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WABASH NATIONAL Corp (WNC) Stock Fundamental Analysis & AI Rating 2026

WNC NYSE Truck Trailers DE CIK: 0000879526
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
HOLD
68% Conf
Pending
Analysis scheduled

📊 WNC Key Takeaways

Revenue: $1.5B
Net Margin: 13.7%
Free Cash Flow: $-13.0M
Current Ratio: 1.39x
Debt/Equity: 1.21x
EPS: $5.07
AI Rating: HOLD with 68% confidence
WABASH NATIONAL Corp (WNC) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.5B, net profit margin of 13.7%, and return on equity (ROE) of 57.6%, WABASH NATIONAL Corp demonstrates mixed fundamentals in the Automotive sector. Below is our complete WNC stock analysis for 2026.

Is WABASH NATIONAL Corp (WNC) a Good Investment?

Claude

Wabash National exhibits exceptional profitability metrics (13.7% net margin, 57.6% ROE) and fortress-like interest coverage (30.9x), but fundamental momentum is deteriorating with 20.8% revenue decline and negative free cash flow of -$13M. Thin gross margins (4.5%) combined with liquidity constraints (quick ratio 0.79x) create vulnerability despite strong reported earnings.

Why Buy WABASH NATIONAL Corp Stock? WNC Key Strengths

Claude
  • + Exceptional return metrics: ROE 57.6% and ROA 18.1% indicate superior capital efficiency
  • + Robust profitability: 13.7% net margin and 19.9% operating margin demonstrate pricing power and cost control
  • + Iron-clad debt service capacity: 30.9x interest coverage provides significant financial flexibility
  • + Moderate leverage: 1.21x debt-to-equity ratio is sustainable with strong operating margins

WNC Stock Risks: WABASH NATIONAL Corp Investment Risks

Claude
  • ! Revenue collapse: 20.8% YoY decline signals severe demand destruction in truck trailer sector
  • ! Negative cash generation: -$13M free cash flow despite positive net income indicates deteriorating cash conversion and potential liquidity stress
  • ! Razor-thin gross margins: 4.5% margin leaves zero tolerance for input cost inflation or pricing pressure
  • ! Liquidity squeeze: Quick ratio 0.79x and minimal cash position ($31.9M) create vulnerability in prolonged downturn
  • ! Fragile earnings quality: EPS growth (+179%) driven by share reduction, not earnings growth (+0%)

Key Metrics to Watch

Claude
  • * Free cash flow trend and conversion of net income to operating cash
  • * Gross margin trajectory amid revenue decline and potential cost pressures
  • * Revenue stabilization and demand indicators for truck trailer segment
  • * Cash balance and working capital management given negative FCF

WABASH NATIONAL Corp (WNC) Financial Metrics & Key Ratios

Revenue
$1.5B
Net Income
$211.5M
EPS (Diluted)
$5.07
Free Cash Flow
$-13.0M
Total Assets
$1.2B
Cash Position
$31.9M

💡 AI Analyst Insight

WABASH NATIONAL Corp presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

WNC Profit Margin, ROE & Profitability Analysis

Gross Margin 4.5%
Operating Margin 19.9%
Net Margin 13.7%
ROE 57.6%
ROA 18.1%
FCF Margin -0.8%

WNC vs Automotive Sector: How WABASH NATIONAL Corp Compares

How WABASH NATIONAL Corp compares to Automotive sector averages

Net Margin
WNC 13.7%
vs
Sector Avg 6.0%
WNC Sector
ROE
WNC 57.6%
vs
Sector Avg 12.0%
WNC Sector
Current Ratio
WNC 1.4x
vs
Sector Avg 1.2x
WNC Sector
Debt/Equity
WNC 1.2x
vs
Sector Avg 1.0x
WNC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is WABASH NATIONAL Corp Stock Overvalued? WNC Valuation Analysis 2026

Based on fundamental analysis, WABASH NATIONAL Corp appears fundamentally strong relative to the Automotive sector in 2026.

