Wabash National (WNC)
Market Price (10/2/2026): $12.45 | Market Cap: $509.4 MilSector: Industrials | Industry: Agricultural & Farm Machinery
Wabash National (WNC)
Market Price (10/2/2026): $12.45Market Cap: $509.4 MilSector: IndustrialsIndustry: Agricultural & Farm Machinery
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Future of Freight, Advanced Materials, and E-commerce Logistics & Data Centers. Themes include Freight Technology, Show more. | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% | Key risksWNC key risks include [1] a significant product liability lawsuit with a nine-figure damages award under appeal and [2] weaker freight demand that has forced reduced revenue guidance for 2024 and 2025. |
| Megatrend and thematic driversMegatrends include Future of Freight, Advanced Materials, and E-commerce Logistics & Data Centers. Themes include Freight Technology, Show more. |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Key risksWNC key risks include [1] a significant product liability lawsuit with a nine-figure damages award under appeal and [2] weaker freight demand that has forced reduced revenue guidance for 2024 and 2025. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 10/1/2026
Wabash National (WNC) stock has lost about 5% since 6/30/2026 because of the following key factors:
1. Wabash National reported a wider-than-anticipated adjusted loss per share for fiscal Q2 2026 (the quarter ended June 30, 2026), despite exceeding revenue estimates.
The company announced an adjusted loss of $0.53 per share, which was wider than the analyst consensus estimate of a $0.50 loss per share, representing a 6% earnings miss. This overshadowed the reported revenue of $417.2 million, which surpassed analyst expectations of $389.55 million by 7.11%. The market reaction saw shares decline by 7.29% to $12.34 from the previous close of $13.31 on July 29, 2026, the day of the earnings release.
2. Continued margin pressures in the Transportation Solutions segment significantly impacted profitability.
The Transportation Solutions segment, which accounts for the majority of Wabash National's revenue, experienced a deterioration in its adjusted operating margin to negative 3.4% in fiscal Q2 2026, a decline from a positive 3.1% in fiscal Q2 2025. This was primarily driven by compressed pricing and elevated material costs that could not be fully recovered through price increases. The company has also been selling trailers for approximately $5,000 cheaper than in 2023, with the first-half 2026 average around $38,300, contributing to a 19% loss in sales and about $25 million in operating income for the trailer business during that period.
Show more
Wabash National (WNC) stock has lost about 5% since 6/30/2026 because of the following key factors:
1. Wabash National reported a wider-than-anticipated adjusted loss per share for fiscal Q2 2026 (the quarter ended June 30, 2026), despite exceeding revenue estimates.
The company announced an adjusted loss of $0.53 per share, which was wider than the analyst consensus estimate of a $0.50 loss per share, representing a 6% earnings miss. This overshadowed the reported revenue of $417.2 million, which surpassed analyst expectations of $389.55 million by 7.11%. The market reaction saw shares decline by 7.29% to $12.34 from the previous close of $13.31 on July 29, 2026, the day of the earnings release.
2. Continued margin pressures in the Transportation Solutions segment significantly impacted profitability.
The Transportation Solutions segment, which accounts for the majority of Wabash National's revenue, experienced a deterioration in its adjusted operating margin to negative 3.4% in fiscal Q2 2026, a decline from a positive 3.1% in fiscal Q2 2025. This was primarily driven by compressed pricing and elevated material costs that could not be fully recovered through price increases. The company has also been selling trailers for approximately $5,000 cheaper than in 2023, with the first-half 2026 average around $38,300, contributing to a 19% loss in sales and about $25 million in operating income for the trailer business during that period.
Show more
Updated on 10/1/2026
Wabash National (WNC) stock has lost about 5% since 6/30/2026 because of the following key factors:
1. Wabash National reported a wider-than-anticipated adjusted loss per share for fiscal Q2 2026 (the quarter ended June 30, 2026), despite exceeding revenue estimates.
The company announced an adjusted loss of $0.53 per share, which was wider than the analyst consensus estimate of a $0.50 loss per share, representing a 6% earnings miss. This overshadowed the reported revenue of $417.2 million, which surpassed analyst expectations of $389.55 million by 7.11%. The market reaction saw shares decline by 7.29% to $12.34 from the previous close of $13.31 on July 29, 2026, the day of the earnings release.
2. Continued margin pressures in the Transportation Solutions segment significantly impacted profitability.
The Transportation Solutions segment, which accounts for the majority of Wabash National's revenue, experienced a deterioration in its adjusted operating margin to negative 3.4% in fiscal Q2 2026, a decline from a positive 3.1% in fiscal Q2 2025. This was primarily driven by compressed pricing and elevated material costs that could not be fully recovered through price increases. The company has also been selling trailers for approximately $5,000 cheaper than in 2023, with the first-half 2026 average around $38,300, contributing to a 19% loss in sales and about $25 million in operating income for the trailer business during that period.
3. Broader macroeconomic headwinds, including economic and freight market instability, dampened demand and increased operational costs.
The trucking industry faced ongoing volatility in fiscal Q3 2026, characterized by softening freight demand, despite expectations for gradual stabilization. Operational costs such as fuel, insurance, maintenance, and equipment remained high. Many fleets opted to postpone large purchases of new trailers, instead focusing on replacing older assets, which impacted overall new equipment demand for manufacturers like Wabash National.
