Wabash National Corp. filings document operating results, governance matters and material events for a manufacturer and service provider serving transportation, logistics and infrastructure markets. Form 8-K reports cover quarterly financial results, non-GAAP measures, backlog and demand commentary, segment trends involving Truck Body and Parts & Services operations, and capital-allocation disclosures tied to dividends and operating plans.
The company’s proxy materials address board elections, executive compensation, incentive plans, shareholder voting matters and governance policies. Other material-event filings document leadership transitions, severance and compensation arrangements, exit or disposal activities, impairment charges related to facility idling, and litigation-related adjustments reflected in financial disclosures.
Wabash National Corp. reported that SVP, Chief Commercial Officer Drew John Schwartzhoff had 744 shares of common stock delivered or withheld for payment of exercise price or tax liability on October 29, 2026. The reported price was $13.26 per share. His reported direct holdings afterward were 51,278 shares; no Rule 10b5-1 plan is reported.
Wabash National Corp. SVP, Chief Operating Officer Donald Adrian Winston reported 724 common shares delivered or withheld on October 29, 2026, for payment of exercise price or tax liability. The reported price was $13.26 per share, and his direct holdings following the transaction were 76,541 shares. No Rule 10b5-1 plan is reported.
Wabash National Corporation (WNC) reported third-quarter 2026 net sales of $476.408 million, compared with $381.595 million a year earlier. Net loss attributable to common stockholders was $20.748 million, versus net income of $39.977 million. Gross profit was $14.875 million, compared with $15.708 million, and diluted loss per share was $0.51 versus earnings of $0.97.
For the nine months ended September 30, 2026, net sales were $1,196.878 million and net loss attributable to common stockholders was $88.810 million, compared with sales of $1,221.301 million and income of $261.329 million in 2025. Operating activities used $65.820 million in cash, versus providing $69.100 million in 2025. Long-term debt carrying amount was $540.257 million as of September 30, 2026. WNC completed a $150.0 million issuance of 4.00% Convertible Notes due August 1, 2032, with net proceeds used primarily to repay Revolving Credit Agreement borrowings; no revolving borrowings were outstanding as of September 30, 2026. On January 1, 2026, WNC acquired the remaining 51% of Linq for $6.4 million cash and forgiveness of an $18.6 million note receivable, making Linq wholly owned.
Wabash National Corporation (WNC) reported third-quarter 2026 net sales of $476.4 million, up 24.8% year over year. Gross profit was $14.9 million, or 3.1% of sales. GAAP operating loss was $20.0 million; adjusted operating loss was $27.0 million after adjusting for the $7.5 million facility-sale gain and $0.5 million of facility-idling costs. GAAP diluted loss per share was $(0.51); non-GAAP adjusted diluted loss per share was $(0.63).
Total backlog was approximately $1,198 million as of September 30, 2026, a 25% increase versus Q2-26. WNC guided fourth-quarter revenue to $420 million to $450 million and Non-GAAP adjusted EPS to $(0.75) to $(0.55). The company said it pulled planned dry-van capacity additions forward into Q3 from Q1 and Q2 2027 in response to customer order activity. For the first nine months, net loss was $88.2 million versus net income of $261.6 million, and operating cash flow was $65.8 million used versus $69.1 million provided.
Wabash National Corporation presented an investor update with second-quarter 2026 results and its third-quarter outlook. For the three months ended June 30, 2026, net sales were $417.2 million, compared with $458.8 million in 2025. GAAP operating results were a $25.3 million loss, versus $4.8 million income, and net loss attributable to common stockholders was $22.9 million, versus $9.6 million. Adjusted diluted loss per share was $0.53, compared with $0.15. Adjusted EBITDA was a loss of $8.8 million, versus $16.3 million.
Net cash provided by operating activities was $5.1 million, compared with $15.8 million used in Q2 2025; free cash flow was $3.1 million, versus $22.8 million used. Backlog grew 14% to $956 million in Q2. The Q3 outlook gives revenue of $440 million to $460 million and diluted EPS of $(0.40) to $(0.50), with midpoints of $450 million and $(0.45). The presentation also says $150 million of convertible senior notes were executed in July and expects continued EPS improvement in Q4 2026.
WABASH NATIONAL Corp (WNC) reports that Chief Administrative Officer Mary Kristin Glazner sold 10,000 shares of common stock on September 14, 2026 in an open-market or private transaction at $12.25 per share. After this sale, she continues to hold 155,374 shares directly, and no Rule 10b5-1 plan is reported.
WABASH NATIONAL Corp (WNC) received a notice that officer Mary Kristin Glazner plans to sell 10,000 shares of common stock under Rule 144 through Fidelity Brokerage Services LLC on September 14, 2026, with an indicated aggregate market value of $122,500. The shares were acquired via restricted stock vesting awards granted as compensation between February 2018 and February 2020.
D. E. Shaw & Co., L.P. and David E. Shaw report beneficial ownership in Wabash National Corporation common stock. They report beneficial ownership of 2,068,519 shares of common stock, representing 5.1% of the outstanding class. These shares are held through D. E. Shaw Valence Portfolios, L.L.C. (642,013 shares), D. E. Shaw Oculus Portfolios, L.L.C. (577,423 shares), and under the management of D. E. Shaw Investment Management, L.L.C. (849,083 shares).
Both reporting persons have shared voting power over 2,012,006 shares and shared dispositive power over 2,068,519 shares, with no sole voting or dispositive power. David E. Shaw may be deemed a beneficial owner by virtue of his control positions in the managing entities but expressly disclaims beneficial ownership of the 2,068,519 shares.
Wabash National Corporation entered into a Sixth Amendment to its Second Amended and Restated Credit Agreement, under which lenders make available a $300 million revolving credit facility to Wabash and certain subsidiaries. The company may increase total commitments by up to an additional $175 million, subject to lender commitments. The facility matures on the earliest of August 12, 2031 or specified dates tied to the maturities of the company’s 4.50% Senior Notes due 2028, 4.00% Convertible Senior Notes due 2032, or other debt over $40 million. Availability is determined by a borrowing base on eligible inventory, eligible leasing inventory and eligible accounts receivable, reduced by reserves and a $40 million availability block until defined financial tests are met. The agreement includes a $25 million letter of credit subfacility and up to $30 million of swingline loans, with interest based on term SOFR or a base rate plus applicable margins, and a 0.20% unused line fee. Wabash must maintain minimum liquidity of $90 million before a “Financial Covenant Conversion Date” and thereafter meet a 1.0 to 1.0 fixed charge coverage ratio when excess availability falls below specified thresholds. The facility is guaranteed by certain subsidiaries, secured by substantially all personal property of the borrowers and guarantors, and includes customary covenants and events of default.
Vanguard Capital Management reports beneficial ownership of 2,002,363 shares of Wabash National Corp common stock. This represents 4.92% of the class as of June 30, 2026, placing Vanguard’s holdings just under the 5 percent threshold.
The firm has sole voting power over 269,645 shares and sole dispositive power over 2,002,363 shares, with no shared voting or dispositive power. The position aggregates securities over which Vanguard Capital Management LLC and certain of its affiliates or business divisions exercise dispositive and/or voting power, including Vanguard funds and client accounts.