The earnings call reflected a mixed sentiment. While there were significant achievements in the Parts and Services segment and progress in strategic initiatives like TaaS, the company faced considerable challenges with economic conditions affecting demand and a downward revision of revenue and EPS guidance for 2025.

Company Guidance -

Q3 2025

During Wabash's Second Quarter 2025 Earnings Call, the company provided updated guidance reflecting ongoing economic challenges and industry pressures. Wabash revised its 2025 revenue expectation to approximately $1.6 billion, with an adjusted EPS forecast of negative $1.15. Despite a backdrop of muted demand across the trailer industry and a backlog reduction to around $1 billion, the company remains cautiously optimistic about 2026, anticipating a potential return to growth contingent on market stability. The Parts and Services segment stood out with a 15% sequential and 8.8% year-over-year growth, contributing to an improved EBITDA margin in the high teens. Looking ahead, Wabash plans to adjust pricing for 2026 orders in response to inflationary pressures, while maintaining a focus on cost management and operational efficiency. The company projects third-quarter revenue between $390 million and $430 million, with an EPS range of negative $0.20 to negative $0.30.

Parts and Services Revenue Growth

The Parts and Services segment grew 15% sequentially and 8.8% year-over-year, with EBITDA margins returning to the high teens. The segment is becoming a key driver of stability and growth for Wabash.

Record Upfit Performance

The upfit team had another record quarter, nearly doubling units year-over-year. They completed 962 units year-to-date and are on pace to exceed 2,000 units in 2025.

Expansion of Preferred Partner Network

The preferred partner network expanded by 29 locations in the first half of 2025, growing the network to over 110 locations, with a target of 300 service points.

Trailers as a Service (TaaS) Progress

Wabash continues to sign shippers, carriers, and brokers across North America for TaaS. The launch of TrailerHawk app version 1.2 enhances asset tracking and reservation capabilities.

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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