4. Uncertainty surrounding the impact of potential tariffs on Chinese trailers created market sensitivity.
On September 25, 2026, the United States International Trade Commission concluded that Chinese trailers were harming domestic manufacturers. While this ruling sets the stage for tariffs exceeding 260% to be applied, potentially benefiting Wabash National (whose trailer business constitutes approximately 76% of its sales mix), the final impact remains uncertain. The market is sensitive to the full implications, including rising metal costs, and the possibility of tariffs being overturned or weakening trailer demand could pose significant downside risk.
Show less
Wabash National (WNC) stock has lost about 5% since 6/30/2026 because of the following key factors:
1. Wabash National reported a wider-than-anticipated adjusted loss per share for fiscal Q2 2026 (the quarter ended June 30, 2026), despite exceeding revenue estimates.
The company announced an adjusted loss of $0.53 per share, which was wider than the analyst consensus estimate of a $0.50 loss per share, representing a 6% earnings miss. This overshadowed the reported revenue of $417.2 million, which surpassed analyst expectations of $389.55 million by 7.11%. The market reaction saw shares decline by 7.29% to $12.34 from the previous close of $13.31 on July 29, 2026, the day of the earnings release.
2. Continued margin pressures in the Transportation Solutions segment significantly impacted profitability.
The Transportation Solutions segment, which accounts for the majority of Wabash National's revenue, experienced a deterioration in its adjusted operating margin to negative 3.4% in fiscal Q2 2026, a decline from a positive 3.1% in fiscal Q2 2025. This was primarily driven by compressed pricing and elevated material costs that could not be fully recovered through price increases. The company has also been selling trailers for approximately $5,000 cheaper than in 2023, with the first-half 2026 average around $38,300, contributing to a 19% loss in sales and about $25 million in operating income for the trailer business during that period.
3. Broader macroeconomic headwinds, including economic and freight market instability, dampened demand and increased operational costs.
The trucking industry faced ongoing volatility in fiscal Q3 2026, characterized by softening freight demand, despite expectations for gradual stabilization. Operational costs such as fuel, insurance, maintenance, and equipment remained high. Many fleets opted to postpone large purchases of new trailers, instead focusing on replacing older assets, which impacted overall new equipment demand for manufacturers like Wabash National.
4. Uncertainty surrounding the impact of potential tariffs on Chinese trailers created market sensitivity.
On September 25, 2026, the United States International Trade Commission concluded that Chinese trailers were harming domestic manufacturers. While this ruling sets the stage for tariffs exceeding 260% to be applied, potentially benefiting Wabash National (whose trailer business constitutes approximately 76% of its sales mix), the final impact remains uncertain. The market is sensitive to the full implications, including rising metal costs, and the possibility of tariffs being overturned or weakening trailer demand could pose significant downside risk.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -7.1% change in WNC stock from 6/30/2026 to 10/1/2026 was primarily driven by a -4.0% change in the company's P/S Multiple.| (LTM values as of) | 6302026 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.42 | 12.46 | -7.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,465 | 1,424 | -2.8% |
| P/S Multiple | 0.4 | 0.4 | -4.0% |
| Shares Outstanding (Mil) | 41 | 41 | -0.4% |
| Cumulative Contribution | -7.1% |
Market Drivers
6/30/2026 to 10/1/2026| Return | Correlation | |
|---|---|---|
| WNC | -7.1% | |
| Market (SPY) | 2.3% | 37.2% |
| Sector (XLI) | -9.0% | 34.6% |
Fundamental Drivers
The 46.8% change in WNC stock from 3/31/2026 to 10/1/2026 was primarily driven by a 60.1% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.49 | 12.46 | 46.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,543 | 1,424 | -7.7% |
| P/S Multiple | 0.2 | 0.4 | 60.1% |
| Shares Outstanding (Mil) | 41 | 41 | -0.6% |
| Cumulative Contribution | 46.8% |
Market Drivers
3/31/2026 to 10/1/2026| Return | Correlation | |
|---|---|---|
| WNC | 46.8% | |
| Market (SPY) | 17.8% | 22.9% |
| Sector (XLI) | 4.5% | 36.4% |
Fundamental Drivers
The 30.4% change in WNC stock from 9/30/2025 to 10/1/2026 was primarily driven by a 54.4% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.56 | 12.46 | 30.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,721 | 1,424 | -17.3% |
| P/S Multiple | 0.2 | 0.4 | 54.4% |
| Shares Outstanding (Mil) | 42 | 41 | 2.0% |
| Cumulative Contribution | 30.4% |
Market Drivers
9/30/2025 to 10/1/2026| Return | Correlation | |
|---|---|---|
| WNC | 30.4% | |
| Market (SPY) | 15.6% | 31.4% |
| Sector (XLI) | 10.3% | 43.7% |
Fundamental Drivers
The -36.8% change in WNC stock from 9/30/2023 to 10/1/2026 was primarily driven by a -45.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302023 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.71 | 12.46 | -36.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,620 | 1,424 | -45.7% |
| P/S Multiple | 0.4 | 0.4 | 0.3% |
| Shares Outstanding (Mil) | 47 | 41 | 16.0% |
| Cumulative Contribution | -36.8% |
Market Drivers
9/30/2023 to 10/1/2026| Return | Correlation | |
