What Happened?

Shares of semi trailers and liquid transportation container manufacturer Wabash (NYSE:WNC) fell 30.5% in the afternoon session after the company reported underwhelming first quarter 2025 results: Revenue and EPS in the quarter missed. Its full-year revenue guidance missed significantly and its full-year EPS guidance fell short of Wall Street's estimates. A key concern was the steep 26% decline in Transportation Solutions revenue. Overall, this was a weaker quarter.

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What The Market Is Telling Us

Wabash’s shares are very volatile and have had 21 moves greater than 5% over the last year. But moves this big are rare even for Wabash and indicate this news significantly impacted the market’s perception of the business.

The biggest move we wrote about over the last year was 9 months ago when the stock dropped 12.6% on the news that the company reported weak second-quarter earnings results. Its revenue unfortunately missed and its backlog fell short Wall Street's estimates. The company also lowered its full year revenue and EPS guidance. Full-year revenue was expected to come in at $2.1 billion (vs. previous guidance of $2.3 billion). Similarly EPS guidance was lowered to $1.55 (vs. previous guidance of $2.25). Overall, this was a bad quarter for Wabash.

Wabash is down 58.9% since the beginning of the year, and at $6.98 per share, it is trading 70.6% below its 52-week high of $23.75 from July 2024. Investors who bought $1,000 worth of Wabash’s shares 5 years ago would now be looking at an investment worth $851.22.

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