WNC · WABASH NATIONAL Corp · Earnings Call Transcripts & Audio
$12.33
-0.35 (-2.76%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$529.98M
Shares
40.67M
Volume · Sep 30
861.49K
Avg daily vol (3M)
1.02M
WABASH NATIONAL Corp Earnings Call Transcripts
Quarterly earnings calls for WABASH NATIONAL Corp (WNC), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲35.8%
$655.15M
$36.17M
'22 Q3
22-10-26
▲37.2%
$657.45M
$41.46M
'22 Q4
23-02-02
▲13.6%
$620.95M
$51.21M
'23 Q1
23-04-26
▲6.8%
$686.62M
$74.33M
'23 Q2
23-07-26
▼3.4%
$632.83M
$55.33M
'23 Q3
23-10-25
▼9.3%
$596.10M
$50.38M
'23 Q4
24-02-01
▼17%
$515.28M
$18.17M
'24 Q1
24-04-24
▼19.8%
$550.61M
$28.96M
'24 Q2
24-07-24
▼26.7%
$464.04M
−$330.17M
'24 Q3
24-10-24
▼30.1%
$416.81M
−$1.03M
'24 Q4
25-01-29
▼26.1%
$380.89M
$230.94M
'25 Q1
25-04-30
▼16.7%
$458.82M
−$9.59M
'25 Q2
25-07-25
▼17.8%
$381.60M
$39.98M
'25 Q3
25-10-30
▼22.9%
$321.45M
−$49.88M
'25 Q4
26-02-04
LATEST
▼20.4%
$303.23M
−$45.17M
'26 Q1
26-05-01
Earnings call
FY26 · Q2
2026-07-29
WABASH NATIONAL Corp (WNC) Q2 2026 Earnings Call Transcript
Confident tone
Pricing recovery and margin restoration
Market share recapture
Backlog growth and order book
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-01
WABASH NATIONAL Corp (WNC) Q1 2026 Earnings Call Transcript
Positive tone
Market recovery and freight indicators
Liquidity and financial discipline
Manufacturing capacity and product readiness
Revenue
$303.23M
▼ 20.4% YoY Diluted EPS
$-1.11
▼ 120.7% YoY Gross margin
-3.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-04
WABASH NATIONAL Corp (WNC) Q4 2025 Earnings Call Transcript
Cautious tone
Capital allocation and balance sheet
Freight market recovery and stabilization
Cost actions and facility idling
Revenue
$321.45M
▼ 22.9% YoY Diluted EPS
$-1.23
Gross margin
-1.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
WABASH NATIONAL Corp (WNC) Q3 2025 Earnings Call Transcript
Cautious tone
Parts and services resilience
Section 232 tariffs and supply chain advantage
2019 legal matter settlement
Revenue
$381.60M
▼ 17.8% YoY Diluted EPS
$0.97
Gross margin
4.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-25
WABASH NATIONAL Corp (WNC) Q2 2025 Earnings Call Transcript
Cautious tone
Parts and services growth
Trailers as a Service (TaaS)
Upfit business expansion
Revenue
$458.82M
▼ 16.7% YoY Diluted EPS
$-0.23
▼ 135.9% YoY Gross margin
9.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
WABASH NATIONAL Corp (WNC) Q1 2025 Earnings Call Transcript
Cautious tone
Parts & Services growth
Liquidity and capital allocation
Macro/demand environment
Revenue
$380.89M
▼ 26.1% YoY Diluted EPS
$5.36
▲ 1274.4% YoY Gross margin
5.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-01-29
WABASH NATIONAL Corp (WNC) Q4 2024 Earnings Call Transcript
Positive tone
Market timing and 2025 outlook
Trailers as a Service (TaaS)
Parts & Services growth
Revenue
$416.81M
▼ 30.1% YoY Diluted EPS
$-0.02
▼ 101.9% YoY Gross margin
10.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
WABASH NATIONAL Corp (WNC) Q3 2024 Earnings Call Transcript
Positive tone
Parts and services growth initiative
2025 outlook and earnings growth potential
Leadership transition (CFO change)
Revenue
$464.04M
▼ 26.7% YoY Diluted EPS
$-7.53
▼ 749.1% YoY Gross margin
12.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
WABASH NATIONAL Corp (WNC) Q2 2024 Earnings Call Transcript
Positive tone
Strategic Portfolio Diversification
Industry Down Cycle / Freight Recession
Parts and Services Growth
Revenue
$550.61M
▼ 19.8% YoY Diluted EPS
$0.64
▼ 58.4% YoY Gross margin