|---|---|---|
| WNC | -36.8% | |
| Market (SPY) | 84.9% | 33.6% |
| Sector (XLI) | 73.0% | 42.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WNC Return | 16% | 18% | 15% | -32% | -48% | 50% | -17% |
| Peers Return | 43% | 14% | 4% | -12% | -1% | 24% | 83% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| WNC Win Rate | 58% | 42% | 50% | 25% | 42% | 56% | |
| Peers Win Rate | 55% | 55% | 43% | 40% | 42% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| WNC Max Drawdown | -33% | -42% | -31% | -43% | -60% | -44% | |
| Peers Max Drawdown | -27% | -35% | -30% | -32% | -30% | -26% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DE, AGCO, TWI, GENC, CNH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/1/2026 (YTD)
How Low Can It Go
| Event | WNC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -44.1% | -18.8% |
| % Gain to Breakeven | 79.0% | 23.1% |
| Time to Breakeven | 287 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -16.9% | -9.5% |
| % Gain to Breakeven | 20.3% | 10.5% |
| Time to Breakeven | 46 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -22.7% | -6.7% |
| % Gain to Breakeven | 29.4% | 7.1% |
| Time to Breakeven | 302 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.5% | -24.5% |
| % Gain to Breakeven | 57.5% | 32.4% |
| Time to Breakeven | 202 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -48.2% | -33.7% |
| % Gain to Breakeven | 93.0% | 50.9% |
| Time to Breakeven | 117 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -31.9% | -19.2% |
| % Gain to Breakeven | 46.9% | 23.8% |
| Time to Breakeven | 687 days | 105 days |
In The Past
Wabash National's stock fell -44.1% during the 2025 US Tariff Shock. Such a loss loss requires a 79.0% gain to breakeven.
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| Event | WNC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -44.1% | -18.8% |
| % Gain to Breakeven | 79.0% | 23.1% |
| Time to Breakeven | 287 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -22.7% | -6.7% |
| % Gain to Breakeven | 29.4% | 7.1% |
| Time to Breakeven | 302 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.5% | -24.5% |
| % Gain to Breakeven | 57.5% | 32.4% |
| Time to Breakeven | 202 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -48.2% | -33.7% |
| % Gain to Breakeven | 93.0% | 50.9% |
| Time to Breakeven | 117 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -31.9% | -19.2% |
| % Gain to Breakeven | 46.9% | 23.8% |
| Time to Breakeven | 687 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -25.5% | -3.7% |
| % Gain to Breakeven | 34.2% | 3.9% |
| Time to Breakeven | 34 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -25.9% | -12.2% |
| % Gain to Breakeven | 34.9% | 13.9% |
| Time to Breakeven | 99 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -32.9% | -6.8% |
| % Gain to Breakeven | 49.0% | 7.3% |
| Time to Breakeven | 110 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -49.1% | -17.9% |
| % Gain to Breakeven | 96.6% | 21.8% |
| Time to Breakeven | 95 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -35.8% | -15.4% |
| % Gain to Breakeven | 55.8% | 18.2% |
| Time to Breakeven | 170 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -92.9% | -53.4% |
| % Gain to Breakeven | 1314.5% | 114.4% |
| Time to Breakeven | 392 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -21.2% | -8.6% |
| % Gain to Breakeven | 26.9% | 9.5% |
| Time to Breakeven | 2377 days | 47 days |
In The Past
Wabash National's stock fell -44.1% during the 2025 US Tariff Shock. Such a loss loss requires a 79.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Wabash National (WNC)
Wabash National Corporation (WNC) designs, manufactures, and distributes engineered solutions primarily for the transportation, logistics, and distribution industries. The company’s core offerings are within its Transportation Solutions segment, which produces a comprehensive range of trailers, including dry van, platform, and refrigerated trailers. Additionally, Wabash manufactures various truck bodies such as dry-freight, cutaway, and refrigerated models, along with specialized stainless steel and aluminum tank trailers for industries like dairy, food and beverage, oil, gas, and chemical.
Complementing its manufacturing capabilities, Wabash National's Parts & Services segment provides essential aftermarket parts and services, including collision repair and maintenance. This segment also supplies components like aluminum and steel flatbed bodies, shelving, partitions, and liftgates. Beyond transportation equipment, the company extends its industrial reach by manufacturing stainless steel storage tanks, silos, mixers, and processors, serving diverse markets such as food and beverage, pharmaceutical, chemical, and biotech.
WNC distributes its products through direct sales, retail operations, and independent dealers to a wide array of customers. Its primary clientele includes truckload common carriers, leasing companies, private fleet carriers, less-than-truckload common carriers, and package carriers. The company’s specialized tank and industrial products also cater to specific clients in the dairy, food, energy, and pharmaceutical sectors, supporting their operational and logistical needs.
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Here are a few brief analogies for Wabash National (WNC):
They're like the 'Ford of commercial trailers and truck bodies', manufacturing a wide array of the back-end solutions that haul goods behind or on commercial vehicles.
