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.
WNC · WABASH NATIONAL Corp · Documents
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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.
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).
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.