Return on Equity
57.6%
Sector avg: 12%
Net Profit Margin
13.7%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.21x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

WABASH NATIONAL Corp Balance Sheet: WNC Debt, Cash & Liquidity

Current Ratio
1.39x
Quick Ratio
0.79x
Debt/Equity
1.21x
Debt/Assets
68.5%
Interest Coverage
30.95x
Long-term Debt
$442.9M

WNC Revenue & Earnings Growth: 5-Year Financial Trend

WNC 5-year financial data: Year 2021: Revenue $2.3B, Net Income $14.8M, EPS $0.27. Year 2022: Revenue $2.5B, Net Income -$106.6M, EPS $-2.01. Year 2023: Revenue $2.5B, Net Income $3.2M, EPS $0.06. Year 2024: Revenue $2.5B, Net Income $12.1M, EPS $0.24. Year 2025: Revenue $2.5B, Net Income $51.2M, EPS $1.04.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: WABASH NATIONAL Corp's revenue has shown modest growth of 9% over the 5-year period. The most recent EPS of $1.04 reflects profitable operations.

WNC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-0.8%
Free cash flow / Revenue

WNC Quarterly Earnings & Performance

Quarterly financial performance data for WABASH NATIONAL Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $381.6M -$9.6M $0.97
Q2 2025 $458.8M -$9.6M $-0.23
Q1 2025 $380.9M $18.2M $0.39
Q3 2024 $464.0M $18.2M $1.16
Q2 2024 $550.6M $18.2M $0.64
Q1 2024 $515.3M $18.2M $0.39
Q3 2023 $632.8M $12.1M $0.73
Q2 2023 $642.8M $12.1M $0.46

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

WABASH NATIONAL Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$11.7M
Cash generated from operations
Stock Buybacks
$33.8M
Shares repurchased (TTM)
Capital Expenditures
$24.7M
Investment in assets
Dividends Paid
$13.8M
Returned to shareholders

WNC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for WABASH NATIONAL Corp (CIK: 0000879526)

📋 Recent SEC Filings

Date Form Document Action
Apr 9, 2026 8-K wnc-20260408.htm View →
Mar 31, 2026 DEF 14A d201627ddef14a.htm View →
Feb 18, 2026 10-K wnc-20251231.htm View →
Feb 18, 2026 4 xslF345X05/form4.xml View →
Feb 18, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about WNC

What is the AI rating for WNC?

WABASH NATIONAL Corp (WNC) has an AI rating of HOLD with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WNC's key strengths?

Claude: Exceptional return metrics: ROE 57.6% and ROA 18.1% indicate superior capital efficiency. Robust profitability: 13.7% net margin and 19.9% operating margin demonstrate pricing power and cost control.

What are the risks of investing in WNC?

Claude: Revenue collapse: 20.8% YoY decline signals severe demand destruction in truck trailer sector. Negative cash generation: -$13M free cash flow despite positive net income indicates deteriorating cash conversion and potential liquidity stress.

What is WNC's revenue and growth?

WABASH NATIONAL Corp reported revenue of $1.5B.

Does WNC pay dividends?

WABASH NATIONAL Corp pays dividends, with $13.8M distributed to shareholders in the trailing twelve months.

Where can I find WNC SEC filings?

Official SEC filings for WABASH NATIONAL Corp (CIK: 0000879526) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WNC's EPS?

WABASH NATIONAL Corp has a diluted EPS of $5.07.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WNC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, WABASH NATIONAL Corp has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WNC stock overvalued or undervalued?

Valuation metrics for WNC: ROE of 57.6% (sector avg: 12%), net margin of 13.7% (sector avg: 6%). Higher ROE suggests strong returns relative to peers.

Should I buy WNC stock in 2026?

Our dual AI analysis gives WABASH NATIONAL Corp a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WNC's free cash flow?

WABASH NATIONAL Corp's operating cash flow is $11.7M, with capital expenditures of $24.7M. FCF margin is -0.8%.

How does WNC compare to other Automotive stocks?

Vs Automotive sector averages: Net margin 13.7% (avg: 6%), ROE 57.6% (avg: 12%), current ratio 1.39 (avg: 1.2).

Why is WNC's return on equity (ROE) so high?

WABASH NATIONAL Corp has a return on equity of 57.6%, significantly above the Automotive sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 13.7% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI