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WNC

Wabash National Corporation

WNC

NYSE·Industrials·Agricultural - Machinery·Mkt cap $582.5M

$14.30

+0.28%

P/E

-7.41

Mkt Cap

$582.5M

52-Wk Range

$6.63–$14.47

52-Week Range

$6.63 - $14.47

P/E

-7.41

Fwd P/E

-6.50

Beta

1.43

Div Yield

2.24%

Avg Vol

1.0M

Shares Out

40.7M

Mkt Cap

$582.5M

Price action

Price chart

Up 24.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established brand portfolio with market-leading positions in multiple trailer categories
  • Integrated two-segment model providing both new equipment sales and recurring aftermarket revenue
  • Direct distribution network and retail operations enabling strong customer relationships and market presence
  • Specialized manufacturing expertise in engineered solutions for diverse end markets (dairy, food, chemicals, pharmaceuticals)

Bear Case

1 risk

  • Average volatility.

Growth

Moderate growth ahead

E-commerce expansion driving increased freight volumes and fleet modernization demand

Value

Deep value opportunity - significant discount to Agricultural Equipment peers

Momentum

Hot

+84.3% over 3m

Quality

Thin

Mixed fundamentals

Dividend

Solid

2.24% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of -$0.53 vs -$0.56 consensus (+5.4% surprise). Revenue of $417.2M vs $402.9M expected (+3.6%). Beat on both top and bottom lines.

EPS beat +5.4%
Rev beat +3.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+5.4%

Revenue trend · last 8Q

-30%

-26%

-17%

-18%

-23%

-20%

-9%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$464.0M

$416.8M

$380.9M

$458.8M

$381.6M

$321.5M

$303.2M

$417.2M

Margins · last 8Q

Gross

3.7%

Operating

-6.1%

Profit

-5.5%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

Latest: Citi · Jul 15, 2026

vs Industry

How WNC stacks vs Agricultural - Machinery

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.