Imagine them as a specialized 'Caterpillar for the road and industrial plants', providing essential heavy equipment such as trailers, truck bodies, and specialized storage tanks for logistics, food, and chemical industries.
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- Trailers: Designs and manufactures various trailers including dry van, platform, refrigerated, converter dollies, dry bulk, and specialized tank trailers for liquids and chemicals.
- Truck Bodies: Produces a range of truck bodies such as dry freight, cutaway, service, insulated, stake, refrigerated, and flatbed.
- Aftermarket Parts & Accessories: Provides a variety of parts including shelving, partitions, roof racks, hitches, liftgates, and thermal solutions.
- Repair & Maintenance Services: Offers services such as door repair and replacement, collision repair, and basic maintenance for transportation equipment.
- Industrial Processing & Storage Equipment: Manufactures stainless steel storage tanks, silos, mixers, and processors for the dairy, food, beverage, pharmaceutical, and chemical industries.
- Composite Products: Creates advanced composite products including truck bodies, overhead doors, and other industrial application products.
AI Analysis | Feedback
Wabash National (WNC) primarily sells its engineered solutions to other companies within the transportation, logistics, and distribution industries. Based on the company description, its major customers fall into the following categories:
- Freight Carriers: This includes both truckload common carriers and less-than-truckload (LTL) common carriers that utilize trailers for transporting goods.
- Leasing Companies: Companies that lease trailers and other transportation equipment to various businesses.
- Package Carriers: Entities involved in package delivery, which would include large logistics and shipping companies.
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Brent L. Yeagy
President and Chief Executive Officer
Brent L. Yeagy has served as President and Chief Executive Officer of Wabash National Corporation since June 2018. He joined Wabash in 2003 and held several positions of increasing responsibility, including President and Chief Operating Officer from October 2016 to June 2018. Before joining Wabash, Mr. Yeagy held various roles in human resources, environmental engineering, and safety management for Delco Remy International from 1999 to 2003, and plant engineering roles at Rexnord Corporation from December 1995 to 1999. He also served in the United States Navy from 1991 to 1994, participating in the Navy's Nuclear Power Program.
Patrick Keslin
Senior Vice President, Chief Financial Officer
Patrick Keslin was appointed Senior Vice President, Chief Financial Officer on September 1, 2024. Prior to this, he served as Vice President, Finance since 2022. Mr. Keslin joined Wabash in 2017 and has held various finance positions, including Senior Director of Business Finance and Senior Director of Finance – Commercial Trailer Products. Before his tenure at Wabash, from 2001 to 2017, he held numerous finance positions at Honeywell, including Director of Finance at Honeywell UOP.
Donald Winston
Senior Vice President, Chief Operating Officer
Donald Winston was appointed Senior Vice President, Chief Operating Officer on January 15, 2025. He previously served as Senior Vice President, Global Operations since September 2024, after joining Wabash in January 2024 as Vice President, Global Operations. Mr. Winston brings over 25 years of manufacturing leadership experience, including senior roles at Novolex, Closure Systems International, Ardagh Group, and Ford Motor Company.
Mike Pettit
Senior Vice President, Chief Growth Officer
Mike Pettit was appointed Senior Vice President, Chief Growth Officer on September 1, 2024. In this role, he focuses on driving growth initiatives and overseeing the company's Parts and Services segment. Before this appointment, Mr. Pettit served as Senior Vice President, Chief Financial Officer since January 2020. His prior roles at Wabash include Senior Vice President and Group President, Final Mile Products (2018–2020), and Vice President of Finance and Investor Relations (2014–2018). He joined Wabash in 2012 as Director of Finance for Commercial Trailer Products. Prior to Wabash, he spent 14 years at Ford Motor Company in various finance positions.
Kristin Glazner
Senior Vice President, Chief Administrative Officer, General Counsel, and Chief Human Resources Officer
Kristin Glazner was appointed Senior Vice President, Chief Administrative Officer on December 8, 2023. She also continues to serve as General Counsel and Chief Human Resources Officer, a role she has held since June 1, 2020. Ms. Glazner joined Wabash in February 2010 as Corporate Counsel. Before joining Wabash, she was an attorney with the law firm Baker & Daniels LLP (now Faegre Drinker Biddle & Reath LLP) from 2002 to 2010.
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The key risks to Wabash National's business are as follows:
- Cyclical Demand in the Transportation and Logistics Industries: Wabash National's core business of manufacturing trailers and engineered solutions for transportation is highly sensitive to the economic health and capital expenditure cycles of its customers, including truckload common carriers, leasing companies, private fleet carriers, and package carriers. Economic downturns, reduced freight volumes, or decreased investment in new equipment by these customers can significantly reduce demand for new trailers, truck bodies, and related products, directly impacting the company's revenue and profitability.
- Volatility in Raw Material Costs and Supply Chain Disruptions: The manufacturing of Wabash National's products, such as various types of trailers, truck bodies, and tanks, relies heavily on raw materials like stainless steel, aluminum, and other components. Significant fluctuations in the prices of these commodities can impact the company's production costs and profit margins. Furthermore, disruptions in the global supply chain for these raw materials or critical components could lead to production delays, increased costs, and an inability to meet customer demand.
