Wabash Announces Third Quarter 2026 Results
Key Highlights
- ➤Q3 revenue $476.4 million, up 24.8% year-over-year
- ➤Q3 adjusted EPS $(0.63), versus GAAP EPS $(0.51)
- ➤Backlog $1,198 million, up 25% sequentially
- ➤Q4 revenue outlook $420 million-$450 million; adjusted EPS $(0.75)-$(0.55)
- ➤Wabash accelerated dry-van capacity additions into Q3
Expert Statements
Brent Yeagy, President and Chief Executive Officer of Wabash
“Our third quarter results represent another step forward in what continues to be a transition year for Wabash. Beneath the results we have explicit and material evidence in demonstrated customer demand. That gives confidence that the conditions required for a broader recovery are solidly in place. 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”
* Quarterly revenue of $476 million - Reflects strong shipments in core Dry Van market. Parts & Services generated positive revenue growth year-over-year. * GAAP operating loss of $20 million or Non-GAAP adjusted operating loss of $27 million; Non-GAAP adjusted operating loss excludes impact of $7.5 million related to the gain on sale of a manufacturing facility and $0.5 million of facility idling costs. * Quarterly GAAP EPS of $(0.51) or Non-GAAP adjusted EPS of $(0.63). * Total backlog of $1,198 million as of September 30, 2026. An increase of 25% versus Q2-26 and outperforming traditional seasonal trends. * Q4-2026 revenue outlook midpoint of $435 million, EPS outlook $(0.65). Market conditions and financials expected to improve sequentially thereafter. LAFAYETTE, Ind., Oct. 29, 2026 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), a leader in end-to-end supply chain solutions for the transportation, logistics and infrastructure markets, today reported results for the quarter ended September 30, 2026.
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