WABASH NATIONAL CORPORATION (WNC)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-05
$11.11-4.06%
Close 2026-11-05 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · WNC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 2 guided quarters · -96.3% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
As a direct result of customer order activity at scale, we aggressively pulled forward capacity addition actions into Q3, actions previously slated for Q1 and Q2 of 2027, to increase dry van output i…
Stated in 1 of 3 supplied quarters. Management reported: “As a direct result of customer order activity at scale, we aggressively pulled forward capacity addition actions into Q3, actions previously slated for Q1 and Q2 of 2027, to increase dry van output in direct response".” “July 29, 2026 Second Quarter 2026 Earnings Release Changing How the World Reaches You® 13 Backlog grew 14% to $956m in Q2-26, outperforming traditional seasonal trends.” Revenue was $476.408 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“As a direct result of customer order activity at scale, we aggressively pulled forward capacity addition actions into Q3, actions previously slated for Q1 and Q2 of 2027, to increase dry van output i…”
03 04 P&S expansion Higher-margin, more recurring revenue broadens the growth profile.
Stated in a supplied disclosure. Management reported: “03 04 P&S expansion Higher-margin, more recurring revenue broadens the growth profile.”
Near-term market environment continues to be challenging as the industry remains cautious, though underlying indicators point to pending recovery.
Stated in 1 of 3 supplied quarters. Management reported: “Near-term market environment continues to be challenging as the industry remains cautious, though underlying indicators point to pending recovery.” Operating income was $-20.026 million in 2026-Q3.
“Near-term market environment continues to be challenging as the industry remains cautious, though underlying indicators point to pending recovery.”
Changing How the World Reaches You® 1 2 3 4 5 $150m of convertible senior notes executed in July, enhancing balance sheet strength and agility.
Stated in a supplied disclosure. Management reported: “Changing How the World Reaches You® 1 2 3 4 5 $150m of convertible senior notes executed in July, enhancing balance sheet strength and agility.”
Focus on strengthening freight market recovery, increasing shipments, and expanding backlog to support revenue growth in 2026.
Over the trailing year it converted 0.25x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.