Wabash National Corporation

NYSE:WNC 주식 리포트

시가총액: US$524.7m

Wabash National 향후 성장

Future 기준 점검 1/6

Wabash National은 연간 수입과 매출이 각각 115.1%와 18.4% 증가할 것으로 예상되고 EPS는 연간 116.2%만큼 증가할 것으로 예상됩니다.

핵심 정보

115.1%

이익 성장률

116.21%

EPS 성장률

Machinery 이익 성장16.7%
매출 성장률18.4%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트22 Jun 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Jul 12

Wabash National: Stock At A Key Pivot Point During An Industry Recovery

Summary Wabash National is positioned for a turnaround as an industry recovery is expected to drive revenue growth and profitability by 2027. WNC trades at a compelling 8.2x 2027E EPS and 0.27x forward sales, well below sector medians, offering significant upside if a recovery materializes. Strategic initiatives—digital tools, AI-driven quoting, and upfit expansion—target margin expansion, market share gains, and more predictable revenue streams. Risks include cyclical industry exposure and potential adverse trade conditions, but WNC's domestic sourcing and tariff relief prospects provide some insulation. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 22

WNC: Faster Margin Recovery And Trade Rulings Will Support Future Re-Rating

Analysts have lifted their price target on Wabash National to $20 from $8.50, citing recent management meetings that highlighted potential trade ruling benefits, a possible 2027 recovery framework, and expectations for faster margin improvement in the current cycle. Analyst Commentary Recent research on Wabash National highlights a reset in expectations, with the stock now covered under a higher price target and an upgraded rating after recent management meetings.
내러티브 업데이트 • Jun 07

WNC: Digital Trailer Platforms And Cargo Security Will Support Future Re-Rating

Analysts have reduced their price target on Wabash National by $6.00, citing an updated view on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Wabash National issued earnings outlook for the second quarter of 2026, with expected revenue for the first quarter in a range of $380 million to $400 million.
내러티브 업데이트 • Apr 25

WNC: Refined Discount Rate Assumptions Will Support A More Optimistic Outlook

Analysts have nudged their price targets on Wabash National higher, with one firm lifting its view by $2. The change reflects updated assumptions around discount rates, profit margins, and future P/E that support a modestly refined outlook rather than a wholesale change in fair value, which remains at $14.50.
내러티브 업데이트 • Apr 09

WNC: Higher Future P/E Assumptions Will Support A More Optimistic Outlook

Analysts have lifted their price target on Wabash National by $2, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Analysts updating their models around discount rates, revenue assumptions, margins, and future P/E levels see the new price target as a refinement of earlier estimates rather than a wholesale shift in view on Wabash National.
내러티브 업데이트 • Mar 25

WNC: Cargo Security Expansion Will Drive Future Upside Despite Execution Risks

The analyst price target for Wabash National has been raised by $2, with analysts citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the basis for the change. Analyst Commentary Even with the higher price target, some bearish analysts remain cautious and see the move as a fine tuning of assumptions rather than a signal of stronger conviction on Wabash National.
내러티브 업데이트 • Mar 11

WNC: Higher Future P/E Assumptions Will Support A More Optimistic Outlook

Narrative Update The analyst price target for Wabash National has been revised from $12.75 to $14.50. Analysts attribute this change to updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E.
내러티브 업데이트 • Feb 25

WNC: Facility Idling And Cargo Security Rollout Will Support Future Earnings

Analysts have increased their price target on Wabash National by $2, citing updated assumptions around revenue growth, profitability, discount rates, and future P/E expectations as the main drivers of the change. Analyst Commentary Recent research points to a more constructive tone around Wabash National, with bullish analysts using the higher price target to reflect updated assumptions around revenue, margins, discount rates, and future P/E levels.
내러티브 업데이트 • Feb 10

WNC: Cargo Security Rollout And Cost Cuts Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Wabash National from $9.50 to $11.00, citing updated assumptions for revenue growth, profit margins, and future P/E that align with the recent Street research price target increase. Analyst Commentary Street research has adjusted assumptions around Wabash National's revenue trajectory, margin profile, and future P/E, which feeds directly into the updated fair value range.
내러티브 업데이트 • Jan 27