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Addressable Markets for Wabash National Products and Services
-
Dry Van Trailers:
- The global dry van trailers sales market was valued at approximately USD 22.5 billion in 2023 and is projected to reach around USD 35.8 billion by 2032, with a Compound Annual Growth Rate (CAGR) of 5.3% during the forecast period.
- North America holds the largest share of the global dry van trailers market. The dry van segment was the largest revenue-generating type in the North America semi-trailer market in 2024, with a 45.48% share. The North America semi-trailer market, which includes dry vans, was valued at USD 13,063.7 million in 2023 and is projected to reach USD 20,833.3 million by 2033, growing at a CAGR of 5.1% from 2024 to 2033.
-
Refrigerated Trailers:
- The global refrigerated trailer market size was estimated at USD 7.24 billion in 2024 and is projected to reach USD 10.32 billion by 2030, with a CAGR of 6.3% from 2025 to 2030.
- In North America, the refrigerated trailer industry accounted for 38.1% of the global share in 2024. The North America refrigerated trailer market is projected to grow from USD 2.12 billion in 2023 to USD 3.05 billion by 2032. The U.S. refrigerated trailer market was worth over USD 2.4 billion in 2024.
-
Tank Trailers (Stainless steel and aluminum tank trailers for dairy, food and beverage, oil, gas, and chemical end markets; dry bulk trailers):
- The global tank trailers market size was estimated at USD 6.792 billion in 2024 and is projected to grow to USD 10.01 billion by 2035, exhibiting a CAGR of 3.59% during the forecast period.
- North America is the largest market for tank trailers, accounting for approximately 45% of the global market share. The U.S. is estimated to hold the largest tank trailers market across the region.
-
Truck Bodies (Van bodies, cutaway van bodies, service bodies, insulated van bodies, refrigerated truck bodies):
- The global truck bodies market size was USD 940.96 million in 2023 and is projected to reach USD 1,604.7 million by 2032, expanding at a CAGR of 6.4% during 2024–2032.
- The vocational/work truck industry in the United States and Canada (including various truck body segments) was assessed at USD 8.4 billion in 2021. North America held a major share of the global truck bodies market in 2023. North America remains the largest producer of truck bodies, holding 38% of the global market share.
- For service truck bodies specifically, the global market size was valued at USD 929.45 million in 2025 and is poised to grow to USD 1662.05 million by 2035, at a CAGR of 6.4%. Approximately 42% of the 1.9 million operational service trucks globally in 2023 were in North America.
-
Aftermarket Parts and Services:
- The global commercial vehicle spare parts aftermarket size was USD 107,837.2 million in 2024 and is projected to grow to USD 141,542.27 million by 2034, with a CAGR of 2.8%. Another estimate for the global commercial vehicle aftermarket spare parts market shows a value of USD 121.4 billion in 2024, expected to grow to USD 165.3 billion by 2035 with a CAGR of 2.9%.
- The North America commercial vehicle aftermarket spare parts market was valued at USD 40 billion in 2024 and is projected to rise to USD 52 billion by 2035. The global medium & heavy-duty commercial vehicle aftermarket market is forecast to grow from approximately USD 152.86 billion in 2024 to reach USD 212.91 billion by 2030, at a CAGR of 5.7%. North America's medium & heavy-duty automotive aftermarket is projected to grow at a CAGR of 5.9%.
AI Analysis | Feedback
Wabash National (WNC) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market improvements:
- Growth in Parts & Services Segment: The company's Parts & Services segment has consistently demonstrated robust year-over-year and sequential revenue growth. Wabash National is strategically focused on expanding this segment, viewing it as a resilient business that provides stability through economic cycles and contributes higher margins. Management has set ambitious targets, including a planned 20% revenue growth for this segment in 2024.
- Expansion of Trailers as a Service (TaaS) Offering: Wabash is actively investing in and expanding its "Trailers as a Service" (TaaS) initiative. This offering combines equipment with maintenance and data analytics, aiming to create predictable, recurring revenue streams and provide a comprehensive solution for fleet operators.
- Increased Adoption and Capacity of EcoNex Technology: Wabash National's proprietary EcoNex Technology, a lightweight composite for refrigerated trailers and other products, is a significant growth driver. The company is expanding its manufacturing capacity for EcoNex to meet growing customer demand, leveraging its benefits in thermal efficiency, strength, and weight. This technology is expected to drive sales in refrigerated offerings and potentially expand into other applications beyond core markets.
- Strategic Expansion of Upfit Centers and Service Network: The company is focused on increasing the capacity and geographic reach of its upfit centers, with targets for higher unit volumes in upcoming years (e.g., over 2,000 units in 2025 and 2,500 units in 2026). Additionally, Wabash is expanding its Preferred Partner Network to enhance parts distribution and accelerate repair services, further supporting both new and existing customers.
- Recovery and Normalization of the Freight Market: While Wabash has faced near-term headwinds from a soft freight market, management anticipates a stabilization of industry demand and a subsequent improvement in the second half of 2026, leading to a stronger 2027. This recovery is expected as freight rates trough, carrier profitability improves, and trailer replacement cycles reaccelerate amidst aging fleets.
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Share Repurchases
- Wabash National repurchased $34 million in shares during the full year 2025.
