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Industrials - Agricultural - Machinery - NYSE - US
$ 19.16
-0.982 %
$ 830 M
Market Cap
-3.64
P/E
1. INTRINSIC VALUE

Wabash National Corporation designs, manufactures, and distributes engineered solutions for the transportation, logistics, and distribution industries primarily in the United States. The company operates through two segments, Transportation Solutions and Parts & Services. The Transportation Solutions segment provides dry van and platform trailers; refrigerated trailers; converter dollies; van bodies for dry-freight transportation; cutaway van bodies for commercial applications; service bodies; insulated van bodies; stake bodies; refrigerated truck bodies; and used trailers, as well as laminated hardwood oak flooring products. This segment also offers stainless steel and aluminum tank trailers for the dairy, food and beverage, oil, gas, and chemical end markets; dry bulk trailers; and fiberglass reinforced poly tank trailers.[ Read More ]

The intrinsic value of one WNC stock under the base case scenario is HIDDEN Compared to the current market price of 19.2 USD, Wabash National Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart WNC

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FINANCIALS
2.54 B REVENUE
1.37%
312 M OPERATING INCOME
87.20%
231 M NET INCOME
105.07%
320 M OPERATING CASH FLOW
157.57%
-106 M INVESTING CASH FLOW
-91.73%
-92.5 M FINANCING CASH FLOW
-12.43%
464 M REVENUE
-15.72%
-433 M OPERATING INCOME
-981.12%
-330 M NET INCOME
-1139.14%
42.8 M OPERATING CASH FLOW
288.10%
-16.2 M INVESTING CASH FLOW
32.88%
-22 M FINANCING CASH FLOW
13.22%
Balance Sheet Decomposition Wabash National Corporation
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Current Assets 681 M
Cash & Short-Term Investments 179 M
Receivables 183 M
Other Current Assets 319 M
Non-Current Assets 681 M
Long-Term Investments 1.65 M
PP&E 325 M
Other Non-Current Assets 354 M
Current Liabilities 352 M
Accounts Payable 157 M
Short-Term Debt 9.05 M
Other Current Liabilities 187 M
Non-Current Liabilities 461 M
Long-Term Debt 420 M
Other Non-Current Liabilities 40.9 M
EFFICIENCY
Earnings Waterfall Wabash National Corporation
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Revenue 2.54 B
Cost Of Revenue 2.04 B
Gross Profit 498 M
Operating Expenses 173 M
Operating Income 312 M
Other Expenses 80.7 M
Net Income 231 M
RATIOS
19.64% GROSS MARGIN
19.64%
12.30% OPERATING MARGIN
12.30%
9.12% NET MARGIN
9.12%
42.08% ROE
42.08%
16.97% ROA
16.97%
25.95% ROIC
25.95%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Wabash National Corporation
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Net Income 231 M
Depreciation & Amortization 45.3 M
Capital Expenditures -98.1 M
Stock-Based Compensation 11.8 M
Change in Working Capital 42.1 M
Others -9.9 M
Free Cash Flow 222 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Wabash National Corporation
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Wall Street analysts predict an average 1-year price target for WNC of $23.1 , with forecasts ranging from a low of $18 to a high of $33 .
WNC Lowest Price Target Wall Street Target
18 USD -6.05%
WNC Average Price Target Wall Street Target
23.1 USD 20.79%
WNC Highest Price Target Wall Street Target
33 USD 72.23%
4. DIVIDEND ANALYSIS
0.42% DIVIDEND YIELD
0.08 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Wabash National Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
27.3 K USD 1
9-12 MONTHS
544 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
3.88 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
9 months ago
Jan 25, 2024
Bought 3.88 K USD
Boss John G.
Director
+ 150.88
25.72 USD
1 year ago
Oct 26, 2023
Bought 3.87 K USD
Boss John G.
Director
+ 188.4
20.52 USD
1 year ago
Jul 27, 2023
Bought 3.85 K USD
Boss John G.
