Wabash (NYSE: WNC) reported third-quarter 2026 net sales of $476.4 million, up 24.8% from $381.6 million a year earlier. The company posted a GAAP net loss of $20.4 million, or $0.51 per diluted share, for the quarter ended September 30.
GAAP operating loss was $20.0 million. Wabash reported total backlog of approximately $1.198 billion at September 30, up $242 million from the prior quarter.
- Transportation Solutions sales were $407.9 million, up 21.9% year over year.
- Parts & Services sales were $69.4 million, up 13.8% year over year.
- Third-quarter gross profit was $14.9 million, representing a 3.1% gross margin.
- Wabash guided fourth-quarter revenue to $420 million to $450 million and non-GAAP adjusted EPS to a loss of $0.75 to $0.55 per share.
- Backlog increased 25% versus the second quarter, according to the company.
$WNC Insider Trading Activity
$WNC insiders have traded $WNC stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WNC stock by insiders over the last 6 months:
- MARY KRISTIN GLAZNER (Chief Administrative Officer) sold 10,000 shares for an estimated $122,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$WNC Hedge Fund Activity
We have seen 84 institutional investors add shares of $WNC stock to their portfolio, and 86 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,073,372 shares (+inf%) to their portfolio in Q2 2026, for an estimated $14,490,522
- PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC added 726,847 shares (+inf%) to their portfolio in Q2 2026, for an estimated $9,812,434
- TOWLE & CO removed 613,717 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $8,285,179
- MEROS INVESTMENT MANAGEMENT, LP removed 548,037 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $7,398,499
- AMERICAN CENTURY COMPANIES INC removed 545,383 shares (-44.1%) from their portfolio in Q2 2026, for an estimated $7,362,670
- D. E. SHAW & CO., INC. removed 525,098 shares (-20.2%) from their portfolio in Q2 2026, for an estimated $7,088,823
- EMPOWERED FUNDS, LLC removed 441,805 shares (-74.9%) from their portfolio in Q2 2026, for an estimated $5,964,367
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.
