$WNC

The U.S. Department of Commerce imposed antidumping duties on U.S. imports of dry and refrigerated van trailers from Canada and Mexico following a November 2025 petition by Great Dane, Stoughton Trailers and Wabash. Rates were far below requested levels. Mexico also faces countervailing duties. Wabash and Utility reviewed the determinations amid rising trailer demand.

Wabash National (NYSE:WNC) reported Q2 shipments of 8,292 new trailers and 1,380 truck bodies. Management expects dry-van demand to drive a broader trailer-market recovery, with 135,000 to 145,000 dry vans in a replacement-level environment. Pricing and material margins are expected to improve into Q4 and 2027; Q3 guidance calls for $440M to $460M revenue and an adjusted loss of $0.50 to $0.40/share. Liquidity rose to $193M after $150M convertible notes.

WABASH NATIONAL Corp (WNC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. wnc-20260727 false 0000879526 0000879526 2026-07-27 2026-07-27 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) J

The ongoing freight market recovery is altering trailer demand positively in a fashion unseen in 40 years, Wabash’s top executive said July 29, although the company still posted a loss in the second quarter of 2026. Wabash’s order backlog at the end of Q2 totaled $956 million, an increase of 14% compared with three months earlier. “This was the first time in the company’s history that we have experienced backlog growth in the second quarter.

Wabash (WNC) reported a wider Q2 2026 net loss of $22.9 million versus a $9.6 million loss a year earlier. GAAP loss per share was $0.56 versus $0.23. Net sales fell 9.1% to $417.2 million, and backlog was about $956 million as of June 30. Q3 guidance calls for revenue of $440 million to $460 million and non-GAAP adjusted loss per share of $0.50 to $0.40.

Wabash (NYSE: WNC) reported Q2 2026 revenue of $417.2 million, down 9.1% year on year but 3.6% above expectations. Adjusted EPS was -$0.53, beating estimates by 5.4%. For Q3, revenue guidance midpoint is $450 million, but non-GAAP EPS guidance was below consensus. The stock was about $13.32 after results.

Wabash National (WNC) reported Q2 results that beat estimates, with non-GAAP EPS of -$0.53, $0.03 above expectations, and revenue of $417.2M, $14.15M higher than expected. The company said total backlog was about $956M as of June 30, 2026, up $119M from the prior quarter, and provided a Q3 outlook.

WABASH NATIONAL Corp (WNC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 wnc-20260630xex991.htm EX-99.1 Document Media Contact: Heidi Murphy Heidi.murphy@padillaco.com Investor Relations: John Cummings Sr. Director, FP&A & IR (765) 262-2898 john.cummings@onewabash.com Wabash Announces Second Quarter 2026 Results ▪ Quarterly revenue of $417 m

WABASH NATIONAL Corp (WNC) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-4.1 2 d156940dex41.htm EX-4.1 EX-4.1 Exhibit 4.1 WABASH NATIONAL CORPORATION, as Company THE GUARANTORS PARTY HERETO FROM TIME TO TIME, as Guarantors AND U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee INDENTURE Dated as of July 20, 2026 4.00% Convertible Senior Note

Wabash (NYSE: WNC) priced an upsized private offering of $130 million aggregate principal 4.00% convertible senior notes due 2032, up from $100 million. An option allows up to an additional $20 million. Expected close July 20, 2026. Net proceeds are about $122 million, or $141 million if the option is fully exercised, for general corporate purposes including repaying credit agreement borrowings.