Jun 2026 (Q2 FY26) — Jul 29, 2026
Wabash National Q2 FY26 — Backlog Growth and Freight Market Recovery Signals
Read the full callWabash National earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 303 | −20.4% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | -17.3 | −99.8 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | -45.2 | −119.6% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Price
1Y: $8.93 on 14 Oct 2025 → $12.82. High $14.31 (4 Sept 2026), low $6.77 (19 May 2026).
Overview
Call summaries
Wabash National Q2 FY26 — Backlog Growth and Freight Market Recovery Signals
Read the full callEvery analysed call
Financials
Net profit, year on year: −120% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 551 | 464 | 417 | 381 | 459 | 382 | 321 | 303 |
| Operating profit | 44 | -433 | 4 | 315 | -5 | 58 | -60 | -52 |
| Operating margin | 8.0% | −93.3% | 0.9% | 82.6% | −1.0% | 15.1% | −18.6% | −17.3% |
| Other income | -3 | -4 | -4 | -3 | -5 | -4 | -4 | -6 |
| Interest | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 6 |
| Profit before tax | 39 | -438 | -2 | 309 | -12 | 52 | -66 | -58 |
| Tax rate | 25.1% | 24.7% | 65.4% | 25.3% | 21.9% | 22.5% | 23.7% | 22.4% |
| Net profit | 29 | -330 | -1 | 231 | -10 | 40 | -50 | -45 |
| EPS ($ per share) | 0.65 | -7.53 | -0.02 | 5.41 | -0.23 | 0.98 | -1.23 | -1.11 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | — | — | — |
| Reserves | 150 | 222 | 107 | 92 | 188 | 404 | 106 | 304 |
| Total liabilities | 831 | 784 | 757 | 782 | 805 | 813 | 1,222 | 803 |
| Fixed assets | 207 | 221 | 210 | 232 | 271 | 325 | 339 | 300 |
| Total assets | 1,304 | 1,305 | 1,161 | 1,107 | 1,204 | 1,363 | 1,412 | 1,171 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 112 | 146 | 124 | -7 | 124 | 320 | 117 | 12 |
| Cash from investing | -13 | -37 | -3 | -27 | -55 | -106 | -95 | -93 |
| Cash from financing | -158 | -102 | -44 | -111 | -82 | -93 | -86 | -3 |
| Net cash flow | -59 | 8 | 77 | -146 | -14 | 121 | -64 | -84 |
| Capital expenditure | -34 | -38 | -20 | -49 | -57 | -98 | -72 | -25 |
| Free cash flow | 78 | 109 | 104 | -57 | 67 | 222 | 45 | -13 |
35 filings between Oct 29, 2025 and Sep 14, 2026.
Purchases
None
No insider bought shares.
Sales
$122.5K
1 sale by 1 insider
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Glazner Mary Kristin | — | $122.5K | Sep 14, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 14, 2026 | Glazner Mary Kristin Chief Administrative Officer | Sale | 10,000 | $122.5K |
| May 13, 2026 | Boss John G. Director | Award | 21,866 | $0 |
| May 13, 2026 | Sudhanshu Priyadarshi Director | Award | 21,866 | $0 |
| May 13, 2026 | Magee Larry J Director | Award | 21,866 | $0 |
| May 13, 2026 | BASSETT THERESE M Director | Award | 21,866 | $0 |
| May 13, 2026 | Broberg Trent Director | Award | 21,866 | $0 |
| May 13, 2026 | SORENSEN SCOTT K Director | Award | 21,866 | $0 |
| May 13, 2026 | Murtlow Ann D. Director | Award | 21,866 | $0 |
| May 13, 2026 | TAYLOR STUART A II Director | Award | 21,866 | $0 |
| Apr 29, 2026 | Winston Donald Adrian SVP, Chief Operating Officer | Tax withheld | 1,086 | $9.1K |
| Feb 15, 2026 | Glazner Mary Kristin Chief Administrative Officer | Tax withheld | 5,778 | $68.5K |
| Feb 15, 2026 | Yeagy Brent L President & CEO | Tax withheld | 28,651 | $339.8K |
| Feb 15, 2026 | Pettit Michael N SVP, Chief Growth Officer | Tax withheld | 7,439 | $88.2K |
| Feb 15, 2026 | Keslin Patrick Joseph SVP, Chief Financial Officer | Tax withheld | 484 | $5.7K |
| Feb 14, 2026 | Winston Donald Adrian SVP, Chief Operating Officer | Tax withheld | 857 | $10.2K |
| Feb 14, 2026 | Keslin Patrick Joseph SVP, Chief Financial Officer | Tax withheld | 621 | $7.4K |
| Feb 14, 2026 | Glazner Mary Kristin Chief Administrative Officer | Tax withheld | 2,220 | $26.3K |
| Feb 14, 2026 | Yeagy Brent L President & CEO | Tax withheld | 10,224 | $121.3K |
| Feb 14, 2026 | Schwartzhoff Drew John SVP, Chief Commercial Officer | Tax withheld | 595 | $7.1K |
| Feb 14, 2026 | Pettit Michael N SVP, Chief Growth Officer | Tax withheld | 3,367 | $39.9K |
| Feb 12, 2026 | Glazner Mary Kristin Chief Administrative Officer | Award | 37,554 | $0 |
| Feb 12, 2026 | Yeagy Brent L President & CEO | Tax withheld | 25,303 | $294.8K |
| Feb 12, 2026 | Yeagy Brent L President & CEO | Award | 197,425 | $0 |
| Feb 12, 2026 | Glazner Mary Kristin Chief Administrative Officer | Tax withheld | 5,385 | $62.7K |
| Feb 12, 2026 | Pettit Michael N SVP, Chief Growth Officer | Tax withheld | 8,184 | $95.3K |
| Feb 12, 2026 | Pettit Michael N SVP, Chief Growth Officer | Award | 60,086 | $0 |
| Feb 12, 2026 | Keslin Patrick Joseph SVP, Chief Financial Officer | Tax withheld | 3,901 | $45.4K |
| Feb 12, 2026 | Keslin Patrick Joseph SVP, Chief Financial Officer | Award | 34,335 | $0 |
| Feb 12, 2026 | Schwartzhoff Drew John SVP, Chief Commercial Officer | Tax withheld | 2,631 | $30.7K |
| Feb 12, 2026 | Schwartzhoff Drew John SVP, Chief Commercial Officer | Award | 32,189 | $0 |
| Feb 12, 2026 | Winston Donald Adrian SVP, Chief Operating Officer | Tax withheld | 4,774 | $55.6K |
| Feb 12, 2026 | Winston Donald Adrian SVP, Chief Operating Officer | Award | 38,627 | $0 |
| Dec 15, 2025 | Yeagy Brent L President & CEO | Tax withheld | 3,978 | $39.4K |
| Oct 29, 2025 | Winston Donald Adrian SVP, Chief Operating Officer | Tax withheld | 724 | $6.0K |
| Oct 29, 2025 | Schwartzhoff Drew John SVP, Chief Commercial Officer | Tax withheld | 744 | $6.2K |
| May 14, 2025 | Broberg Trent Director | Award | 15,448 | $0 |
| May 14, 2025 | BASSETT THERESE M Director | Award | 15,448 | $0 |
| May 14, 2025 | Magee Larry J Director | Award | 15,448 | $0 |
| May 14, 2025 | Murtlow Ann D. Director | Award | 15,448 | $0 |
| May 14, 2025 | TAYLOR STUART A II Director | Award | 15,448 | $0 |
| May 14, 2025 | SORENSEN SCOTT K Director | Award | 15,448 | $0 |
| May 14, 2025 | Sudhanshu Priyadarshi Director | Award | 15,448 | $0 |
| May 14, 2025 | Boss John G. Director | Award | 15,448 | $0 |
| Apr 29, 2025 | Winston Donald Adrian SVP, Chief Operating Officer | Tax withheld | 1,080 | $10.8K |
| Feb 16, 2025 | Schwartzhoff Drew John SVP, Chief Commercial Officer | Tax withheld | 596 | $7.4K |
| Feb 16, 2025 | Glazner Mary Kristin Chief Administrative Officer | Tax withheld | 21,188 | $262.7K |
| Feb 16, 2025 | Pettit Michael N SVP, Chief Growth Officer | Tax withheld | 27,391 | $339.6K |
| Feb 16, 2025 | Yeagy Brent L President & CEO | Tax withheld | 108,774 | $1.35M |
| Feb 16, 2025 | Winston Donald Adrian SVP, Chief Operating Officer | Tax withheld | 969 | $12.0K |
| Feb 16, 2025 | Keslin Patrick Joseph SVP, Chief Financial Officer | Tax withheld | 1,429 | $17.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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