Equity Research Analysis: WABASH NATIONAL Corp (WNC)
|Blank Capital Research Unit|Spot: $10.60
Price$10.60
Composite Score56.8/100
RatingHOLD (3★)
Rank#1050 OF 7,333
Market Cap$401M
Intelligence Feed
Investing.comNov 12 Positive
Earnings call transcript: Wabash National Q3 2025 shows wider EPS loss
Wabash National Corporation reported a wider-than-expected loss for Q3 2025, with an EPS of -$0.51, significantly missing the forecast and revenue also falling short of expectations. The company is navigating a prolonged freight recession, leading to a stock drop of 7.82% in pre-market trading and revised full-year guidance. Despite immediate challenges, Wabash focuses on innovation, cost discipline, and its resilient Parts and Services business, anticipating a gradual market recovery in 2026.
Yahoo FinanceSep 20 Neutral
Wabash National (NYSE:WNC) shareholders have endured a 43% loss from investing in the stock a year ago
Wabash National Corporation (NYSE:WNC) shareholders have experienced a 44% loss over the past year, significantly underperforming the market's 20% gain. The company's revenue also declined by 25% in the last year, and it was not profitable, suggesting a challenging period for the stock. Despite a long-term five-year return of 0.2% annually for longer-term investors, the current situation highlights a lack of both profits and revenue growth, prompting questions about future growth or cost-cutting strategies.
FinvizFeb 4 Neutral
Wabash (NYSE:WNC) Posts Better-Than-Expected Sales In Q4 CY2025 But Stock Drops
Wabash (NYSE:WNC) reported better-than-expected revenue of $321.5 million in Q4 CY2025, surpassing analyst estimates, but sales still declined by 22.9% year-on-year. Despite the revenue beat, the company's non-GAAP loss per share was worse than expected, and its Q1 CY2026 revenue guidance of $320 million fell significantly below analyst projections, causing the stock to drop 7.5% immediately after the announcement. The report also highlighted ongoing struggles with long-term revenue growth, declining backlog, and a challenging freight market impacting capital spending decisions by customers.
Precedence ResearchSep 30 Negative
Semi-Trailer Dealership Market Size to Hit USD 16.22 Billion by 2034
The global semi-trailer dealership market is projected to grow from USD 9.54 billion in 2024 to USD 16.22 billion by 2034, at a CAGR of 5.45%. This growth is primarily driven by the increasing demand for efficient freight transportation, fueled by the expansion of logistics and e-commerce industries. Key market segments include dry van trailers and authorized OEM dealerships, with North America dominating the market and Asia Pacific expected to be the fastest-growing region.
Heavy Duty TruckingFeb 15 Negative
Wabash, ArvinMeritor Announce $120 Million U.S. Xpress Order
Wabash National Corp. and ArvinMeritor Inc. have secured a three-year, $120 million agreement with U.S. Xpress Enterprises for over 7,000 Wabash DuraPlate branded trailers. These trailers will feature ArvinMeritor's advanced air suspension and axle systems, alongside GeoLogic, an asset monitoring and tracking system by Aether Systems Inc. This significant order marks the second major deal of its kind for Wabash National in less than three months.