- In the fourth quarter of 2025, the company made $0.7 million in share repurchases.
Outbound Investments
- In 2024, Wabash National made approximately $20.1 million in investments related to unconsolidated entities.
- The company invested $48 million in revenue-generating assets for its "Trailers as a Service" initiative during the full year 2025, including $7 million in the fourth quarter.
- Wabash opened three new upfit centers in 2025 as part of its strategy to expand parts and services offerings.
Capital Expenditures
- Capital expenditures for property, plant, and equipment totaled $72.2 million in 2024, a decrease from $98.1 million in 2023.
- Traditional capital expenditures for the full year 2025 were $25 million.
- Capital expenditures for 2026 are expected to be similar to 2025, focusing on growth initiatives but excluding further near-term investment in the "Trailers as a Service" program, as customers continue to defer spending decisions.
Peer Outperformance in Agricultural & Farm Machinery
WNC has trailed 80% of its 5 Agricultural & Farm Machinery peers over 5Y. Agricultural & Farm Machinery ranks 15th of 20 industries in Industrials by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Agricultural & Farm Machinery constituents that WNC has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
80%
of 5 industry peers · 31.3% return
3Y
0%
of 5 industry peers · -36.5% return
5Y
20%
of 5 industry peers · -10.9% return
No Agricultural & Farm Machinery peer with a comparable growth profile has beaten WNC by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Agricultural & Farm Machinery is WNC's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 19 | 15.7% | 207.1% | 203.4% | FIX 2222% · STRL 2110% · AGX 830% |
| Electrical Components & Equipment | 16 | 32.9% | 107.7% | 114.9% | POWL 2384% · BE 1403% · VRT 908% |
| Trading Companies & Distributors | 10 | 7.5% | 72.3% | 106.7% | DXPE 493% · AIT 286% · WCC 220% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 3.2% | 45.0% | 101.1% | CAT 363% · ALSN 249% · WAB 234% |
| Aerospace & Defense | 24 | -2.8% | 65.0% | 96.0% | ATI 1004% · HWM 614% · MOG-A 417% |
| Industrial Conglomerates | 5 | 9.0% | 55.7% | 70.5% | CSW 128% · DD 72% · CSL 70% |
| Diversified Support Services | 10 | 9.4% | 35.8% | 51.6% | CXW 266% · CACI 137% · CTAS 112% |
| Industrial Machinery & Supplies & Components | 41 | 12.0% | 56.8% | 51.2% | CRS 1087% · MLI 530% · NPO 268% |
| Rail Transportation | 3 | 18.5% | 58.9% | 51.1% | CSX 64% · UNP 51% · NSC 41% |
| Cargo Ground Transportation | 12 | 40.8% | 9.5% | 40.0% | XPO 265% · R 213% · ARCB 57% |
| Office Services & Supplies | 6 | 12.6% | 34.8% | 37.0% | PBI 169% · TILE 125% · HNI 45% |
| Air Freight & Logistics | 6 | 17.9% | 12.4% | 30.7% | CHRW 100% · FDX 78% · EXPD 71% |
| Environmental & Facilities Services | 8 | -6.6% | 39.8% | 30.2% | GEO 316% · CLH 191% · RSG 82% |
| Building Products | 24 | -13.9% | 5.4% | 27.1% | GFF 346% · TT 180% · JCI 143% |
| Agricultural & Farm Machinery ← | 6 | 27.0% | 8.5% | -2.3% | DE 108% · TTC 8% · AGCO 3% |
| Passenger Ground Transportation | 3 | -30.3% | 44.7% | -8.4% | UBER 44% · CAR -8% · LYFT -73% |
| Passenger Airlines | 8 | 18.3% | 35.6% | -26.3% | UAL 118% · DAL 92% · SKYW 88% |
| Data Processing & Outsourced Services | 6 | -34.8% | -14.1% | -27.1% | EXLS 44% · BR 6% · G -22% |
| Research & Consulting Services | 7 | -26.6% | -20.3% | -34.9% | FCN 5% · BAH -4% · VRSK -13% |
| Human Resource & Employment Services | 10 | 6.8% | -10.9% | -43.5% | ADP 46% · KFY 7% · PAYX 2% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Wabash National Earnings Notes | 12/16/2025 | |
| null | 10/17/2025 | |
| Wabash National Total Shareholder Return (TSR): -28.3% in 2024 and 0.0% 3-yr compounded annual returns (below peer average) | 03/07/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 111.78 |
| Mkt Cap | 16.0 |
| Rev LTM | 18,185 |
| Op Inc LTM | 2,500 |
| FCF LTM | 611 |
| FCF 3Y Avg | 941 |
| CFO LTM | 1,784 |
| CFO 3Y Avg | 2,144 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.7% |
| Rev Chg 3Y Avg | -9.3% |
| Rev Chg Q | 2.0% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Inc Chg LTM | -4.8% |