WNC: Facility Idling And Cost Actions Will Support Future Earnings Reset

Analysts have maintained their price target for Wabash National at US$18.00. Slightly lower assumed revenue growth and a small adjustment to the discount rate are offset by a modestly higher projected profit margin and a nearly unchanged future P/E multiple.
내러티브 업데이트 • Jan 10

WNC: Recent Facility Idling And Cost Cuts Will Reset Earnings Power

Analysts raised their fair value estimate for Wabash National to $18 from $16, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, after incorporating cautious recent commentary and a lower Street price target that followed the company's weaker-than-expected Q3 pre-announcement. Analyst Commentary Street research has turned more cautious after the weaker than expected Q3 pre-announcement, with one firm trimming its price target for Wabash National to US$9 from US$9.50 and keeping a Neutral stance.
분석 기사 • Nov 24

Wabash National Corporation's (NYSE:WNC) Shares Not Telling The Full Story

With a price-to-sales (or "P/S") ratio of 0.2x Wabash National Corporation ( NYSE:WNC ) may be sending bullish signals...
분석 기사 • Aug 28

Health Check: How Prudently Does Wabash National (NYSE:WNC) Use Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jul 16

There Is A Reason Wabash National Corporation's (NYSE:WNC) Price Is Undemanding

You may think that with a price-to-sales (or "P/S") ratio of 0.2x Wabash National Corporation ( NYSE:WNC ) is a stock...
분석 기사 • May 19

Wabash National (NYSE:WNC) Has Affirmed Its Dividend Of $0.08

Wabash National Corporation ( NYSE:WNC ) has announced that it will pay a dividend of $0.08 per share on the 24th of...
분석 기사 • May 07

We Discuss Why Wabash National Corporation's (NYSE:WNC) CEO Compensation May Be Closely Reviewed

Key Insights Wabash National to hold its Annual General Meeting on 14th of May Salary of US$1.09m is part of CEO Brent...
분석 기사 • May 01

Is Wabash National (NYSE:WNC) Using Debt In A Risky Way?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Mar 31

Wabash National (NYSE:WNC) Will Pay A Dividend Of $0.08

Wabash National Corporation ( NYSE:WNC ) will pay a dividend of $0.08 on the 24th of April. This means the annual...
분석 기사 • Mar 17

Wabash National (NYSE:WNC) Will Pay A Dividend Of $0.08

Wabash National Corporation's ( NYSE:WNC ) investors are due to receive a payment of $0.08 per share on 24th of April...
분석 기사 • Mar 03

Wabash National (NYSE:WNC) Has Announced A Dividend Of $0.08

Wabash National Corporation ( NYSE:WNC ) will pay a dividend of $0.08 on the 24th of April. This makes the dividend...
Seeking Alpha • Feb 24

Wabash Q4 Earnings: Not A Great 2024, But Will 2025 Be Better?

Summary Wabash National Corporation's Q4 revenues fell 30.1% y/y, with operational efficiency halving and significant margin declines, indicating a struggling business with high debt and legal uncertainties. The company's diversification efforts are promising but slow. Operational efficiency needs aggressive improvement; cost optimization and automation are crucial to reversing the current negative trend. Despite domestic supply chain advantages, Wabash's overall performance and future outlook remain uncertain, warranting caution before considering investment in WNC stock. Read the full article on Seeking Alpha
분석 기사 • Feb 17

Wabash National (NYSE:WNC) Will Pay A Dividend Of $0.08

The board of Wabash National Corporation ( NYSE:WNC ) has announced that it will pay a dividend on the 24th of April...
분석 기사 • Feb 14

Slammed 27% Wabash National Corporation (NYSE:WNC) Screens Well Here But There Might Be A Catch

Unfortunately for some shareholders, the Wabash National Corporation ( NYSE:WNC ) share price has dived 27% in the last...
분석 기사 • Nov 28

