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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Wabash National
Wabash National (WNC) investor relations material
Wabash National Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
2025 was marked by prolonged softness in transportation demand, leading to financial pressures but reinforcing organizational resilience and operational discipline.
Market environment is stabilizing, with demand improvement expected in 2H 2026 and a stronger 2027.
Actions taken included cost alignment, liquidity preservation, and facility idling to manage through the downturn and prepare for recovery.
Q4 2025 revenue was $321.5M, in line with guidance, but operational inefficiencies from lower truck body production led to operating income and EPS below expectations.
Q4 GAAP EPS was ($1.23); adjusted EPS was ($0.93), excluding costs from idling two facilities.
Financial highlights
Q4 consolidated revenue was $321.5M, with 5,901 new trailers and 1,343 truck bodies shipped.
Q4 GAAP operating loss was $(59.9)M (18.6% margin); adjusted operating loss was $(43.8)M (13.6% margin).
Adjusted EBITDA was $(26.2)M (8.1% of sales); adjusted net loss was $(37.8)M, or $(0.93) per diluted share.
Free cash flow for 2025 was $(60.6)M, down from $38.1M in 2024.
Full year 2025 revenue reached $1.54B; non-GAAP adjusted net loss was $(89.9)M.
Outlook and guidance
Q1 2026 revenue expected between $310M–$330M; adjusted EPS between $(0.95)–$(1.05).
Q1 anticipated to be the weakest quarter of the year for both revenue and margins.
Full-year 2026 guidance withheld due to market uncertainty, but early customer engagement suggests 2026 revenue and margins may exceed 2025.
Cash impact of facility idling?
Parts & Services margin trajectory for 2026?
When are antidumping duties expected to apply?
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Next Wabash National earnings date
Q1 202629 Apr, 2026
Wabash National
Next Wabash National earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Wabash National Corporation designs, manufactures, and distributes engineered solutions for the transportation, logistics, and distribution industries. It operates through two segments, Commercial Trailer Products, and Diversified Products. The Commercial Trailer Products segment manufactures van trailers for dry freight and refrigerated cargo; platform trailers for bulk commodity hauling; liquid and dry bulk tank trailers; and intermodal equipment, including steel container chassis.
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