Overview

• Supply chain solutions firm's Q4 revenue slightly beat expectations, reaching $321 mln

• Company's Q4 GAAP EPS was $(1.23), below company expectations due to operational inefficiencies

• Company sees early signs of market stabilization, expects demand improvement in 2H 2026

Outlook

• Company expects Q1 2026 revenue between $310 mln and $330 mln

• Company anticipates Q1 2026 adjusted EPS between ($0.95) and ($1.05)

• Wabash sees demand improvement in 2H 2026 and stronger 2027

Result Drivers

• PARTS AND SERVICES GROWTH - Co's Parts and Services segment saw year-over-year and sequential revenue growth, contributing positively to overall revenue

• TRUCK BODY PRODUCTION - Lower than expected truck body production resulted in operational inefficiencies, affecting operating income and EPS

• MARKET CONDITIONS - Market environment remains challenging as fleets remain cautious in the near term, but early signs of stabilization are noted

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the heavy machinery & vehicles peer group is "buy"

• Wall Street's median 12-month price target for Wabash National Corp is $13.50, about 20.1% above its February 3 closing price of $11.24

• The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 46 three months ago

Press Release: ID:nGNX7WBXjB

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)