| Op Inc Chg 3Y Avg | -18.1% |
| Op Mgn LTM | 13.7% |
| Op Mgn 3Y Avg | 17.3% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 9.8% |
| CFO/Rev 3Y Avg | 11.4% |
| FCF/Rev LTM | 3.4% |
| FCF/Rev 3Y Avg | 5.4% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Transportation Solutions | 1,344 | 1,755 | 2,339 | 2,321 | 1,633 |
| Parts & Services | 237 | 205 | 221 | 193 | 177 |
| Corporate and Eliminations | -39 | -13 | -23 | -12 | -7 |
| Total | 1,543 | 1,947 | 2,536 | 2,502 | 1,803 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Corporate and Eliminations | 338 | -540 | -100 | -74 | -49 |
| Parts & Services | 28 | 35 | 45 | 31 | 20 |
| Transportation Solutions | -58 | 148 | 367 | 210 | 62 |
| Total | 308 | -356 | 312 | 167 | 34 |
| $ Mil | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|
| Final Mile Products | 375 | 512 | 485 | 295 | |
| Commercial Trailer Products | 307 | 362 | 355 | 312 | 313 |
| Diversified Products | 279 | 317 | 349 | 341 | 370 |
| Corporate and Eliminations | 201 | 113 | 115 | 404 | 216 |
| Total | 1,161 | 1,305 | 1,304 | 1,352 | 899 |
Price Behavior
Price Behavior
| Market Price | $12.46 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 11/08/1991 | |
| Distance from 52W High | -12.9% | |
| 50 Days | 200 Days | |
| DMA Price | $12.65 | $10.39 |
| DMA Trend | up | up |
| Distance from DMA | -1.5% | 19.9% |
| 3M | 1YR | |
| Volatility | 56.0% | 56.7% |
| Downside Capture | 306.90 | 120.11 |
| Upside Capture | 233.52 | 132.25 |
| Correlation (SPY) | 37.0% | 31.5% |
WNC Betas & Captures as of 9/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.20 | 2.41 | 1.88 | 1.16 | 1.37 | 1.14 |
| Up Beta | -11.60 | -2.64 | -1.28 | 0.83 | 1.06 | 1.24 |
| Down Beta | 6.65 | 6.18 | 3.24 | 0.64 | 1.99 | 1.13 |
| Up Capture | 452% | 377% | 259% | 185% | 148% | 62% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 9 | 22 | 33 | 67 | 122 | 359 |
| Down Capture | 425% | 357% | 264% | 117% | 113% | 106% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 13 | 20 | 30 | 58 | 128 | 382 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WNC | |
|---|---|---|---|---|
| WNC | 30.5% | 56.6% | 0.67 | - |
| Sector ETF (XLI) | 10.3% | 17.3% | 0.40 | 43.7% |
| Equity (SPY) | 15.7% | 13.0% | 0.85 | 31.4% |
| Gold (GLD) | 7.7% | 29.6% | 0.25 | 10.7% |
| Commodities (DBC) | 43.7% | 20.8% | 1.64 | -25.2% |
| Real Estate (VNQ) | 1.2% | 13.6% | -0.16 | 21.3% |
| Bitcoin (BTCUSD) | -27.0% | 44.5% | -0.58 | 7.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WNC | |
|---|---|---|---|---|
| WNC | -1.8% | 48.6% | 0.13 | - |
| Sector ETF (XLI) | 12.5% | 17.6% | 0.54 | 47.9% |
| Equity (SPY) | 13.0% | 17.2% | 0.57 | 38.7% |
| Gold (GLD) | 18.6% | 18.9% | 0.80 | 3.5% |
| Commodities (DBC) | 10.3% | 19.6% | 0.40 | 3.7% |
| Real Estate (VNQ) | 0.4% | 18.9% | -0.08 | 31.3% |
| Bitcoin (BTCUSD) | 13.2% | 52.3% | 0.43 | 16.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WNC | |
|---|---|---|---|---|
| WNC | 0.7% | 46.1% | 0.19 | - |
| Sector ETF (XLI) | 13.2% | 20.0% | 0.58 | 52.4% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 42.6% |
| Gold (GLD) | 11.6% | 16.4% | 0.58 | -0.5% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 13.3% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.17 | 34.1% |
| Bitcoin (BTCUSD) | 63.9% | 66.2% | 1.04 | 12.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 9/24/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/29/2026 | -6.8% | -6.5% | -6.0% |
| 5/1/2026 | -11.6% | -10.2% | -12.1% |
| 2/4/2026 | -1.8% | 2.0% | -13.7% |
| 10/30/2025 | -2.6% | -5.4% | 6.0% |
| 7/25/2025 | -6.5% | -6.6% | 5.8% |
| 4/30/2025 | -30.6% | -18.4% | -13.5% |
| 1/29/2025 | 4.3% | -3.6% | -25.4% |
| 10/24/2024 | -0.9% | 4.6% | 10.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 14 |
| # Negative | 14 | 12 | 10 |
| Median Positive | 4.9% | 6.1% | 6.4% |
| Median Negative | -5.0% | -5.9% | -13.6% |
| Max Positive | 12.1% | 31.3% | 52.5% |
| Max Negative | -30.6% | -18.4% | -25.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/29/2026 | -6.8% | -6.5% | -6.0% |
| 5/1/2026 | -11.6% | -10.2% | -12.1% |
| 2/4/2026 | -1.8% | 2.0% | -13.7% |
| 10/30/2025 | -2.6% | -5.4% | 6.0% |