Director
+ 163.59
23.55 USD
1 year ago
Apr 27, 2023
Bought 3.84 K USD
Boss John G.
Director
+ 156.15
24.59 USD
1 year ago
Jan 26, 2023
Bought 3.83 K USD
Boss John G.
Director
+ 149.39
25.62 USD
2 years ago
Oct 27, 2022
Bought 3.81 K USD
Boss John G.
Director
+ 194.05
19.65 USD
2 years ago
Jul 28, 2022
Bought 3.79 K USD
Boss John G.
Director
+ 223.46
16.98 USD
2 years ago
Apr 28, 2022
Bought 3.78 K USD
Boss John G.
Director
+ 256.47
14.72 USD
2 years ago
Jan 27, 2022
Bought 3.76 K USD
Boss John G.
Director
+ 188.23
19.97 USD
3 years ago
Oct 28, 2021
Bought 3.74 K USD
Boss John G.
Director
+ 244.28
15.31 USD
3 years ago
Jul 29, 2021
Bought 3.72 K USD
Boss John G.
Director
+ 260.43
14.28 USD
3 years ago
Apr 29, 2021
Bought 3.7 K USD
Boss John G.
Director
+ 199.3
18.58 USD
3 years ago
Jan 28, 2021
Bought 3.69 K USD
Boss John G.
Director
+ 213.68
17.25 USD
4 years ago
Oct 22, 2020
Bought 3.67 K USD
Boss John G.
Director
+ 253.56
14.46 USD
4 years ago
Jul 23, 2020
Bought 3.64 K USD
Boss John G.
Director
+ 318.2
11.44 USD
4 years ago
Apr 23, 2020
Bought 3.6 K USD
Boss John G.
Director
+ 498.06
7.23 USD
8 months ago
Feb 27, 2024
Sell 27.3 K USD
Sudhanshu Priyadarshi
Director
- 1010
27.06 USD
9 months ago
Feb 08, 2024
Sell 462 K USD
Magee Larry J
Director
- 17897
25.8 USD
9 months ago
Feb 07, 2024
Sell 81.8 K USD
Magee Larry J
Director
- 3086
26.5 USD
9 months ago
Feb 06, 2024
Sell 462 USD
Magee Larry J
Director
- 17
27.2 USD
1 year ago
May 01, 2023
Sell 340 K USD
Magee Larry J
Director
- 13000
26.151 USD
1 year ago
Mar 08, 2023
Sell 1.06 M USD
Smith Dustin T
SVP, Chief Strategy Officer
- 39060
27.26 USD
1 year ago
Mar 08, 2023
Sell 966 K USD
Pettit Michael N
SVP and CFO
- 35510
27.19 USD
1 year ago
Mar 08, 2023
Sell 207 K USD
Glazner Mary Kristin
SVP, General Counsel & CHRO
- 7483
27.69 USD
1 year ago
Mar 08, 2023
Sell 602 K USD
Page Kevin J
SVP, Chief Commercial Officer
- 22160
27.15 USD
1 year ago
Mar 08, 2023
Sell 979 K USD
Pettit Michael N
SVP and CFO
- 36020
27.19 USD
1 year ago
Mar 08, 2023
Sell 1.13 M USD
Smith Dustin T
SVP, Chief Strategy Officer
- 41327
27.26 USD
1 year ago
Mar 07, 2023
Sell 459 K USD
Yeagy Brent L
President & CEO
- 16864
27.2108 USD
1 year ago
Mar 02, 2023
Sell 1.11 M USD
Yeagy Brent L
President & CEO
- 39742
27.908 USD
1 year ago
Mar 02, 2023
Sell 161 K USD
Yeagy Brent L
President & CEO
- 5645
28.5442 USD
1 year ago
Mar 01, 2023
Sell 2.62 M USD
Yeagy Brent L
President & CEO
- 94961
27.5495 USD
1 year ago
Feb 02, 2023
Sell 1.42 M USD
Yeagy Brent L
President & CEO
- 50755
27.8893 USD
1 year ago
Feb 02, 2023
Sell 276 K USD
Yeagy Brent L
President & CEO
- 9489
29.0976 USD
1 year ago
Jan 03, 2023
Sell 913 K USD
Yeagy Brent L
President & CEO
- 39756
22.963 USD
2 years ago
Nov 10, 2022
Sell 192 K USD
Yeagy Brent L
President & CEO
- 8006
24 USD
2 years ago
Nov 01, 2022
Sell 172 K USD
Yeagy Brent L
President & CEO
- 7986
21.56 USD
2 years ago
Oct 26, 2022
Sell 540 K USD
Smith Dustin T
SVP, Chief Strategy Officer
- 30000
18.002 USD
2 years ago
Oct 26, 2022
Sell 209 K USD
Yeagy Brent L
President & CEO
- 11703
17.843 USD
2 years ago
Oct 25, 2022
Sell 72.6 K USD
Yeagy Brent L
President & CEO
- 4269
17 USD
2 years ago
Aug 15, 2022
Sell 452 K USD
Pettit Michael N
SVP and CFO
- 25000
18.062 USD
2 years ago
Aug 01, 2022
Sell 142 K USD
Yeagy Brent L
President & CEO
- 7986
17.828 USD
2 years ago
Jul 28, 2022
Sell 679 K USD
Yeagy Brent L
President & CEO
- 39930
17 USD
2 years ago
Mar 01, 2022
Sell 30.7 K USD
Yeagy Brent L
President and CEO
- 1836
16.71 USD
2 years ago
Feb 01, 2022
Sell 35.9 K USD
Yeagy Brent L
President & CEO
- 1836
19.55 USD
2 years ago
Jan 04, 2022
Sell 204 K USD
Yeagy Brent L
President & CEO
- 10178
20 USD
2 years ago
Jan 03, 2022
Sell 100 K USD
Yeagy Brent L
President and CEO
- 5000
20.01 USD
2 years ago
Jan 03, 2022
Sell 35.7 K USD
Yeagy Brent L
President and CEO
- 1836
19.47 USD
2 years ago
Dec 29, 2021
Sell 87.4 K USD
Yeagy Brent L
President and CEO
- 4372
20 USD
2 years ago
Dec 01, 2021
Sell 31.5 K USD
Yeagy Brent L
President & CEO
- 1836
17.15 USD
3 years ago
Nov 01, 2021
Sell 29.4 K USD
Yeagy Brent L
President and CEO
- 1836
16 USD
3 years ago
Oct 05, 2021
Sell 29.4 K USD
Yeagy Brent L
President and CEO
- 1836
16 USD
3 years ago
Sep 27, 2021
Sell 58.8 K USD
Yeagy Brent L
President and CEO
- 3672
16 USD
3 years ago
Jul 01, 2021
Sell 29.5 K USD
Yeagy Brent L
President and CEO
- 1836
16.09 USD
3 years ago
Jun 01, 2021
Sell 29.5 K USD
Yeagy Brent L
President and CEO
- 1836
16.08 USD
3 years ago
May 03, 2021
Sell 32.7 K USD
Yeagy Brent L
President and CEO
- 1836
17.79 USD
3 years ago
Apr 01, 2021
Sell 408 K USD
Yeagy Brent L
President and CEO
- 21646
18.84 USD
3 years ago
Feb 10, 2021
Sell 153 K USD
Magee Larry J
Director
- 9000
16.951 USD
3 years ago
Dec 04, 2020
Sell 87.3 K USD
Kunz John E
Director
- 4808
18.156 USD
4 years ago
Mar 12, 2020
Bought 86.8 K USD
Boss John G.
Director
+ 10000
8.68 USD
4 years ago
Mar 10, 2020
Bought 47 K USD
Boss John G.
Director
+ 5000
9.4 USD
4 years ago
Mar 09, 2020
Bought 50 K USD
Boss John G.
Director
+ 5000
9.99 USD
4 years ago
Mar 06, 2020
Bought 51.6 K USD
Boss John G.
