The earnings call highlighted strong growth in the Parts and Services segment and continued expansion of the Trailers as a Service initiative. However, economic uncertainty and reduced market demand have led to a decrease in the revenue outlook for 2025, a decline in backlog, and negative cash flow. The sentiment is balanced with positive growth areas and strategic initiatives, but significant challenges remain due to broader market conditions.

Company Guidance -

Q3 2025

During the Wabash Second Quarter 2025 Earnings Call, the company provided updated guidance, reflecting a challenging market environment. The revenue outlook for 2025 has been reduced to approximately $1.6 billion, with an expected adjusted EPS ranging from negative $1 to negative $1.30, a decrease from previous midpoints by $200 million in revenue and $0.55 in EPS. The company reported a consolidated revenue of $459 million for Q2, with adjusted EBITDA at $16 million or 3.6% of sales. Although the trailer industry continues to face pressure, Wabash's Parts and Services segment showed resilience, growing 8.8% year-over-year and achieving EBITDA margins in the high teens. The company's backlog declined to approximately $1 billion by the end of Q2, and while the order book for 2026 is not yet open, there is cautious optimism for a return to growth next year. Despite a softer market, Wabash aims to maintain near free cash flow breakeven for 2025, excluding capital investments in Trailers as a Service.

Parts and Services Growth

The Parts and Services segment grew 15% sequentially and 8.8% year-over-year with EBITDA margins returning to the high teens. The upfit business is on pace to exceed 2,000 units in 2025, and two new upfit centers are being opened in strategic markets.

Trailers as a Service Expansion

Continued expansion of the Trailers as a Service initiative, signing shippers, carriers, and brokers across North America. The acquisition of TrailerHawk has accelerated the technology roadmap with new features being added to the platform.

Strong Quarterly Revenue Performance

Consolidated revenue for the second quarter was $459 million, at the top end of the guidance range, with shipments of approximately 8,640 new trailers and 3,190 truck bodies.

Wabash National (WNC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

WNC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	-0.24 / -	0.19	―	―	―
Jul 25, 2025	2025 (Q2)	-0.34 / -0.15	0.64	-123.44% (-0.79)
Apr 30, 2025	2025 (Q1)	-0.28 / -0.58	0.39	-248.72% (-0.97)
Jan 29, 2025	2024 (Q4)	0.02 / -0.02	1.07	-101.87% (-1.09)
Oct 24, 2024	2024 (Q3)	0.23 / 0.19	1.16	-83.62% (-0.97)
Jul 24, 2024	2024 (Q2)	0.56 / 0.64	1.54	-58.44% (-0.90)
Apr 24, 2024	2024 (Q1)	0.45 / 0.39	1.04	-62.50% (-0.65)
Feb 01, 2024	2023 (Q4)	0.91 / 1.07	0.84	27.38% (+0.23)
Oct 25, 2023	2023 (Q3)	1.02 / 1.16	0.73	58.90% (+0.43)
Jul 26, 2023	2023 (Q2)	1.32 / 1.54	0.46	234.78% (+1.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WNC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	$10.66	$9.97	-6.47%
Apr 30, 2025	$9.89	$6.86	-30.64%
Jan 29, 2025	$15.42	$16.08	+4.28%
Oct 24, 2024	$16.74	$16.58	-0.96%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Wabash National Corp (WNC) report earnings?

Wabash National Corp (WNC) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is Wabash National Corp (WNC) earnings time?

Wabash National Corp (WNC) earnings time is at Oct 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is WNC EPS forecast?

WNC EPS forecast for the fiscal quarter 2025 (Q3) is -0.24.

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