Lacklustre Performance Is Driving Wabash National Corporation's (NYSE:WNC) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.4x Wabash National Corporation ( NYSE:WNC ) is a stock...
분석 기사 • Oct 24

We Like Wabash National's (NYSE:WNC) Returns And Here's How They're Trending

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
새로운 내러티브 • Sep 24

Expanding Services And Digital Capabilities Brighten Future Despite Analysts' Revenue And Margin Concerns

Wabash National's strategy targets higher margin areas like parts and services alongside digitally enabled trailers, aiming for growth and earnings stability.
분석 기사 • Sep 18

What Does Wabash National Corporation's (NYSE:WNC) Share Price Indicate?

While Wabash National Corporation ( NYSE:WNC ) might not have the largest market cap around , it saw significant share...
Seeking Alpha • Sep 12

Wabash National: Value Has Emerged For This Wonderful Company (Rating Upgrade)

Summary I had in May 2024 concluded that WNC is a fundamentally sound company with consistent operating margins, capital efficiencies, and returns. A valuation at that juncture did not show any margin of safety. An updated intrinsic valuation, triangulating with the Acquirer's Multiple and Free cash flow yield now points to undervaluation. This is partly because the price had declined by 23% while I still see WNC as a wonderful company. This is now an investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Wabash National: Still Compelling Despite An Understandable Decline

Summary Wabash National Corporation's shares have dropped 31% since my last 'buy' rating in February 2023, but are up 36.1% since my original 'buy' in September 2021. Revenue and profitability have been volatile, with significant drops in trailer shipments and net income, but Parts & Services growth has been robust. Management's guidance for 2024 indicates lower revenue and earnings, but the stock's attractive pricing relative to cash flows supports maintaining a 'buy' rating. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:WNC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20271,97665N/AN/A1
12/31/20261,490-72N/AN/A1
3/31/20261,465-65-41-22N/A
12/31/20251,543211-1312N/A
9/30/20251,638260108150N/A
6/30/20251,721-11057108N/A
3/31/20251,812-7173134N/A
12/31/20241,947-28445117N/A
9/30/20242,126-23388151N/A
6/30/20242,29515388167N/A
3/31/20242,431198147233N/A
12/31/20232,537231222320N/A
9/30/20232,598222157257N/A
6/30/20232,62020397188N/A
3/31/20232,576151150228N/A
12/31/20222,50211267124N/A
9/30/20222,3244568139N/A
6/30/20222,151202888N/A
3/31/20221,95810-75-20N/A
12/31/20211,8031-57-7N/A
9/30/20211,72832-84-57N/A
6/30/20211,597256888N/A
3/31/20211,4871294112N/A
12/31/20201,482-97104124N/A
9/30/20201,657-85148177N/A
6/30/20201,886-6374108N/A
3/31/20202,173-3265102N/A
12/31/20192,31990N/A146N/A
9/30/20192,35083N/A132N/A
6/30/20192,32262N/A133N/A
3/31/20192,30963N/A158N/A
12/31/20182,26769N/A112N/A
9/30/20182,201107N/A140N/A
6/30/20182,073121N/A110N/A
3/31/20181,896113N/A67N/A
12/31/20171,767111N/A144N/A
9/30/20171,68685N/A134N/A
6/30/20171,72599N/A178N/A
3/31/20171,760112N/A201N/A
12/31/20161,845119N/A179N/A
9/30/20161,927130N/A133N/A
6/30/20161,994128N/A166N/A
3/31/20162,038121N/A170N/A
12/31/20152,027104N/A132N/A
9/30/20152,01190N/A183N/A

애널리스트 향후 성장 전망

수입 대 저축률: WNC 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: WNC 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: WNC 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: WNC 의 수익(연간 18.4%)이 US 시장(연간 13%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: WNC 의 수익(연간 18.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: WNC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/13 08:45
종가2026/07/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Wabash National Corporation는 12명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joel TissBMO Capital Markets Equity Research
Kristine KubackiCLSA
Ryan SigdahlCraig-Hallum Capital Group LLC