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Wabash National Corp (WNC)
NYSE:WNC
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-1.01Last Year’s EPS
-0.58Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call described significant near‑term challenges: negative margins, an adjusted net loss in Q4, plant idlings with noncash charges, negative free cash flow and a cautious Q1 2026 outlook. Offsetting strengths include resilient and fast‑growing Parts & Services (33% YoY), expanding upfit volumes and network footprint, preserved liquidity ($235M), and targeted cost actions expected to yield ~$10M in annualized savings. Management remains cautious but positions the company to scale when the freight recovery materializes and expects 2026 to be an improvement over 2025, though timing is uncertain.Company Guidance
Parts & Services Strong Growth and Profitability
Parts & Services revenue of $64.5M in Q4; segment grew 33% year-over-year and ~6% sequentially; generated operating income of $5.1M (7.9% of sales). Management expects the business to trend toward high‑teens EBITDA over time and to provide durable, higher‑margin recurring revenue through the cycle.
Upfit Volume Expansion and Network Growth
Shipped ~550 upfit units in Q4 and ~2,050 full-year (more than double 2023); opened three new upfit centers in 2025 (Northwest Indiana, Atlanta, Phoenix) and expects to exceed ~2,500 units in 2026, supporting revenue diversification and recurring opportunities.
Liquidity and Balance Sheet Preservation
Liquidity (cash + available borrowings) of $235M at Dec 31; full‑year operating cash generation of $12M. Management emphasized maintaining liquidity and financial flexibility while navigating weak demand.
Cost Realignment Actions with Expected Run‑Rate Savings
Idling of Little Falls and Goshen facilities produced approximately $16M of noncash Q4 charges; actions are projected to deliver ~ $10M of ongoing annualized cost savings as fixed manufacturing overhead and operating expenses are reduced.
Disciplined Capital Allocation
2025 investments included $25M traditional CapEx and $48M in revenue‑generating assets (TAS); returned capital via $34M share repurchases and $13.8M dividends. Q1 2026 maintenance CapEx expected roughly in line with 2025 (~$26M); no near‑term TAS investments planned.
Early Industry Stabilization Indicators
Management cited encouraging signs beneath the surface: freight volumes stabilizing off recent lows, lean dealer inventories, and gradually improving fleet utilization—though these have not yet translated into materially higher order activity.
WNC Earnings History
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 |
|---|---|---|---|
Feb 04, 2026 | $11.24 | $11.04 | -1.78% |
Oct 30, 2025 | $8.24 | $8.02 | -2.65% |
Jul 25, 2025 | $10.48 | $9.80 | -6.47% |
Apr 30, 2025 | $9.72 | $6.75 | -30.62% |
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 Apr 29, 2026, After Close (Confirmed).
What is Wabash National Corp (WNC) earnings time?
Wabash National Corp (WNC) earnings time is at Apr 29, 2026, 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 2026 (Q1) is -1.01.