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Wabash National (WNC) guidance and outlook
Wabash National (WNC) updated its guidance on Oct 29, 2026: EPS −$0.65 for Q4 2026; Revenue $420M–$450M for Q4 2026; EPS −$0.75 to −$0.55 for Q4 2026. Wabash National's 10-Q filed Jul 29, 2026 makes 19 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $435M | new |
| EPS | Q4 2026 | −$0.65 | new |
| Revenue | Q4 2026 | $420M–$450M | new |
| EPS | Q4 2026 | −$0.75 to −$0.55 | new |
From the earnings release filed Oct 29, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Jul 29, 2026
- ▪ our ability to realize all of the expected enhanced revenue, earnings, and cash flow from our agreement to create Wabash Parts LLC;
- This objective will be achieved through a balanced capital allocation strategy of sustaining strong liquidity, maintaining healthy leverage ratios, investing in the business both organically and strategically, and returning capital to our shareholders.
- Together, these actions bolster our current liquidity and demonstrate our confidence in the Company’s long-term financial outlook and ability to generate cash flow both near and long term.
- For the remainder of 2026, we expect to continue our commitment to fund working capital requirements and capital expenditures from proceeds of the Convertible Notes, net cash provided by operations, or available borrowing capacity under the Revolving Credit Agreement, as needed.
- Along with these investments, we will maintain our assets to react to any economic and/or industry changes, while also responsibly returning capital to our shareholders.
- We will continue to move rapidly to adjust to the current environment and preserve the strength of our balance sheet, while prioritizing the safety of our employees and ensuring the liquidity and financial well-being of the Company.
- The Senior Notes and related guarantees are our and the Guarantors’ general unsecured senior obligations and will be subordinated to all of our and the Guarantors’ existing and future secured debt to the extent of the assets securing that secured obligation.
- During any time when the Senior Notes are rated investment grade by at least two of Moody’s, Fitch and Standard & Poor’s Ratings Services and no Default (as defined in the Indenture) has occurred and is continuing, many of such covenants will be suspended and we and our subsidiaries will cease to be subject to such covenants during such period.
- In addition, we will be required to maintain a minimum fixed charge coverage ratio of not less than 1.0 to 1.0 as of the end of any period of 12 fiscal months when excess availability under the Revolving Credit Agreement is less than the greater of (a) 10.0% of the lesser of (i) the total revolving commitments and (ii) the borrowing base (such lesser amount, the “Line Cap”) and (b) $25 million.
- For the remainder of 2026, we expect to continue our commitment to fund our working capital requirements, capital expenditures, and our Trailers as a Service (TaaS) SM initiative from proceeds from the Notes, net cash provided by operations, or available borrowing capacity under the Revolving Credit Agreement (as needed).
- We will continue to maintain our assets, to react to any key economic and/or industry changes, while also responsibly returning capital to our shareholders.
- We will continue to move rapidly to adjust to the current environment, including to the softening of demand for certain of our products, to preserve the strength of our balance sheet, while prioritizing the safety of our employees and ensuring the liquidity and financial well-being of the Company.
Wabash National's latest quarter
Wabash National, Q3 2026: revenue $476M (+25% year over year), operating margin -4.2%, net loss $20.4M, operating cash flow −$37.3M. The chart follows the revenue to costs, profit and cash.
Questions
Did Wabash National raise or lower its guidance?
Wabash National (WNC) updated its guidance on Oct 29, 2026: EPS −$0.65 for Q4 2026; Revenue $420M–$450M for Q4 2026; EPS −$0.75 to −$0.55 for Q4 2026.
What does Wabash National expect?
▪ our ability to realize all of the expected enhanced revenue, earnings, and cash flow from our agreement to create Wabash Parts LLC; This objective will be achieved through a balanced capital allocation strategy of sustaining strong liquidity, maintaining healthy leverage ratios, investing in the business both organically and strategically, and returning capital to our shareholders. Together, these actions bolster our current liquidity and demonstrate our confidence in the Company’s long-term financial outlook and ability to generate cash flow both near and long term.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.