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 executive Michael N. Pettit reported equity compensation and a related tax withholding transaction. On February 12, 2026, he had 8,184 shares of common stock disposed of in a tax-withholding transaction at $11.65 per share, leaving 163,230 shares directly owned afterward.
On the same date, he received a grant of 60,086 restricted stock units (RSUs) at $0 per share, increasing his direct holdings to 223,316 shares. These RSUs will be settled in common stock and vest in three equal annual installments on February 12, 2027, February 12, 2028, and February 12, 2029.
Wabash National Corp Chief Administrative Officer Mary Kristin Glazner reported equity compensation and related tax withholding transactions in company common stock on February 12, 2026. A tax-withholding disposition of 5,385 shares at $11.65 per share was made to cover obligations.
On the same date, she received a grant of 37,554 restricted stock units that will settle in common stock. These RSUs vest in three equal annual installments on February 12, 2027, February 12, 2028, and February 12, 2029. After these transactions, she directly owned 173,372 shares of common stock.
Wabash National’s President & CEO Brent Yeagy reported equity compensation activity and related tax withholding in company stock. On February 12, 2026, he had 25,303 shares of common stock disposed of at $11.65 per share to cover tax obligations. The same day, he received a grant of 197,425 restricted stock units, which will be settled in common stock and vest in three equal annual installments on February 12, 2027, 2028, and 2029. Following these transactions, he directly owned 753,269 shares of Wabash National common stock.
FMR LLC has filed a Schedule 13G showing beneficial ownership of 2,372,387.86 shares of Wabash National Corp common stock, representing 5.9% of the class as of 12/31/2025. FMR reports sole voting power over 2,367,998 shares and sole dispositive power over 2,372,387.86 shares.
Abigail P. Johnson is also listed as a reporting person with beneficial ownership and sole dispositive power over the same 2,372,387.86 shares, but no voting power. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Wabash National.
Wabash National Corporation filed a current report to notify investors that it has released its financial results for the year and quarter ended December 31, 2025. The company explains that these results are presented in a press release furnished as Exhibit 99.1 and incorporated by reference. It also notes that both the press release and a teleconference visual presentation are available through its Investor Relations website, giving shareholders multiple ways to review the detailed performance information.
BlackRock, Inc. has filed Amendment No. 3 to a Schedule 13G reporting its beneficial ownership in Wabash National Corporation common stock as of 12/31/2025. BlackRock reports beneficial ownership of 3,067,649 shares of common stock, representing 7.6% of the outstanding class.
BlackRock has sole power to vote or direct the vote over 3,025,122 shares and sole power to dispose or direct the disposition of 3,067,649 shares, with no shared voting or dispositive power. The filing explains that the position reflects securities held by certain BlackRock business units, and that various underlying persons have rights to dividends or sale proceeds, but no single person has more than five percent of the total outstanding common shares. BlackRock certifies the shares are held in the ordinary course of business and not for the purpose of influencing control of Wabash National.
Wabash National Corporation is idling its facilities in Little Falls, Minnesota and Goshen, Indiana, with the plan expected to be substantially complete by the end of Q2 2026. The action will reduce jobs by about 3 salaried and 53 hourly employees in Little Falls and 21 salaried and 193 hourly employees in Goshen. The company expects total charges between $15 million and $20 million, including $1 million to $2 million of cash charges primarily for associate-related and other exit costs, with the rest as non-cash asset impairment charges. It plans to record $12 million to $15 million of charges in Q4 2025 and $3 million to $5 million during the first half of 2026, with most cash outflows occurring by the end of Q2 2026. These steps are expected to reduce fixed costs in 2026 and in future years, and do not involve disposing of or discontinuing any business line.
Wabash National Corp President and CEO Brent Yeagy reported a change in his personal holdings of company stock. On 12/15/2025, he disposed of 3,978 shares of Wabash National common stock at a price of $9.9 per share. After this transaction, he directly beneficially owns 581,147 shares of Wabash National common stock.
Wabash National (WNC) filed a Schedule 13G/A (Amendment No. 1) reporting that First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation beneficially own 118,010 common shares, equal to 0.29% of the class, as of 09/30/2025.
The filing lists sole voting power: 0, shared voting power: 56, sole dispositive power: 0, and shared dispositive power: 118,010. The signatories state the securities were acquired and are held in the ordinary course and not for changing or influencing control. The unit investment trusts that hold shares vote via their trustee; the reporting persons disclaim beneficial ownership beyond what is reported.
Wabash National Corporation reported Q3 2025 results showing lower sales but positive earnings. Net sales were $381.6 million versus $464.0 million a year ago. Net income was $40.0 million (diluted EPS $0.97), compared with a net loss of $330.2 million last year, when results were affected by large charges. Gross profit was $15.7 million. For the first nine months, net sales were $1.221 billion and net income was $261.6 million.
Operating cash flow for the nine months was $69.1 million. Cash stood at $91.7 million with long‑term debt of $422.7 million, including $400 million Senior Notes due 2028 and $25.0 million outstanding on the revolver. The company completed the acquisition of Trailerhawk.ai on February 3, 2025, recognizing $8.2 million of goodwill and provisionally valuing identifiable intangibles at $9.1 million, with potential earnouts of up to $15.0 million over seven years. On October 1, 2025, Wabash exercised a call right to acquire its partner’s interest in Linq Venture Holdings LLC for $6.4 million plus forgiveness of the related loan receivable, with an anticipated closing of January 1, 2026. Shares outstanding were 40,516,637 as of October 23, 2025.