earnings release is anticipated on April 28, 2026, for Q1 2026.
AI tackles trailer headaches: Wabash tests tools for faster quotes, parts
Wabash, in collaboration with UP.Labs, is developing new AI-driven tools, "Spec It" and "Stock It," to enhance trailer configuration and aftermarket performance. "Spec It" aims to streamline made-to-order product quoting and configuration, while "Stock It" focuses on optimizing parts availability through predictive analytics. These initiatives are part of Wabash's broader strategy to improve customer experience and drive growth in the transportation and logistics sectors.
Wabash National (NYSE: WNC) director corrects trust and direct share holdings
Wabash National Corp director Ann D. Murtlow filed an amended Form 4 to correct previously reported share holdings, without recording any new transactions. The amendment adds 8,993 common shares held indirectly through a trust that were previously omitted and reflects a transfer of 41,288 shares from Murtlow’s direct ownership into the same trust. After corrections, Murtlow holds 50,281 shares indirectly through a trust and 48,846 shares directly.
Truck fleets chase faster upfits as Wabash rolls out ready-to-mount bodies
Wabash (NYSE: WNC) is showcasing its upfit capabilities, Ready-to-Mount (RTM) truck body program, and expanding parts and services network at Work Truck Week 2026. The company's RTM program offers pre-built truck bodies for rapid deployment, allowing dealers and fleets to move from specification to installation in weeks, supported by a growing national parts and service network. Wabash also recently became a qualified Ford Pro™ Upfitter, ensuring its solutions meet Ford's engineering and integration standards.
Wabash Reduces Losses
Wabash National Corp. reported a first-quarter loss of $14.6 million, an 18% reduction from the previous year, despite a 33% drop in sales. Senior Vice President Mark Holden attributed this improvement to significant restructuring activities over the past nine months. The company also underwent several management changes, including the appointment of William Greubel as president and CEO.