| 7/25/2025 | -6.5% | -6.6% | 5.8% |
| 4/30/2025 | -30.6% | -18.4% | -13.5% |
| 1/29/2025 | 4.3% | -3.6% | -25.4% |
| 10/24/2024 | -0.9% | 4.6% | 10.8% |
| 7/24/2024 | -9.5% | -5.1% | -15.4% |
| 4/24/2024 | -5.2% | -10.3% | -13.8% |
| 2/1/2024 | 5.6% | 2.4% | 6.2% |
| 10/25/2023 | -1.0% | -0.0% | 4.2% |
| 7/26/2023 | -4.8% | -3.8% | -9.7% |
| 4/26/2023 | 9.4% | 14.9% | 7.3% |
| 2/2/2023 | 12.1% | 7.3% | 6.3% |
| 10/26/2022 | 12.1% | 31.3% | 52.5% |
| 7/27/2022 | 4.2% | 10.7% | 13.3% |
| 4/27/2022 | 3.3% | 6.7% | 6.4% |
| 2/2/2022 | -13.0% | -12.5% | -12.0% |
| 11/9/2021 | 3.3% | 4.8% | 3.4% |
| 7/28/2021 | -2.2% | 5.4% | 5.8% |
| 4/28/2021 | -1.7% | -3.8% | -14.7% |
| 2/3/2021 | 2.0% | 5.2% | 8.0% |
| 11/5/2020 | 10.5% | 12.1% | 21.0% |
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 14 |
| # Negative | 14 | 12 | 10 |
| Median Positive | 4.9% | 6.1% | 6.4% |
| Median Negative | -5.0% | -5.9% | -13.6% |
| Max Positive | 12.1% | 31.3% | 52.5% |
| Max Negative | -30.6% | -18.4% | -25.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/29/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/18/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/25/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/18/2025 | 10-K |
| 09/30/2024 | 10/24/2024 | 10-Q |
| 06/30/2024 | 07/24/2024 | 10-Q |
| 03/31/2024 | 04/24/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 10/25/2023 | 10-Q |
| 06/30/2023 | 07/26/2023 | 10-Q |
| 03/31/2023 | 04/26/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 10/26/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/29/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/18/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/25/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/18/2025 | 10-K |
| 09/30/2024 | 10/24/2024 | 10-Q |
| 06/30/2024 | 07/24/2024 | 10-Q |
| 03/31/2024 | 04/24/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 10/25/2023 | 10-Q |
| 06/30/2023 | 07/26/2023 | 10-Q |
| 03/31/2023 | 04/26/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 10/26/2022 | 10-Q |
| 06/30/2022 | 07/27/2022 | 10-Q |
| 03/31/2022 | 04/27/2022 | 10-Q |
| 12/31/2021 | 02/24/2022 | 10-K |
| 09/30/2021 | 11/09/2021 | 10-Q |
| 06/30/2021 | 07/28/2021 | 10-Q |
| 03/31/2021 | 04/28/2021 | 10-Q |
| 12/31/2020 | 02/25/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 07/29/2020 | 10-Q |
| 03/31/2020 | 05/14/2020 | 10-Q |
| 12/31/2019 | 02/25/2020 | 10-K |
| 09/30/2019 | 11/06/2019 | 10-Q |
Recent Forward Guidance
Updated 10/1/2026Latest: Q2 2026 Earnings Reported 7/29/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | Reported | 440.00 Mil | 450.00 Mil | 460.00 Mil | 15.4% | Higher New | Guidance: 390.00 Mil for Q2 2026 | |
| Q3 2026 EPS | Reported | -0.5 | -0.45 | -0.4 | -10.0% | Higher New | Guidance: -0.5 for Q2 2026 | |
Prior: Q1 2026 Earnings Reported 5/1/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | Reported | 380.00 Mil | 390.00 Mil | 400.00 Mil | 21.9% | Higher New | Guidance: 320.00 Mil for Q1 2026 | |
| Q2 2026 Non-GAAP adjusted EPS | Reported | -0.6 | -0.5 | -0.4 | -50.0% | Higher New | Guidance: -1 for Q1 2026 | |
Q4 2025 Earnings Reported 2/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | Reported | 310.00 Mil | 320.00 Mil | 330.00 Mil | ||||
| Q1 2026 Adjusted EPS | Reported | -1.05 | -1 | -0.95 | ||||
Q3 2025 Earnings Reported 10/30/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Revenue | Reported | 1.50 Bil | -6.2% | Lowered | Guidance: 1.60 Bil for 2025 | |||
| 2025 Non-GAAP adjusted EPS | Reported | -2.05 | -2 | -1.95 | Lowered | Guidance: -1.15 for 2025 | ||
Insider Activity
Updated 9/15/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Glazner, Mary Kristin | Chief Administrative Officer | Direct | Sell | 9152026 | 12.25 | 10,000 | 122,500 | 1,903,332 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Glazner, Mary Kristin | Chief Administrative Officer | Direct | Sell | 9152026 | 12.25 | 10,000 | 122,500 | 1,903,332 | Form |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Agricultural & Farm Machinery Resources |
| Farm Equipment |
| AgEquipment Intelligence |
| Implement & Tractor |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 10/1/2026