Company Reports Q4 Revenue of $321.5M
Reports Q4 revenue $321.5M vs. $416.81M last year. Total Company backlog as of December 31, 2025 was approximately $705M, as capital spending decisions continue to be delayed and highly managed. "While conditions on the ground are improving for our customers, we have limited visibility into timing, pace and sustainability of the freight market recovery. With that said, the underlying conditions for a strong trailer demand response is growing once the freight market recovery threshold is met and our customers look to recapture profitability and get back to a growth mindset. But for now, our customers continue to defer capital spending decisions, and order patterns remain uneven, reflecting a highly managed near term reality across freight, construction, and industrial end markets.," explained Brent Yeagy, President and CEO. "While near-term conditions remain challenging, customer engagement around 2026 purchasing decisions is ongoing, and many fleet order commitments for the year remain open and active, a positive departure from historic norms for this period of the sales cycle for trailers. Based on these discussions and early order activity, we believe FY26 revenue and operating margin is likely to be higher than 2025, even though the timing and shape of demand recovery remain uncertain."
Trade with 70% Backtested Accuracy
Analyst Views on WNC
About WNC
About the author
Wabash (WNC) Q4 2025 Earnings Call Transcript
Wabash National Reports Wider Loss in Q4
- Widening Loss: Wabash National reported a net loss of $49.88 million in Q4, significantly up from $1.03 million last year, indicating increasing challenges in the market environment.
- Increased Loss Per Share: The loss per share surged from $0.02 last year to $1.23, reflecting a substantial decline in profitability that may impact investor confidence.
- Declining Sales: Net sales fell to $321.45 million in Q4 from $416.81 million a year earlier, highlighting severe pressure on the company's revenue generation capabilities.
- Cautious Future Outlook: The company expects Q1 revenue to range between $310 million and $330 million, with adjusted loss per share projected between $0.95 and $1.05, indicating a cautious stance on future performance.
Wabash National Reports Q4 Earnings Miss
- Earnings Report Disappointment: Wabash National's Q4 non-GAAP EPS of -$0.93 misses expectations by $0.17, indicating significant pressure on profitability that could undermine investor confidence.
- Significant Revenue Decline: The company reported Q4 revenue of $321.5 million, a 22.9% year-over-year decrease, although it beat expectations by $3.18 million, reflecting weak overall market demand that may pressure future performance.
- Cautious Future Outlook: Wabash National anticipates Q1 revenue between $310 million and $330 million, significantly below the consensus estimate of $410.4 million, indicating a cautious stance towards future market conditions that could impact stock performance.
- Pessimistic Adjusted Earnings Forecast: The company expects adjusted EPS to range from -$0.95 to -$1.05, far below the market expectation of -$0.09, suggesting greater challenges in profitability that may lead investors to reassess its investment value.
Wabash National to Announce Q4 Earnings on February 4
- Earnings Announcement Date: Wabash National is set to release its Q4 earnings on February 4 before market open, with consensus EPS estimate at -$0.76, reflecting a staggering 3700% year-over-year decline, indicating severe profitability challenges for the company.
- Revenue Decline Expected: The anticipated revenue for Q4 is $318.32 million, representing a 23.6% year-over-year drop, which highlights weak market demand and sales challenges that could negatively impact future performance.
- Historical Performance Review: Over the past two years, Wabash National has only beaten EPS estimates 38% of the time and revenue estimates 50% of the time, indicating significant earnings volatility and caution for investors assessing the stock.
- Expectation Revision Status: In the last three months, there have been no upward revisions for EPS estimates and two downward revisions, while revenue estimates also saw no upward revisions and two downward adjustments, reflecting a lack of confidence in the company's future performance.
Wabash Schedules Q4 2025 Earnings Call on February 4, 2026
- Earnings Call Announcement: Wabash will hold its quarterly earnings conference call on February 4, 2026, at 12:00 p.m. ET to review its financial results for Q4 2025, ensuring timely access to critical information for investors.
- Online Accessibility: The call will be webcasted via the 'Investors' section of Wabash's website, allowing investors to participate through the provided link, which enhances information transparency and investor engagement.
- Financial Material Release: Wabash plans to release its earnings press release and related materials at 7:00 a.m. ET on the day of the call, ensuring investors have the necessary background information prior to the meeting, thereby improving financial communication efficiency.
- Supply Chain Innovation Strategy: Wabash is committed to optimizing supply chains across transportation, logistics, and infrastructure markets by integrating physical and digital technologies, showcasing its innovative capabilities and market leadership in the industry.
Daily Dividend Update: NKE, UGI, WNC, HD, KMB
NIKE Dividend Announcement: NIKE's Board of Directors declared a quarterly cash dividend of $0.41 per share, marking a 3% increase from the previous rate, and continuing a 24-year trend of dividend increases.