16.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
WABASH NATIONAL Corp (WNC) Q1 2024 Earnings Call Transcript
Positive tone
Strategic growth initiatives
Parts and Services segment
Portfolio diversification and resilience
Revenue
$515.28M
▼ 17% YoY Diluted EPS
$0.39
▼ 62.5% YoY Gross margin
14.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-01
WABASH NATIONAL Corp (WNC) Q4 2023 Earnings Call Transcript
Confident tone
Parts and Services growth
Strategic ecosystem and partnerships
Backlog and order activity
Revenue
$596.10M
▼ 9.3% YoY Diluted EPS
$1.07
▲ 27.4% YoY Gross margin
18.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
WABASH NATIONAL Corp (WNC) Q3 2023 Earnings Call Transcript
Revenue
$632.83M
▼ 3.4% YoY Diluted EPS
$1.16
▲ 58.9% YoY Gross margin
19.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
WABASH NATIONAL Corp (WNC) Q2 2023 Earnings Call Transcript
Revenue
$686.62M
▲ 6.8% YoY Diluted EPS
$1.54
▲ 234.8% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
WABASH NATIONAL Corp (WNC) Q1 2023 Earnings Call Transcript
Revenue
$620.95M
▲ 13.6% YoY Diluted EPS
$1.04
▲ 333.3% YoY Gross margin
18.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-02
WABASH NATIONAL Corp (WNC) Q4 2022 Earnings Call Transcript
Revenue
$657.45M
▲ 37.2% YoY Diluted EPS
$0.84
Gross margin
14.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
WABASH NATIONAL Corp (WNC) Q3 2022 Earnings Call Transcript
Revenue
$655.15M
▲ 35.8% YoY Diluted EPS
$0.73
▲ 231.8% YoY Gross margin
14.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
WABASH NATIONAL Corp (WNC) Q2 2022 Earnings Call Transcript
Revenue
$642.77M
▲ 43% YoY Diluted EPS
$0.46
▲ 91.7% YoY Gross margin
12.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
WABASH NATIONAL Corp (WNC) Q1 2022 Earnings Call Transcript
Revenue
$546.76M
▲ 39.5% YoY Diluted EPS
$0.24
▲ 300% YoY Gross margin
10.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-02
WABASH NATIONAL Corp (WNC) Q4 2021 Earnings Call Transcript
Revenue
$479.28M
▲ 18.6% YoY Diluted EPS
$-0.51
▼ 610% YoY Gross margin
8.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
WABASH NATIONAL Corp (WNC) Q3 2021 Earnings Call Transcript
Revenue
$482.57M
▲ 37.3% YoY Diluted EPS
$0.22
▲ 214.3% YoY Gross margin
10.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
WABASH NATIONAL Corp (WNC) Q2 2021 Earnings Call Transcript
Revenue
$449.42M
▲ 32.5% YoY Diluted EPS
$0.24
Gross margin
12.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
WABASH NATIONAL Corp (WNC) Q1 2021 Earnings Call Transcript
Revenue
$392.00M
▲ 1.3% YoY Diluted EPS
$0.06
Gross margin
12.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-03
WABASH NATIONAL Corp (WNC) Q4 2020 Earnings Call Transcript
Revenue
$404.08M
▼ 30.2% YoY Diluted EPS
$0.10
▼ 70.6% YoY Gross margin
11.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
WABASH NATIONAL Corp (WNC) Q3 2020 Earnings Call Transcript
Revenue
$351.58M
▼ 39.5% YoY Diluted EPS
$0.07
▼ 84.8% YoY Gross margin
12.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
WABASH NATIONAL Corp (WNC) Q2 2020 Earnings Call Transcript
Revenue
$339.15M
▼ 45.8% YoY Diluted EPS
$0.00
▼ 100% YoY Gross margin
10.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-14
WABASH NATIONAL Corp (WNC) Q1 2020 Earnings Call Transcript
Revenue
$387.07M
▼ 27.4% YoY Diluted EPS
$-2.01
▼ 844.4% YoY Gross margin
9.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-12
WABASH NATIONAL Corp (WNC) Q4 2019 Earnings Call
Revenue
$579.00M
▼ 5.1% YoY Diluted EPS
$0.34
▲ 61.9% YoY Gross margin
12.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls