Wabash (WNC) reported second-quarter 2026 net sales of $417.2 million, down 9.1% from the same quarter a year earlier. The company posted a GAAP operating loss of $25 million and GAAP diluted loss per share of $0.56.
Backlog totaled approximately $956 million at June 30, 2026, up $119 million from the prior quarter. For the third quarter of 2026, Wabash guided revenue to a range of $440 million to $460 million and non-GAAP adjusted EPS to a range of negative $0.50 to negative $0.40.
- Second-quarter net sales were $417.2 million.
- GAAP diluted earnings per share was negative $0.56.
- Transportation Solutions net sales were $354.7 million, down 11.4% year over year.
- Parts & Services net sales were $63.4 million, up 6.1% year over year.
- Total backlog was approximately $956 million at quarter-end.
- Wabash shipped 8,292 new trailers and 1,380 new truck bodies in the quarter.
$WNC Hedge Fund Activity
We have seen 71 institutional investors add shares of $WNC stock to their portfolio, and 84 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 1,758,498 shares (+94.3%) to their portfolio in Q1 2026, for an estimated $15,158,252
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC removed 714,832 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,161,851
- FRANKLIN RESOURCES INC added 378,742 shares (+1161.6%) to their portfolio in Q1 2026, for an estimated $3,264,756
- TOWLE & CO removed 364,613 shares (-37.3%) from their portfolio in Q1 2026, for an estimated $3,142,964
- ALLIANCEBERNSTEIN L.P. added 291,700 shares (+857.9%) to their portfolio in Q1 2026, for an estimated $2,514,454
- JANE STREET GROUP, LLC removed 285,822 shares (-49.8%) from their portfolio in Q1 2026, for an estimated $2,463,785
- DIMENSIONAL FUND ADVISORS LP added 247,345 shares (+17.5%) to their portfolio in Q1 2026, for an estimated $2,132,113
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