UGI Dividend Declaration: UGI's Board announced a quarterly dividend of $0.375 per share, payable on January 1, 2026, to shareholders of record by December 15, 2025.
Wabash Quarterly Dividend: Wabash declared a regular quarterly dividend of $0.08 per share, set to be paid on January 29, 2026, to stockholders of record on January 8, 2026.
Home Depot and Kimberly-Clark Dividends: Home Depot declared a quarterly dividend of $2.30 per share, while Kimberly-Clark announced a dividend of $1.26 per share, both reflecting their long-standing commitment to returning value to shareholders.
Wabash (WNC) Q4 2025 Earnings Call Transcript
Wabash National Reports Wider Loss in Q4
- Widening Loss: Wabash National reported a net loss of $49.88 million in Q4, significantly up from $1.03 million last year, indicating increasing challenges in the market environment.
- Increased Loss Per Share: The loss per share surged from $0.02 last year to $1.23, reflecting a substantial decline in profitability that may impact investor confidence.
- Declining Sales: Net sales fell to $321.45 million in Q4 from $416.81 million a year earlier, highlighting severe pressure on the company's revenue generation capabilities.
- Cautious Future Outlook: The company expects Q1 revenue to range between $310 million and $330 million, with adjusted loss per share projected between $0.95 and $1.05, indicating a cautious stance on future performance.
Wabash National Reports Q4 Earnings Miss
- Earnings Report Disappointment: Wabash National's Q4 non-GAAP EPS of -$0.93 misses expectations by $0.17, indicating significant pressure on profitability that could undermine investor confidence.
- Significant Revenue Decline: The company reported Q4 revenue of $321.5 million, a 22.9% year-over-year decrease, although it beat expectations by $3.18 million, reflecting weak overall market demand that may pressure future performance.
- Cautious Future Outlook: Wabash National anticipates Q1 revenue between $310 million and $330 million, significantly below the consensus estimate of $410.4 million, indicating a cautious stance towards future market conditions that could impact stock performance.
- Pessimistic Adjusted Earnings Forecast: The company expects adjusted EPS to range from -$0.95 to -$1.05, far below the market expectation of -$0.09, suggesting greater challenges in profitability that may lead investors to reassess its investment value.
Wabash National to Announce Q4 Earnings on February 4
- Earnings Announcement Date: Wabash National is set to release its Q4 earnings on February 4 before market open, with consensus EPS estimate at -$0.76, reflecting a staggering 3700% year-over-year decline, indicating severe profitability challenges for the company.
- Revenue Decline Expected: The anticipated revenue for Q4 is $318.32 million, representing a 23.6% year-over-year drop, which highlights weak market demand and sales challenges that could negatively impact future performance.
- Historical Performance Review: Over the past two years, Wabash National has only beaten EPS estimates 38% of the time and revenue estimates 50% of the time, indicating significant earnings volatility and caution for investors assessing the stock.
- Expectation Revision Status: In the last three months, there have been no upward revisions for EPS estimates and two downward revisions, while revenue estimates also saw no upward revisions and two downward adjustments, reflecting a lack of confidence in the company's future performance.
Wabash Schedules Q4 2025 Earnings Call on February 4, 2026
- Earnings Call Announcement: Wabash will hold its quarterly earnings conference call on February 4, 2026, at 12:00 p.m. ET to review its financial results for Q4 2025, ensuring timely access to critical information for investors.
- Online Accessibility: The call will be webcasted via the 'Investors' section of Wabash's website, allowing investors to participate through the provided link, which enhances information transparency and investor engagement.
- Financial Material Release: Wabash plans to release its earnings press release and related materials at 7:00 a.m. ET on the day of the call, ensuring investors have the necessary background information prior to the meeting, thereby improving financial communication efficiency.
- Supply Chain Innovation Strategy: Wabash is committed to optimizing supply chains across transportation, logistics, and infrastructure markets by integrating physical and digital technologies, showcasing its innovative capabilities and market leadership in the industry.
Daily Dividend Update: NKE, UGI, WNC, HD, KMB
NIKE Dividend Announcement: NIKE's Board of Directors declared a quarterly cash dividend of $0.41 per share, marking a 3% increase from the previous rate, and continuing a 24-year trend of dividend increases.
UGI Dividend Declaration: UGI's Board announced a quarterly dividend of $0.375 per share, payable on January 1, 2026, to shareholders of record by December 15, 2025.
Wabash Quarterly Dividend: Wabash declared a regular quarterly dividend of $0.08 per share, set to be paid on January 29, 2026, to stockholders of record on January 8, 2026.
Home Depot and Kimberly-Clark Dividends: Home Depot declared a quarterly dividend of $2.30 per share, while Kimberly-Clark announced a dividend of $1.26 per share, both reflecting their long-standing commitment to returning value to shareholders.
