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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.
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.
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TL;DR. Q3 revenue exceeded expectations and increased 24.8% year over year to $476.4 million, backlog rose 25% sequentially to $1,198 million, and management expects sequential improvement toward profitability by Q2 2027 at an annualized EBITDA run rate of $150 million to $170 million. Profitability remains weak, with adjusted EPS below guidance, negative $10.4 million adjusted EBITDA, loss-making Q4 guidance, historically low truck-body volumes, and negative free cash flow as production ramps.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WNC
this stock
WABASH NATIONAL Corp
|
$470.53M | +33.5% | +8.8% | — | 15.7% |
|
CAT
Caterpillar Inc
|
$274.65B | +4.8% | +4.3% | 23.6 | 1.8% |
|
DE
Deere & Co
|
$181.60B | +44.7% | -11.7% | 37.4 | 2.0% |
|
SNHIY
Sany Heavy Industries Co., Ltd.
|
$86.82B | — | — | — | 0.0% |
|
PCAR
Paccar Inc
|
$56.16B | -2.6% | -15.5% | 20.3 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
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.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WNC | +5.9% | -6.6% | +43.7% | -1.6% | +33.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +3.3% | -5.4% | +43.2% | -1.4% | +22.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
