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$11.55 -0.16 (-1.37%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
Market Cap
$470.53M
Shares
40.74M
Volume · Nov 13 474.74K Avg daily vol (3M) 792.93K

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $1.54B down 20.8% 10-K filed Feb 18, 2026 Quarterly report FY2026 Q3 Revenue $476.41M up 24.8% 10-Q filed Oct 29, 2026 Latest results Financial results 8-K filed Oct 29, 2026 Earnings call Q3 2026 earnings call Held Oct 29, 2026
2026
Oct 29
Earnings call
Backlog growth moves quarterly profitability to Q2 2027

Wabash’s dry van backlog reached almost 20,000 units by mid-October, prompting capacity additions pulled into Q3. Management now expects quarterly profitability by Q2 2027, with an annualized EBITDA run rate between $150 and $170 million.

4 source passages
As a direct result of customer order activity at scale, we aggressively pulled forward capacity addition actions into Q3, actions previously slated for Q1 and Q2 of 2027 to increase drive-in output and direct response to that customer demand. That number was almost 16,000 units by the end of the quarter, and by mid-October, it was almost 20,000 units, with more orders in the process of closing. We will now have a rapid sequential improvement through 2027, reaching a level of quarterly profitability by Q2, consistent with our annualized EBITDA run rate between $150 and $170 million, instead of being in the second half of the year, as previously assumed. At the same time, Wabash is adding capacity earlier and more effectively than the competition. Open the document at this passage
Oct 29
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Sales rose 24.8%, but gross profit fell 5.3%

Wabash National’s third-quarter net sales increased 24.8%, but gross profit fell 5.3% and margin declined to 3.1%. Nine-month gross profit fell 74.2%, while liquidity was $277.0 million as of September 30, 2026.

Revenue $476.41M ▲ 24.8% Net loss $20.75M Diluted EPS -$0.51
Read from the MD&A section
6 source passages
Net sales in the third quarter of 2026, increased $94.8 million, or 24.8%, compared to the third quarter of 2025. Gross profit was $14.9 million in the third quarter of 2026, a decrease of $0.8 million from the prior year period. Gross profit as a percentage of net sales was 3.1% for the third quarter of 2026, compared to 4.1% for the same period in 2025. Total | 14,875 | 15,708 | (833) | (5.3%) Gross profit was $19.6 million in the first nine months of 2026, a decrease of $56.5 million from the prior year period. Gross profit as a percentage of net sales was 1.6% for the nine months of 2026, compared to 6.2% for the same period in 2025. Total | 19,629 | 76,111 | (56,482) | (74.2%) Our liquidity position, defined as cash on hand and available borrowing capacity under the Revolving Credit Facility, was $277.0 million as of September 30, 2026, compared to $355.9 million at September 30, 2025 and $235.3 million at December 31, 2025, representing a decrease of 22% and an increase of 18%, respectively. Open the document at this passage
Oct 29
Current report 8-K
Financial results

Wabash National Corporation reported third-quarter revenue of $476.4 million, GAAP operating loss of $20 million and GAAP diluted EPS of $(0.51); backlog was approximately $1,198 million, while Q4-2026 revenue guidance was $420 million to $450 million with adjusted EPS of $(0.75) to $(0.55).

Sep 24
Current report 8-K
Regulation FD disclosure

Wabash National Corporation reported Q2 2026 revenue of $417M, adjusted EPS of $(0.53), and backlog of $956M; it guided Q3 2026 revenue to $450M and EPS to $(0.45), and said >12,000 units entered its 2027 backlog.

Jul 29
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $417.24M ▼ 9.1% Net loss $22.89M Diluted EPS -$0.56
May 1
Quarterly report 10-Q FY2026 Q1, ended Mar 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $303.23M ▼ 20.4% Net loss $45.17M Diluted EPS -$1.11
Mar 31
Proxy statement DEF 14A Meeting May 13, 2026
Proxy statement AI summary on its way
Feb 18
Annual report 10-K FY2025, ended Dec 31
Annual report for FY2025 AI summary on its way
Revenue $1.54B ▼ 20.8% Net income $211.45M Diluted EPS $5.07
2025
Apr 30
Quarterly report 10-Q FY2025 Q1, ended Mar 31
Quarterly report for FY2025 Q1
Revenue $380.89M ▼ 26.1% Net income $230.94M ▲ 1171.2% Diluted EPS $5.36 ▲ 1274.4%
Feb 18
Annual report 10-K FY2024, ended Dec 31
Annual report for FY2024
Revenue $1.95B ▼ 23.3% Net loss $284.07M Diluted EPS -$6.40
2024
Showing 1–50 of 158 documents
Key facts CIK 879526 CUSIP 929566107 13F (30d) 119 filings 105 filers Visit website Investor relations