Director
+ 5000
10.31 USD
4 years ago
Feb 28, 2020
Bought 108 K USD
Boss John G.
Director
+ 10000
10.76 USD
4 years ago
Feb 28, 2020
Bought 55.2 K USD
Boss John G.
Director
+ 5000
11.05 USD
4 years ago
Feb 26, 2020
Bought 56.9 K USD
Boss John G.
Director
+ 5000
11.38 USD
6 years ago
Feb 06, 2018
Sell 161 K USD
GIROMINI RICHARD J
CEO
- 6700
24 USD
6 years ago
Feb 05, 2018
Sell 1.3 M USD
GIROMINI RICHARD J
CEO
- 51600
25.17 USD
6 years ago
Feb 05, 2018
Sell 1.3 M USD
GIROMINI RICHARD J
CEO
- 51600
25.17 USD
6 years ago
Feb 06, 2018
Sell 161 K USD
GIROMINI RICHARD J
CEO
- 6700
24 USD
7 years ago
Mar 06, 2017
Sell 638 K USD
Weber Mark Jason
SVP, Group President, DPG
- 29908
21.3439 USD
7 years ago
Mar 06, 2017
Sell 620 K USD
Weber Mark Jason
SVP, Group President, DPG
- 29030
21.3439 USD
7 years ago
Mar 06, 2017
Sell 381 K USD
Weber Mark Jason
SVP, Group President, DPG
- 17850
21.3439 USD
7 years ago
Mar 06, 2017
Sell 244 K USD
Weber Mark Jason
SVP, Group President, DPG
- 11420
21.3439 USD
7 years ago
Mar 02, 2017
Sell 53.5 K USD
Weber Mark Jason
SVP, Group President, DPG
- 2452
21.802 USD
7 years ago
Mar 02, 2017
Sell 145 K USD
Weber Mark Jason
SVP, Group President, DPG
- 6666
21.802 USD
7 years ago
Mar 02, 2017
Sell 2.01 K USD
Weber Mark Jason
SVP, Group President, DPG
- 92
21.802 USD
7 years ago
Feb 21, 2017
Sell 123 K USD
Roth Erin Jennifer
SVP, General Counsel
- 5920
20.788 USD
7 years ago
Feb 10, 2017
Sell 87.6 K USD
Magee Larry J
Director
- 4100
21.3549 USD
7 years ago
Feb 13, 2017
Sell 124 K USD
Magee Larry J
Director
- 5788
21.39 USD
7 years ago
Feb 03, 2017
Sell 354 K USD
Pitchford William D
SVP, HR & Assistant Secretary
- 16703
21.2012 USD
7 years ago
Feb 06, 2017
Sell 416 K USD
Yeagy Brent L
President and COO
- 19680
21.1374 USD
7 years ago
Dec 15, 2016
Sell 117 K USD
Weber Mark Jason
SVP, Group President, DPG
- 7500
15.61 USD
7 years ago
Dec 15, 2016
Sell 139 K USD
Weber Mark Jason
SVP, Group President, DPG
- 8900
15.61 USD
7 years ago
Dec 14, 2016
Sell 1.4 M USD
GIROMINI RICHARD J
President & CEO
- 90000
15.5 USD
8 years ago
Aug 24, 2016
Sell 109 K USD
Roth Erin Jennifer
SVP, General Counsel
- 7500
14.5 USD
8 years ago
Aug 08, 2016
Sell 27.1 K USD
Roth Erin Jennifer
SVP, General Counsel
- 1900
14.25 USD
8 years ago
May 24, 2016
Sell 190 K USD
Yeagy Brent L
SVP, Group President, CTP
- 13587
13.95 USD
9 years ago
Aug 05, 2015
Sell 210 K USD
GIROMINI RICHARD J
President & CEO
- 15000
14.02 USD
9 years ago
Aug 05, 2015
Sell 210 K USD
GIROMINI RICHARD J
President & CEO
- 15000
14.01 USD
9 years ago
Aug 05, 2015
Sell 6.81 K USD
GIROMINI RICHARD J
President & CEO
- 486
14.005 USD
9 years ago
Aug 05, 2015
Sell 215 K USD
GIROMINI RICHARD J
President & CEO
- 15344
14 USD
9 years ago
Aug 05, 2015
Sell 210 K USD
GIROMINI RICHARD J
President & CEO
- 15000
14.02 USD
9 years ago
Aug 05, 2015
Sell 210 K USD
GIROMINI RICHARD J
President & CEO
- 15000
14.01 USD
9 years ago
Aug 05, 2015
Sell 6.81 K USD
GIROMINI RICHARD J
President & CEO
- 486
14.005 USD
9 years ago
Aug 05, 2015
Sell 215 K USD
GIROMINI RICHARD J
President & CEO
- 15344
14 USD
9 years ago
May 07, 2015
Sell 397 K USD
Ewald Bruce N
SVP, Sales
- 27000
14.6997 USD
9 years ago
May 07, 2015
Sell 404 K USD
Ewald Bruce N
SVP, Sales
- 27000
14.9667 USD
10 years ago
Nov 04, 2014
Bought 50 K USD
Taylor Jeffery L
SVP and CFO
+ 5000
10 USD
7. News
Wabash Expands Parts and Services Distribution Network, Strengthens Aftermarket Support in Seven States Company expands Preferred Partner Network with 14 locations, improving parts availability and minimizing downtime for customers' operations Company expands Preferred Partner Network with 14 locations, improving parts availability and minimizing downtime for customers' operations globenewswire.com - 5 days ago
