Wabash National Future Growth
Future criteria checks 1/6
Wabash National is forecast to grow earnings and revenue by 115.1% and 18.4% per annum respectively while EPS is expected to grow by 116.2% per annum.
Key information
115.1%
Earnings growth rate
116.21%
EPS growth rate
| Machinery earnings growth | 16.5% |
| Revenue growth rate | 18.4% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 21 May 2026 |
Recent future growth updates
Recent updates
Narrative Update • 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.Seeking Alpha • Apr 15
Wabash National's Ride Is Painful (Downgrade)
Summary Wabash National is downgraded to "Sell" due to worsening financials and deteriorating logistics market conditions. WNC's backlog and cash flows have declined sharply, with net debt now exceeding market capitalization, raising solvency concerns. Despite some growth in Parts & Services, the core Transportation Solutions segment remains weak, with significant drops in unit shipments. Management expects Q1 2026 to be the weakest quarter, but guidance for full-year improvement appears overly optimistic given current trends. Read the full article on Seeking AlphaNarrative Update • 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.
Narrative Update • 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.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Analysis Article • 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 AlphaSeeking 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 AlphaAnalysis Article • Aug 19
Wabash National (NYSE:WNC) Has Affirmed Its Dividend Of $0.08
Wabash National Corporation ( NYSE:WNC ) will pay a dividend of $0.08 on the 31st of October. This means that the...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2027 | 1,976 | 65 | N/A | N/A | 1 |
| 12/31/2026 | 1,490 | -72 | N/A | N/A | 1 |
| 3/31/2026 | 1,465 | -65 | -41 | -22 | N/A |
| 12/31/2025 | 1,543 | 211 | -13 | 12 | N/A |
| 9/30/2025 | 1,638 | 260 | 108 | 150 | N/A |
| 6/30/2025 | 1,721 | -110 | 57 | 108 | N/A |
| 3/31/2025 | 1,812 | -71 | 73 | 134 | N/A |
| 12/31/2024 | 1,947 | -284 | 45 | 117 | N/A |
| 9/30/2024 | 2,126 | -233 | 88 | 151 | N/A |
| 6/30/2024 | 2,295 | 153 | 88 | 167 | N/A |
| 3/31/2024 | 2,431 | 198 | 147 | 233 | N/A |
| 12/31/2023 | 2,537 | 231 | 222 | 320 | N/A |
| 9/30/2023 | 2,598 | 222 | 157 | 257 | N/A |
| 6/30/2023 | 2,620 | 203 | 97 | 188 | N/A |
| 3/31/2023 | 2,576 | 151 | 150 | 228 | N/A |
| 12/31/2022 | 2,502 | 112 | 67 | 124 | N/A |
| 9/30/2022 | 2,324 | 45 | 68 | 139 | N/A |
| 6/30/2022 | 2,151 | 20 | 28 | 88 | N/A |
| 3/31/2022 | 1,958 | 10 | -75 | -20 | N/A |
| 12/31/2021 | 1,803 | 1 | -57 | -7 | N/A |
| 9/30/2021 | 1,728 | 32 | -84 | -57 | N/A |
| 6/30/2021 | 1,597 | 25 | 68 | 88 | N/A |
| 3/31/2021 | 1,487 | 12 | 94 | 112 | N/A |
| 12/31/2020 | 1,482 | -97 | 104 | 124 | N/A |
| 9/30/2020 | 1,657 | -85 | 148 | 177 | N/A |
| 6/30/2020 | 1,886 | -63 | 74 | 108 | N/A |
| 3/31/2020 | 2,173 | -32 | 65 | 102 | N/A |
| 12/31/2019 | 2,319 | 90 | N/A | 146 | N/A |
| 9/30/2019 | 2,350 | 83 | N/A | 132 | N/A |
| 6/30/2019 | 2,322 | 62 | N/A | 133 | N/A |
| 3/31/2019 | 2,309 | 63 | N/A | 158 | N/A |
| 12/31/2018 | 2,267 | 69 | N/A | 112 | N/A |
| 9/30/2018 | 2,201 | 107 | N/A | 140 | N/A |
| 6/30/2018 | 2,073 | 121 | N/A | 110 | N/A |
| 3/31/2018 | 1,896 | 113 | N/A | 67 | N/A |
| 12/31/2017 | 1,767 | 111 | N/A | 144 | N/A |
| 9/30/2017 | 1,686 | 85 | N/A | 134 | N/A |
| 6/30/2017 | 1,725 | 99 | N/A | 178 | N/A |
| 3/31/2017 | 1,760 | 112 | N/A | 201 | N/A |
| 12/31/2016 | 1,845 | 119 | N/A | 179 | N/A |
| 9/30/2016 | 1,927 | 130 | N/A | 133 | N/A |
| 6/30/2016 | 1,994 | 128 | N/A | 166 | N/A |
| 3/31/2016 | 2,038 | 121 | N/A | 170 | N/A |
| 12/31/2015 | 2,027 | 104 | N/A | 132 | N/A |
| 9/30/2015 | 2,011 | 90 | N/A | 183 | N/A |
| 6/30/2015 | 1,972 | 76 | N/A | 144 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: WNC is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: WNC is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: WNC is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: WNC's revenue (18.4% per year) is forecast to grow faster than the US market (11.7% per year).
High Growth Revenue: WNC's revenue (18.4% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if WNC's Return on Equity is forecast to be high in 3 years time
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/22 08:42 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Wabash National Corporation is covered by 12 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joel Tiss | BMO Capital Markets Equity Research |
| Kristine Kubacki | CLSA |
| Ryan Sigdahl | Craig-Hallum Capital Group LLC |