Wabash National Corp. reports developments in transportation, logistics and infrastructure supply-chain equipment, including dry and refrigerated trailers and truck bodies, platform trailers, tank trailers, structural composites, parts and service programs, and fleet support offerings. Recurring news includes earnings, backlog and demand commentary for freight equipment markets, as well as updates from the company’s Parts & Services activities and truck body operations.
Company announcements also cover product and technology initiatives such as the DuraPlate dry van platform, digitally connected cargo assurance tools, TrailerHawk.AI, Ready-to-Mount truck bodies, upfit services, Trailers as a Service, and AI-driven configuration and aftermarket parts tools. Capital-return items, including quarterly dividends, also appear among Wabash’s recurring corporate updates.
Wabash (WNC) reported third-quarter 2026 revenue of $476.4 million, up 24.8% from a year earlier, while posting a GAAP operating loss.
The operating loss was $20.0 million, versus operating income of $57.6 million a year earlier. Diluted loss per share was $0.51, versus earnings of $0.97. Adjusted loss per share, a non-GAAP measure, was $0.63. Gross profit fell to $14.875 million from $15.708 million despite higher sales. Transportation Solutions revenue increased 21.9%; Parts & Services revenue rose 13.8%.
Backlog reached approximately $1,198 million at September 30, up 25% from the prior quarter. Wabash brought forward dry van capacity additions into the third quarter. For fourth-quarter 2026, it expects revenue of $420 million to $450 million and adjusted loss per share of $0.75 to $0.55, with market conditions and financial results expected to improve sequentially thereafter.
Wabash (WNC) welcomed final U.S. determinations on Chinese van-type trailer imports, with Commerce set to issue duty orders.
The ITC found material injury to the U.S. industry on September 25, 2026, following Commerce’s final dumping and subsidy findings. China’s final antidumping cash deposit rate is 129.73%, and its countervailing duty rate is 134.75%. Canadian-assembled trailers using Chinese subassemblies face China duties. A separate 25% Section 232 tariff has applied to imported trailers’ full declared value since April 6, 2026, and stacks with those duties.
Canada and Mexico importers are posting preliminary cash deposits. Final Commerce decisions are expected around December 17, 2026, with ITC votes expected in early 2027; rates may change. Canada’s subsidy investigation ended after its petition was withdrawn. Wabash recently added 10,000 units of dry-van capacity at Lafayette South.
Wabash (NYSE: WNC) will hold its third-quarter 2026 earnings conference call on October 29, 2026, at 12:00 p.m. ET.
The webcast and accompanying slides will be accessible through the website’s Investors section under Events & Presentations. Earnings materials will be posted by 7:00 a.m. ET that day and remain available afterward. A replay will be available shortly after the presentation concludes.
Wabash (WNC) will showcase three tank trailers and safety technology at Tank Truck Week in Oklahoma City, Sept. 27–30.
The display will include specialty chemical, fleet chemical and frame-and-cradle sanitary trailers, alongside valve technology from Betts Industries. Wabash says its aluminum frame-and-cradle design is approximately 250 to 500 pounds lighter than traditional stainless-steel designs. Visitors can find the exhibit at booth #1239.
Wabash (NYSE: WNC) announced that its board of directors has declared a regular quarterly cash dividend of $0.08 per share on its common stock. The dividend is payable on October 29, 2026 to shareholders of record as of October 8, 2026.
Wabash (NYSE: WNC) reported second quarter 2026 net sales of $417.2 million, down 9.1% year-over-year, with consolidated gross profit of $15.3 million (3.7% margin). GAAP operating loss was $25.3 million, including $1.8 million of facility idling costs, and non-GAAP adjusted operating loss was $23.5 million. GAAP diluted EPS was $(0.56), or $(0.53) on a non-GAAP adjusted basis, within the company’s Q2 guidance range.
Total backlog reached approximately $956 million at June 30, 2026, up $119 million (14%) versus Q1 and above typical seasonal patterns. Transportation Solutions net sales declined 11.4% to $354.7 million with a segment operating loss of $13.9 million, while Parts & Services net sales grew 6.1% to $63.4 million with operating income of $6.0 million (9.4% margin). For Q3 2026, Wabash guides revenue to $440–$460 million and non-GAAP adjusted EPS to $(0.50)–$(0.40), and notes sequential improvement in market conditions and financial performance is expected.
Wabash (NYSE: WNC) announced a new partnership with Truck Source, a full-service trailer dealership based in Portland, Oregon, with additional operations in Phoenix, Arizona. The agreement aims to expand Wabash’s dealer footprint and enhance service coverage across the Western U.S.
Truck Source will provide Wabash’s full lineup of dry van trailers, platform trailers and truck bodies, along with maintenance, warranty support and replacement parts. According to Wabash, the partnership strengthens support for fleets operating along the Interstate-5 corridor and in the growing Phoenix freight market, aligning with its strategy to build a connected dealer network that improves equipment access and uptime.
Wabash (NYSE: WNC) priced an upsized private offering of $130 million aggregate principal amount of 4.00% convertible senior unsecured notes due 2032, increased from $100 million, to qualified institutional buyers under Rule 144A. Initial purchasers also have a 13-day option to buy up to an additional $20 million of notes. The notes bear 4.00% interest, payable semi-annually starting February 1, 2027, and mature on August 1, 2032, unless earlier converted, redeemed or repurchased.
The initial conversion rate is 59.7086 shares per $1,000, implying a conversion price of about $16.75 per share, a 32.50% premium to the July 15, 2026 NYSE closing price of $12.64. Wabash estimates net proceeds of about $122 million–$141 million, depending on option exercise, and plans to use them for general corporate purposes, including repayment under its existing credit agreement.
Wabash (NYSE: WNC) has commenced a private offering of $100 million aggregate principal amount of convertible senior unsecured notes due August 1, 2032, to qualified institutional buyers under Rule 144A. Initial purchasers are expected to receive an option to buy up to an additional $15 million of notes within 13 days of first issuance.
The notes will be senior, unsecured obligations, pay semi-annual interest, and may be converted into cash, common stock, or a combination at Wabash’s election. Wabash may redeem the notes for cash on or after August 6, 2029, subject to stock price and other conditions. According to Wabash, net proceeds will be used for general corporate purposes, including repayment of amounts under its existing credit agreement.
Wabash (NYSE:WNC) is opening its 2027 production order cycle months earlier than usual. The company is now accepting orders for 2028 model year DuraPlate Dry Van and DuraPlate HD Dry Van trailers, aiming to match fleets’ earlier 2027 acquisition planning and provide clearer configurations, delivery windows, and pricing.