Wabash National Corporation (WNC) Q3 2024 Earnings Call Transcript Wabash National Corporation (NYSE:WNC ) Q3 2024 Earnings Conference Call October 24, 2024 12:00 PM ET Company Participants Ryan Reed - VP, Corporate Development, IR and FP&A Brent Yeagy - President and Chief Executive Officer Patrick Keslin - Senior Vice President, Chief Financial Officer Mike Pettit - Senior Vice President, Chief Growth Officer Conference Call Participants Jeffrey Kauffman - Vertical Research Partners Michael Shlisky - D.A. Davidson Operator Thank you for standing by. seekingalpha.com - 3 weeks ago
Wabash Announces Third Quarter 2024 Results LAFAYETTE, Ind., Oct. 24, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), the innovation leader of connected solutions for the transportation, logistics and distribution industries, today reported results for the quarter ended September 30, 2024. globenewswire.com - 3 weeks ago
Wabash Partners with University of Delaware to Advance Solar Solutions in Commercial Transportation LAFAYETTE, Ind., Oct. 10, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), the visionary leader of connected solutions for the transportation, logistics and distribution industries, announced today it was selected to receive a $1.6 million grant award from the U.S. Department of Energy Solar Energy Technologies Office (SETO) to support a research and development project aimed at decarbonizing the commercial transportation industry. globenewswire.com - 1 month ago
Wabash Schedules Third Quarter 2024 Earnings Conference Call LAFAYETTE, Ind., Oct. 09, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC) today announced that it will webcast its quarterly earnings conference call to review and discuss its financial results for the third quarter 2024 on Thursday, October 24, 2024, beginning at 12:00 p.m. ET. globenewswire.com - 1 month ago
Ignite 2024: Leaders Gather to Discuss What's Next for the Transportation, Logistics and Distribution Industry Key topics include supply chain resilience, enhanced connectivity, and the future of transportation networks as industry leaders convene today in Louisville Key topics include supply chain resilience, enhanced connectivity, and the future of transportation networks as industry leaders convene today in Louisville globenewswire.com - 1 month ago
Wabash Inks Deal With Steel Dynamics to Source Key Steel Components WNC enters into a 10-year strategic agreement with Steel Dynamics to secure a steady supply of key steel components for its transportation solutions portfolio. zacks.com - 1 month ago
Wabash and Steel Dynamics Forge 10-Year Strategic Partnership New agreement secures priority access to critical, domestic steel supplies, solidifying Wabash's ability to meet growing industry demands New agreement secures priority access to critical, domestic steel supplies, solidifying Wabash's ability to meet growing industry demands globenewswire.com - 1 month ago
Kodiak Selects Wabash's Trailers as a Service to Optimize Its Autonomous Fleet Companies collaborating to learn how trailers of the future can best support autonomous trucking Companies collaborating to learn how trailers of the future can best support autonomous trucking globenewswire.com - 1 month ago
