Wabash guides Q3-2026 revenue to $440 mln-$460 mln, midpoint $450 mln
Company expects Q3-2026 non-GAAP EPS of $(0.50) to $(0.40)
Company says freight market recovery and improving carrier economics expected to support results
Q2 results
U.S. trailer maker's Q2 revenue fell 9% yr/yr, slightly above prior-year period
Adjusted EPS loss for Q2 was $(0.53), within company guidance range
Company backlog rose 14% from Q1, outperforming seasonal trends
Result drivers
Dry van shipments - Co said quarterly revenue reflected strong shipments in core Dry Van market
Parts & Services growth - Parts & Services segment generated positive revenue growth yr/yr
Improving market fundamentals - Co cited healthier supply-side forces, safety-focused federal enforcement, and improving carrier economics assupporting better market conditions, per CEO Brent Yeagy
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
Wall Street's median 12-month price target for Wabash National Corp is $22.50, about 69% above its July 28 closing price of $13.31
WNC•
