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Wabash National Earnings Calls
| Release date | May 01, 2026 |
| EPS estimate | -$1.01 |
| EPS actual | -$1.17 |
| EPS Surprise | -15.84% |
| Revenue estimate | 319.03M |
| Revenue actual | 303.2M |
| Revenue Surprise | -4.96% |
| Release date | Feb 04, 2026 |
| EPS estimate | -$0.770 |
| EPS actual | -$0.93 |
| EPS Surprise | -20.78% |
| Revenue estimate | 318.32M |
| Revenue actual | 321.453M |
| Revenue Surprise | 0.98% |
| Release date | Oct 30, 2025 |
| EPS estimate | -$0.239 |
| EPS actual | -$0.510 |
| EPS Surprise | -113.31% |
| Revenue estimate | 390.617M |
| Revenue actual | 381.595M |
| Revenue Surprise | -2.31% |
| Release date | Jul 25, 2025 |
| EPS estimate | -$0.310 |
| EPS actual | -$0.150 |
| EPS Surprise | 51.61% |
| Revenue estimate | 455.967M |
| Revenue actual | 458.816M |
| Revenue Surprise | 0.625% |
Last 4 Quarters for Wabash National
Below you can see how WNC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 25, 2025 |
| Price on release | $9.97 |
| EPS estimate | -$0.310 |
| EPS actual | -$0.150 |
| EPS surprise | 51.61% |
| Date | Price |
|---|---|
| Jul 21, 2025 | $9.53 |
| Jul 22, 2025 | $10.31 |
| Jul 23, 2025 | $10.86 |
| Jul 24, 2025 | $10.66 |
| Jul 25, 2025 | $9.97 |
| Jul 28, 2025 | $10.41 |
| Jul 29, 2025 | $10.46 |
| Jul 30, 2025 | $9.91 |
| Jul 31, 2025 | $9.96 |
| 4 days before | 4.62% |
| 4 days after | -0.100% |
| On release day | 4.41% |
| Change in period | 4.51% |
| Release date | Oct 30, 2025 |
| Price on release | $8.09 |
| EPS estimate | -$0.239 |
| EPS actual | -$0.510 |
| EPS surprise | -113.31% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $9.03 |
| Oct 27, 2025 | $8.91 |
| Oct 28, 2025 | $8.56 |
| Oct 29, 2025 | $8.31 |
| Oct 30, 2025 | $8.09 |
| Oct 31, 2025 | $8.02 |
| Nov 03, 2025 | $7.92 |
| Nov 04, 2025 | $7.69 |
| Nov 05, 2025 | $7.86 |
| 4 days before | -10.41% |
| 4 days after | -2.84% |
| On release day | -0.87% |
| Change in period | -12.96% |
| Release date | Feb 04, 2026 |
| Price on release | $11.04 |
| EPS estimate | -$0.770 |
| EPS actual | -$0.93 |
| EPS surprise | -20.78% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $9.94 |
| Jan 30, 2026 | $10.13 |
| Feb 02, 2026 | $10.90 |
| Feb 03, 2026 | $11.24 |
| Feb 04, 2026 | $11.04 |
| Feb 05, 2026 | $10.96 |
| Feb 06, 2026 | $11.03 |
| Feb 09, 2026 | $11.15 |
| Feb 10, 2026 | $11.46 |
| 4 days before | 11.07% |
| 4 days after | 3.80% |
| On release day | -0.725% |
| Change in period | 15.29% |
| Release date | May 01, 2026 |
| Price on release | $7.68 |
| EPS estimate | -$1.01 |
| EPS actual | -$1.17 |
| EPS surprise | -15.84% |
| Date | Price |
|---|---|
| Apr 27, 2026 | $8.77 |
| Apr 28, 2026 | $8.38 |
| Apr 29, 2026 | $8.34 |
| Apr 30, 2026 | $8.69 |
| May 01, 2026 | $7.68 |
| May 04, 2026 | $7.60 |
| May 05, 2026 | $7.58 |
| May 06, 2026 | $7.77 |
| May 07, 2026 | $7.80 |
| 4 days before | -12.43% |
| 4 days after | 1.56% |
| On release day | -1.04% |
| Change in period | -11.06% |
Wabash National Earnings Call Transcript Summary of Q1 2026
Wabash National reported a challenging Q1 2026 with negative adjusted margins and negative adjusted EBITDA (-$38M) driven by lower-than-planned volumes and continued soft demand, particularly in truck bodies. Key positives: backlog rose 19% sequentially to $837M, management sees improving freight indicators and customer engagement, and expects Q1 to be the year’s low point with sequential improvement each quarter. Q2 guidance: revenue $380M–$400M and adjusted EPS of -$0.40 to -$0.60; management expects an operating margin of ~-5% in Q2 and positive adjusted EBITDA for full-year 2026. Liquidity remains a priority with $165M of total liquidity on March 31 and disciplined cash management (negative operating cash flow of $33.7M in Q1). Strategic priorities include protecting margins, aligning costs to demand (including previously announced plant idling actions), continued investment in differentiators—parts & services, digital/AI enablement (SPECT SYNC), and upfit site expansion (Chicago, Atlanta, Phoenix). Management is constructive about 2027 given improving market indicators, potential tariff/AD/CVD relief, and incremental dry van capacity (Lafayette South) enabling a target dry van share >25% early in the cycle. Truck bodies are expected to lag dry van recovery by ~6–9 months. Capital spending is being managed conservatively and will be adjusted to market conditions.