Wabash Honored as One of America's Most Admired Workplaces 2025 by Newsweek LAFAYETTE, Ind., Sept. 16, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), the visionary leader of connected solutions for the transportation, logistics and distribution industries, today announced it was honored among Newsweek's inaugural list of “America's Most Admired Workplaces 2025,” reaffirming the company's commitment to fostering a dynamic and innovative workplace, recognized by employees and industry peers alike. globenewswire.com - 2 months ago
Wabash National: Value Has Emerged For This Wonderful Company (Rating Upgrade) 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. seekingalpha.com - 2 months ago
Wabash to Explore All Options in Response to St. Louis Circuit Court Verdict LAFAYETTE, Ind., Sept. 06, 2024 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC) today announced it is evaluating all available legal options in response to the verdict by a St. Louis jury in Williams et al. v. Wabash. The case concerns a 2019 motor vehicle accident in which a passenger vehicle traveling at a high speed struck the back of a nearly stopped 2004 Wabash trailer. globenewswire.com - 2 months ago
8. Profile Summary

Wabash National Corporation WNC

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COUNTRY US
INDUSTRY Agricultural - Machinery
MARKET CAP $ 830 M
Dividend Yield 0.42%
Description Wabash National Corporation designs, manufactures, and distributes engineered solutions for the transportation, logistics, and distribution industries primarily in the United States. The company operates through two segments, Transportation Solutions and Parts & Services. The Transportation Solutions segment provides dry van and platform trailers; refrigerated trailers; converter dollies; van bodies for dry-freight transportation; cutaway van bodies for commercial applications; service bodies; insulated van bodies; stake bodies; refrigerated truck bodies; and used trailers, as well as laminated hardwood oak flooring products. This segment also offers stainless steel and aluminum tank trailers for the dairy, food and beverage, oil, gas, and chemical end markets; dry bulk trailers; and fiberglass reinforced poly tank trailers. The Parts & Services segment provides aftermarket parts and services; aluminum and steel flatbed bodies, shelving for package delivery, partitions, roof racks, hitches, liftgates, and thermal solutions; and door repair and replacement, collision repair, and basic maintenance services. This segment also offers stainless steel storage tanks and silos, mixers, and processors for the dairy, food and beverage, pharmaceutical, chemical, craft brewing, and biotech end markets; and composite products, including truck bodies, overhead doors, and other industrial application products. The company offers its products under the Wabash, DuraPlate, DuraPlateHD, DuraPlate AeroSkirt, and AeroSkirt CX brands, as well as EcoNex brand. It distributes its products directly, as well as through its retail operations and independent dealers to truckload common carriers, leasing companies, private fleet carriers, less-than-truckload common carriers, and package carriers. The company was founded in 1985 and is headquartered in Lafayette, Indiana.
Contact 3900 McCarty Lane, Lafayette, IN, 47905 https://onewabash.com
IPO Date Nov. 8, 1991
Employees 6700
Officers Mr. Brent L. Yeagy President, Chief Executive Officer & Director Mr. Donald Winston Senior Vice President of Global Operations Mr. Don Hurtt Treasurer and Vice President of Tax Mr. Ryan Reed Director of Investor Relations Ms. Dana Stelsel Director of Corporate Communications Mr. Drew Schwartzhoff Senior Vice President of Strategic Marketing Mr. Kevin J. Page Senior Vice President & Chief Commercial Officer Mr. Michael N. Pettit Senior Vice President & Chief Growth Officer